Chief, Unclaimed Property Division, CEA Level B
**This is a reposting from 03/11/2020. Applicants who have already applied will be considered and do not need to reapply.**
The State Controller’s Office is a destination employer for government professionals, with a scope of responsibilities and public impact unmatched by other agencies. The Chief, Unclaimed Property Division, oversees one of the highest profile and most complex consumer programs administered by the State of California, with responsibility for more than $7 billion in escheated properties and a robust program dedicated to reuniting property owners with their lost items.
With general direction provided by the Chief Operations Officer (COO), the Chief, Unclaimed Property Division, plans, organizes, directs, and enhances all operations and initiatives for the Unclaimed Property Division (UPD) on behalf of the State Controller. The incumbent leads one of the State of California’s most important and well-known consumer programs and s/he must understand and implement modern customer service tools and practices; evaluate and innovate UPD procedures and practices; lead strategic initiatives; and steadfastly pursue new methodologies and efficiencies that will significantly advance the UPD’s mission to responsibly reunify owners with their lost property.
Duties and Responsibilities:
(Candidates must perform the following functions with or without reasonable accommodations.)
- Provide leadership and oversight of the State Controller’s unclaimed property program by developing, amending, enforcing, and updating all unclaimed property policies;
- Plan, organize, train, promote, and support a culture of exceptional customer service in every transaction with property holders, owners, and members of the public;
- Ensure responsible handling and accounting of unclaimed properties received from reporting businesses;
- Share expertise with the COO and executive office regarding the maintenance of the UPD program, effective customer service initiatives, enhanced external communications and outreach, and, where applicable, the program’s impact on state revenues;
- Oversee the compilation data and provide reports regarding current unclaimed property statistics and projections in order to increase workflow efficiencies and identify more property owners;
- Formulate and implement long and short-range goals and develop strategies to enhance program productivity;
- Monitor and enforce the requirements of laws and regulations governing unclaimed property;
- Set goals and objectives consistent with the overall mission of the SCO;
- Monitor and develop legislation to increase property reunifications through effective and modern consumer outreach methodologies;
- Closely monitor UPD’s adherence with state law, regulations, and internal practices related to the unclaimed property program, collaborating with public officials, the chief counsel’s office, and others to ensure laws are followed and potential changes are rapidly identified;
- Oversee workflows to ensure timely and accurate processing of receipts and claims, while aggressively pursuing efficiencies through established process streamlining methodologies (e.g., Lean principles);
- Represent the SCO at various public hearings to address program needs and issues related to the UPD;
- Collaborate with external stakeholders, including financial institutions and private auditing firms to plan, organize, and direct special events promoting the unclaimed property program; and
- Represent the SCO before other states’ unclaimed property programs and the property holder industries (banks, credit unions, insurance companies, securities companies, etc.), collaborating on innovative ideas to improve administration of the unclaimed property program and increase property reunifications.
- Knowledge of the organization and functions of California State Government including the organization and practices of the Legislature, the Executive Branch, and the Constitutional Offices;
- Demonstrable knowledge of state policies, rules, and standards relative to accounting requirements;
- Experience in recommending, developing and implementing policies relative to program issues;
- Managerial experience that demonstrates the ability to successfully apply organizational leadership, communicate clearly, facilitate decision-making, promote teamwork, and define and achieve success across multi-disciplinary stakeholder interests;
- Knowledgeable of budgeting processes;
- Exceptional written communication skills;
- Experience organizing and motivating groups;
- Program development and evaluation experience; and
- Applied understanding of administrative services.
CEA examinations are open to all applicants who possess the knowledge and abilities, and any other requirements as described in the examination bulletin.
Eligibility to take a CEA examination does not require current permanent status in civil service.
Applicants must also satisfy the minimum qualifications as shown below:
A. Ability to perform high administrative and policy influencing functions effectively; such overall ability requires possession of most of the following more specific knowledge and abilities:
- Knowledge of the organization and functions of California State Government including the organization and practices of the Legislature and the Executive Branch; principles, practices, and trends of public administration, organization, and management; techniques of organizing and motivating groups; program development and evaluation; methods of administrative problem solving; principles and practices of policy formulation and development; personnel management techniques;
- Ability to plan, organize, and direct the work of multi-disciplinary professional and administrative staff; analyze administrative policies, organization, procedures and practices; integrate the activities of a diverse program to attain common goals; gain the confidence and support of top level administrators and advise them on a wide range of administrative matters; develop cooperative working relationships with representatives of all levels of government, the public, and the Legislative and Executive branches; analyze complex problems and recommend effective courses of action; prepare and review reports; and effectively contribute to the department’s Equal Opportunity Office objectives;
B. These knowledge and abilities are expected to be obtained from the following kinds of experience with substantial participation in the formulation, operation, and/or evaluation of program policies (experience may have been paid or volunteer; in State service, other government settings, or in a private organization):
- CEA Level A: Supervisory/administrative experience in a line or staff activity, including the execution and/or evaluation of program policies;
- CEA Level B: Broad administrative or program manager experience with substantial participation in the formulation, operation, and/or evaluation of program policies;
- CEA Level C: Extensive managerial and program administrative experience which has included substantial responsibility for a combination of management functions such as program planning, policy formulation, organization coordination and control, and fiscal personnel management. Where high technical professional qualifications are of primary importance in performing the duties of a given high-level position, then the above required experience may have been in a staff capacity exercising professional skills to influence and contribute to program, policy, and methods of providing those professional services.
C. Strong verbal and written communication/advocacy skills.
D. Well-developed administrative, managerial, and interpersonal skills and abilities.
- Current version of the State Examination/Employment Application STD. Form 678 (when not applying electronically), or the Electronic State Employment Application through your Applicant Account at www.CalCareers.ca.gov. All Experience and Education relating to the Minimum Qualifications listed on the Classification Specification should be included to demonstrate how you meet the Minimum Qualifications for the position. The Job Control number and examination title (JC – 196153 Chief, Unclaimed Property Division, CEA Level B) must be indicated on the application.
- Resume is required and must be included.
- Statement of Qualifications (SOQ) - Please see the Statement of Qualifications Instructions section below for specific instructions.
Note: Applicants who fail to submit all the required documents as instructed may be eliminated from the examination/hiring process.
Applications (STD 678) must be postmarked or received no later than the final filing date. Applications postmarked, received via inter-office mail, or personally delivered after the final filing date will not be accepted. Faxed or emailed applications will not be accepted.
*File by Mail:
State Controller’s Office
HR – Examination Unit
P.O. Box 942850-5877
Sacramento, CA 94250-5877
Attn: Kelli Simpkin
*File in Person:
State Controller’s Office
HR – Examination Unit
300 Capitol Mall, Suite 300
Sacramento, CA 95814
Attn: Kelli Simpkin
*Candidates are responsible for obtaining proof of mailing or submission of their application to the Examination Unit.
This examination consists of an evaluation of your Statement of Qualifications weighted 100%. In order to obtain a position on the eligible list, a minimum score of 70% must be attained.
Your Statement of Qualifications (SOQ) will be evaluated using pre-determined criteria based on the minimum and desirable qualifications for the position. The SOQ should include detailed and concise information specifically addressing how the candidate's education, training, experience, and competencies relate to each of the items listed; responses should be high-level, but specific enough to provide the general nature of the services provided and involvement in the oversight.
The SOQ items must be numbered and addressed in the same order as listed; do not consolidate the responses. The SOQ should be no more than three pages in length, single-spaced, with one-inch margins and a minimum font size of Arial 12.
Applicants who fail to submit the SOQ as instructed may be eliminated from the examination/hiring process.
Your SOQ must provide responses and specific examples for each item listed below to be considered for the position:
- Describe your knowledge of the structure and functions of California State Government specifically the Legislature and the Executive Branch, and their interactions with the State Controller’s Office.
- Describe your experience organizing and directing multi-level staff including your knowledge of training, staff motivation, recognition, and progressive discipline.
- Describe your knowledge of the principles and practices of fiscal management and the legislative process as they relate to the State Controller’s Office.
- Describe your experience in gaining the confidence and support of executive leadership and providing effective advice on a wide range of administrative and operational matters and policies.
- Describe your experience implementing a successful customer service program initiative. Your response should include a description of the targeted customers, your process of developing the initiative’s implementation plan, how the initiative’s success was measured, as well as its results.
- Describe your experience implementing change in a large organization. Explain how you communicated and implemented the expectations to staff, the strategies and technologies you used to implement the change and measure its success, as well as how you overcame opposition/obstacles.
A minimum total rating of 70% must be attained to obtain list eligibility. Hiring interviews may be conducted with the most qualified candidates. All candidates will receive written notification of their examination results. The results of this examination will be used only to fill the position of Chief, Unclaimed Property Division, CEA Level B with the State Controller’s Office. Applications will be retained for twelve (12) months.
Following a selection, those individuals remaining on the list may be contacted for subsequent interviews should a vacancy occur in this position within the next twelve (12) months.
For more information regarding this examination, please contact the Examination Analyst Kelli Simpkin at 916-322-7368.
For an examination without an advertised examination date, it is the candidate's responsibility to contact the State Controller's Office Examination Unit, (916-324-0811), three weeks after the final filing date if he/she has not received a progress notice.
Applications are available at https://jobs.ca.gov/pdf/STD678.pdf, CA Department of Human Resources (CalHR) offices, local offices of the Employment Development Department (EDD), and the State Controller's Office.
If you meet the requirements stated in this bulletin, you may take this examination, which is competitive. Possession of the entrance requirements does not assure a place on the eligible list. Your performance in the examination described on this bulletin will be compared with the performance of others who take this test, and all candidates who pass will be ranked according to their scores.
General Qualifications: Candidates must possess essential personal qualifications including integrity, initiative, dependability, good judgment, and ability to work cooperatively with others.
The State Controller’s Office reserves the right to revise the examination plan to better meet the needs of the service if the circumstances under which this examination was planned change. Such revision will be in accordance with civil service law and rules and all competitors will be notified.
California Relay (Telephone) Service for the Deaf or Hearing Impaired: From TDD phones: (800) 735-2929, from voice phones: (800) 735-2922