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Commonwealth of Pennsylvania |
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POSITION DESCRIPTION FOR JOB POSTING |
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Position Number: 00077416 |
Description Activated On: 10/31/2023 7:58:25 AM |
Position Purpose: Describe the primary purpose of this position and how it contributes to the organization’s objectives. Example: Provides clerical and office support within the Division to ensure its operations are conducted efficiently and effectively. This position located in the Account Verification 1 Unit (ACV1) is responsible for gathering, reviewing, analyzing, updating, and adjusting monetary and non-monetary member account and employer reported data in a member’s account to eliminate data errors or inconsistencies associated with the calculation of benefits and for those members reaching Superannuation. The Account Verification Unit also performs peer review. While the primary focus is on verifying member account and employer reported data associated with retirement calculations and those members reaching Superannuation, the ACV1 Unit may also assist the Account Verification 2 Unit (ACV2) with data verification associated with estimates, as needed. Because production work is cyclical and subject to legislative changes, work staff may be assigned to perform a variety of tasks in other business areas based on PSERS operational needs. |
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Description of Duties: Describe in detail the duties and responsibilities assigned to this position. Descriptions should include the major end result of the task. Example: Types correspondence, reports, and other various documents from handwritten drafts for review and signature of the supervisor. Understand, interpret, and apply the provisions of the Retirement Code, rules, regulations, PSERS legal opinions, business rules and procedures as they relate to member account and employer reported data, benefit eligibility, and determination; review payroll documents, transaction reports, and other documents to determine the impact on a member’s account or benefit payment; initiate or take corrective action as needed; complete the appropriate documentation to support any corrective action.* Identify where contributions, interest, or service was reported in a non-qualifying year and take appropriate action.* Identify where there is a pending purchase of service and take appropriate action.* Establish and maintain effective working relationships with coworkers, other agency staff, members, and school districts utilizing and following written procedures.* Participate in the design of new business processes and system enhancements; serve as a subject matter expert where applicable for all processes within the Account Verification Units; communicate business requirements; recommend screen design/layout, , report formats, and form and letter design and content; participate in the review, analysis, testing, implementation, and monitoring of V3 and Workflow.* Demonstrate process knowledge of all technical functions performed throughout the agency as it pertains to data verification, benefit estimates, benefit calculations, refund of contributions and interest, and purchase of service.* Perform lead work functions as needed by assigning, reviewing, and verifying work of Retirement Technician Trainees; provide on-the-job training as needed. Apply knowledge of the bureau’s application software tools such as V3, Workflow, Workflow Query, Pension Query, Microsoft Office, and Imaging and apply that knowledge to accomplish assigned job duties.* Assist with work in other units within the bureau during times of significant backlog, special projects, process redesigns, reconciliation or legislative proposals as assigned. Perform other related work as assigned. Data Responsibilities: Analyze employer account data to validate information or identify errors Analyze member account data to validate information or identify errors Calculate necessary member account and associated employer account adjustments and determine actions required to correct data Communicate with employers to clarify questionable or missing data Communicate with members to clarify questionable or missing data Confirm system responded accurately to actions taken Create or identify test data that meets the comprehensive testing requirements Identify the data requirements necessary to ensure comprehensive testing of system functionality Identify, review, analyze and ensure the integrity of data as it relates to this position Participate in data cleansing projects as assigned Perform peer reviews Perform testing on system data changes to ensure accuracy prior to implementation Recommend data validations Review member accounts and associated employer account adjustments posted to ensure accuracy Share information with staff regarding known employer reporting issues Validate data changes via script, etc. after implementation to ensure accuracy Validate system data changes after implementation to ensure accuracy |
Decision Making: Describe the types of decisions made by the incumbent of this position and the types of decisions referred to others. Identify the problems or issues that can be resolved at the level of this position, versus those that must be referred to the supervisor. Example: In response to a customer inquiry, this work involves researching the status of an activity and preparing a formal response for the supervisor’s signature. Work is performed independently within general guidelines and with minimal supervision. Decisions are made at the staff level after verification that data requirements are met under the business guidelines. Work is reviewed by a Peer Reviewer, Supervisor or Management. |
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Requirements Profile: Identify any specific experience or requirements, such as a licensure, registration, or certification, which may be necessary to perform the functions of the position. Position-specific requirements should be consistent with a Special Requirement or other criteria identified in the classification specification covering this position. Example: Experience using Java; Professional Engineer License Experience: Licenses, registrations, or certifications: 1. N/A 2. N/A 3. N/A 4. 5. 6. |
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Essential Functions: Provide a list of essential functions for this position. Example: Transports boxes weighing up to 60 pounds.
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