City and County of San Francisco

Document Examiner Technician (#8109)

$35.13-$42.69 Hourly / $6,088.00-$7,399.00 Monthly / $73,060.00-$88,790.00 Yearly


Definition

Under direction, performs unique and specialized work examining and reviewing a wide variety of complex legal documents submitted for filing and recording; responsible for the collection of and accounting for associated fees and taxes or trust receipts; serves as a technical resource in the application of laws and procedures; and performs other related duties as required.

Distinguishing Features

This position is the advanced journey level in the class series responsible for examining and recording highly technical, extremely sensitive and complex legal documents that require expertise and special knowledge in processing. It is distinguished from the Assistant County Clerk-Recorder or Operations Supervisor by its technical level functions that ensure the proper review, recordability and processing of all legal documents and reports to the Assistant County Clerk- Recorder who is responsible for all divisions of the department or to the Operations Supervisor responsible for a department's civil unit. It is further distinguished from the subordinate class of Senior Legal Process Clerk by its responsibility for serving as a lead worker and resource in interpreting and implementing applicable laws, codes and procedures, and for its latitude in making independent judgments and use of discretion in determining the recordability of documents and performance of duties.

Supervision Exercised

NONE

Examples of Important and Essential Duties

"The class specification shall be descriptive of the class and shall not be considered as a restriction on the assignment of duties not specifically listed." (CSC Rule 7)

1. Examines a wide variety of legal documents; accepts documents for recording and determines prescribed fees and taxes; provides technical information regarding acceptability and compliance with laws and codes; interprets and explains applicable laws and codes to title company representatives, members of the public, staff and others.

2. Examines documents submitted by mail; reviews to determine recordability and appropriate fees and taxes or trust receipts due; reviews documents to determine acceptability for recording; and if unacceptable, determines what would make documents acceptable; requests additional information to complete recording requirements; notifies the sender and requests the same.

3. Examines documents rejected for filing to determine the basis for decisions; provides technical assistance and lead worker direction to staff on matters related to acceptability of documents, assessment of associated fees and trust receipts within the legal and procedural requirements.

4. Accepts recording fees and those of various licenses, certificates, reproduction and other miscellaneous fees; balances daily cash receipts; prepares balance sheets and receipts processing forms; posts receivables and credits on appropriate accounts; compares daily monetary receipts with computer print-outs of collections and reconciles any discrepancies; ensures the accuracy and security of receipts within the office and the timely deposit of revenue with the Treasurer's Office.

5. Under direction of the Assistant County Clerk-Recorder or the Operations Supervisor of a department's civil unit, responds to inquiries from attorneys, title company representatives, civil officials, legal representatives and others in regards to accepting, recording and filing of documents, or retrieval and inspection of documents and papers as required or permitted by law.

Knowledge, Skills and Abilities

 Requires considerable Knowledge of: record-keeping systems, methods and procedures including automation of records and files; County, State and Federal laws, codes and ordinances governing acceptance, recording, filing and service of documents and collection of fees, taxes and trust receipts; applicable real estate laws, codes and procedures involving transfer of property and related documents.

Ability to: conduct complex clerical operations regarding acceptance, recordation and retrieval of documents within legal constraints; interpret and explain complex real estate laws or civil processes, as they relate to department functions, to staff, attorneys, title company representatives, members of the public and others; establish and maintain effective working relationships with departmental managers and employees, representatives of real estate and title companies, government, legal and professional organizations and the general public.

Experience and Training

RECORDER'S/COUNTY CLERK OFFICE: Four years (4) of experience processing and recording a wide array of legal, real estate, and title documents in accordance with laws, codes and/or regulations, requiring extensive public interaction, which must include receiving and reconciling cash balances of collected fees, payments and charges; or an equivalent combination of Training and Experience

CITY-WIDE DEPARTMENTS WITH CIVIL UNITS: Four years (4) of experience processing legal documents in accordance with laws, codes and/or regulations as they pertain to Code of Civil Procedures, which must include receiving and reconciling cash balances of collected fees, payments and charges; or an equivalent combination of experience and training.

Disaster Service Workers

All City and County of San Francisco employees are designated Disaster Service Workers through state and local law (California Government Code Section 3100-3109). Employment with the City requires the affirmation of a loyalty oath to this effect. Employees are required to complete all Disaster Service Worker-related training as assigned, and to return to work as ordered in the event of an emergency.

CLASS: 8109; EST: 1/1/1900; REV: 1/1/1900;