CONSUMER CREDIT EXAMINER

BASIC PURPOSE:
Positions in this job family are assigned responsibilities involving the examination, licensing and investigation of finance companies, pawn shops, precious metal and gem dealers, health spas, rent-to-purchase lessors, credit service organizations, and other creditors to insure compliance with various laws and regulations concerning maximum charges, rate ceilings, disclosure requirements, enforcement rights, contract terms, advertising requirements, and administrative control.

TYPICAL FUNCTIONS:
The functions within this job family will vary by level, but may include the following:
•    Performs examinations and investigations of financial and other records of finance companies and other lenders and creditors concerning individual transactions related to loans, rent-to-own purchase agreements, membership fees and other credit transactions or services.
•    Determines compliance with laws and regulations, including the Uniform Consumer Credit Code and the federal Truth-in-lending Act, concerning disclosure, annual percentage rates, refunds, delinquency and deferral fees, extension agreements, and general business practices.
•    Investigates consumer complaints and other information related to overcharges, misleading advertising and other activities; reviews, processes and investigates applications for new licenses.
•    Prepares reports and other materials concerning examinations and investigations; supervises clerical personnel in the preparation, assembling, and maintenance of reports and other records.
•    Counsels consumer groups, industry representatives, and others concerning consumer protection laws and business practices; coordinates and participates in consumer oriented seminars and meetings with various civic, consumer and industry groups.

LEVEL DESCRIPTORS:
This job family consists of three levels which are distinguished based on the complexity of work assigned and the responsibility for the supervision of others.  Entry into this job family is at the career level.
Level I:                Code:  D54A            Salary Band:  J

This is the career level of this job family where employees are assigned independent responsibilities involving examinations or investigations of various lenders and other credit organizations to insure compliance with applicable laws and regulations concerning lending practices, business dealings and other consumer protection guidelines.  This will include completing all required actions related to the examination of appropriate financial records and other materials, determining the extent of compliance with applicable laws and regulations, preparing reports concerning the results of the examination or investigation, and making appropriate recommendations concerning any actions that should be taken.

Knowledge, Skills and Abilities required at this level include knowledge of accounting and auditing principles; of laws and regulations concerning financial institutions and other credit organizations regulated by the agency, including the Uniform Consumer Credit Code and federal Truth-in-lending Act; of procedures for conducting interviews and investigations; and of modern office procedures, practices and equipment; ability to examine financial records and other business documents; to conduct interviews; to analyze information and make decisions; to organize and present facts and opinions; and to establish and maintain effective working relationships with industry representatives, civic and community groups, and others.

Education and Experience requirements at this level consist of five years of experience in a consumer finance company which included computing figures and percentage rates for loan documents, or as a loan officer or loan manager with a lending institution; or an equivalent combination of education and experience, substituting the completion of thirty (30) semester hours of college course work including six (6) semester hours in business administration or a related area for one year only of the required experience.
 
Level II:            Code:  D54B            Salary Band:  K

This is the leadership level of this job family where employees are assigned responsibilities involving the supervision of others in completing required examinations and investigations.  This includes assigning and reviewing work, insuring the completion of required examinations or investigations, and providing guidance and training to employees on established policies and procedures.  It may also include responsibilities for performance management and employee development, disciplinary actions, and other related administrative tasks.

Knowledge, Skills and Abilities required at this level include those identified in Level I plus knowledge of supervisory principles and practices and demonstrated abilities to work independently and review and supervise the work of others.

Education and Experience requirements at this level consist of those identified in Level I plus one additional year of qualifying experience.

Level III:            Code:  D54C            Salary Band:  L

This is the management level of this job family where employees are assigned responsibilities involving the direction of the operations of an area or branch office responsible for conducting examinations and investigations of financial institutions and other creditors within the assigned area.  This will also include assisting in developing policies and procedures for conducting required activities, coordination of activities within the assigned area, developing standards for conducting various types of reviews, the preparation of appropriate statistical data and other information concerning agency operations.

Knowledge, Skills and Abilities required at this level include those identified in Level II plus demonstrated ability to perform a wide range of examinations and investigations and to direct the work of others.

Education and Experience requirements at this level consist of those identified in Level II plus one year of qualifying experience in a supervisory capacity.

SPECIAL REQUIREMENTS:

Applicants must be able and willing to fulfill all job-related travel normally associated with this position.
Applicants must possess a valid Oklahoma driver’s license.