CLASSIFICATION NO. 337
SALES DATA ANALYST
Under direction, to analyze all real property sales in the County; to prepare reports and statistical summaries on sales for utilization in property appraisal; to perform general administrative functions for the Assessor; and to do other work as required.
The Department of Assessment and Taxation is responsible for the assessment of real and personal property, construction of assessment rolls and collection, recording and preparation of the Board Order for distributing all tax monies within the County. Assessment functions comprise the construction of assessment rolls, maintenance of the re-appraisal cycle, maintenance of general assessment records, and maintenance of special assessment records. The technical appraisal staff is organized into various sections for the appraisal of urban, rural, personal, or commercial property.
The Sales Data Analyst is responsible for the analysis of property sales in the County for market value recalculation purposes. The Sales Data Analyst performs ratio studies to determine the relationship between the assessed value and the market value of each class of property as required by legislation. In addition to the technical sales analysis functions, the incumbents are responsible for certain administrative and business functions in the department as assigned by the Assessor.
The Sales Data Analyst differs from the Property Appraiser Senior which performs advanced journey level property appraisals. The Sales Data Analyst also differs from the Appraisal Supervisor who coordinates and oversees appraisers and valuations within a specific section of the Appraisal Division to maintain uniform and equitable assessment of properties.
Duties may include but are not limited to:
- Conducts and analyzes ratio studies and recalculations functions using selective adjustment criteria; prepares related required reports for internal and external users; and to meet the statutory requirements by the State of Oregon's Department of Revenue.
- Maintains computer assisted mass appraisal software (CAMA); creates and maintains computerized assessment and appraisal records and resources; monitors data to ensure proper market adjustments, pricing and valuation tables are established; investigates and resolves data and calculation errors or inconsistencies; performs mass maintenance of data on property accounts; creates and maintains all related appraisal code files in CAMA; oversees annual data entry changes to appraisals and develops instructions and training on proper input; and maintains appropriate documentation as required.
- Provides guidance, coordinates projects and determines training needs for appraisal staff performing “reappraisal,” appraisal or sales studies; consults and interprets sales data to appraisal staff and discusses questions regarding procedures and statistical analysis; provides data for market adjustments to cost factors; coordinates and reviews assessor responses to the local Board of Property Tax Appeals (BOPTA).
- Researches, compiles, edits and analyzes sales data on a broad range of assignments for use in computerized sales studies, appraisal programs; verifies sales information and analyzes terms of sale; maintains current sales data maps; reviews documentation prior to data entry; and prepares related required reports for internal and external users.
- Responds to local and state agencies and general public inquiries in order to address questions regarding the ratio study analysis and conclusions.
- Classifies sale into its proper class (e.g. urban, rural, commercial, farm, etc.); reviews and maintains property classification program.
- Directs and performs activities involved with fiscal, office services and general administrative activities of the Department; reviews and processes requests for the purchase of items; supervises the preparation and revision of rules and manuals on procedures of administrative and personnel matters and monitors and directs their use.
REQUIRED KNOWLEDGE AND SKILLS
Thorough knowledge of: Principles, practices and methods of real property appraisal; practices and procedures of pertinent structural, economic, environmental factors affecting property valuation; modern principles of real estate, appraisal and mapping; preparation and use of recorded instruments such as deeds, mortgages and contracts; technical appraisal practices and procedures used in residential, commercial, farm, mobile home and land appraisal; economic forces as they affect property value; laws, regulations and court decisions affecting the appraisal of land, building, structures and personal property; data processing usage and capabilities; statistical methods and analysis.
Skill to: Analyze appraisals of a variety of properties; analyze and interpret statistical data and make sound recommendations concerning policy and procedures on appraisal matters; keep accurate and detailed records; gather, evaluate and transmit accurate information; apply appraisal principles and techniques and equitably and justifiably appraise property; apply statistical analysis to sales data; analyze legislation to determine the effect on appraisal practices and the existing sales ratios; deal effectively with the public and appellant bodies concerning appraisal matters; prepare clear and concise appraisal and management information reports; establish and maintain effective working relationships with the general public and departmental staff; communicate effectively, both orally and in writing; make effective and understandable presentations to departmental staff on technical matters; perform varied and responsible administrative duties involving both fiscal and personnel matters.
Duties are performed in a variety of conditions and settings, including sedentary activities in an office setting and some physical activities conducted in the field.
Possession of or the ability to obtain a valid appraiser's certificate as issued by the State of Oregon.
Driving is required for County business on a regular basis or to accomplish work. Incumbents must possess a valid driver's license, and possess and maintain an acceptable driving record throughout the course of employment.
MINIMUM RECRUITING STANDARDS
Any satisfactory combination of experience and training that would demonstrate possession of the required knowledge and skills.