Loan Specialist


Vacancy ID: 818479   Announcement Number: D010-13-EFG-818479   USAJOBS Control Number: 334959800

Occupational/Assessment Questions:

1. Are you willing to work in Washington, DC and accept this position without relocation incentive?

A. Yes
B. No

2. Carefully read the following descriptions of minimum qualifications and select the one that best describes your qualification.

A. An undergraduate or graduate degree in finance, business administration, economics, accounting, international/government affairs, mathematics, law, statistics, or other fields related to the position.
B. Experience that demonstrated competence in commercial, trade finance, infrastructure, limited recourse project finance, or other types of loans. Experience may have been gained in such work as reviewing and underwriting applications for commercial bank or federal loans; servicing a loan portfolio of a bank or other loan or investment association; performing financial analysis of commercial concerns for investment or restructuring purposes; appraising financial investments to determine credit, valuation and recovery prospects; or similar work.
C. None of the above.

3. Choose the statement that best describes your specialized experience and/or education that qualifies you for this GS-09 position. (A description of specialized experience and education can be found in the "Qualifications" section of the vacancy announcement.)

A. I possess one year of specialized experience matching what is described in the vacancy announcement.
B. I possess a master's or equivalent graduate degree or 2 full years of progressively higher level graduate education leading to such a degree that has equipped me to perform the duties of this position. (Transcripts must be provided if qualifying based on education.)
C. I have a combination of graduate level education beyond the first year of progressive graduate study and specialized experience that together meet 100% of the qualification requirements for this position. (Transcripts must be provided if qualifying based on a combination of education and experience.)
D. I do not possess any of the requirements as stated above.

4. Choose the statement that best describes your specialized experience and/or education that qualifies you for this GS-11 position. (A description of specialized experience and education can be found in the "Qualifications" section of the vacancy announcement.)

A. I possess one year of specialized experience matching what is described in the vacancy announcement.
B. I possess three full years of progressively higher level education or a Ph.D. or an equivalent doctoral degree that has equipped me to perform the duties of this position. (Transcripts must be provided if qualifying based on education.)
C. I possess a combination of graduate level education, beyond the second full year of graduate level education and specialized experience as described in the vacancy announcement, that together meet the qualification requirement for this position. (Transcripts must be provided if qualifying based on a combination education and experience.)
D. I do not possess any of the requirements as stated above.

For each task in the following group, choose the statement from the list below that best describes your experience and/or training. Darken the oval corresponding to that statement in Section 25 of the Qualifications and Availability Form C. Please select only one letter for each item.

5. Do you have experience in financial spreading?

A. Yes
B. No

If yes, please provide a short response indicating where on your resume the supporting documentation can be found.

6. Do you have experience calculating financial ratios?

A. Yes
B. No

If yes, please provide a short response indicating where on your resume the supporting documentation can be found.

7. Do you have experience using spreadsheets or other software to complete financial analyses?

A. Yes
B. No

If yes, please provide a short response indicating where on your resume the supporting documentation can be found.

8. Select the one statement that most accurately reflects your training and experience with respect to analyzing financial data.

A. I have had no training or experience related to this activity.
B. I independently analyze financial statements, net assets, collateral, and internal audit reports to determine the creditworthiness of a business.
C. I can analyze financial statements, net assets, and other financial documents with the support of others to understand the current financial state of an organization.
D. I understand the credit approval process including financial statement analysis, intermediate accounting, and corporate finance.

9. Select the one statement that most accurately reflects your training and experience with respect to reporting financial data.

A. I have had no training or experience related to this activity.
B. I can create notes or short summaries to convey simple financial data to others.
C. I can draft reports or memos to summarize the results of financial analyses.
D. I compose summaries or reports to convey my conclusions regarding a financial analysis.

10. Select the one statement that most accurately reflects your training and experience with respect to accounting.

A. I have had no training or experience related to this activity.
B. I understand accounting concepts, including how to review balance sheets to understand assets, equity, and liabilities.
C. I utilize my knowledge of accounting, including the analysis of balance sheets, Generally Accepted Accounting Principles, and financial ratios to understand an organization’s financial status.
D. I understand accounting concepts, including U.S. Generally Accepted Accounting Principles (US GAAP) and/or International Financial Reporting Standards (IFRS) , financial ratios, and equity accounting.

11. Select the one statement that most accurately reflects your training and experience with respect to customer service.

A. I have had no training or experience related to this activity.
B. I work with others to understand their problem, but need the help of others to provide a resolutions and answer.
C. I have answered questions to provide customers with an answer or recommendation to resolve their issue.
D. I can identify others’ problems and understand how to provide a recommendation or solution.

12. Select the one statement that most accurately reflects your training and experience with respect to external awareness.

A. I have had no training or experience related to this activity.
B. I utilize economic, political, and social information to understand a business’ repayment risk.
C. I understand how to identify external factors that influence a business, such as the economy, politics, and social trends.
D. I keep up-to-date on news concerning economic, political, and social trends that influence businesses.

13. Select the one statement that most accurately reflects your training and experience with respect to influencing.

A. I utilize my knowledge of group culture, norms, and structure to affect my interactions with others.
B. I use my in-depth understanding of an individual or group to influence an outcome.
C. I utilize my knowledge of group culture, norms, and structure to affect my interactions with others.
D. I adapt my approach or presentation to appeal to the interest of others including various levels of understanding and audiences.

14. Select the one statement that most accurately reflects your training and experience with respect to negotiating.

A. I have had no training or experience related to this activity.
B. I develop approaches based on the situation to negotiate an agreement to best meet the needs of all stakeholders involved in a project.
C. I negotiate with others on a project to arrive at a mutually acceptable solution.
D. I alter tactics while negotiating with others on a project to ensure that the objectives of the project are met.

15. Select the one statement that most accurately reflects your training and experience with respect to giving presentations.

A. I have had no training or experience related to this activity.
B. I provide status updates to others during team meetings to keep them informed of my work.
C. I co-present in front of a large group of people to convey information or findings.
D. I make formal presentations to colleagues or stakeholders about project plans or findings.

16. Select the one statement that most accurately reflects your training and experience with respect to speaking with others.

A. I have had no training or experience related to this activity.
B. I communicate orally with others to obtain or verify information.
C. I communicate orally to persuade others to adopt my opinion or viewpoint.
D. I communicate orally to transmit information between members of a project team.

17. Select the one statement that most accurately reflects your training and experience with respect to planning.

A. I have had no training or experience related to this activity.
B. I plan my own work to ensure I accomplish what is expected of me.
C. I establish priorities to ensure that I complete essential tasks or projects first.
D. I monitor my progress against short-term goals set for me by my supervisor.

18. Select the one statement that most accurately reflects your training and experience with respect to writing.

A. I have had no training or experience related to this activity.
B. I produce written materials within my work group including small or routine reports, as well as materials that convey basic ideas, procedures, or regulations.
C. I create written communications including basic reports or informational documents for use within my work group requiring some original composition.
D. I draft written reports including basic reports or notes for use by my work group with the support of colleagues or my supervisor.