Loan Specialist


Vacancy ID: 857490   Announcement Number: D024-13-CFO-857490   USAJOBS Control Number: 339689700

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 agricultural, commercial, realty, or other types of loans. Experience may have been gained in such work as reviewing and passing upon applications for agricultural, commercial, bank or mortgage loans; servicing a loan portfolio of a bank or other loan association; performing financial analysis of commercial concerns for investment purposes; appraising real estate to determine property valuation; 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-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.

4. Choose the statement that best describes your specialized experience and/or education that qualifies you for this GS-12 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 do not possess 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 the analysis of financial statements?

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 formal accounting, financial, or credit training?

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 in reviewing and evaluating documentation for secured lending transactions to ensureĀ  compliance with approved credit conditions?

A. Yes
B. No

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

8. Do you have experience reviewing credit documentation and related financial reporting to determine compliance with an established contract (e.g. credit agreement, guarantee, etc.)?

A. Yes
B. No

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

9. 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 prioritize and 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 create objectives and priorities for my work group to follow.

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

A. I understand the credit review process including financial statement analysis, intermediate accounting, and corporate finance.
B. I analyze financial statements, net assets, collateral, and internal audit reports with the support of others to determine the customer's financial condition.
C. I have had no training or experience related to this activity.
D. I review financial statements, net assets, and other financial documents to determine the customer's financial condition.

11. 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 draft short reports to summarize the results of a financial analysis or to present other financial data concerning compliance with the terms and conditions of agreements.
C. I compose memos which include the customer's financial information pertaining to compliance with the terms and conditions of agreements.
D. I create notes conveying simple financial data to others within my organization concerning compliance with the terms and conditions of agreements.

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

A. I understand financial and accounting concepts, including how to review balance sheets to understand assets, equity, and liabilities.
B. I understand corporate finance and accounting, including the analysis of balance sheets,Generally Accepted Accounting Principles, and financial ratios.
C. I apply my knowledge of financial and accounting concepts, including Generally Accepted Accounting Principles, financial ratios, and equity accounting to understand an organization's financial condition.
D. I have had no training or experience related to this activity.

13. 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 answer questions to help customers understand my organization's systems or services.
C. I identify the necessary resources to support a customer's needs.
D. I provide information concerning my organization's systems or services to customers to support their needs.

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

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

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

A. I use my in-depth understanding of an individual or group to influence an outcome.
B. I utilize my knowledge of group culture, norms, and structure to affect my interactions with others.
C. I have had no training or experience related to this activity.
D. I alter my approach to influencing others based on unique and changing situational factors.

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

A. I work with others to negotiate and finalize the terms of a customer's credit restructuring to redefine the terms of a deal.
B. I have had no training or experience related to this activity.
C. I independently negotiate the terms of a credit restructuring with a customer to support the export of their products.
D. I develop approaches based on the situation to negotiate the terms of a credit restructuring to meet the needs of all stakeholders involved in the loan process.

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

A. I provide formal presentations to leaders within my organization to provide relevant case, industry, or sector developments.
B. I provide status updates to my colleagues during team meetings to keep them informed of my work.
C. I provide informational briefings to others within my organization to keep them informed of recent happenings.
D. I have had no training or experience related to this activity.

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

A. I communicate orally with others to obtain or verify information.
B. I have had no training or experience related to this activity.
C. I communicate orally to provide routine information to others within my organization.
D. I communicate orally with business partners to notify them of decisions or explain the organization's programs or services.

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

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

20. I certify that, to the best of my knowledge and belief, all of the information included in this questionnaire is true, correct, and provided in good faith. I understand that if I make an intentional false statement, or commit deception or fraud in this application and its supporting materials, or in any document or interview associated with the examination process, I may be fined or imprisoned (18 U.S.C. 1001); my eligibilities may be cancelled; I may be denied an appointment; or I may be removed and debarred from Federal service (5 C.F.R. part 731). I understand that any information I give may be investigated. I understand that I will not be considered for employment if I do not respond "Yes" to this certification item.

A. Yes
B. No