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Financial Loan Analyst I

Recruitment #180629-D10A-01

Introduction

Application Filing Procedures:
The Oklahoma Water Resources Board (OWRB) Financial Assistance Division is seeking to hire one position which may be filled as a Financial Loan Analyst Level I. Any qualified applicant with a disability may request reasonable accommodation to complete the application/interview process. The specific nature of the accommodation requested and the reason for the request must be indicated at the time the resume is submitted.

Duties and Requirements:
See your human resources department or OPM’s website for Job Family Index. In addition to those, the position requires various other duties including:

• Financial Review: Under direct supervision, performs technical and credit analysis of loan applications.  Ensures adequate technical, financial, accounting data, legal documents, contracts, proposals, and other applicable records and documents have been received to facilitate financial credit analysis. Tracks the progress of loans to ensure they are funded in accordance with the state and federal requirements. Monitors a portfolio of loans to ensure compliance with loan covenants. Prepares various loan documents, reports, and correspondence.
• Technical Assistance & Project Management: Works on projects to increase efficiencies, streamline processes and minimize risks.  Provides assistance to local officials, financial advisors, consulting engineers, attorneys, and the public regarding OWRB loan and grant programs. Meets with borrowers throughout the state as needed.

● Computer Skills: Intermediate level knowledge of Microsoft Word and Excel is required.

Occasional travel is required for this position.  For additional information regarding work duties, please contact Charles de Coune at Charles.decoune@owrb.ok.gov or at 405-530-8800.  To apply, please visit www.jobs.ok.gov

OWRB is an Equal Opportunity Employer 

BASIC PURPOSE

Positions in this job family are assigned responsibilities involving the review and analysis of financial information and loan documents related to water/waste water project loans under authorized financial assistance programs.  This includes evaluating loan applications for proper completion and submission of required records and data, analyzing the revenues, expenditures and debt obligations of applicants, monitoring closed loans to ensure compliance with loan provisions and monitoring water systems cost, production, consumption and other performance factors.

LEVEL DESCRIPTORS

This job family has four levels which are distinguished by the complexity of work assignments, the expertise required to perform work assignments, and the responsibility assigned for supervising others.

Level I: 
This is the basic level of the job family where employees are assigned responsibility for performing routine entry level work in a training status in examining loan documents and financial records of applicants and assisting higher level analysts in completing loan analysis or research concerning financing requirements.  This includes assisting in the review of applications, identifying additional information required, completing cursory credit analysis on information submitted,  assisting in the preparation of required loan documents and reports and performing related tasks as assigned.

MINIMUM QUALIFICATIONS

Level I: 
Education and Experience requirements at this level consist of a bachelor’s degree in business administration or a closely related field or an equivalent combination of education and experience, substituting one year of experience in Finance, Credit Analysis, Accounting, Project Management, Risk Management, commercial financial statement credit analysis or a closely related field for each year of the required education.

NOTES

Please read instructions carefully and include all required documents when you submit your application.

No additional information will be accepted after the application has been submitted.

Selection Plan

Scores based on: 100% Evaluation of Education and Experience listed on a supplemental questionnaire.

***NOTE: Names of eligible applicants can be made available to State agencies upon their request, immediately following the closing date and time.



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