0922 Manager I- SFDCP Employee Loan Program Manager

Recruitment #PBT-0922-097105


Amended and Reissued to reflect the amended Minimum Qualifications

This is a Position-Based Test conducted in accordance with Civil Service 111A.

The San Francisco Employees’ Retirement System offers an exceptional opportunity for the right candidates to serve this historic, well established City Department by engaging in interesting and rewarding mission critical work. Established in 1889 as a fund for families and orphans of firefighters and police officers, today the San Francisco Employees’ Retirement System serves more than 73,000 active, vested and retired employees of the City and County of San Francisco and their survivors.

Our Mission

The San Francisco Employees’ Retirement System is dedicated to securing, protecting and prudently investing the pension trust assets, administering mandated benefits programs, and providing promised benefits to the active and retired members of the City and County of San Francisco. The San Francisco Employees’ Retirement System currently seeks a Loan Program Manager to work in the San Francisco Deferred Compensation Plan (SFDCP) Division. 

Position Description

Under general supervision, the Loan Program Manager will be responsible for the implementation and day-to day administration of the new SFDCP Employee Loan Program, and will be the SFDCP's principal point of contact coordinating with the Third Party Administrator and the City's central payroll department.

Examples of primary duties may include: 

  1. Manages the operation and all aspects of the Loan Program.
  2. Trains and supervises SFDCP staff on policies and procedures pertaining to the operation of the Loan Program, , evaluates their work and coaches them to improve performance.
  3. Coordinates with, and monitor the work of the Third Party Administrator and the City's central payroll department relating to the Loan Program.
  4. Assists with the development of operational policies relating to the Loan Program.
  5. Implements the Loan Program's policies and procedures
  6. Reviews and investigates more complex cases, such as Leave of Absence confirmation for loan suspension and payment re-amortization.
  7. Manages and reviews all SFDCP loan materials, coordination and communications, i.e. online application interface, web content, supplemental forms etc.
  8. Contact City departments, employees to obtain information on specialized loan matters, such as Leave of Absence approval, start/end dates and terminations.
  9. Assists with all aspects of loan application, repayments, and ensures follow through to resolve outstanding issues or inquiries.
  10. Informs participants on loan impacts.
  11. Reviews loan suspension requests, completes required Plan Sponsor paperwork and liaison with Third Party Administrator as required.
  12. Evaluates various loan reports from the Third party Administrator, researches loans risking default an possible reasons for missed payments (insufficient funds, death).
  13. Tracks loan program metrics and provides updated reports to senior management.
  14. Compiles and evaluates statistical and other data to prepare various reports.
  15. Handles other matters as assigned.

Minimum Qualifications

1.  Possession of a Baccalaureate Degree from an accredited college or university; and

2.  Three (3) years of verifiable professional experience in financial analysis or asset management, retirement plan administration, operations or management, or experience closely related to the position.

Substitution:  Additional qualifying experience may be substituted for the degree requirement on a year-for-year basis for up to two years of the education requirement.

Desirable Qualifications:

The stated desirable qualifications may be used to identify job finalists at the end of the selection process when candidates are referred for hiring.

  • Two years of supervisory or management experience.
  • Three years of experience managing a major deferred compensation program, preferably in the public sector.
  • Extensive working knowledge of Federal, State and local rules and regulations pertaining to deferred compensation plans, retirement plans, project or program principles and practices of management administration, budgeting, training and personnel managements.
  • Experience working with the public, preferably in the public sector.
  • Demonstrated experience working with vendors and consultants.
  • Demonstrated customer service management experience. 

How To Apply

Applications for City and County of San Francisco jobs are only accepted through an online process. Visit www.jobaps.com/sf to register an account (if you have not already done so) and begin the application process.

  • Select the job announcement PBT-0922-097105
  • Select “Apply” and read and acknowledge the information
  • Select either “I am a New User” if you have not previously registered, or “I have Registered Previously”
  • Follow instructions on the screen

Computers are available for the public (from 8:00 a.m. to 5:00 p.m. Monday through Friday) to file online applications in the lobby of the Dept. of Human Resources at 1 South Van Ness Avenue, 4th Floor, San Francisco.

Applicants may be contacted by email about this announcement and, therefore, it is their responsibility to ensure that their registered email address is accurate and kept up-to-date. Also, applicants must ensure that email from CCSF is not blocked on their computer by a spam filter. To prevent blocking, applicants should set up their email to accept CCSF mail from the following addresses (@sfgov.org, @sfdpw.org, @sfport.com, @flysfo.com, @sfwater.org, @sfdph.org, @asianart.org, @sfmta.com, @sfpl.org, @dcyf.org, @first5sf.org).

Applicants will receive a confirmation email that their online application has been received in response to every announcement for which they file. Applicants should retain this confirmation email for their records. Failure to receive this email means that the online application was not submitted or received.

All work experience, education, training and other information substantiating how you meet the minimum qualifications must be included on your application by the filing deadline. Information submitted after the filing deadline will not be considered in determining whether you meet the minimum qualifications.

Applications completed improperly may be cause for ineligibility, disqualification or may lead to lower scores.

If you have any questions regarding this recruitment or application process, please contact the exam analyst, Tess Bobila, by telephone at 415-487-7026, or by email at Tess.Bobila@sfgov.org.


Applicants may be required to submit verification of qualifying education and experience at any point during the recruitment and selection process. If education verification is required, information on how to verify education requirements, including verifying foreign education credits or degree equivalency, can be found at http://sfdhr.org/index.aspx?page=456

Note: Falsifying one’s education, training, or work experience or attempted deception on the application may result in disqualification for this and future job opportunities with the City and County of San Francisco.

Selection Procedures

Minimum Qualification Supplemental Questionnaire (Weight: Qualifying):

Candidates will be prompted to complete a Supplemental Questionnaire as part of the online employment application. This Minimum Qualification Supplemental Questionnaire is designed to obtain specific information regarding an applicant's experience in relation to the Minimum Qualifications for this position. Applicants must also complete the official application. It is essential that applicants provide complete information in identifying their education, experience and training. The Minimum Qualification Supplemental Questionnaire will be used to evaluate if the applicant possesses the required minimum qualifications.

Supervisory Test Battery (Weight: 40%)

Candidates will be invited to participate in a computer-based examination designed to measure competencies in job-related areas which may include but not limited to: Problem Solving; Leadership; Decision Making; Interpersonal Skill, Human Resources Management; Team Building; and Communication and Conflict Management. For More information about Supervisory Test (and suggested reading list) please visit: https://sfdhr.org/supervisory-test-battery-information

A passing score must be achieved on both the Supervisory test Battery in order to continue in the selection process.

This is a standardized examination, and therefore, test questions and answers are not available for public inspection for review.

Scores attained on the Supervisory Test Battery will be valid and "banked" for three years, starting from the date of the examination. This means that, during this three-year time period you will not be required to take the Supervisory Test Battery. The Supervisory Test Battery may be used for many other classes; therefore your test score may be applied to one or more of these classes if you choose to apply to future recruitment. If the selection process for the future announcement is held within one year of the date of this examination and it includes the Supervisory Test Battery, your score will be automatically applied to that announcement. However, after one year, you have the option to either (a) apply your test score to the other announcement or (b) re-take the Supervisory Test Battery. Re-testing is permitted no sooner than one year from the date of the examination and only in association with your eligibility for another announcement for which the Supervisory Test Battery is used. Please note that should you re-test, your re-test score would become your official score sine it is the most recent.

Supplemental Questionnaire Evaluation: (Weight: 60%)

Candidates will be prompted to complete a supplemental questionnaire as part of the online employment application.

The Supplemental Questionnaire Evaluation is designed to measure knowledge, skills and/or abilities in job-related areas which may include but not be limited to: Knowledge of managing deferred compensation program; knowledge of Federal State and local rules and regulations pertaining to deferred compensation plans and retirement plans; knowledge of program principles and practices of management administration, budgeting, training and personnel managements; ability to research, analyze, and interpret complex written materials; ability to present facts clearly and concisely; ability to establish and maintain effective working relations; ability to use computerized data; and customer service management skill.

A passing score must be achieved on the Supplemental Questionnaire Evaluation and Supervisory Test Battery in order to be ranked on the eligible list.

Applicants meeting the minimum qualifications are not guaranteed to advance through all of the steps in the selection process. The department may administer additional selection procedures upon certification in order to make a final hiring decision.

Candidates’ scores on this examination may also be applied to other announcements involving other job titles, when directed by the Human Resources Director.

Upon approval of the Human Resource Director (see Civil Service Rule 111A.26.5), the eligible list resulting from this announcement may be used by other departments that also use this classification or a similar classification. To find other Departments which use this classification, please see http://www.sfdhr.org/Modules/ShowDocument.aspx?documentID=21246. Search that document by title or job code to see which departments use the classification.

Conviction History

As a selected candidate for a job, you will be fingerprinted, and your fingerprints will be sent to the California Department of Justice (DOJ) and the Federal Bureau of Investigation (FBI). The resulting report of your conviction history (if any) will be used to determine whether the nature of your conviction (or arrest, in limited circumstances) conflicts with the specific duties and responsibilities of the job for which you are a selected candidate. If a conflict exists, you will be asked to present any evidence of rehabilitation that may mitigate the conflict, except when federal or state regulations bar employment in specific circumstances, such as:

  • Candidates for positions with the Unified School District and the Community College District may be disqualified from consideration should their conviction history not meet the standards established under the California Education Code.
  • Candidates for positions with the Recreation and Park Department may be disqualified from consideration should their conviction history not meet the standards established under California Public Resources Code 5164.

Having a conviction history does not automatically preclude you from a job with the City.

If you are a selected candidate, the hiring department will contact you to schedule a fingerprinting appointment.

Disaster Service Workers

All City and County of San Francisco employees are designated Disaster Service Workers through state and local law (California Government Code Section 3100-3109). Employment with the City requires the affirmation of a loyalty oath to this effect. Employees are required to complete all Disaster Service Worker-related training as assigned, and to return to work as ordered in the event of an emergency.


Eligible List/Score Report:
A confidential eligible list of applicant names that have passed the civil service examination process will be created, and used for certification purposes only. An examination score report will be established, so applicants can view the ranks, final scores and number of eligible candidates. Applicant information, including names of applicants on the eligible list, shall not be made public unless required by law. However, an eligible list shall be made available for public inspection, upon request, once the eligible list is exhausted or expired and referrals resolved. The eligible list/score report resulting from this civil service examination process is subject to change after adoption (e.g., as a result of appeals), as directed by the Human Resources Director or the Civil Service Commission. The duration of the eligible list resulting from this examination process will be of 6 months, and may be extended with the approval of the Human Resources Director. To find Departments which use this classification, please see https://sfdhr.org/sites/default/files/documents/ASO-Level-Chart.pdf?documentID=21246.

The certification rule for the eligible list resulting from this examination will be Rule of the List. Additional selection processes may be conducted by the hiring department prior to making final hiring decisions.

Reasonable Accommodation Request:


Seniority Credit in Promotional Exams:


Veteran’s Preference:

General Information concerning City and County of San Francisco Employment Policies and Procedures:

Copies of Application Documents:


Right to Work:


Position Based Testing:

Terms of Announcement:
Applicants must be guided solely by the provisions of this announcement, including requirements, time periods and other particulars, except when superseded by federal, state or local laws, rules or regulations. Clerical errors may be corrected by posting the correction on the Department of Human Resources website at www.jobaps.com/sf. The terms of this announcement may be appealed under Civil Service Rule 111A.35.1. The standard for the review of such appeals is ‘abuse of discretion’ or ‘no rational basis’ for establishing the position description, the minimum qualifications and/or the certification rule. Appeals must include a written statement of the item(s) being contested and the specific reason(s) why the cited item(s) constitute(s) abuse of discretion by the Human Resources Director. Appeals must be submitted directly to the Executive Officer of the Civil Service Commission within five business days of the announcement issuance date.

Combined Entrance & Promotive

Issued: October 7, 2019

Amended: October 15, 2019

Recruitment No.: 097638
Micki Callahan, Director

Team: RET/TB (415) 487-7026


All employees hired on or after January 10, 2009 will be required (pursuant to San Francisco Charter Section A8.432) to contribute 2% of pre-tax compensation to fund retiree healthcare. In addition, most employees are required to make a member contribution towards retirement, ranging from 7.5%-13.25% of compensation. For more information on these provisions, please contact the personnel office of the hiring agency.

For more information about benefits, please click here.


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