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Financial Loan Analyst I

Recruitment #121120-CAPS-03

Introduction

All students interested in internships must have received prior notification of eligible intern status in order to apply for internship vacancies.  If you have not received prior eligibility approval as a Senior Undergraduate Intern, please complete the initial CAPIP application here before applying for this vacancy.

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 insure 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 and assisting in the preparation of required loan documents and reports.

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 fiscal or credit analysis for each year of the required education.



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