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Financial Loan Analyst II

Recruitment #191101-D10B-01

Introduction

The Oklahoma Water Resources Board (OWRB) is seeking to hire a full time employee to work in the OWRB’s Financial Assistance Division.   

Specific Location of Work:  
Oklahoma Water Resources Board
3800 North Classen Boulevard       
Oklahoma City, OK  73118

Description of Work Duties:
This position involves performing various activities in support of the Financial Assistance Division.  Examples of duties that will be performed include, but are not limited to:

• 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 Microsoft© Based programs is required. 

Travel is occasionally required.

For additional information on job duties please contact Charles de Coune at charles.decoune@owrb.ok.gov or at (405) 530-8800. 

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 II: 
This is the career level of the job family where employees are assigned responsibility for a full range of work related to reviewing, analyzing and recommending action to take on applications for loans under the financial assistance program.  This includes reviewing all loan documentation, completing the required credit analysis and evaluation of projected revenues and expenditures, monitoring closed loans, and coordinating activities concerning bond issues and performing related tasks as assigned.  Limited responsibility may be assigned for providing assistance or training to lower level analysts.

MINIMUM QUALIFICATIONS

Level II: 
Education and Experience requirements at this level consist of a bachelor’s degree in business administration or a closely related field plus one year of professional experience in commercial financial statement credit analysis; 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 plus one year of professional experience in commercial financial statement credit analysis.

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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