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Human Capital Management
#191101-D10A-01


Supplemental Questionnaire

Last Name First Name
 
 

Do you have any of the following?

bachelor's degree in business administration or a closely related field
four (4) years of experience in fiscal or credit analysis
a combination of college coursework in business administration or a closely related field AND experience in fiscal or credit analysis that totals four (4) years
none of the above

 

ATTENTION!

 Please verify that you meet the education and experience requirements listed in the job bulletin before completing the following supplemental questionnaire. The questions below will be used for scoring purposes, in lieu of a written exam.


 

Check the box that represents your highest level of education.

I have a Bachelor's degree or higher.
I have an Associate's degree.
I have completed some college courses but do not have a degree.
I have none of the education listed above.
 

Please list the college or university where you gained your education as indicated in the response above.  If you indicated "no education", then please type N/A below. 

 

What experience do you have explaining material or processes to others?

I have performed this task independently as a regular part of my job.
I have performed this task under supervision as a regular part of my job.
I have performed this task in a college course.
I am familiar with this task or have received some training on it.
I have no experience with this task.
 

Please list the school and location or employer and job title where you gained your experience as indicated in the response above.  If you indicated "no experience", then please type N/A below. 

 

What experience do you have training others?

I have performed this task independently.
I have performed this task under supervision.
I have no experience with this task.
 

Please list the school and location or employer and job title where you gained your experience as indicated in the response above.  If you indicated "no experience", then please type N/A below. 

 

What experience do you have working as part of a team comprised of members outside of your office or campus?

I have performed this task more than 10 times.
I have performed this task 6-10 times.
I have performed this task 1-5 times.
I have never performed this task.
 

Please list the school and location or employer and job title where you gained your experience as indicated in the response above.  If you indicated "no experience", then please type N/A below. 

 

What experience do you have reviewing income statements to evaluate an individual or company's ability to repay potential debt?

I have performed this task independently as a regular part of my job.
I have performed this task under supervision as a regular part of my job.
I have performed this task in a college course.
I am familiar with this task or have received some training on it.
I have no experience with this task.
 

Please list the school and location or employer and job title where you gained your experience as indicated in the response above.  If you indicated "no experience", then please type N/A below. 

 

What experience do you have monitoring loan portfolios to ensure compliance with established requirements?

I have performed this task independently as a regular part of my job.
I have performed this task under supervision as a regular part of my job.
I have performed this task in a college course.
I am familiar with this task or have received some training on it.
I have no experience with this task.
 

Please list the school and location or employer and job title where you gained your experience as indicated in the response above.  If you indicated "no experience", then please type N/A below. 

 

What experience do you have analyzing economic data trends?

I have performed this task independently as a regular part of my job.
I have performed this task under supervision as a regular part of my job.
I have performed this task in a college course.
I am familiar with this task or have received some training on it.
I have no experience with this task.
 

Please list the school and location or employer and job title where you gained your experience as indicated in the response above.  If you indicated "no experience", then please type N/A below. 

 

Please check your highest level of experience with amortization schedules?

I have created amortization schedules independently.
I have worked with amortization schedules, but have not created them.
I have none of the experience listed above.
 

Please list the school and location or employer and job title where you gained your experience as indicated in the response above.  If you indicated "no experience", then please type N/A below. 

 

Please check your highest level of experience with asset depreciation schedules.

I have reviewed depreciation schedules as part of my job.
I have experience with depreciation schedules in school, but not as part of my job.
I have none of the experience listed above.
 

Please list the school and location or employer and job title where you gained your experience as indicated in the response above.  If you indicated "no experience", then please type N/A below. 

 

What experience do you have performing cash flow analysis?

I have performed cash flow analysis independently.
I have performed cash flow analysis under supervision.
I am familiar with cash flow analysis or have received some training on it.
I have none of the experience listed above.
 

Please list the school and location or employer and job title where you gained your experience as indicated in the response above.  If you indicated "no experience", then please type N/A below. 

 

Have you, at any time, obtained a securities license through the Financial Industry Regulatory Authority?  Examples of licenses include:  Series 7, Series 52, etc.

Yes No
 

Please list the license you obtained.