Lender Relations Specialist

Summary
This is a bargaining unit position with AFGE Local 228.
This is not a (drug) testing designated position (TDP).
This position is located in the Small Business Administration (SBA), Office of Field Operations (OFO), Region VI, in Euless, TX. The incumbent will provide input into the development of the Strategic Lender Marketing Plan (SLMP) and plays a defined role in its implementation and the achievement of the District Office Goals and Objectives.
This job is open to

• Career transition (CTAP, ICTAP, RPL)
  Federal employees who meet the definition of a "surplus" or "displaced" employee.
• The public
  U.S. Citizens, Nationals or those who owe allegiance to the U.S.

Videos
Duties
As Lender Relations Specialist, GS-1101-11/12, you will be responsible for:

• Conducting required face-to-face lender visits with individual lending institutions for the purpose of delivering SBA loan programs and services in the District and in accordance with the Strategic Lender Marketing Plan (SLMP) as prepared by the Supervisor/Team Lead.
• Conducting or participating required face-to-face lender visits with individual lending institutions for the purpose of delivering SBA loan programs and services in the District and in accordance with the Strategic Lender Marketing Plan (SLMP) as prepared by the Supervisor/Team Lead.
• Providing assistance through consultative and customer interactions with lenders (one-on-one) including credible or serviceable telephone calls (inquiries/self-initiated), emails (inquires/self-initiated), meetings and lender office drop-in visitors regarding SBA loan programs and services in a professional and courteous manner.
• Reviewing and evaluating a small business client as it relates to eligibility, credit readiness and range of financing options.
• Providing technical information and education regarding the SBA's access to capital programs to small businesses and other interested organizations and stakeholders.

Requirements
Conditions of Employment

• You must be a U.S. Citizen
• You must successfully complete a background investigation.
• You may be required to serve a one-year probationary period.

Qualifications
Specialized Experience (GS-11):
One year of specialized experience, equivalent to the GS-09 grade level in the Federal service, obtained in either the private or public sector performing the following duties with minimal supervision:

1. assisting in commercial or business loan proposal development, packaging, and structuring; and
2. assisting with marketing lending programs and services to external customers through outreach activities; and
3. assisting with conducting formal training or professional development; and
4. assisting with the growth and development of a customer base; and
5. using a variety of software applications and technologies in all aspects of the job.

OR
see Education section below.
Specialized Experience (GS-12):
One year of specialized experience, equivalent to the GS-11 grade level in the Federal service, obtained in either the private or public sector performing the following duties independently:

1. in commercial or business loan proposal development, packaging, and structuring; and
2. marketing lending programs and services to external customers through outreach activities; and
3. conducting formal training or professional development; and
4. in the growth and development of a customer base; and
5. using a variety of software applications and technologies in all aspects of the job.

Additional information on the qualification requirements is outlined in the OPM Qualifications Standards Handbook of General Schedule Positions. It is available for your review on OPM's Qualifications web site:
General Business and Industry Series 1101
Experience refers to paid and unpaid experience, including volunteer work done through National Service programs (e.g. Peace Corps, AmeriCorps) and other organizations (e.g., professional; philanthropic; religious; spiritual; community, student, social). Volunteer work helps build critical competencies, knowledge, and skills and can provide valuable training and experience that translates directly to paid employment. You will receive credit for all qualifying experience, including volunteer experience.
All qualification requirements must be met by 11:59 pm (Eastern Time) on 01/08/2024.
Education
If you do not meet the specialized experience requirements, you may also qualify with education. You MUST submit transcripts (official or unofficial) with this application if you wish to qualify based on education.
Education (GS-11):
Successful completion of a Ph.D. or equivalent doctoral degree or three full years of progressively higher level graduate education leading to such a degree or LL.M. Such education must demonstrate the knowledge, skills, and abilities necessary to do the work. Transcripts (official or unofficial must be submitted in support of this response. If selected, official transcripts will be required.
OR
Combination of Experience and Education (GS-11):
Combination of education and experience as specified above. For example, an applicant who has 1.5 full years of Ph.D. level education (i.e. 50% of education required) and 6 months of creditable specialized experience equivalent to the next lower grade level as described above (i.e. 50% of the required experience) would equate to 100% of the required experience for the position. Transcripts (official or unofficial must be submitted in support of this response. If selected, official transcripts will be required.
Education (GS-12): Education may not be substituted for experience for this position.
APPLICANTS PLEASE NOTE: Education must be accredited by an accrediting institution recognized by the U.S. Department of Education in order for it to be credited towards qualifications (particularly positions with a positive education requirement.) Therefore, applicants must report only attendance and/or degrees from schools accredited by accrediting institutions recognized by the U.S. Department of Education. Verify School accreditation. All education claimed by applicants will be verified by the appointing agency accordingly. *** If you are using foreign education to meet qualification requirements, you must send a Certificate of Foreign Equivalency with your transcript in order to receive credit for that education. *** For further information, click on: Foreign Education.
Additional information
Career and InterAgency Career Transition Assistance Programs:
Career Transition Assistance Plan (CTAP) is a program that helps "surplus" or "displaced" federal employees improve their chances of finding a new job in their current agency (intra-agency, i.e. SBA employees only).
Inter-Agency Career Transition Assistance (ICTAP) is a program that helps "surplus" or "displaced" federal employees improve their chances of finding a new job at another agency (inter-agency; i.e. not applying to their current or former agency).
You are eligible for CTAP/ICTAP if:
1. You are a current federal employee who meets the definition of a "surplus" or "displaced" employee meaning you have received official notice that your job is no longer needed or that you will lose your job by Reduction-in-Force (RIF).
2. Your agency, or the agency to which you are applying, is accepting applications from within or outside of the permanent workforce.
3. The position to which you are applying MUST BE in the Local Commuting Area of the position of record from which you are being displaced.
4. You meet the qualifications and other requirements of the job for which you are applying. This includes being rated as well-qualified for the position (score of 85 or better based on your responses to the competencies and associated questions listed within the assessment).
Selective Service: If you are a male applicant born after December 31, 1959, you must certify that you have registered with the Selective Service System, or are exempt from having to do so under the Selective Service Law. For additional information visit www.sss.gov.
Consistent with work requirements and current SBA Policy, and all applicable provisions of the collective bargaining agreement with AFGE the SBA offers employees opportunities to perform work at an alternative location (e.g. home).
Telework may be available. For information on Telework visit: http://www.telework.gov/
Additional vacancies may be filled from this vacancy announcement if additional vacancies occur within 180 days of the date the certificates were issued.

• Benefits
  A career with the U.S. government provides employees with a comprehensive benefits package. As a federal employee, you and your family will have access to a range of benefits that are designed to make your federal career very rewarding. Opens in a new windowLearn more about federal benefits.
  Review our benefits
  Eligibility for benefits depends on the type of position you hold and whether your position is full-time, part-time or intermittent. Contact the hiring agency for more information on the specific benefits offered.

How You Will Be Evaluated
You will be evaluated for this job based on how well you meet the qualifications above.
Applicants meeting basic eligibility requirements will be further evaluated based on the information provided in the Occupational Questionnaire. To preview this questionnaire, click on the following link: https://apply.usastaffing.gov/ViewQuestionnaire/12247007. You will be rated based on your responses to the occupational questionnaire. The occupational questions relate to the following Competencies required to do the work of this position:

• Education and Training
• Lender Relations
• Oral Communication
• Partnering
• Writing

In order to be considered for this position, you must complete all required steps in the process. In addition to the application and application questionnaire, this position requires an additional assessment where Subject Matter Experts will review your resume for evidence of the required qualifications and determine if you should move on to the next phase of the process.
Your application will be evaluated under the Category Rating method based on your responses to the assessment questions. You will receive a score based on the responses to the assessment questions. If, after reviewing your resume and or supporting documentation, a determination is made that you have inflated your qualifications and or experience your score can and will be adjusted to more accurately reflect your abilities. If you meet basic requirements for the position, your application will be evaluated and placed into one of three categories:
1. Best-Qualified: highly proficient with an overall comprehensive level of knowledge, skills and abilities related to the job based on a complete review of experience, education, and training as described in an applicant's responses to the assessment questions and resume.
2. Well-Qualified: competent in the position with an overall accomplished level of knowledge, skills, and abilities related to the job based on a complete review of experience, training, and education as applicable, as described in an applicant's responses to the assessment questions and resume.
3. Qualified: an overall basic level of knowledge, skills, and abilities related to the job based on a complete review of experience, education, and training, as described in an applicant's responses to the assessment questions and resume.
Candidates eligible for veterans' preference will be placed ahead of other candidates in the appropriate category for which they have been rated. Additionally, preference eligibles who have a compensable service-connected disability of at least 10 percent and who meet Minimum Qualification Requirements will automatically be placed in the Best Qualified Category.
Career and InterAgency Career Transition Assistance Programs: To receive selection priority for this position, you must:
1. meet CTAP or ICTAP eligibility criteria as described under "Additional Information" above; and
2. submit the appropriate documentation to support your CTAP/ICTAP eligibility claim which can be found under the Required Documents section of this vacancy announcement.

• Benefits
  A career with the U.S. government provides employees with a comprehensive benefits package. As a federal employee, you and your family will have access to a range of benefits that are designed to make your federal career very rewarding. Opens in a new windowLearn more about federal benefits.
  Review our benefits
  Eligibility for benefits depends on the type of position you hold and whether your position is full-time, part-time or intermittent. Contact the hiring agency for more information on the specific benefits offered.
• Required Documents
  As a new or existing federal employee, you and your family may have access to a range of benefits. Your benefits depend on the type of position you have - whether you're a permanent, part-time, temporary or an intermittent employee. You may be eligible for the following benefits, however, check with your agency to make sure you're eligible under their policies.
  Failure to submit any of the required documents by the closing date/time of the vacancy will result in your removal from consideration for this position. Please review your application prior to final submission and ensure you have submitted all appropriate documents. Uploading documents to USAJobs does NOT ensure inclusion with your application to our system. You must verify that the documents are in the system with your application prior to final submission.
  1. Your Resume - must contain the following information:
  
  • Name, address, telephone number, email address;
  • Supervisor's contact information, if available (indicate if you would prefer to be notified before your supervisor is contacted);
  • Job Title (if Federal Service, provide series...