Small Business Administration Logo
Position Title
Customer Service Representative
Agency
Small Business Administration
Announcement Number
EXC-23-FOCW-12108816 Opens in new window
Open Period
Monday, August 28, 2023 to Monday, September 25, 2023
For preview purposes only. To apply, please return to the USAJOBS announcement and click the Apply button.
Eligibilities
1. Do you claim Veterans’ Preference? (limit characters)
2. Are you a current or former federal employee displaced from the agency hiring for this position? If yes, confirm:
• you are located in the same local commuting area of the vacancy; AND,
• you are applying to a position that is at or below the grade level of the position from which you were or will be separated; AND,
• you are applying to a position that does not have greater promotion potential than the position from which you were or will be separated; AND,
• your last performance rating of record is at least fully successful or the equivalent.

For more information, review the USAJOBS Help Center.

To verify your eligibility, you must submit supporting documentation such as a Reduction in Force (RIF) separation notice or a Proposed Removal/Separation notice to include your latest performance rating (if the notice does not have this information included, you must submit a copy of your most recent performance appraisal) and a copy of your latest Notification of Personnel Action, Standard Form 50.
(limit characters)
3. Are you a current or former federal employee displaced from a position in a Federal agency other than the agency hiring for this position? If yes, confirm:
• you are located in the same local commuting area of the vacancy; AND,
• you are applying to a position that is at or below the grade level of the position from which you were or will be separated; AND,
• you are applying to a position that does not have greater promotion potential than the position from which you were or will be separated; AND,
• your last performance rating of record is at least fully successful or the equivalent.

For more information, review the USAJOBS Help Center.

To verify your eligibility, you must submit supporting documentation such as a Reduction in Force (RIF) separation notice to include your latest performance rating (if the notice does not have this information included, you must submit a copy of your most recent performance appraisal) and a copy of your latest Notification of Personnel Action, Standard Form 50.
(limit characters)
Preferences
1. Select the location(s) you want to be considered for. You must choose at least one location. (limit characters)
2. Select the lowest grade you are willing to accept for this position. (limit characters)
3. Would you accept a temporary appointment? (limit characters)
Assessment 1
WARNING STATEMENT: Do not overstate or understate your level of experience and demonstrated capability. You should be aware that your ratings are subject to evaluation and verification based on the resume, and other relevant documents you submit, as well as through verification of references as appropriate. Deliberate attempts to falsify information may be grounds for disqualifying you or for dismissing you from the position following acceptance. The following questions will be used to determine your minimum qualifications for this position. (limit characters)
1. To receive consideration, the duty station of this position will be the employee's home or residence. Is your home or residence one of the following locations: Hawaii, Kahoolawe, Kauai, Lanai, Maui, Molokai, Niihau, and Oahu? (limit characters)
2. Carefully read the following descriptions of experience and education. Select the one that best describes your qualifications for the GS-09 Customer Service Representative. Make sure your resume supports the response that you select. Mark only 1 response.
(limit characters)
3. Carefully read the following descriptions of experience and education. Select the one that best describes your qualifications for the GS-11 Customer Service Representative. Make sure your resume supports the response that you select. Mark only 1 response. (limit characters)
4. To receive proper credit, please indicate the month and year as well as the average hours worked per week for each employer. Average work hours must be stated on resume to quantify each period of work experience or that experience will not be credited toward meeting the specialized experience requirement.
Did you include month and year as well as average hours worked per week in your resume/application for each position stated? Please answer below:
(limit characters)
For each task in the following Competencies, choose the statement from the list below that best describes your experience and/or training. Please select only one letter for each item. (limit characters)
5. Responds to inquiries from applicants about home and business loan documentation requirements.
(limit characters)
6. Participates on a collaborative team of three or more people.
(limit characters)
7. Communicates with a diverse customer base about financial matters in a business setting.
(limit characters)
8. Calms upset or highly emotional customers seeking financial services.
(limit characters)
9. Assists individuals and businesses with completion of loan applications.
(limit characters)
10. To support the responses you provided to questions 5-9, please indicate the position(s) in your resume that demonstrates your experience related to Customer Service and the tasks listed above (provide position title, company and dates only). (limit characters)
11. Assists borrowers with closing secured and unsecured home loans.
(limit characters)
12. Assists borrowers in executing mortgages and other security instruments.
(limit characters)
13. Explains specific loan closing documents (e.g. Loan Authorization and Agreement, Promissory Note, Mortgage, UCC Financing Statement, Personal Guaranty, etc.) to borrowers.
(limit characters)
14. Assists borrowers with closing loans for complex business organizations (e.g. corporations, general and limited partnerships, and LLCs).
(limit characters)
15. To support the responses you provided to questions 11-14, please indicate the position(s) in your resume that demonstrates your experience related to Federal Funds Processing and the tasks listed above (provide position title, company and dates only). (limit characters)
16. Analyzes or prepares tax returns and financial statements of individuals.
(limit characters)
17. Analyzes or prepares tax returns and financial statements of sole proprietorships.
(limit characters)
18. Analyzes or prepares tax returns and financial statements of complex business organizations (e.g. corporations, general and limited partnerships, LLCs).
(limit characters)
19. Reviews loan applicant financial documents such as profit and loss statements, balance sheets, tax returns, schedules of liabilities, etc., to determine borrower's ability to repay a loan.
(limit characters)
20. To support the responses you provided to questions 16-19, please indicate the position(s) in your resume that demonstrates your experience related to Financial Analysis and the tasks listed above (provide position title, company and dates only). (limit characters)
21. Uses a computer system to create spreadsheets and presentations.
(limit characters)
22. Uses a computer database.
(limit characters)
23. Uses an Oracle-based database.
(limit characters)
24. Uses a computer system to access internet websites and complete online forms.
(limit characters)
25. To support the responses you provided to questions 21-24, please indicate the position(s) in your resume that demonstrates your Computer Skills and the tasks listed above (provide position title, company and dates only). (limit characters)
26. Explains an organization's commercial (business) lending programs.
(limit characters)
27. Prepares detailed written reports for management covering key issues, activity, and/or recommendations for action.
(limit characters)
28. Completes operational reporting to provide situational awareness to key stakeholders.
(limit characters)
29. Leads a collaborative team of three or more people.
(limit characters)
30. Coordinates with Federal, state, local and/or volunteer organizations/agencies.
(limit characters)
31. To support the responses you provided to questions 26-30, please indicate the position(s) in your resume that demonstrates your experience related to Technical Competence and the tasks listed above (provide position title, company and dates only). (limit characters)
As previously explained, your ratings in this Occupational Questionnaire are subject to evaluation and verification based on the documents and references you submit. Deliberate attempts to falsify information may be grounds for disqualifying you or for dismissing you from the position/agency during the probation period. Please take this opportunity to review your responses to ensure their accuracy. By agreeing to the statement below, you are confirming that you: 1) Understand this warning; 2) Have reviewed your responses to this questionnaire for accuracy; and 3) Verify that your responses accurately describe your current level of experience and capability. (limit characters)
32. Failure to agree to the statement below will disqualify you from further consideration for the position.
(limit characters)
NOTE: It is the applicant's responsibility to verify that information entered, uploaded, or faxed (i.e., resume, veterans preference documentation, assessment questions and answers, and SF 50s) is accurate and received by the agency. (limit characters)