Founded in 1998, Goldschmitt and Associates LLC (G&A) has grown from a one-man consulting firm to over 200 employees in 9 states and across 12 Federal Agencies. Specializing in Custom Computer Programming and Systems Design, Management Consulting and Business Support Services, Asset Management and Data Analytics, and Custom Training Development and Delivery, G&A is the #1 federal contractor in the VA/DC-Metro area, #2 provider of Information Technology services in America, and one of the top 50 fastest growing businesses according to the INC500. G&A was also named to the INC VET100 Top Fastest Growing Service-Disabled Veteran Owned Businesses and awarded the 2022 SECAF Award of Excellence. G&A could only have achieved this growth and success due to the outstanding support of what we like to call our "family" of talented personnel. To show our appreciation, we offer a diverse and inclusive environment with competitive benefits including flexible schedules and telework whenever the customer allows.

Summary:

Goldschmitt and Associates is seeking a Case Analyst I to perform a variety of professional duties necessary to accurately complete the review process with accurate and timely processing, adjudication, customer-oriented communication when required, and quality recommendations for all VSBC, WOSB, 8a and HUBZone cases. This includes all new tasks, recertifications, change requests, and document submissions. Normal duties are performed without direct supervision. Guidelines consist of SBA policies, procedures, directives, IGPM and applicable legislation. Duties are designed to relieve Government case analysts of a variety of technical and analytical duties.

Job Duties and Responsibilities:

• Work the entire application process for all VSBC, WOSB, 8a and HUBZone cases to deliver a final recommendation of Approve, Withdraw, remove, decertify, change request, and denials. Final determinations other than withdraw are an inherently governmental task which will be made by SBA personnel. Follow all IGPM's for these processes.
• Analyze and review VSBC, WOSB, 8a and HUBZone applications for relevance and quality to determine a recommended determination to SBA officials based upon the supplied and required documentation and available research for each case assigned. All recommendations must be supported and annotated in the web-based case management system.
• Confirm and adequately document in the web-based application, the areas of deficiency in an application such that the Agency customer assistance or Federal Analyst can accurately provide communication to applicants and representatives which will collect additional required documents, clarify information, and resolve discrepancies.
• Review supplemental submissions by applicants to determine whether or not they are responsive to the deficiencies previously identified.
• Prepare and analyze information to make determinations of program eligibility. This requires the ability to read and analyze business and financial documents, as well as web-based, external information sources, to determine whether an applicant's request should be approved, declined, or referred for additional review.
• Deliver a recommendation to the Agency within no more than 30 days of contractor time, i.e., Application is ready to approve, Application is ready for denial or decline, or the application is deficient (after two attempts by the Analyst to allow the applicant to resolve) and/or needs more information. Each recommendation and its justification must be clearly documented within the established case management system.
• Explain and/or write in the case management system, in clear terms, any issue(s) that is (are) or are not in compliance with the applicable application prompts, regulation, or statutes; clearly connecting the program requirements with the applicability and sufficiency of the submission materials. Use the following methods to correct case issues as appropriate.
• Use the deficiency process to allow applicants to fix any business document issues. To include complex case fact patterns. Allow the applicant to address issues in each case two times.
• Use the messaging system to clear issues that can be resolved with simple explanations versus asking for changes in documentation.
• Use the withdrawal and or removal functions as appropriate to complete case actions.
• When a denial or decertification is required, complete the templated decline or decertification letter in the case management system to provide the Agency with a professional, signature-ready, concise document (or equivalent) that explains in clear terms the issue (s) that is (are) not in compliance with the applicable regulation or required statutes. Each letter must reference case fact-patterns and tie them into specific regulations. Recommendations for possible denial fact patterns should demonstrate excellent understanding of applicable regulation and statutes.

Minimum Qualifications:

• Possess an Associate's degree
• Possess at least 2 years of experience in loan underwriting or equivalent analytical review work