PRE-QUALIFICATION OFFICER

                                                                                                                        31870

                                                                                                                        (Competitive)

DISTINGUISHING FEATURES OF THE CLASS

This position involves performing a variety of duties which will assist in the analysis process of firms as they are guided towards meeting minimum benchmarks as outlined by office policy and senior guidance. An employee in this class serves as the primary point of contact for firms and explains which documents and certifications are needed, which business milestones must be met, as well as creates individualized files for each firm to assist in the preliminary review of documents to make sure relevant information is received, be a guide throughout the process, and distribute additional information. An employee in this class generally exercises no supervision. Work is reviewed by a higher level employee within the office. Does related work as required.

TYPICAL WORK ACTIVITIES

Assists firms in determining their primary business capacity, business experience, financial health and internal controls.

Assists firms by gathering all relevant documents, certifications and other paperwork prior to meeting with the Financial Readiness Officer.

Creates and maintains a file for each firm that works with the department.

Reviews received documents for completeness, accuracy and adherence to department guidelines, policies, rules and regulations.

Answers telephone calls, takes messages and provides information both general and specific in nature to the public and patrons.

Reaches out to and follows up with patrons to make sure that scheduled events and meetings are not missed.

Represents the department in the general community and at various events.

Acts as a guide for firms as they work with the department.

Utilizes appropriate methods for interacting effectively and professionally with persons of all ages and from diverse cultural, socioeconomic, educational, racial and ethnic backgrounds, sexual orientations, lifestyles and physical abilities.

FULL PERFORMANCE KNOWLEDGES, SKILLS, ABILITIES AND PERSONAL CHARACTERISTICS

Working knowledge of pertinent laws, rules, regulations and procedures governing the operation of the department and of specific programs.

Working knowledge of office methods and procedures and familiarity with the use of standard office equipment.

Ability to communicate effectively both orally and in writing.

Ability to use critical thinking and active listening to identify important information, and discern when more information will be needed.

Ability to operate in a cross-cultural environment requiring flexibility.

MINIMUM QUALIFICATIONS

A. Graduation with an Associate's Degree from a regionally accredited college or university to grant degrees; or,

B. Two (2) years of paraprofessional level work experience, or its part time equivalent, in an office or professional environment with a focus on information management.

Date of original composition: 10/2024