278976 �8�'�f �
' N�HITE - CITV CLERK
PINK - FINANCE G I TY O F SA I NT PA�IT L Council
CANARV - DEPARTMENT File NO•
BLUE - MAVOR
uncil Resolution
Presented B ����V
Y
Referred To Committee: Date
Out of Committee By Date
An administrative Resolution establishing the
titles and class specifications for Loan and
Grant Assistant I and Loan and Grant Assistant
II in the Civil Service Rules.
RESOLVED, that the Civil Service Rules be amended in Section 3.L
by inserting�the title of Loan and Grant Assistant I in Grade 22 and the
title of Loan and Grant Assistant II in Grade 26; and be it
FURTHER RESOLVED, that the Civil Service Rules be further amended
in Section 32 by inserting, in proper alphabetical order, the attached spec-
ifications for the new titles of Loan and Grant Assistant I and Loan and Grant
Assistant II.
Approved:
�
I
Chairman
Civil Servi Commission
COUNCILME[V Requested by Department of:
Yeas F1e�h� Nays
PERSONNEL OFFICE
�'"e [n Favor � �,
,�� � � -�.�
N'�'� _ Against BY ' / `---
$cheibel - — i
'iedescu
��� JU L 1 5 1982 Form proved y ttor
Adopted by Council: Date �
Certified ssed by nci ,e ret y r' „ B
i
B� t �
/.1p by Mavor: e " JUL 16 1982 Appioved by Mayor for mi ion ncil
B _ B
PUBLISHED J U L 2 4 i98� �
. ,
Title of class: �89�i�
LOAN A1'�D GRANT ASSISTANT I
DESCRIPTION OF WORK .
General Statement of Duties: Performs, as a trainee, entry-level work in
evaluating and recommending for approval loan and grant applications
for single family (one to four units} homes; and performs related duties
as required.
Supervision Received: Works under the close technical and administrative
supervision of a unit or division head or the immediate technical
supervision of a Loan and Grant Specialist.
Supervision Exercised: None
TYPICAL DUTIES PERFORMED
In the capacity of a learner -
Assists in collecting overdue loan repayments.
Receives requests for applications for rehabilitation loans and grants.
Explains program to prospective clients.
Conducts preliminary interviews with applicants to obtain financial and
credit information.
Assists in analyzing applications and obtaining necessary documents.
Assists in the preparation and submission of package for loans.
Computes loan repayment schedules.
Arranges closings for approved loans and grants.
Transmits closed loans and grant documents to servicing agencies.
, Assists in maintaining records and preparing reports regarding loan and
grant activity.
KNOWLEDGES, SKILLS AND ABILITIES
The ability to deal with clients in various types of situations.
The ability to communicate with clients and others involved.
Some knowledge of building and construction terms.
Working ability to write in a clear and concise manner.
MINIMUM QUALIFICATIONS
High school graduation.
Title o£ class:
2�89�6
LQAN AND GRANT ASSISTANT I
DESCRIPTION OF WORK
General Statement of Duties: Performs, as a trainee, entry-level work in
evaluating and recommending for approval loan and grant applications
for single family (one to four units) homes; and perforAS related duties
as required.
Supervision Received: Works under the close technical and administrative
supervision of a unit or division head or the immediate technical
supervision of a Loan and Grant Specialist.
Supervision Exercised: None
� TYPICAL DUTIES PERFORMED
In the capacity of a learner -
Assists in collecting overdue loan repayments.
Receives requests for applications for rehabilitation loans and grants.
Explains program to prospective clients.
Conducts preliminary interviews with applicants to obtain financial and
credit information.
Assists in anal.yzing applications and obtaining necessary documents.
Assists in the preparation and submissioa of package for loans.
Computes loan repayment scfiedules.
Arranges closings. for approved loans and grants.
Transmits closed loans and grant documents to servicing agencies.
Assists in maintaining records and preparing reports regarding loan and
grant activity.
KNOWLEDGES, SKILLS AND ABILITIES
The ability to deal with clients in various types of situations.
The ability to communicate with clients and others involved.
Some knowledge of building and construction terms.
Working ability to write in a clear and concise manner.
MINIMUM QUALIFICATIONS
High school graduation.
Title of class:
l�ir/�V /�
LOAN AND GRANT ASSISTANT I
DESCRIPTION OF LdORK
General Statement of Duties: Performs, as a trainee, entry-level work in
evaluating and recommending for approval loan and grant applications
for single family (one to four units} homes; and perform.s related duties
as required. '
Supervision Received: Works under the close technical and administrative
supervision of a unit or division head or the immediate technical
supervision of a Loan and Grant Specialist.
Supervision Exercised: None
TYPICAL DUTIES PERFORMED
In the capacity of a learner -
Assists in collecting overdue loan repayments.
Receives requests for applications for rehabilitati.on Ioans and grants.
Explains program to prospective clients.
Conducts preliminary interviews with applicants to obtain financial and
credit information.
Assists in analyzing applications and obtainiag necessary documents.
Assists in the preparation and submission of packa.ge for Ioans.
Computes loan repayment scfiedules.
Arranges closings for approved loans and grants.
Transmits closed loans and grant documents to servicing agencies. �
Assists in maintaining records and preparing reports regarding loan and
grant activity.
KNOWLEDGES, SKILLS AND ABILITIES
The ability to deal with clients in various types of situations.
The ability to communicate with clients and others involved.
Some knowledge of building and construction terms.
Working ability to write in a clear and concise ma.nner.
MINIMUM QUALIFICATIONS
High school graduation.
���V��
Title of cZass:
LOA1�T A.'3D GRANT ASSISTANT I
DESCRIPTION OF WORK
General Statement of Duties: Performs, as a trainee, entry-level work in
evaluating and recommending for approval loan and grant applications
for single family (one to four units} homes, and performs related duties
as required. '
Supervision Received: Works under the close technica2 and administrative
supervision of a unit or division head or the immediate technical
supervision of a Loan and Grant Specialist.
Supervision Exercised: None
TYPICAL DUTIES PERFORMED
In the capacitg o� a learner -
Assists in collecting overdue loan repaymeats.
Receives requests for applications for rehabilitation Ioans and grants.
. Explains program to prosp�ctive clients.
Conducts preliminary interviews with applicants to obtain financial and
credit information.
Assists in analyzing applications and obtaining necessary documents.
Assists in the preparation and submission of packa.ge for Zoans.
Computes loan repayment schedules.
Arranges closings for approved loans and grants.
Transmits closed loans and grant documents to servicing agencies.
Assists in maintaining records and preparing reports regarding loan and
grant activity.
KNOWLEDGES, SKILLS AND ABILITIES
Th.e ability to deal with clients in various types of situations.
The ability to communicate with clients and others involved.
Some knowledge of building and construction terms.
Working ability to write in a clear and concise manner.
MINIMUM QUALIFICATIONS
High school graduation.
2'789'7�
Title of class:
LOAN AND G?tANT ASSISTANT II
DESCRIPTION OF WORK
General Statement of Duties: Performs routine technical work in evaluating
and recommending for approval loan and grant applications for single
family �one to four units� homes; and performs related duties as required.
Supervision Received: Works under the close technical and administrative
supervision of a unit or division head or the close technical supervision
of a Loan and Grant Specialist.
Supervision Exercised: None
TYPICAL DUTIES PERFORMID
The listed examples may not include all duties performed by all positions in
tlzis class.
Receives requests for applications for rehabilitation loans and grants.
Explains programs to prospective clients.
Interviews applicants to obtain financial and credit information.
Analyzes applications and obtains necessary documents.
Assists in determination of eligibility for loans or grants.
Provides information to rehabilitation advisors for inspection and
contract bid use.
Assists in reviewing bids to select proper programs.
Assists in preparing and submitting package for loans.
Computes loan repayment schedules.
Arranges closings for approved loans and grants.
Transmits closed loans and grant documents to servicing agencies.
Collects overdue loan repayments.
Maintains records and prepares reports regarding loan and grant activity.
Makes .reports and recommendations.
KNOWLEDGES, SKILLS AND ABILITIES
Some knowledge of installment lending and collection practices.
Some knowledge of real estate and banking terms, rules and regulations.
Some knowledge of rules and regulations pertaining to loans and grants.
TFie ability to deal with clients in various types of situations.
Th� ability to communicate witfi clients and others involved.
Some knowledge of building and construction terms.
TEie ability to write in a clear and concise manner.
MINIMUM QUALIFICATIONS
Two yearsT e�erience as a Loan and Grant Assistant I; or two years of
college training; or four years` experience at the Clerk II level or
ahove working with loans and grants as a primary duty; or one year`s
experience as a loan processor in a bank or lending ageacy. riust
possess a Minnesota drfver`s license at time of appointment.
z�ss�s
Title of class:
LOAN AND GRANT ASSISTANT II
DESCRIPTION OF WORK .
General Statement of Duties: Performs routine technical work in evaluating
and recommending for approval loan and grant applications for single
family �one to four units} fiomes; and performs related duties as required.
Supervision Received: Works under the close technical and administrative
supervision of a unit or division head or the close technical supervision
of a Loan and Grant Specialist.
Superoision Exercised: None
TYPICAL DUTIES PERFORMID
TIze listed examples may not include all duties performed by aIl positioas in
this class.
Receives requests for applications for rehabilitation loans and grants.
Explains programs to prospective clients.
Interviews applicants to obtain financial and credit infor�ation.
Analyzes applications and obtains necessary documents.
Assists in determination of eligibility for loans or grants.
Provides information to rehabilitation advisors for inspection and
contract bid use.
Assists in reviewing bids to select proper programs.
Assists in preparing and submitting package for loans.
Computes loan repayment schedules.
Arranges closings for approved loans and grants.
Transmits closed loans and grant documents to servicing agencies.
Collects overdue loan repayments.
Maintains records and prepares reports regarding loan and grant activity.
riakes reports and recommendations.
KNOLdt.EDGES, SKILLS AND ABILITIES
Some knowledge of installment lending and collection practices.
Some knowledge of real estate and banking terms, rules and regulations.
Some knowledge of rules and regulations pertaining to loans and grants.
The ability to deal with clients in various types of situatioas.
Th.e ability to communicate with clients and others involved.
Some knowledge of building and construction terms.
The ability to write in a clear and concise manner.
MINIMUM QUALIFICATIONS
Two years� experience as a Loan and Grant Assistant I; or two years of
college training; or four years` experience at tfie Clerk II level or
above working witii loans and grants as a pri.mary duty; or one year*s
experience as a loan processor in a bank or lending agency. *fust
possess a Minnesota driver's license at time of appointment.
2'789'76
Title of class:
LOAN AND GRANT ASSISTANT II
DESCRIPTION OF �+10RK
General Statement of Duties: Performs routine technical work in evaluating
and recommending for approval loan and grant applications for single
family �one to four units} homes; and performs related duties as required.
Supervision Received: Works under the close technical and administrative
supervision of a unit or division head or the close technical supervision
of a Loan and Grant Specialist.
Supervision Exercised: None
TYPICAL DUTIES PERFORMID
The listed examples may not include all duties performed by all positions in
this class.
Receives requests for applications for rehabilitation loans and grants.
Explains programs to prospective clients.
Interviews applicants to obtain financial and credit informati.on.
Analyzes applications and obtains necessary documents.
Assists in determination of eligibility for loans or grants.
Provides information to rehabilitation advisors for inspection and
contract bid use.
Assists in reviewing bids to select proper programs.
Assists in preparing and submitting package for loans.
Computes loan repayment schedules.
Arranges closings for approved loans and grants.
Transmits closed loans and grant documents to servicing agencies.
Collects overdue loan repayments.
Ma.intains records and prepares reports regarding loan and grant activity.
Makes reports and recommendations.
KNOWLEDGES, SKILLS AND ABILITIES
Some knowledge of installment lending and collection practices.
Some knowledge of real estate and banking terms, rules and regulations.
Some knowledge of rules and regulations pertaining to loans and grants.
The ability to deal witfi clients in various types of situations.
The ability to communicate with clients and others involved.
Some knowledge of building and construction terms.
The ability to write in a clear and concise manner.
MINIMUM QUALIFICATIONS
Two years' experience as a Loan and Grant Assistant I; or two years of
college training; or four years` experience at the Clerk II level or
above working with loans and grants as a primary duty; or one year•s
experience as a loan processor in a bank or lending agency. Must
possess a Minnesota driver's license at time of appointment.
2'789'76
Title of class:
LOAN AND GR.ANT ASSISTANT II
DESCRIPTION OF WORK ,
General Statement of Duties: Performs routine tecllnical work in evaluating
and recommending for approval loan and grant applications for singl.e
family (one to four units} homes; and performs related duties as required.
Supervision Received: Works under the close technical and administrative
supervision of a unit or division head or the cZose technical supervision
of a Loan and Grant Specialist.
Supervision Exercised: None
TYPICAL DUTIES PERFORMID
Tlze listed examples may not include all duties performed by all positions in
this class.
Receives requests for applications for rehabilitation loans and grants.
Explains programs to prospective clients.
Interviews applicants to obtain f inancial and credit information.
Analyzes applications and obtains necessary documents.
Assists in determination of eligibility for loans or grants.
Provides information to rehabilitation advisors for inspection and
contract bid use.
Assists in reviewing bids to select proper programs.
Assists in preparing and submitting package for loans.
Computes loan repayment schedules.
Arranges closings for approved loans and grants.
Transmits closed loans aad grant documents to servicing agencies.
Collects overdue loan repayments. .
Maintains records and prepares reports regarding loan and grant activity.
Makes reports and recommendations. ,
KNOWLEDGES, SKILLS AND ABILITIES
Some knowledge of installment lending and collection practices.
Some knowledge of real estate and banking terms, rules and regulations.
Some knowledge of rules and regulations pertaining to Zoans and grants.
The ability to deal with clients in various types of situations.
The ability to communicate with clients and others involved.
Some knowledge of building and construction terms.
Tfie ability to write in a clear and concise manner.
MINIMUM QUALIFICATIONS
Two years� experience as a Loan and Grant Assistant T; or two years of
college training; or four years` experience at the Clerk II level or
above working with loans and grants as a primary duty; or one year's
experience as a loan processor in a tiank or Iending agency. Must
possess a Minnesota driver's license at time of appointment.
�:
_ _ -- ��V��
wHITE - C�TV CI.ERK .
PINK - FINANCE G I TY �O F SA I ti T PA LT L. Council
CANARY - DEPARTMENT �
fJLUE - MAVOR File NO. �
��� CLERK �OUnci� Resolution
Presented By ___
Referred To Committee: Date
Out of Committee E3y Date
An administrative Resolution establishing the
titles and class specifications for Loan and
Grant Assistant I and Loan and Grant Assistant
" II in the Civil Service Rules.
RESOLVED, that the Civi1 Service Rules be amended in Section 3.L
by inserting the title of Loan and Grant Assistant I in Grade 22 and the
title of Loan and Grant Assistant II in Grade 26; and be it
FURTHER RESOLVED, that the Civil Service Rules be further amended
in Section 32 by inserting, in proper alphabetical order, the attached spec—
if ications for the new titles of Loan and Grant Assistant I and Loan and Grant
Assistant II.
Approved:
Chairman
Civil Service Commission
COUNCILMEN - Requested by Department of:
Yeas Naps
PERSONNEL OFFICE .
[n Favor
_ __ Against BY
Adopted by Council: Date Form Approved by City Attorney
Certified Yassed by Council Secretary BY
B;
Approved by ;Vlavor. Date �—__ _ Approved by Mayor for Submission to Council
. . - _
Title of classc
LOAN AND GRANT ASSIST.ANT I
DESCRIPTION OF WORK
General Statement of Duties: Performs, as a trainee, entry-level work in
evaluating and recommending for approval loan and grant applications
for single family (one to four units) fiomes; and performs related duties
as required. `
Supervision Received: Works under the close technical and administrative
supervision of a unit or division head or the immediate technical
sugervision of a Loan and Grant Specialist.
Supervision Exercised: None
TYPICAL DUTIES PERFORMED
In the capacity of a learner -
Assists in collecting overdue loan repayments.
Receives requests for applications for rehabilitation loans and grants.
Explains program to prospective clients.
Conducts preliminary interviews with applicants to obtain financial and
credit information.
Assists in analyzing applications and obtaining aecessary documents.
Assists in the preparation and submission o£ package for loans.
Computes loan repayment schedules.
Arranges closings for approved loans and grants.
Transmits closed loans and grant documents to servicing agencies.
Assists in maintaining records and preparing reports regarding loan and
grant acti:vity.
KNOWLEDGES, SKILLS AND ABILITIES
The ability to deal with clients in various types of situations.
The ability to communicate with clients and others involved.
Some knowledge of building and construction terms.
Working ability to write in a clear and concise manner.
MINIMUM QUALIFICATIONS
High school graduation.
.. r r ���V�V
Title of class:
LOAN AND GRANT ASSISTANT II
DESCRIPTION OF WORK
General Statement of Duties: Performs routine technical work in evaluating
and recommending for approval loan and grant applications for single
family (one to four units� fiomes; and performs related duties as required.
Supervision Received: Works under the close technical and administrative
supervision of a unit or division head or the close technical supervision
of a Loan and Grant Specialist.
Supervision F�ercised: None
TXPICAL DUTIES PERFORMID
The listed examples may not include all duties performed by alI positions in
this class.
Receives requests far applications for rehabilitat3on loans and grants.
Explains programs to prospective clients.
Interviews applicants to obtain financial and credit information.
Analyzes applications and obtains necessary documents.
Assists in determination of eligibility for loans or grants.
Provides information to rehabilitation advisors for inspection and
contract bid use.
Assists in reviewing bids to select proper programs.
Assists in preparing and submitting package for loans.
Computes loan repayment schedules.
Arranges closings for approved loans and grants.
Transmits closed loans and grant documents to servicing agencies.
Collects overdue loan repayments.
Maintains records and prepares reports regarding Ioan and grant activity.
Makes reports and recommendations.
KNOWLEDGES, SKILLS AND ABILITIES
Some knowledge of installment lending and colleetion gractices.
Some knowledge of real estate and banking terms, rules and reguZations.
Some knowledge of rules and regulations pertaining to �oans and grants.
The ability to deal with clients in various types of situations.
Th.e ability to communicate with clients and others involved.
Some knowledge of building and construction ternts.
The ability to write in a clear and concise manner.
MINIMUM QUALIFICATIONS
Two yearst experience as a Loan and Grant Assistant I; or two years of
college training; or four yearst experience at tfie Clerk II level or
above working witfi loans and grants as a primary duty; or one year's
experience as a loan processor in a bank or lending agency, Must
possess a Minnesota driver's license at time of appointment.
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- �_ � C0 �11 �J1iTTEE REPO �i :
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7' p : Sain� Pout Cii�� Councif . � � � - . .
F R o M = C o m m i t�e e � o n F�NANCE, MANAGEMENT & PERS ONNEL - � •
' J`ames' Scheibel , choic�man, � . _�_._ ' ._,
The "Finance Committee; 'at the meetinQ of , recommended ap roval of the followin�:
1. Approval of minutes from meeting held June 24, 1982. .�
2. Resolution authorizing an Amendatory Agreemet►t between Brig�s � Dforgan
Professional Association for bond counsel services so as to increase fees
for issuance of general obligation bonds from 50 cents to 75 cents per
� thousand. - �4'1(] OUf� ?'o sUC,�. ��" M T6_ � .
3. Resolution amending the 1982 Parking �, Transit Special rund Budget. •-C-A'ia O�/F'2.
4. Resoluti.on authori.zing the City to refund excess street maintenance charges
to an individual (Mr. Melvin A. Sinn) �vho was overcharged due to incorrect
property usage information used by Ramsey County in computing assessments. ��'�Pt�OV�
3-p
� S. Resolution establishing the titles and class specifications for Loan and
Grant Assistant I and Loan and Grant Assistant II in the Civil Service
Rules. - j�PPRLiV c.f� 3 -O
6. Additional Discussion of Upcoming Budget Process -- Property Taxes: Terminology
and Trends. � - . .
�`"`�`_"�e °�-�-�, .
C1"►'i' :��\:.' SE`/E�%TH Ft.00� 1:�1`i i'�1liL, .`•If��f:j(�f.\ S?:��"_'
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ROUTiNG a►�n EXPLANATI�N SHEET �,� ' �-� !
G EEN SHEET �
cor 3dministrative Orders, esolutions, Ordinances and agreements
' ` �,���j �
�OUFIiVG ORDER - �OUTE BY ASSIf:NED NUMBER {
�JUN � 1982 }
IRECTOR OF MANAGEMENT s
MAYOR E;.�jy�`a�(3 C�1'V'IC:i�
DE?ARTMENT DtRECTflR DIRECTOR, FINANCE � MGT, SERVICES �
CITY ATiORNEY : �_ CITY C�ERK �
l
BUDGET DIRECT�R !
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We recommeaiE. your appraval and submi ston of this Resolution to:the Gity: Coua�fl. 1
. ,E
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This resolution will establish the tit es and, class specif�c�tioaaa for Loan aad.Gran�t '
A�sfatant i and Loan and Grant Assista t IT �n Grad�s 22 and. 26 respectivel;p of Se�tio
3.L (Technicai Group) of the Cinil Se tce Rules. These clsssificatione�. wil1 grov#.de
entry-level aad intermediate positions comgarable to the "Afde" series: icnto whi�b I.owe�- �
level employees can be promoted and tr ined in loan aud grant �ork. �
Grade 22 ,
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� �> g C D E F 10 pr. i5 yr. ZO pr. 25 gx�
561.50 583.64 607.65 634.1U 65 .33 687.03 704.87 7�S].48 734.48 74T.4
: . �
Grade 26 : i
:_ : , 3 .
A B . C D E . F 10 yr• l5 yr• 20 yr• 25 F; .
617.48 645:18 b70.41 69�.49 7 7.02 754.71 774.4Q 794,71 807.71 $20.}�1
FINANCIAL IMPAG".0: f.
These titlee are in lower paq grades han the Loan and Graat' $�ecialiats; they will a�3o�a �
ttre less diffYcult loan and grant �or to be perforaned :at a 2ower :wage rate. �
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ATTACHMENTS �LIST ALL ATTACHMEN#S): _
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1� Resolutioa • : �
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2. CaPy for City Clerk ,
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