Case Analyst I

At Goldschmitt and Associates LLC (G&A), we’re not just another company—we’re a catalyst for innovation and impact, and we’re inviting passionate, forward-thinking individuals to join us on this journey. Recognized multiple times on the Inc 5000 list of the fastest-growing companies, G&A is a leader in tech transformation and system modernization for some of the nation’s most important federal agencies.
Our culture is built on creativity and collaboration. We offer flexible schedules, telework options, and an environment where your ideas truly matter. At G&A, you won’t just clock in—you’ll be solving real-world challenges and working on projects that make a difference in the lives of millions.
Joining our team means becoming part of a vibrant, connected community where innovation thrives, your voice is heard, and your impact is felt. Whether you’re a tech enthusiast, a strategic thinker, or a problem-solver, at G&A, you’ll have the opportunity to level up your career while making a real-world impact.
If you’re ready to be part of a company that values purpose as much as progress, G&A is the place for you!

Summary:

Goldschmitt and Associates is seeking a Case Analyst I. The Case Analyst I shall provide 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 GCBD Certification 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:

• Working the entire application process for all GCBD 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.
• Analyzing and reviewing GCBD 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.
• Confirming and adequately documenting in the web-based application, the areas of deficiency in an application such that the Agency customer assistance or Federal Analyst can accurately provide a communication to applicants and representatives which will collect additional required documents, clarifying information, and resolve discrepancies.
• Reviewing supplemental submissions by applicants to determine whether or not they are responsive to the deficiencies previously identified.
• Preparing and analyzing information to determine 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.
• Delivering 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 Case Analyst to allow GCBD applicant to resolve) and/or needs more information. Each recommendation and its justification must be clearly documented within the established case management system.
• Explaining and/or writing 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 regulations and statutes.

Minimum Qualifications:

• Possess 2-3 years of experience in loan underwriting or equivalent analytical review work
• Possess an Associate’s degree or higher
• Possess the ability to obtain and maintain a Public Trust clearance