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Review Vacancy

Date Posted 02/23/24

Applications Due03/09/24

Vacancy ID151985


AgencyFinancial Services, Department of

TitleProgram Aide (NY HELPS)

Occupational CategoryClerical, Secretarial, Office Aide

Salary Grade13

Bargaining UnitASU - Administrative Services Unit (CSEA)

Salary RangeFrom $50347 to $61330 Annually

Employment Type Full-Time

Appointment Type Permanent

Jurisdictional Class Competitive Class

Travel Percentage 0%

Workweek Mon-Fri

Hours Per Week 37.5


From 9 AM

To 5 PM

Flextime allowed? No

Mandatory overtime? No

Compressed workweek allowed? Yes

Telecommuting allowed? Yes

County New York

Street Address One State Street

City New York


Zip Code10004

Minimum Qualifications Preferred Qualifications
• Experience working in high volume, paper intensive work environment.
• Working knowledge of Microsoft Word and Excel.
• Strong written and oral communication skills.
• Excellent analytical skills and ability to interpret information and formulate conclusions, strategies, and recommendations.
• Highly organized with the ability to handle multiple priorities simultaneously (multi-task).

Appointment method:
Minimum Qualifications: High school or high school equivalency diploma; and three years of experience performing clerical, keyboarding, or paraprofessional work in an office environment.
NY HELPS: This title is part of the New York Hiring for Emergency Limited Placement Statewide Program (NY HELPS).

For the duration of the NY HELPS Program, this title maybe filled via a non-competitive appointment, which means no examination is required but all candidates must meet the minimum qualifications of the title for which they apply (see minimum qualifications above). At this time, agencies may recruit and hire employees by making temporary appointments. In May 2024, if a temporary NY HELPS employee is satisfactorily performing in the position, the appointment will be changed from temporary pending Civil Service Commission Action to permanent non-competitive and the official probationary period will begin.

At a future date (within one year of permanent appointment), it is expected employees hired under NY HELPS will have their non-competitive employment status converted to competitive status, without having to compete in an examination. Employees will then be afforded with all of the same rights and privileges of competitive class employees of New York State. While serving permanently in a NY HELPS title, employees may take part in any promotion examination for which they are qualified.

List Appointment: Candidates must be reachable on the Civil Service eligible list for 00-340.

Duties Description The New York State Department of Financial Services seeks to build an equitable, transparent, and resilient financial system that benefits individuals and supports business. Through engagement, data-driven regulation and policy, and operational excellence, the Department and its employees are responsible for empowering consumers and protecting them from financial harm; ensuring the health of the entities we regulate; driving economic growth in New York through responsible innovation; and preserving the stability of the global financial system.

The Department of Financial Services is seeking candidates for the position of Program Aide in the Mortgage Banking Unit. Duties include, but are not limited to, the following:
• Reviews applications and accompanying documents submitted by individuals seeking licensure as mortgage loan originators (MLO), license surrenders, name changes and inactive statuses for accuracy and completeness, including managing data entry process between the Department’s internal databases and external third-party application systems; also, includes the review of federal and state statutory requirements, such as pre-licensing education, testing requirements, criminal background checks and credit reports for financial responsibility determination;
• Prepares correspondence relating, but not limited to: licensing standards, non-compliance with laws and regulations and regulatory reporting requirements, delinquent general assessment fees, surety bond claims, bond cancellation notices, enforcement actions, termination of license statuses, document deficiencies and annual renewal processes; also, prepares internal memorandums and checklists for review and approval by business unit managers;
• Assists in the development of charts, tables and reports designed to analyze the effectiveness of the Department’s MLO licensing processes, including information related to application processing time, annual volume, and annual renewal results;
• Provides responses to incoming inquiries from MLO applicants and other individuals seeking MLO licensing information including but not limited to continuing education, pre-licensing education, criminal background checks, fees, surety bond requirements, sponsorship and application statuses. Responds to general inquiries relating to existing mortgage banking policies and procedures for license surrender, amendments and inactive statuses;
• Coordinates and reconciles internal application related reports with external third-party databases, completes weekly data integrity reviews between internal and external databases, reconciles license and registration statuses;
• Reviews, develops, maintains and updates tracking reports as required by the program area to monitor the statuses of applications submitted, tracks outstanding document requests, monitors compliance with surety bond requirements, license terminations, bond cancellations, and reinstatement notices;
• Inputs bond cancellation notices, bond riders, sponsorship statuses, and license and registration statuses to LINX; posts license items to external databases; assists in archiving files, including information received electronically;
• Manages the upload and download of various regulatory reports, including but not limited to the Volume of Servicing Report and Mortgage Call Report (“MCR”); also extracts the MLOs Annual Origination Volume from the MCR and facilities the upload and reconciliation of such data to Department’s internal databases; and
• Participates in team sessions as a database user to improve internal processes, including identifying areas for expanded automation, data collection, streamlining processes, enhancing communication with client base and identifying redundant and inefficient processes.

Additional Comments Positions located within the New York City metropolitan area, as well as Suffolk, Nassau, Rockland, and Westchester Counties, are also eligible to receive an additional $3,087 annual downstate adjustment.

Some positions may require additional credentials or a background check to verify your identity.

Name Jonelle Bayer


Fax (518) 402-5071

Email Address


Street One Commerce Plaza, Suite 301

City Albany

State NY

Zip Code 12257


Notes on ApplyingTo Apply: Interested qualified candidates must submit a resume and letter of interest no later than March 9, 2024 to the email address listed below. Please include the Vacancy ID in the subject line of your email to ensure receipt of your application. Email submissions are preferred.

Jonelle Bayer
New York State Department of Financial Services
Office of Human Resources Management
One Commerce Plaza, Suite 301
Albany, NY 12257
Fax: (518) 402-5071

All candidates that apply may not be scheduled for an interview

Public Service Loan Forgiveness
Employment with New York State qualifies an individual for Public Service Loan Forgiveness (PSLF). This program forgives the remaining balance on any Direct Student Loans after you have made 120 qualifying monthly payments while working full-time for a U.S. federal, state, local, or tribal government or not-for-profit organization. To learn more about the program and whether you would qualify, please visit:

Under the Americans with Disabilities Act (ADA), the Department of Financial Services is required to provide reasonable accommodation for known physical or mental limitations of an otherwise qualified applicant with a disability if an accommodation would enable the applicant to perform the essential functions of the job. If the accommodation would constitute an undue hardship on the operations of the agency, the agency is not required to provide it.
Pursuant to Executive Order 161, no State entity, as defined by the Executive Order, is permitted to ask, or mandate, in any form, that an applicant for employment provide his or her current compensation, or any prior compensation history, until such time as the applicant is extended a conditional offer of employment with compensation. If such information has been requested from you before such time, please contact the Office of Employee Relations at (518) 473-3130 or via email at

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