Job Posting: Intake Analyst

Department of Financial Protection and Innovation

JC-482187
-
Intake Analyst
STAFF SERVICES ANALYST

$3,749.00 - $6,093.00 per Month
New to State candidates will be hired into the minimum salary of the classification or minimum of alternate range when applicable.

Final Filing Date: 7/14/2025

Job Description and Duties

The Department of Financial Protection and Innovation is recruiting for one, Permanent, Full-time Staff Services Analyst position within the Consumer Services Office. This position is located in the Sacramento office. This recruitment may be used to fill subsequent vacancies of these positions within the next 180 days.

Are you interested in working on an adaptive, dynamic, and engaging team? Do you possess strong analytical skills and experience researching complex scenarios with limited available information? Do you have experience and a desire to provide high quality customer service through written and verbally communication? Would you enjoy a job where you know your work directly impacts and enhances the lives of your customers? If so, the Consumer Services Office is the right place for you.

Under the direct supervision of the Staff Services Manager I, the Staff Services Analyst is responsible for reviewing, analyzing, and processing consumer complaints, and phone and email inquiries for the Consumer Services Office. Please see the attached duty statement for a complete breakdown of duties.

You will find additional information about the job in the Duty Statement.

Working Conditions

The Sacramento office is in the new state-of-the-art May Lee State Office Complex in Sacramento's River District, conveniently located next to Light Rail. On site parking available for a fee.

Minimum Requirements

You will find the Minimum Requirements in the Class Specification.

Additional Documents

Position Details

Job Code #:
JC-482187
Position #(s):
410-180-5157-117
Working Title:
Intake Analyst
Classification:
STAFF SERVICES ANALYST
$3,749.00 - $4,698.00 A
$4,059.00 - $5,081.00 B
$4,868.00 - $6,093.00 C
New to State candidates will be hired into the minimum salary of the classification or minimum of alternate range when applicable.
# of Positions:
1
Work Location:
Sacramento County
Telework:
Hybrid
Job Type:
Permanent, Full Time

Department Information

The Department of Financial Protection and Innovation (DFPI) protects consumers and oversees financial service providers and products. The DFPI supervises the operations of state-licensed financial institutions, including banks, credit unions and money transmitters. Additionally, the DFPI licenses and regulates a variety of financial service providers, including securities brokers and dealers, investment advisers, payday lenders and other consumer finance lenders. The DFPI offers benefit packages, competitive salary, a robust training program and opportunities for advancement.  

Department Website: https://dfpi.ca.gov/

Special Requirements

Additional Filing Instructions:

  • You are encouraged to apply electronically through your CalCareers account.
  • If applying with a hard copy application, please reference “JC-482187 / CSO 26-008” in the Job Title section of your State application in order to be considered for this vacancy.
  • Hard copy applications not received or postmarked by 5:00 pm on the final filing date will not be accepted.
  • Emailed and faxed applications will not be accepted.

Please do not include any confidential information on any documents you submit for a job vacancy, such as your State application, resume, or educational transcripts. Confidential information that should be excluded or removed from these documents includes, but is not limited to, your Social Security Number (SSN), birthdate, student identification number, driver’s license number (unless required), basis of eligibility, examination results, LEAP status, marital status, and age. Confidential information on the first page of applications submitted electronically online, such as Easy ID number, SSN, examination related information, and driver’s license number will automatically be redacted upon submission.

Please see the attached Class Specification. All applicants must meet the minimum qualifications for the classification they are applying for. Possession of Minimum Qualifications (MQ's) will be verified prior to interview and/or appointment.

If you are using education to meet MQ’s, you must include a copy of your unofficial transcripts/diploma showing completion of required coursework for verification. Official transcripts may be required upon appointment.

Applicants who completed their education outside of the US (with foreign degrees/transcripts) must obtain and submit verification of U.S. course/degree equivalency. Foreign education credential evaluation services can be found at NACES | National Association of Credential Evaluation Services.

Application Instructions

Completed applications and all required documents must be received or postmarked by the Final Filing Date in order to be considered. Dates printed on Mobile Bar Codes, such as the Quick Response (QR) Codes available at the USPS, are not considered Postmark dates for the purpose of determining timely filing of an application.

Final Filing Date: 7/14/2025

Who May Apply

Individuals who are currently in the classification, eligible for lateral transfer, eligible for reinstatement, have list or LEAP eligibility, are in the process of obtaining list eligibility, or have SROA and/or Surplus eligibility (please attach your letter, if available). SROA and Surplus candidates are given priority; therefore, individuals with other eligibility may be considered in the event no SROA or Surplus candidates apply.

Applications will be screened and only the most qualified applicants will be selected to move forward in the selection process. Applicants must meet the Minimum Qualifications stated in the Classification Specification(s).

How To Apply

Complete Application Packages (including your Examination/Employment Application (STD 678) and applicable or required documents) must be submitted to apply for this Job Posting. Application Packages may be submitted electronically through your CalCareer Account at www.CalCareers.ca.gov. When submitting your application in hard copy, a completed copy of the Application Package listing must be included. If you choose to not apply electronically, a hard copy application package may be submitted through an alternative method listed below:

Address for Mailing Application Packages

You may submit your application and any applicable or required documents to:

Department of Financial Protection and Innovation
N/A
Attn: Phoebe Plumley
Human Resources Office
651 Bannon St Suite 300
Sacramento, CA 95811

Address for Drop-Off Application Packages

You may drop off your application and any applicable or required documents at:

Department of Financial Protection and Innovation
N/A
Phoebe Plumley
Human Resources Office
651 Bannon St Suite 300
Sacramento, CA 95811
08:00 AM - 05:00 PM

Required Application Package Documents

The following items are required to be submitted with your application. Applicants who do not submit the required items timely may not be considered for this job:

  • Current version of the State Examination/Employment Application STD Form 678 (when not applying electronically), or the Electronic State Employment Application through your Applicant Account at www.CalCareers.ca.gov. All Experience and Education relating to the Minimum Qualifications listed on the Classification Specification should be included to demonstrate how you meet the Minimum Qualifications for the position.
  • Resume is optional. It may be included, but is not required.
  • Statement of Qualifications -

    A Statement of Qualifications (SOQ) is required for this position according to the instructions provided. Application packages received without an SOQ as described will not be considered. Please see the Statement of Qualifications Instructions below for specific instructions regarding your SOQ response. Resumes, cover letters, and/or other documents do not take the place of this requirement

Applicants requiring reasonable accommodations for the hiring interview process must request the necessary accommodations if scheduled for a hiring interview. The request should be made at the time of contact to schedule the interview. Questions regarding reasonable accommodations may be directed to the EEO contact listed on this job posting.

Desirable Qualifications

In addition to evaluating each candidate's relative ability, as demonstrated by quality and breadth of experience, the following factors will provide the basis for competitively evaluating each candidate:
-Customer service experience
-Financial industry experience
-Experience utilizing Customer Relationship Management systems.
-Accountable, Dependable, punctual, trustworthy, and customer service oriented.
-Ability to demonstrate advanced verbal and written communication skills.
-Ability to demonstrate competency with Microsoft Office products and tools.
-Ability to work independently and collaboratively with a team to meet deadlines.
-Ability to think critically and exercise good judgment in all work related activities.
-Ability to adapt to changing requirements and priorities with aggressive time-frames.
-Ability to research, analyze, evaluate, and resolve complex scenarios involving multiple entities.
-Ability to interpret, articulate, and apply provisions of law, court decisions, and departmental policies.
-Ability to capture, analyze, present, identify trends and offer recommendations related to report data.
-Ability to pull and review reporting data and identify patterns and trends to present findings and recommendations to leadership.

Benefits

State employees may be eligible for health, dental, vision and leave benefits, as well as retirement programs and other benefits.  Benefit eligibility may depend on length of service and may be subject to collective bargaining agreements, which are contracts negotiated between the State of California and employee organizations that define employees’ wages, hours and conditions of employment.  Other possible benefits include:

  • Alternate Work Schedules
  • Telework
  • Reimbursement Accounts

Benefit information can be found on the CalHR website and the CalPERS website.

Contact Information

The Human Resources Contact is available to answer questions regarding the position or application process.

Department Website: https://dfpi.ca.gov/
Human Resources Contact:
Sarah Feuerbach
(916) 542-5446
sarah.feuerbach@dfpi.ca.gov

Please direct requests for Reasonable Accommodations to the interview scheduler at the time the interview is being scheduled. You may direct any additional questions regarding Reasonable Accommodations or Equal Employment Opportunity for this position(s) to the Department's EEO Office.

EEO Contact:
Angelina Endsley
(916) 576-4938
eeo@dfpi.ca.gov
California Relay Service: 1-800-735-2929 (TTY), 1-800-735-2922 (Voice) TTY is a Telecommunications Device for the Deaf, and is reachable only from phones equipped with a TTY Device.

Statement Of Qualifications Instructions

To be considered for this position, applicants must submit a Statement of Qualifications (SOQ). The SOQ serves as documentation of your ability to present information clearly and concisely in writing. This document must be typed using Arial, 12-pt font, 1” margins and may be no more than two pages in length. Include your first and last name in the upper right-hand corner. Each question must be addressed separately and numerically. Responses to the questions are to be numbered in the same order as listed below. Resumes, and cover letters do not take the place of the Statement of Qualifications. Applications submitted without a proper SOQ response will not be considered.

Please respond the following questions:

1. Describe your work experience, skills, competencies, and education as they relate to the job description and desirable qualifications and explain how your qualifications meet the responsibilities listed in the duty statement.

2. Describe the steps you would take to address an adamant customer who you know is wrong.

3. Describe a time where you made a mistake or error and explain what steps you took to correct the situation and ensure similar occurrences would be avoided in the future.

    Examination & Candidate Resources:

    Examination: Candidates applying with List Eligibility must successfully pass the examination for this classification.

    Please read the Minimum Qualifications section of the Classification Specifications AND the Exam Bulletin carefully to ensure you are currently eligible to take this examination before taking it. Candidates taking the exam prior to being eligible may be disqualified.

    Link to Exam Bulletin and Exam:     CalCareers

    Candidate Resources/Tools:

    Equal Opportunity Employer

    The State of California is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation.

    It is an objective of the State of California to achieve a drug-free work place. Any applicant for state employment will be expected to behave in accordance with this objective because the use of illegal drugs is inconsistent with the law of the State, the rules governing Civil Service, and the special trust placed in public servants.

    Application Methods:
    Electronic (Using your CalCareer Account)
    By Mail
    Drop-off
    Print Job