Employee Applicant Privacy Notice
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The role:
We are looking for a detail-oriented, analytical-minded advisor with prior experience with the Community Reinvestment Act (CRA) regulation. This is a great opportunity to take the lead in developing new processes and enhancing current processes while collaborating with internal partners to strive for "Outstanding" performance.
What you'll do:
- Under the support of the CRA Officer you will be leading the Bank's CRA Quality Assurance & Data Reporting function inclusive of the following:
- Oversee the Bank's Small Business loan review process for CRA Consideration
- Monitoring and testing of CRA-Eligible Personal Loans
- Manage regulatory updates, inclusive of the CRA Disclosure Annual Filing (Small Business Regulatory Reporting) and CRA Public File updates
- Review for CRA consideration other activities as needed to ensure the Bank is meeting its CRA Strategic Plan measurable goals while ensuring adherence to the Bank's policies and controls
- Volunteer within the Bank's Assessment Areas to ensure measurable goals are met
- Other activities as Enhance the current volunteerism system and CD service review process
- CRA Program Support
- Exam and Audit Management
- Respond to Public File requests and CRA related complaints
- Create and/or present CRA materials for employees
- Support in the development of the annual and Exam Self Assessments
What you'll need:
- 8+ years of CRA Experience; inclusive of loan, investments, contributions and services reviews for CRA consideration
- Experience in audit, compliance or, risk management in relation to CRA
- Experience with creation of policies and procedures
- Experience with CRA Disclosure Annual Filings and Familiarity with the 1071 Ruling
- Advanced technical expertise (Excel, Tableau, CRA Reporting Systems)
- Excellent oral, written and interpersonal communication skills
- High-level of initiative to push for excellence and results while maintaining a high level of data integrity
- Ability to create, innovate and enhance current processes for further automation
- Demonstrated ability to self-motivate
- Comfort with working in a remote environment, the ambiguity of changing priorities and the flexibility to embrace new ideas within a fast paced environment
- Teamwork makes the dreamwork mentality
- Must be willing to travel up to 10% of the time
Nice to have:
- Located within Salt Lake City, Utah or Sacramento, California
- Experience with updating the CRA Public File
- Experience working with the Office of Comptroller of Currency (OCC)
- Product Owner experience on a CRA Reporting System
- Possess a growth mindset (to problem solve and innovate)
Compensation and Benefits
The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate's experience, skills, and location.
To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!
Internal Employees
If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.