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Who we are:
Shape a brighter financial future with us.
Together with our members, we're changing the way people think about and interact with personal finance.
We're a next-generation fintech company using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we're at the forefront. We're proud to come to work every day knowing that what we do has a direct impact on people's lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world.
The role:
We are looking for a results-driven, detail-oriented 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:
Build out the Community Development ("CD") Finance program for the Bank, and ensure that annual measurable goals related to CD Finance (CD Lending & CD Investments) are fulfilled while ensuring a high level of data integrity
Collaborate with line of business partners - inclusive of accounting, finance, risk and legal - to create and maintain a successful CD Finance program
Create procedures, documentation standards and develop risk methodologies
Lead the CRA Finance Sub-Committee
Meet with potential investors to pre-screen potential opportunities while tracking an investments pipeline of deals that meet standard criteria
Manage the funded CD investments portfolio
CRA Program Support
Utilize CRA Expertise to support implementation of the CRA Final Rule with the likelihood of leading the implementation efforts of one or more complex processes
Lead/coordinate volunteer events
Partner with CRA Team to tell our CRA Story in a meaningful way for maximum impact
Respond to Public File requests and CRA related complaints
Create and/or present CRA materials for employees
Review/audit CD Services, CD Contributions, Personal Loans and Small Business Loans
What you'll need:
8+ years of Community Reinvestment Act experience, including program management and experience with CD Investments
Proven track record of facilitating organization-wide data collection and review with multiple senior level stakeholders
Comfort with working in a remote environment, the ambiguity of changing priorities and the flexibility to embrace new ideas within a fast paced environment
High-level of initiative to push for excellence, results, and process improvement while maintaining a high level of data integrity
Excellent oral, written and interpersonal communication skills
Ability to analyze and interpret rules, regulations and policies
Known for being detail-oriented with a demonstrated ability to self-motivate
Teamwork makes the dreamwork mentality
Must be willing to travel up to 15% of the time
Nice to have:
Located within Sacramento, California or Salt Lake City, Utah regions
Experience working with the Office of Comptroller of Currency (OCC)
Possess a growth mindset (to problem solve and innovate)
Experience with leading volunteer events
Product owner/product development experience
