Senior Manager, CRA Quality Assurance & Data Reporting

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 assigned, which may include assisting with backlog of reviews, data collection for upcoming audits and examinations, enhancing current processes and system development/enhancement

• 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


• Comfort with working in a remote environment, the ambiguity of changing priorities and the flexibility to embrace new ideas within a fast paced environment


• 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 


• 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)