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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 financial services company and national bank 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 detail-oriented advisor who is passionate about developing new CRA processes for a fast growing technology driven Bank. 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:
- Assist with the development of policies and procedures necessary for a successful implementation of an enhanced company-wide contributions process
- Meet with local nonprofit organizations and community partners to identify community needs, then work within the community to develop programs to meet those needs, utilizing employee volunteerism and CD Contributions to support the efforts
- Partner with vendors to build out and develop contributions processes
- Work with Bank internal business units to enhance contributions payment processes, post-contribution reporting and follow-ups to ensure all contribution data is ready for internal and external audits and examinations
- Under the support of the Community Development (“CD”) Manager, analyze the CD contributions, CD services, consumer loans, small business loans and CD loans; review for CRA consideration to ensure the Bank is meeting it’s CRA Strategic Plan measurable goals
- Enhance the current volunteerism system and CD service review process
- Work with organizations in Salt Lake and Sacramento on volunteer opportunities, and create volunteer events within the system
- Assist with consumer lending monthly reporting, analysis and audit for CRA-eligibility
- Partner with CRA Team to tell our CRA Story in a meaningful way for maximum impact
- Provide guidance on what qualifies for CRA to internal partners
- CRA Program Support
- Respond to Public File requests and CRA related complaints
- Create and/or present CRA materials for employees
- Review/audit CD Investments
- Assist with CD Lending/CD Investment Originations
What you’ll need:
- 5+ years of CRA Experience, with a priority on contributions, community engagement, volunteering, creation of policies and procedures
- 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
- Experience with CD Investments and CD Lending
- 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)
Top Skills
What the Team is Saying
What We Do
For over a decade, SoFi has helped transform the Fintech industry by creating financial products and services that help people borrow, save, spend, invest, and protect their money better, so they can achieve financial independence and realize their ambitions. Whether it’s owning a home, saving for retirement, paying off their student loans, or helping our members invest - SoFi is there every step of the way. Want to learn more about how it works? Check it out here: https://www.sofi.com/how-it-works/
Our core values are at the center of how we help our millions of members get their money right. They are our guiding principles for how we think about serving our members, building our company, and most importantly, how we work together. At SoFi, it’s not just what we do - but how we do it.
SoFi is also proud to be the naming rights partner of SoFi Stadium, home of the Los Angeles Chargers and the Los Angeles Rams.
For more information, visit SoFi.com
Why Work 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 members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront.
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Employees engage in a combination of remote and on-site work.
For the majority of our workforce who work on a hybrid schedule, the in-office requirement is a handful of days per month!
