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Philanthropy Operations Specialist (Remote)

Company: CFA Institute
Location: San Francisco
Posted on: July 9, 2024

Job Description:

Overview This is a remote role that may be hired in several markets across the United States. The role is an integral part of the Community Affairs team working directly with the head of Philanthropy to execute the CRA Grant Allocation and CRA Services plans which support the Bank's CRA and Community Benefit Plan commitments. The role administers the operational control processes involved in the grant lifecycle to ensure compliance with grant provisions, CRA and other relevant regulations, as well as Bank policies and standards. Maintains governance documentation including grant and services related standard and procedures ensuring alignment with regulatory guidance. Administers processing of volunteer service hours to ensure appropriate and timely CRA qualification to meet the bank's service commitment. Supports the platform in which grants and services are managed to ensure efficient, complete, and consistent processing. Identifies opportunities for improvement. Mitigates risk in both the grants and services processes through checks and balances in a manner acceptable to Audit, Compliance and CRA exam review. Collaborates with cross department team members, including but not limited to CRA Community Development Officers, to successfully process grants. Analyzes progress against business goals, drafts management reports and presents analysis to department leadership. Responsibilities

  • Underwrites grant applications for approximately $20M annually. Collaborates with Community Development Officer's to confirm/clarify necessary documentation for CRA and risk evaluation. Recommends approval or denial for each application summarizing appropriate conclusions and motivating factors behind the recommendation. Ensures quality check is executed by CDO or relevant designate to prepare for management approval. Assists with identifying opportunities for process improvement as applicable.
  • Volunteer Services Evaluation- Evaluates submitted services/events for CRA qualification. Responds and/or corrects service submissions as a result of regular quality check process. Assists with identifying opportunities for process improvement as applicable.
  • Reporting - Facilitates regular reports to various audiences including Community Affairs leadership, Date Integrity Reporting, Finance and other departments that need to have regular awareness of grant and service activity and budgeting.
  • CRA Grant/Service System Administration Support - May assist with configuration support of grants and services system as necessary. Qualifications
    Bachelor's Degree and 6 years of experience in Community Leadership, Compliance, or Financial Services OR High School Diploma or GED and 10 years of experience in Community Leadership, Compliance, or Financial Services License or Certification Type: Valid driver's license Required Additional Preferred Skills: Familiarity with the Community Reinvestment Act and qualifying criteria for grants/services and examination procedures. Experience with grant administration.
    Knowledge of the Community Reinvestment Act and key components of the lending, investment and service tests.
    Knowledge of government assistance programs for first time or affordable home buyers, small businesses, and community development projects.
    Communication skills - interpersonal. Experience with MS Office Suite to aid in analysis of data and management presentations. Keen sense of urgency with the ability to organize and manage multiple priorities and projects. Detail oriented. Computer skills - software. Ability to travel frequently to other offices, Bank clients, etc. in personal mode of transportation. The base pay for this position is generally between $83,918 and $113,536. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment. First Citizens benefits programs are designed to meet our associates where they are in life. Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be found here:

Keywords: CFA Institute, San Francisco , Philanthropy Operations Specialist (Remote), Other , San Francisco, California

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