Philanthropy Operations Specialist (Remote)
Company: CFA Institute
Location: San Francisco
Posted on: October 20, 2024
Job Description:
OverviewThis 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 RequiredAdditional 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.This job posting is
expected to remain active for 45 days from the initial posting date
listed above. If it is necessary to extend this deadline, the
posting will remain active as appropriate. Job postings may come
down early due to business need or a high volume of applicants.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:
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Keywords: CFA Institute, Novato , Philanthropy Operations Specialist (Remote), Other , San Francisco, California
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