Senior Manager, CRA Quality Assurance & Data Reporting

## **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, 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, including:

– Oversee the Bank’s Small Business loan review process for CRA consideration
– Monitor and test CRA‑eligible personal loans
– Manage regulatory updates, including the CRA Disclosure Annual Filing (Small Business Regulatory Reporting) and CRA Public File updates
– Review other activities for CRA consideration to ensure the Bank is meeting its CRA Strategic Plan measurable goals while adhering to policies and controls
– Volunteer within the Bank’s Assessment Areas to ensure measurable goals are met
– Perform other activities as assigned, which may include assisting with backlog reviews, data collection for audits and examinations, enhancing current processes, and supporting system development/enhancement
– Provide CRA program support
– Manage exams and audits
– Respond to Public File requests and CRA‑related complaints
– Create and/or present CRA materials for employees
– Support development of the annual and exam self‑assessments

## **What you’ll need**

– 8+ years of CRA experience, including loan, investments, contributions, and services reviews for CRA consideration
– Experience in audit, compliance, or risk management related to CRA
– Experience creating policies and procedures
– Experience with CRA Disclosure Annual Filings and familiarity with the 1071 ruling
– Comfort working in a remote environment, navigating changing priorities, and embracing new ideas in a fast‑paced setting
– Advanced technical expertise (Excel, Tableau, CRA reporting systems)
– Excellent oral, written, and interpersonal communication skills
– High initiative with a commitment to excellence and data integrity
– Ability to create, innovate, and enhance processes for further automation
– Demonstrated ability to self‑motivate
– Team‑oriented mindset
– Willingness to travel up to 10% of the time

## **Nice to have**

– Located in Salt Lake City, Utah or Sacramento, California
– Experience updating the CRA Public File
– Experience working with the Office of the Comptroller of the Currency (OCC)
– Product Owner experience on a CRA reporting system
– Growth mindset with strong problem‑solving and innovation skills

## **Compensation and Benefits**

The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as experience, skills, and location.

To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page.

**Pay range:** $137,600.00 – $236,500.00
**Payment frequency:** Annual

This role is also eligible for a bonus, long‑term incentives, and competitive benefits. More information about our employee benefits can be found in the link above.

## **Equal Employment Opportunity**

SoFi provides equal employment opportunities (EEO) to all employees and applicants without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and related conditions), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.

The Company hires the best‑qualified candidate for the job, without regard to protected characteristics.

Pursuant to the San Francisco Fair Chance Ordinance, we will consider qualified applicants with arrest and conviction records.

Apply here