SUMMARY: Drive the Bank's community development programming and the achievement of its CRA goals (lending, investment, service), by providing a visible and engaged presence in the Bank's CRA Assessment Areas. This includes leveraging and engaging business line partners within these communities.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned.
- Service as a CRA and Community Development Serves as a CRA/CD representative to the Bank's communities and organizations in a defined assessment area/geography.
- Support the execution of the Bank's overall CRA Plan and achievement of its CRA Performance Goals (lending, investments, services).
- Collaborate in gathering, preparing and/or maintaining data/documentation as necessary which supports CRA compliance (qualification & exam). Promotes company involvement throughout the community.
- Possess a good understanding of CRA and Community Development: terminology, credit products, community development partners, programs, and services.
- Aid in preparing and providing relevant information to senior management, the CRA Committee, and CRA Market Task Forces, as requested or as needed.
- Assist the Community Development Finance Officer with the following initiatives: Lending, Investments, and Services.
- Manage quarterly reporting related to EQ2 investments, LIHTC investments, SBIC investments, pipeline reports and other reporting tasks
- Assist Community Development Officer with closing new investments and loan opportunities
- Work with the Community Development Finance officer to identify new Not for Profit lending and banking opportunities
- Assist in the coordination of the Community Needs Assessment/Community Partner Roundtable Meetings in the New York Assessment Areas, recognizing needs of the community and in preparation of the CRA Exam.
- Identify, develop, implement, and manage the execution of the Bank's CRA Qualified Volunteer Plan and associated activities and services in collaboration with Community Development Outreach Team members throughout the Bank's CRA Assessment Areas. This includes the identification and creation of volunteer activities as well as volunteer hours reporting, tracking, approving and validating on the Bank's online volunteer system's support. Currently, the Bank's online Go For More Volunteering (G4MV).
- Ensures all CRA financial education programs and tracking reports are accurate, timely and complete against established annual CRA Guidelines tied into CRA service hours requirements. Organizes CRA community meetings, including preparing minutes, invitations, and other materials as appropriate.
- Act as a liaison and assist with creating a collaborative environment with all Lines of Businesses that encourage building relationships that promote CRA opportunities.
- Collaborate with and provide support as needed to the Bank's iCARE Initiative on community development and employee volunteering related activities.
- Provides support to the CRA/CD Officer in identifying gaps within assigned assessment areas and develop and present individualized gap strategy plans to Division and line of business leaders to assist each market in meeting their established annual CRA Guidelines.
- Aid in promoting BankUnited's Community Development efforts, including serving on boards, committees, and leadership positions. Maximum 4 Boards.
- Assist in providing information, solutions, and respond to inquiries related to Community Development and CRA (both internal and external partners).
- Manage the process and budget for CRA Grants, Sponsorships, and Memberships within the Bank's CRA Assessment Areas.
- Review and Decision grants and sponsorships in designated markets. Provide grant review and decisioning assistance in other markets as needed.
- Travel is required: 30% of time throughout the Bank's Assessment Areas in Florida, New York, and Texas.
- Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.).
- Adheres to Bank policies and procedures and completes required training.
- Identifies and reports suspicious activity.
EDUCATION
4 Year College Degree required
EXPERIENCE
- 4-6 Years previous banking experience including a minimum of 3 years with CRA and community development outreach required
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BankUnited
Feb 01, 2025