Skip to main content
Tallo logoTallo logo

Find Jobs

Find Jobs Near You – Available Work in Your Location

Skip to job details

Back to Results

Apply for this opportunity

To apply for this job, you'll continue to an external website or email application.

First United Bank & Trust

Community Reinvestment Analyst II

Career Insights for Investment / Portfolio Analyst

See where this job fits in the broader career landscape. Knowing your career path helps you see what's possible from here.

Scorecard

Based on Oklahoma data

Review key factors to help you decide if this role fits your goals. How is this calculated?

Were these scores useful?

What they do

An Investment or Portfolio Analyst advises individuals and companies about investments. Typically works with a collection of investments called a portfolio, though can also advise clients about individual investments. Studies trends that impact investments and writes reports regarding economic and business changes and activities that affect the value of investments. Can also be involved in the selling of investments, such as stocks. Works mainly in investment firms, though can also be employed in lending institutions, corporate finance departments, banks or insurance companies.

$92,478 / year median in Oklahoma

+1% projected growth

Explore Career

Job Description

Join Our Team! We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009! Browse this page to find out more about the First United culture and the many benefits of working here. Then, use our "Get Started" section to take your first step to being a part of First United. The Position Job Title Community Reinvestment Analyst II Job Description The Community Reinvestments Analyst II plays a critical role in advancing the Bank's Community Reinvestment Act (CRA) and Fair Banking compliance programs. This position is responsible for leading data analysis, regulatory reporting, and strategic initiatives that demonstrate the Bank's commitment to community development. The Analyst serves as a subject matter expert (SME), providing guidance to internal stakeholders, mentoring junior staff, and ensuring the Bank's CRA performance aligns with regulatory expectations and corporate values.
MAJOR DUTIES AND RESPONSIBILITIES
(ESSENTIAL
FUNCTIONS
) Regulatory Compliance & Reporting Lead the collection, qualification, and documentation of CRA investments, services, and community development loans and other reporting critical for preparation for the CRA exam. Prepare and maintain CRA and Fair Lending performance context documentation. Conduct CRA and Fair Lending assessments, mapping, and reviews. Manage list of Branches, Loan Production Offices, and Deposit Production Offices in CRA-related systems such as RATA Comply, tracking openings, closings, and relocations. Conduct Branching Assessments for openings, closings, and relocations. Strategic Analysis & Advisory Analyze trends and identify gaps in CRA performance; recommend corrective actions to business units and market leaders. Serve as an internal advisor on CRA and Fair Banking matters, offering guidance on regulatory changes and best practices. Assist in project management of regulatory change initiatives impacting CRA and Fair Banking programs. Training & Mentorship Provide mentorship and technical guidance to CRA staff and Spend Life Wisely Ambassadors. Develop and deliver CRA and Fair Banking training sessions to internal teams. Stakeholder Engagement Collaborate with senior management to communicate CRA performance and strategic priorities. Establish effective relationships with business units to ensure alignment with CRA goals and mitigate compliance risks. Audit & Examination Support Support internal and external audits and regulatory examinations related to CRA and Fair Banking. Maintain up-to-date procedures and documentation to ensure audit readiness. Additional Duties and Responsibilities Adherence to all First United Policies and Procedures Complete all required compliance exams on an annual basis Willingness to travel occasionally for training or community engagement. Performs other duties as requested by CRA Officer or Management
EMPLOYEE SPECIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Required Education and Work Experience Bachelor's degree in Business, Finance, Public Policy, or related field (or equivalent experience) Minimum of 3 years of experience in CRA compliance, community development, or regulatory reporting. Knowledge and Skills Requirements Technical Skills Proficiency in CRA software (e.g., RATA Comply) and Microsoft Office Suite. Strong analytical and data interpretation skills. Familiarity with Jack Henry or other financial systems is a plus. Core Competencies Deep understanding of CRA and Fair Lending regulations. Strong written and verbal communication skills, including detail in preparing reports, correspondence, and community engagement materials. Ability to manage multiple priorities in a fast-paced environment. Demonstrated leadership, judgment, and problem-solving abilities while effectively managing multiple priorities and complex issues in fast-paced environment. Self-motivated and collaborative team player. Adherence to timelines and schedules with ability to prioritize tasks
PLEASE NOTE
This job description outlines the primary responsibilities and qualifications for the position but is not intended to be all-inclusive. The employee may be assigned additional duties as necessary to support departmental objectives and ongoing needs of the organization. #LI-BR1
All Locations:
Durant-Corporate, Plano-Parkwood If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at HR@firstunitedbank.com for assistance. First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.

Benefits

  • Dental Insurance