Compliance Project Associate
About The Position
We're seeking a Compliance Project Associate to support critical compliance initiatives and keep our organization aligned with investor and industry standards. As part of the Portfolio Services team and reporting to the VP of Operational Strategies, you'll help drive project plans, coordinate cross-functional teams, and ensure timely execution of compliance updates. You will support in maintaining policies and training programs, audits, and overseeing vendor compliance. Ideal candidates are detail-oriented, tech-savvy, and skilled at problem-solving in a collaborative environment.
Requirements
- 1-3 years' relevant experience related to compliance program administration, with a preference for experience in the multifamily housing finance, CDFI and/or GSE sectors.
- Strong interpersonal skills with ability to coordinate and communicate effectively at all levels of the organization.
- Detail-oriented, with the ability to think outside of the box and creatively problem-solve.
- Demonstrated ability to work effectively as a member of a team
- Strong proficiency in MS Office Suite applications (Word, Powerpoint, Excel, Teams)
Nice To Haves
- Knowledge of Fannie Mae and Freddie Mac Multifamily Guides preferred, but not required.
- Experience leveraging technology to manage corporate compliance programs and comfort learning and administering new and existing compliance-related applications preferred.
Responsibilities
- Under the direction of the VP, Operational Strategies, develop and implement deadline-driven project plans, employ industry best practices related to individual projects, and schedule and manage project-related meetings to move key projects forward on strict deadlines.
- Manage the progression of corporate-level compliance change management projects, including: Monitoring and communicating updates to investor compliance requirements and creating and advancing project plans for any operational changes required. Partnering with IT and Legal teams to identify cross-functional requirements and track resources and milestones. Administer working group(s) as needed.
- Documentation and due diligence: Manage process (with cross-functional partners) for ongoing review and edits of enterprise-level compliance materials, including policies, procedures and training materials.
- Training and testing: Assist in the creation of annual training calendar, evaluate training content for efficacy, and drive the annual completion of enterprise-level legal, investor and industry best practice trainings. Support testing of plans, processes, etc. for compliance purposes.
- Support cross-functional vendor management program operations in line with CPC and investor policies and requirements.
- Support investor or other audits and other compliance requests
- Perform other administrative duties, as needed.
Benefits
- Competitive compensation
- 401(k) retirement plans with employer match
- Medical, dental, and vision benefits for employees and their dependents
- Commuter benefits
- PTO for vacation, personal days, sick leave, holidays, jury duty, bereavement, parental leave, and disability
- Tuition assistance program
- Two "work from anywhere" weeks per year
- Summer Fridays
- Collaborative working spaces
- Service days to support our communities
- Employee development and engagement events
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Industry
Credit Intermediation and Related Activities
Education Level
No Education Listed
Number of Employees
101-250 employees
