Job Description

Job Description

The CSR Specialist is responsible for supporting the financial institution's CRA and CSR initiatives through data analysis, efficient reporting, process automation, and overall program support. This role leverages the Microsoft Power Platform to enhance reporting accuracy and streamline compliance processes.

RESPONSIBILITIES:

• Data Analysis: Collect, analyze, and interpret data related to CRA and CSR activities to ensure compliance and identify areas for improvement. Utilize a variety of software systems to conduct data analysis and mapping. Communicate results and tell a story to management about UBSI fair lending performance using non-technical terms. 
• Reporting: Prepare and submit detailed CRA and CSR reports to regulatory agencies and internal stakeholders. Ensure reports are accurate, timely, and meet regulatory requirements.
• Create procedural documentation in support of independent validation and ongoing performance monitoring– periodically revalidating processes and written procedure to ensure validity, efficiency, and accuracy.
• Process Automation: Utilize the Microsoft Power Platform (Power BI, Power Automate, Power Apps) to automate data collection, reporting, and other processes, improving efficiency and reducing manual tasks.
• Efficiency Improvement: Continuously evaluate and enhance reporting processes to ensure they are efficient and effective. Implement best practices for data management and reporting.
• Monitoring: Monitor the institution's CRA and CSR performance, ensuring adherence to regulatory requirements and internal policies. Stay current on the regulatory environment and expectations through discussions with peers, seminars, webinars, roundtables presented by regulatory agencies, law firms, bankers associations, etc. 
• Community Outreach Support: Assist in organizing and documenting the bank’s participation in community development and sustainability initiatives.
• Training and Support: Provide training on CRA compliance and UBSI’s CSR program.
  
   

Qualifications

• Undergraduate degree in a field related to social science research, analytics, finance, community development or related field and one (1) year of related work experience required; or five (5) years equivalent related work experience in lieu of degree required.
• Understanding of consumer lending products such as credit cards, auto loans, mortgages, home equity loans and lines of credit, and their various programs and qualification requirements preferred. Community development or banking experience and knowledge preferred.
• Familiarity with Microsoft Power Platform a plus 
• Fair Lending, HMDA, and banking regulation knowledge and experience a plus 
• Strong analytical skills required
• Ability to communicate in an effective, concise and inclusive manner
• Excellent verbal and written communication skills
• Excellent organizational skills
• Self-starter
• Ability to work independently and as part of a team

KEY COMPETENCIES:

• Strong problem solving skills
• Verbal and written comprehension
• Communication proficiency
• Analytical
• Ability to communicate results of data analysis in non-technical terms
• Interpersonal skills
• Ability to work under pressure, manage multiple tasks, comprehend and apply various banking regulations

Essential Functions: 

• Sitting for extended periods of time.
• Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse and other computer components.
• Ability to converse and exchange information with all levels of staff within organization.
• Ability to observe, perceive, identify, and translate data.
• Ability to travel via air, rail, automobile and/or bus as necessary should the business need arise (no more than 10%).
  
   

Company Profile

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United’s Mission, Values and Culture can be found .

At United, our strength is our people, and we are committed to nurturing an inclusive culture that is reflective of the communities we serve; celebrates diversity of thought, backgrounds, and experience; promotes respect and a shared purpose; and aligns with our core values.

Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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