CRA Investments & Project Management Analyst

Cathay Bank in; El Monte (CA); On-site; USD 80,000 - 95,000; Full time

Job summary

Cathay Bank in El Monte, CA seeks a CRA Investments Officer (Project Management) to support CRA investments and Foundation grants. You will analyze documentation, track CRA activity, and assist with the CRA Compliance Program.

The role requires a Bachelor's degree in Business, Accounting, or Finance, 1–2 years of banking experience, and strong organizational/analytical skills. Proficiency with MS Office and QuickBooks is a plus.

Qualifications

• Bachelor's degree preferred in Business, Accounting, or Finance.
• 1–2 years banking experience, preferably lending.
• Strong organization, analytical, and communication skills; able to work independently and meet deadlines.

Responsibilities

• Review investment documentation to identify and qualify CRA investments.
• Prepare and maintain CRA investment tracking and grant processes.
• Monitor quarterly reports, self-assessments, and strategic plans.
• Coordinate Foundation Grant Committee and Board meetings; prepare minutes.

Skills

Analytical skills

Organizational skills

Verbal and written communication

Self-motivated

Willingness to work overtime

Education

Bachelor's Degree in Business, Accounting, or Finance

Tools

Microsoft Office

QuickBooks

SharePoint

Job description

Cathay Bank in El Monte, CA seeks a CRA Investments Officer (Project Management) to support CRA investments and Foundation grants. You will analyze documentation, track CRA activity, and assist with the CRA Compliance Program.

The role requires a Bachelor's degree in Business, Accounting, or Finance, 1–2 years of banking experience, and strong organizational/analytical skills. Proficiency with MS Office and QuickBooks is a plus.