Development Compliance Associate

Company: Self-Help Credit Union

Location: Durham, NC

Job Function: Other


WHO We Are:
Self-Help started in 1980 with a focus on economic inequality especially in communities that have faced systemic barriers in building wealth. At the core of what Self-Help does is a drive to create and protect ownership and economic opportunity. In other words, we’re committed to economic justice! Economic Justice means that all communities have the basic infrastructure they need to thrive, from high quality schools to grocery stores selling fresh foods resources that support opportunity at a neighborhood level regardless of demographics, income, or wealth. Since our founding, we’ve constantly sought to find new
ways to pursue greater economic justice: from providing fair and affordable loans, to working with partners to demand that lawmakers change unjust policies.


  We are seeking a Compliance Associate to join our Team!
The Compliance Associate supports and manages compliance and performance tracking for public and private funding that contributes to Self-Help’s community development and finance work. The Associate bridges program staff and funders to ensure that Self-Help is adequately complying with program regulations, effectively performing and reporting against program deliverables and otherwise advancing Self-Help’s organizational interests. To succeed in this role, the Associate needs to balance strong interpersonal communication and collaboration skills with the ability to manage and analyze data, maintain accurate information in our proprietary Customer Relationship Management system Salesforce, and support the broader data infrastructure used to convey the impact of Self-Help’s programs.


WHAT You’ll DO:

  • Develop expert understanding of rules and regulations associated with a portfolio of complex funding streams, and serve as an advisor to lending teams as they navigate program eligibility
    and rules.
  • Maintain and develop eligibility screening tools. Schedule and lead goal review meetings with program teams, as funding proposals are developed and throughout the life cycle of funding agreements.
  • Monitor program activities to ensure compliance with financial covenants and program deliverables; and coordinate problem-solving efforts when compliance and/or performance issues arise.
  • Support the overall data management capacity and infrastructure of the team by gaining mastery over the principal systems used to track and analyze data across all of our programs and initiatives.
  • Tabulate and analyze performance-related program data; and compile information to produce descriptive and data-based reports for Self-Help staff, funders, and investors.
  • Maintain accurate and current information within Salesforce to manage reporting deadlines and deliverables.
  • Maintain and develop awareness of compliance and data management systems utilized by peer organizations.
  • Serve as a point of contact between Self-Help and a selected portfolio of funders and investors.
  • Support funding proposals.
  • Contribute to a wide range of team-related activities including research, program policy advocacy, and strategic communications.
  • Perform other duties as may be deemed necessary.



  • Bachelor’s degree or an equivalent combination of education and experience. Master’s degree preferred.
  • 2 years’ experience in community development, financial services, data services, fundraising, law and/or other related fields.
  • Experience monitoring compliance with complex federal regulations a plus.
  • Strong commitment to our mission – creating economic opportunity for all.
  • Working knowledge and experience with Salesforce, SharePoint, Teams, Word, Excel, and Power Point a plus.
  • Understanding of databases from an information-user perspective and appreciation for the role data plays in telling the story of our impact. SQL query and report writing & Power BI experience or interest a plus.
  • Self-starter able to initiate and coordinate numerous activities with a minimum of supervision and ability to learn quickly.
  • Excellent written and verbal communication skills. Strong editing and proofreading skills.
  • Excellent interpersonal skills; ability to work under pressure and adapt to changing priorities.
  • Keen attention to detail; strong organizational skills and ability to effectively plan and prioritize work independently and to meet deadlines.
  • Ability to form and maintain strong and trusting relationships, and exercise discretion, with internal and external partners.
  • Ability to effectively respond to questions and present information individually as well in in front of groups.
  • Ability and willingness to work beyond normal work hours, as needed.
  • Ability to demonstrate Self-Help’s Core Values:
    •  Mission Before Self
    • Service With Excellence
    • Embracing & Promoting Change
    • Results Not Credit
    • Diversity as a Strength
    • Financial Sustainability for Mission Impact

Compensation and Benefits

 Competitive nonprofit compensation, based on experience, plus a generous benefits package.

Self-Help is committed to providing equal employment opportunities to all persons, regardless of race, religion, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression (including transgender status), age, sexual orientation, military and veteran status, class or family status.

How to Apply

If you are interested in who we are and what we do; have a strong desire to work in an organization that places a high priority on teamwork and collaboration; and are interested in working to help create economic opportunity for all – THIS is the place for you! “Click the “apply now” button to apply!”