Job Description

Compliance Coordinator — Crimson Oak Strategies

Location: Remote (Must reside within 60 miles of Cleburne, TX)

Hourly Rate: $21 – $24 (Non-Exempt)

Crimson Oak Strategies, a boutique compliance consulting firm serving credit unions, is seeking a highly organized Compliance Coordinator to join our team. This is a fully remote position with occasional in-person training and meetings.

About the Role

The Compliance Coordinator plays a key role in supporting our clients by managing policy reviews, coordinating audit activities, maintaining compliance documentation, and facilitating communication between the Crimson Oak team and client leadership.

If crossing off to-do lists and keeping things on track sounds like fun, this role’s for you.

This entry-level position also offers plenty of opportunity for growth within the company.

Key Responsibilities

• Format client policies to meet established compliance standards.
• Manage client policy review schedules and assignments using project management software.
• Communicate regularly with clients to:
• Clarify policy content and address questions
• Explain procedures and review timelines
• Provide reminders and follow-ups throughout the policy review process
• Collaborate with clients to edit and revise policies as needed.
• Gather required information from clients for board reports.
• Prepare and publish monthly draft board reports for each client.
• Track and follow up on board approvals of policies; update policy manuals and future review schedules accordingly.
• Maintain accurate records of policy reviews and schedules.
• Attend committee meetings to take minutes and compile meeting packets.
• Coordinate audit activities, including managing findings and documentation through audit tracking software.

Key Competencies

• Strong administrative skills with attention to detail
• Ability to manage multiple tasks, deadlines, and client relationships
• Effective written and verbal communication skills
• High level of accuracy in formatting documents and maintaining records
• Ability to work independently and proactively solve problems
• Comfortable with project management software and administrative tracking tools

What We’re Looking For

• At least one year of professional work experience
• Highly organized, self-motivated, and able to manage tasks independently
• Proficient in Microsoft Office Suite (Word, Excel, Outlook)
• Familiarity with project management and audit tracking software preferred
• Reliable high-speed internet connection
• Must reside within 60 miles of Cleburne, TX

Why Join Crimson Oak Strategies?

• Fully remote work with flexible scheduling
• Entry-level opportunity with room to grow
• Direct impact on helping credit unions succeed
• Collaborative, supportive team environment

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