Compliance, Licensing and Exam Manager

Intuit Inc

San Diego, CA

JOB DETAILS
SKILLS
Calendar Management, Cross-Functional, Detail Oriented, Documentation, Federal Government, Insurance, Interpersonal Skills, Legal, License Management, Licensing, Licensing Compliance, Maintain Compliance, Monitor Regulations, Mortgage Brokers, Mortgage Lending, Organizational Skills, Process Improvement, Regulations, Regulatory Requirements, Risk, Time Management, Writing Skills
LOCATION
San Diego, CA
POSTED
30+ days ago

Come join Intuit as a Compliance Manager for Licensing and Exam Management!Intuit is seeking an experienced Licensing and Examinations Manager to join its Compliance Licensed Offerings team. You will support the licensing, reporting, and examinations for several of our Credit Karma subsidiaries, as well as the entity governance activities related to those subsidiaries. This role will report to the Head of Entity Governance, Licensing and Exam Management on the Compliance team.

We are looking for a professional, poised, and proactive Compliance member to provide strong support for the Credit Karma licensing and examination program. The ideal candidate will have experience with managing Company and individual licenses, including compiling applications; submitting renewals; compiling and submitting regulatory reports; scheduling and running meetings; preparing board materials and Resolutions; and interacting directly with agencies and examiners.

Intuit's products must continuously delight our customers, conform to Intuit policy and practices, and meet the regulatory requirements imposed upon its regulated activities by state and federal agencies. If you are passionate about innovation, solving tough customer challenges, and compliance as a strategic advantage, then come join our team!

Responsibilities

Licensing - file licensing documents such as applications, renewals, and required reporting

Solve actions items related to licenses, facilitate payment of necessary licensing fees; and organize and maintain licensing documentation

Coordinate with internal teams to provide required documentation for license renewals, reporting, examinations, or third party partner requests

Interact with regulators, including asking and answering regulatory inquiries

Manage entity filings, including those relating to DBAs

Manage Director/Officer changes, including scheduling fingerprinting/notary appointments, and attestations

Monitor the relevant regulatory landscape for changes relating to licenses and licensed activity

Exam Management - manage regulatory examinations

Lead examinations related to licensed activity, including preparation and delivery of responses

Compile requested documentation from internal stakeholders and escalate requests as necessary to meet deadlines

Review documents prior to delivery to regulators to ensure proper formatting and content

Organize and manage examination documentation and schedule all required meetings

Update internal examination system and track issues

Work cross-functionally across compliance and the business to drive change based on examination findings and recommendations

Help drive the mindset that Compliance is a strategic advantage, enabling growth and customer delight.

Qualifications

Bachelor's Degree preferred with 5+ years professional experience required

3+ years of experience in licensing and/or an in-house legal, risk, or compliance department required

3+ years of experience with Company-level licensing preferred

Experience with licenses such as Loan Brokering, Mortgage Brokering, Insurance Brokering, or Money Movement helpful.

Experience with scheduling and leading meetings required

Experience with state and/or federal regulatory examinations and interaction with regulators

Proven success working with cross-functional teams

Desire to thrive in a fast-paced and multifaceted business

Strong organizational skills and attention to detail required

Excellent critical thinking, communication, interpersonal and writing skills are a must

Intuit provides a competitive compensation package with a strong pay for performance rewards approach. This position may be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender. The expected base pay range for this position is:

San Diego: 156,500 - 211,500

Mountain View: 175,000 - 236,500

About the Company

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Intuit Inc