Wolters Kluwer

1. How many full-time employees manage CRA and Fair Lending programs?

Less than 10

Less than 25

50+

2. How prepared are you for your next CRA exam?

Needs lots of work

Needs work

Ready

3. How often in the last 5-7 years have you undergone a Fair Lending Exam?

None

At least 1

At least 3

4. How prepared are you for the upcoming Small Business 1071 Final Rule?

Needs a lot of work

Reasonably prepared

Confident in our plan

5. How prepared are you if the CRA Reform, as it's structured in the Notice of Proposed Rulemaking, becomes final?

Not prepared

Somewhat prepared

Prepared

6. Are your CRA and Fair Lending groups part of the same team structure?

Informal collaboration

Yes

7. How much of your CRA and Fair Lending programs influence your financial institution's strategy and goals?

Not aligned

Somewhat aligned

Directly aligned

8. Does your CRA and Fair Lending group use a central hub to provide data to other members of your financial institution who are building strategies and goals?

Ad hoc

Yes

9. How important is it for your institution to house, manage, access, and review all data related to CRA, Fair Lending, and HMDA programs through a single platform?

Unimportant

Somewhat important

Very important

10. What is the maturity level of your analytics programs that supports CRA and Fair Lending regulations and associated compliance and reporting needs?

Very immature

We're working on it

Very mature

Thank you for completing the Loan Portfolio Compliance Risk Assessment

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Loan portfolio compliance risk assessment

Thank you for completing the Loan Portfolio Compliance Risk Assessment