Representative Engagements

CRA Performance Review

We prepared a Community Reinvestment Act (CRA) performance evaluation for the bank in anticipation of its upcoming CRA examination. The performance evaluation is based on the regulatory CRA examination procedures and describes the bank’s efforts to meet the needs of the communities it serves. The engagement addressed the bank’s performance under the lending test, service test, investment test, and related community outreach efforts. Performance analytics incorporate performance context including demographics, peer performance, and other socioeconomic data.

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Client Type

Intermediate Bank ($1 to <$10 billion in assets)

Service Type

CRA Performance Review