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Careers

Join our team

As a rapidly growing financial institution, Jefferson Financial is always on the lookout for new talent to help better serve our members. If you see yourself in one of the positions listed below, please email your resume and cover letter to employment@jeffersonfinancial.org or fax your resume to Human Resources at 225-963-5321.  Please include the position and location with your submission.



We appreciate your interest!

Position: Branch Manager

Location: Metairie
 
Details:

Jefferson Financial FCU is seeking a full-time Branch Manager for our Metairie location. This position supervises the branch staff in providing quality service to members in the areas of account transactions, new accounts, and problem solving within established guidelines. The branch manager ensures that all needs are met regarding credit union products and services and that the branch staff is well informed. The branch manager ensures the branch and all its devices are in proper working order and ensures balancing on a daily basis. As determined by senior management, the branch manager implements strategies to achieve the goals set forth in the business plan.

Duties/Responsibilities

  • Maintain a highly motivated, well-trained sales staff, and effective employee relations.
  • Ensure that the branch is open and ready to conduct business each business day and assumes overall administrative responsibility for the branch operation.
  • Prepare, implement, and supervise the budget for the branch that is consistent with the overall strategic plan and budget of the credit union.
  • Schedule staff to ensure efficient branch operation, conduct performance reviews, provide regular coaching and recommend position advancements and salary adjustments.
  • Manage and recommend the purchase of supplies and necessary repairs to the branch.
  • Ensure that the branch balances all transactions at the close of each business day. Help staff resolve outages and authorize over/short adjustments.
  • Ensure that the branch is in compliance with federal and state laws and regulations.
  • Monitor office activity, including number of transactions, volume, teller errors, new accounts, etc.
  • Monitor key products/sales within branch to ensure profitable and sound business practices for the credit union, a high quality of service for members, and employees are maximizing opportunities to sell products.
  • Manage the security and safety of the branch, with responsibility to analyze adequacy of the facility, its equipment, and its internal policies and procedures, and to alert staff of any changes.
  • Conduct quality control audits to ensure accuracy of all member loan and share transactions and account records.
  • Maintain ongoing communications informing supervisor of all pertinent problems, irregularities, new developments, changes and other important information within area of responsibility.
  • Assist the collection department with collection efforts and the control of delinquency.

Qualified applicants must have a Certified Credit Union Executive designation (CCUE) and/or college degree preferably in business or financial administration and a minimum of two years of depository financial institution supervisory experience, preferably in a retail branch environment.


Position: Branch Manager

Location: Gretna
 
Details:

Jefferson Financial FCU is seeking a full-time Branch Manager for our Gretna location. This position supervises the branch staff in providing quality service to members in the areas of account transactions, new accounts, and problem solving within established guidelines. The branch manager ensures that all needs are met regarding credit union products and services and that the branch staff is well informed. The branch manager ensures the branch and all its devices are in proper working order and ensures balancing on a daily basis. As determined by senior management, the branch manager implements strategies to achieve the goals set forth in the business plan.

Duties/Responsibilities

  • Maintain a highly motivated, well-trained sales staff, and effective employee relations.
  • Ensure that the branch is open and ready to conduct business each business day and assumes overall administrative responsibility for the branch operation.
  • Prepare, implement, and supervise the budget for the branch that is consistent with the overall strategic plan and budget of the credit union.
  • Schedule staff to ensure efficient branch operation, conduct performance reviews, provide regular coaching and recommend position advancements and salary adjustments.
  • Manage and recommend the purchase of supplies and necessary repairs to the branch.
  • Ensure that the branch balances all transactions at the close of each business day. Help staff resolve outages and authorize over/short adjustments.
  • Ensure that the branch is in compliance with federal and state laws and regulations.
  • Monitor office activity, including number of transactions, volume, teller errors, new accounts, etc.
  • Monitor key products/sales within branch to ensure profitable and sound business practices for the credit union, a high quality of service for members, and employees are maximizing opportunities to sell products.
  • Manage the security and safety of the branch, with responsibility to analyze adequacy of the facility, its equipment, and its internal policies and procedures, and to alert staff of any changes.
  • Conduct quality control audits to ensure accuracy of all member loan and share transactions and account records.
  • Maintain ongoing communications informing supervisor of all pertinent problems, irregularities, new developments, changes and other important information within area of responsibility.
  • Assist the collection department with collection efforts and the control of delinquency.

Qualified applicants must have a Certified Credit Union Executive designation (CCUE) and/or college degree preferably in business or financial administration and a minimum of two years of depository financial institution supervisory experience, preferably in a retail branch environment.

Position: Mortgage Loan Officer

Location: Metairie
 
Details:

Jefferson Financial FCU has a full-time opening for an experienced Mortgage Loan Officer (MLO) in Metairie.

Essential Duties/Responsibilities

  • Advise our members on loan products by examining applications, obtaining and evaluating credit reports and supporting documentation, and pre-qualifying for credit-worthiness.
  • Provide guidance and information relevant to each program the borrower is qualified for; effectively communicate the terms of each product.
  • Coordinate with loan processing team to make sure all documents are compliant and sent out in a timely manner.
  • Underwriting and processing of all loans are in-house. E-signatures used for initial documentation.

Qualified applicants must have a college degree or equivalent, 2 years mortgage lending experience and must be eligible to be registered in the Nationwide Mortgage Licensing System (NMLS).

The compensation for this position is Salary plus Commission.


Position: Mortgage Loan Processor/Closer

Location: Metairie
 
Details:

Jefferson Financial FCU has a full-time opening for a Mortgage Loan Processor/Closer.  The Mortgage Loan Processor/Closer has the primary responsibility of monitoring the mortgage loan and all documentation from the receipt of the file through closing.

Duties and responsibilities

  • Handle incoming calls and assist members with questions
  • Monitor pipeline and rate locks to insure loans are submitted to underwriting in a timely manner
  • Prepare and disclose application package per industry timeline
  • Work with Mortgage Loan Officers
  • Take applications
  • Assist in collecting documentation from members which include income, assets and employment status
  • Verify income and assets as required in the AUS verification messages and CU policy
  • Order and review appraisals and title work and clear any issues
  • Obtain Verbal VOE’s for all mortgages before they close
  • Prepare Closing Disclosure and closing documents
  • Coordinate closing with title company
  • Review all post closed documentation packages to ensure completeness
  • Stack, scan and upload all files
  • Prepare and send out all lien releases
  • Maintain knowledge and follow all Internal and Federal mortgage loan compliance regulations and policies 
*This is not a complete statement of all duties and responsibilities comprising the position.
 

Job Qualifications
Knowledge, Skills, and Ability:

  • Detail oriented with exceptional multi-tasking and organizational skills.
  • Ability to collaborate and work effectively with a team.
  • Thorough understanding of the mortgage lending process and the various documents associated with it.
  • Excellent computer skills.
  • Experience processing all phases of One Time Close Construction loans.

Education or Formal Training

  • High School Diploma or general education diploma (GED) equivalent required
  • Possess NMLS number or must be eligible to obtain

Experience

  • 2 year’s experience in the mortgage industry is required

Position: Consumer Loan Underwriter

Location: Metairie
 
Details:

Jefferson Financial FCU is seeking a full-time Consumer Loan Underwriter in Metairie. This position is responsible for approving or denying a variety of consumer loan applications, with considerable loan authority and promoting credit union products and services.

Duties/Responsibilities:

  • Underwrite loan queue on a daily basis, working closely with Consumer Lending Manager for 2nd opinions when needed.
  • Review, interpret and analyze loan applicants' credit histories, income and/or tax returns, to render a loan decision.
  • Verify loan interest rates are priced correctly using credit union risk tiers.
  • Encourage and develop cooperation among staff members to ensure a “team effort” and prompt member
  • Assist in evaluating policies and procedures for the
  • Keep supervisor informed of the department’s activities, needs and
  • Participate in continuing education as approved by
  • Assist other employees in the department by answering questions, solving problems and helping with complex matters and challenges as related to lending.
  • Maintain ongoing communication with supervisor, informing him/her of all pertinent problems, irregularities, new developments, changes and other important information within area of responsibility.
  • Maintain current knowledge of credit union philosophy, plus all credit union services and
  • Keep abreast of current trends and regulations through continuing education programs, seminars and
  • Perform all other duties as determined by supervisor to be necessary to the efficient and profitable operation of the credit
  • Completes all required compliance/continuing education training

Qualified applicants must have a college degree or equivalent, financial institution experience with a concentration in lending, excellent communication skills, and the ability to collect and analyze data with attention to detail. Supervisory experience and continuing education are required.


Position: Compliance Manager

Location: Metairie
 
Details:

Jefferson Financial Federal Credit Union is a well-established financial institution committed to serving our members' financial needs and providing exceptional service. We are seeking an experienced Compliance Manager to join our dynamic team.  This position ensures the Credit Union complies with all state and federal regulations, laws, and rules; analyzes new and pending compliance requirements affecting the Credit Union’s practices; and develops, revises, communicates, and implements policies and procedures to ensure compliance. 

Duties/Responsibilities:

  • Reviews, assesses, develops, revises, and ensures the adequacy of programs, policies and procedures designed to safeguard credit union assets and maintain regulatory compliance.  Ensures policies and procedures are appropriately disseminated.   Some particular areas of focus for compliance review on an ongoing basis will be Bank Secrecy Act and the US Patriot Act.  Participate in annual BSA training conducted by or on behalf of the credit union.
  • Stays informed of new and pending laws and developments related to compliance issues, analyzes requirements, appropriately revises policies and procedures, and ensures communication and implementation of regulatory changes.
  • Disseminate information regarding laws and regulations to appropriate departments.
  • Facilitates credit union’s policy software, coordinating and communicating with various policy owners.
  • Suggests policy changes to management that will facilitate the credit union’s compliance program and reduce risk of noncompliance.
  • Answers questions from staff members regarding policy and procedures as they relate to compliance.
  • Assists in the revision and/or design of forms and products to ensure they meet regulatory standards.
  • Coordinates legal review with the credit union’s attorney on compliance issues/contract reviews as appropriate.
  • Oversees the credit union’s vendor management program.
  • Assists examiners and auditors, making available the information that is necessary to complete their reviews.
  • Develops record retention policies and procedures in accordance with regulations and laws.
  • Participates in regular meetings as required and in the strategic planning and budget processes.
  • Maintains ongoing communication with the Chief Financial Officer informing of all pertinent problems, irregularities, new developments, changes and other important information within area of responsibility.  Prepares board reports concerning credit union compliance issues.
  • Provides employee training on compliance related issues and policy changes.
  • Supervises department staff to ensure they are adequately completing assigned tasks as outlined in their respective position descriptions.
  • Completes all required compliance/continuing education as assigned.

Qualifications:

  • A Certified Compliance Officer and/or college degree in accounting, business, or financial administration is desirable, with a minimum of two (2) years of compliance experience in a financial organization, preferably a credit union.
  • Thorough knowledge of banking regulations, policies and procedures.
  • Knowledge of basic bookkeeping and accounting.
  • Ability to collect and analyze data.
  • Knowledge and ability to operate a Personal Computer and PC applications.
  • Interpersonal skills necessary to communicate effectively and tactfully.
  • Strong organizational and technical skills.

Position: Accounting Clerk

Location: Metairie
 
Details:

Jefferson Financial FCU is seeking a full-time Accounting Clerk in Metairie.

Duties/Responsibilities

  • Accounts payable processing
  • General ledger account reconciliation
  • Journal entry posting for various accounts
  • Complete all required compliance/continuing education training
  • Other accounting related tasks upon request

Skills/Qualifications

  • Holds degree in, or is pursuing a degree in, Accounting, Finance, or similar subject matter
  • Proficient in Microsoft Excel and Word
  • Detail-oriented, self-motivated, strong organizational skills, adaptable, positive attitude



Jefferson Financial Federal Credit Union is an Equal Opportunity Employer offering challenging positions with competitive salaries. Jefferson Financial Federal Credit Union's benefit package includes: incentives, profit sharing, health, dental, vision & life insurance, 401(k) and tuition reimbursement.