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!
Operations
Lending
Accounting
Information Tech
Marketing
Details
Jefferson Financial FCU is seeking a full-time ATM/ITM Coordinator in Metairie. This position is responsible for the oversight and management of the ATM/ITM fleet at Jefferson Financial FCU.
Duties/Responsibilities
- Serve as the subject matter expert and provide direction and assistance for specific functions of the ATM and ITMs.
- Assist branch managers with self-replenishments.
- Maintain and update departmental procedures, machine replenishment and machine balancing procedures; ensuring compliance with applicable laws/regulations.
- Research and resolve escalated member issues reported by branch staff.
- Identify opportunities for process improvement, present ideas to teammates and management, and implement changes.
- Act as a liaison with accounting for reconciling purposes.
- Provides administrative and project support to the department management.
- Manage reallocation and/or replacements of ATM/ITMs.
- Conducts on-site training of branch staff when necessary.
- Management of the ATM/ITM hardware and software inventory for all owned, leased and branded ATMs.
- Responsible for the Active Teller Software; ensuring software and hardware are up to date and functioning.
- Assist in armored courier management including confirming cash deliveries and pickups, opening service requests for replenishments and check deposit pulls, following up on open service requests and escalating overdue service requests, as well as research notifications of machine shortages.
- Review event notifications from all machines; assisting in the dispatch of appropriate service vendors.
- Review Inspections performed by servicing vendors.
- Track ATM performance and conduct quarterly reviews with vendors to improve service quality.
- Monitor 1st and 2nd Line service tickets and ensure that they are performed within the allotted maintenance agreement.
- Manage service vendor relationships to ensure billing is in line with contracts and service performed on the machines. This will include type of service, estimated resolution times, billing status and detailed service resolutions.
- Responsible for testing ATM/ITM after enhancements/upgrades.
- Responsible for coordinating ATM installs and de-installs with various vendors.
Requirements
- Bachelor’s degree in Business or related discipline, or equivalent work experience required.
- Three years of experience in credit union operations or ATM industry experience is required.
- Knowledge of Hyosung Machines and Moniview software is preferred.
- Experience using service ticket applications is preferred, as well as the ability to multitask between multiple tools and systems.
- Must have strong technical skills using Microsoft Office software products. Intermediate level Excel skills preferred.
- Must have strong problem-solving skills, strong attention to detail and be a motivated, self-starter requiring minimal supervision and prioritize work effectively.
- Able to plan, develop and organize professional schedule to achieve goals within or ahead of established time frames.
- Able to effectively express self, using language and grammar in a professional manner, and respond to common inquiries from internal and external customers.
Position: Teller
Details:
Jefferson Financial FCU is seeking a full-time teller for our Mandeville location. This person will perform a range of financial services including processing all financial transactions and opening accounts.
Duties/Responsibilities
- Greet members in a professional and courteous manner.
- Perform routine member transactions, including deposits, withdrawals, cash advances, loan payments, transfers and check cashing.
- Prepares and scans checks for deposit.
- Provides members with account status, including current balances and loan payoffs.
- Balances teller drawer at the end of the day.
- Examines checks for endorsements and negotiability.
- Sells money orders and official checks and balances them accordingly at the end of the day.
- Provides information for other credit union services and assists members with their completion.
Qualified applicants must have a high school diploma and customer service/cash handling experience, preferably at a financial institution.
Position: Teller
Details:
Jefferson Financial FCU is seeking a full-time teller for our Metairie location. This person will perform a range of financial services including processing all financial transactions and opening accounts.
Duties/Responsibilities
- Greet members in a professional and courteous manner.
- Perform routine member transactions, including deposits, withdrawals, cash advances, loan payments, transfers and check cashing.
- Prepares and scans checks for deposit.
- Provides members with account status, including current balances and loan payoffs.
- Balances teller drawer at the end of the day.
- Examines checks for endorsements and negotiability.
- Sells money orders and official checks and balances them accordingly at the end of the day.
- Provides information for other credit union services and assists members with their completion.
Qualified applicants must have a high school diploma and customer service/cash handling experience, preferably at a financial institution.
Position: Mortgage Loan Underwriter
Details:
Main function is to approve or deny mortgage loans, following Credit Union standards.
Essential Functions & Responsibilities:
- Review, interpret and analyze loan applicants' credit histories, income and assets, tax returns, financial statements, and other financial information to render a loan decision.
- Examine loan documentation to ensure compliance with various state and federal regulations and guidelines.
- Verify loan interest rates are priced correctly using credit union risk tiers.
- Review DU, appraisals, home owners and flood insurance and title commitments for accuracy and compliance.
- Create and clears underwriting conditions.
- Create final approval or denial.
- Work closely and effectively with Mortgage Manager, Mortgage Loan Officer and Processer/Closer.
- Attend appropriate seminars and/or webinars to keep abreast of current market trends, guideline changes and compliance.
- Perform other duties as assigned by management.
Knowledge and Skills:
EDUCATION & EXPERIENCE
- Associate's Degree or equivalent education and work experience combined.
- Three to five years' experience underwriting Conforming and Non-Conforming mortgage loans.
- Lending experience in a credit union environment preferred.
- Thorough knowledge of mortgage guidelines, products, processes and regulations.
- Excellent computer skills. FICS LOS experience preferred.
COMMUNICATION SKILLS
- A positive and cooperative attitude. Professional and courteous to co-workers and members.
This Job Description is not a complete statement of all duties and responsibilities comprising the position.
Position: Mortgage Loan Officer
Details:
Jefferson Financial FCU has an 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: VP/Commercial Lending Director
Details:
Jefferson Financial Federal Credit Union is seeking a VP/Commercial Lending Director in Metairie. This position will ensure member business loan policies and procedures best serve the credit union and its members; oversee business lending staff; ensure compliance with state and federal business lending laws; and develop, recommend, and report on improvements for business loan products and services and their marketing.
Essential Functions & Responsibilities
- Ensure that business loan policies, procedures, services, products, and documentation meet federal and state regulations.
- Formulate and maintain loan procedures including up-to-date regulations and requirements. Ensure staff training and compliance.
- Evaluate the job performance of subordinates to ensure quality work and service to members.
- Maintain up-to-date knowledge of general economic conditions or changing trends that may affect the credit union’s business loan department. Provide timely feedback that allows the credit union to react competitively.
- Keep abreast of competitors’ rates and terms relating to business lending. Develop products, rates and terms that reflect the marketplace while maintaining a favorable profit margin. Prepare a recommendation of changes based on these findings to the loan committee.
- Develop and analyze monthly loan reports. Develop procedures and reporting tools for effective information flow through the department.
- Perform audits of business loan files to ensure quality of works and quality of documentation.
- Responsible for the underwriting and approval of business loans as well as being a member of the loan committee.
- Responsible for the foreclosure, maintenance, and sale of commercial properties that are in default.
- Prepare, implement, and supervise the budget for the department as well as setting department goals.
- Completes all required compliance/continuing education training assigned.
Qualified applicants must have a Bachelor’s degree and a minimum of 5 Years Commercial Lending Management experience are required with, Credit, Financial and Risk Analysis skills as well as Loan Workouts and TDRs.
Position: Loan Processor
Details:
Jefferson Financial FCU is seeking a full-time Loan Processor in Metairie. This position originates consumer loan applications by interviewing applicants, ordering credit reports, analyzing data, forwarding loans to loan officers or referring to underwriting in accordance with established policies and procedures. Notifies member of status of loan request. Sets up loan files, inputs loan data and prepares loan documents. Responsible for timely follow-up to member requests for credit and is expected to accommodate such requests whenever possible by recommending methods by which members can clear derogatory data, and/or be reconsidered. Cross-sells credit union services.
Duties/Responsibilities:
- Takes applications and updates information by telephone and in person, completing credit reports and other data for approval, denial or referral to underwriting during loan interview.
- Makes personal commitment to expedite all loan requests to afford approval during initial member contact, whether by telephone or in person, or at least within the hour.
- Ensure expedited loan processing of applications received by mail to provide approval/referral decision within a twenty-four (24) hour period.
- Provides auto (Blue Book & Car Smart) valuations.
- Forward loans for approval/denial in timely manner.
- Loan disbursal.
- Maintains accurate address and telephone information on line when updating loan applications.
- Assist collection department in recovery efforts.
- Provides service and assistance to members on budget counseling, consolidations, loan extensions, payment methods and other areas relating to members’ financial needs.
- Responds to telephone calls regarding payment notices and delinquent accounts.
- Provides members with information and answers questions regarding their accounts and services offered at the credit union.
- Opens new accounts and assists members.
- Cross-sells credit union products and services.
Qualified applicants must have a high school diploma, basic knowledge of lending principals, excellent communication skills, and the ability to collect and analyze data.
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
- 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