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
Position: ATM/ITM Coordinator
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.
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.
Details:
Jefferson Financial FCU is seeking a full-time teller for our Luling location. This person will perform a range of financial services including processing all financial transactions and opening accounts. The branch hours are 8:00 am - 4:00 pm M-F and 9:00 am - 1:00 pm on Saturday.
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 part-time teller for our Luling location. This person will perform a range of financial services including processing all financial transactions and opening accounts and will be scheduled to work up to 29 hours per week which includes every Saturday. The branch hours are 8:00 am - 4:00 pm M-F and 9:00 am - 1:00 pm on Saturday.
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.
Details:
Jefferson Financial FCU is seeking a full-time teller for our Marrero 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 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: Commercial Loan Officer
Details:
Jefferson Financial FCU is seeking a full-time Commercial Loan Officer in Metairie. This position will provide information on credit union products and services to current and potential business members according to all credit union policies and procedures and Federal and State rules and regulations; develop and enhance the business loan portfolio; provide input to the Commercial Lending Director on potential new products and/or trends in the industry; prepare or coordinate documentation and forms; and work closely with the underwriters and Business Loan Committee.
Essential Functions and Responsibilities
- Develop and maintain effective sales and marketing efforts on an existing portfolio to maximize Business and Commercial Loan growth, deposit growth and sales of peripheral products to help our members succeed in business.
- Provide proactive advice to our Business Members that offers tailored solutions to meet their financial needs.
- Differentiate between credit union and competitor products and services in terms of member needs.
- Proactively build relationships with existing and future members.
- Personally maintain a high profile and professional image in the business and social communities.
- Gather background information on members applying for business loans by interviewing applicants and obtaining credit bureau reports. Handle loans of complexity, value and risk.
- Interview members requesting refinancing or rewrites of existing business loans and/or request for new business loans.
- Assist members with the application process in person, on the phone, or electronically to ensure completeness of information.
- Verify debt, estimate monthly payments for any outstanding debts not listed and add them to the calculations.
- Calculate debt-to-income ratios on the loan applicants both secured and unsecured. Calculate DSC (debt service coverage).
- Ensure that sound analysis and lending procedures are followed. Act in compliance with the credit union’s Business Lending policy at all times.
- Professionally explain reasons for denial and offer solutions to and explore other options to benefit the member.
- Verify the accuracy of terms for disbursal of loan funds once approved..
- Develop and implement new products and services as well as cross-selling of all credit union products.
- Build and sustain effective working relationships with staff, members and community.
Qualified applicants must have a Bachelor’s Degree and/or a minimum of five years of progressive lending and commercial lending experience and exceptional communication, interpersonal and organizational skills.
Position: Consumer Loan Officer
Details:
Jefferson Financial Federal Credit Union has a full-time opening for an enthusiastic individual with excellent communication skills for our Consumer Loan Officer position. This position originates consumer loan applications by interviewing applicants, ordering credit reports, and analyzing data.
Duties/Responsibilities
- Takes applications by telephone and updates information in system, completing credit reports and other data needed for underwriting.
- Expedites all loan requests within a 24 hour period.
- Meets monthly loan goals.
- Provides auto valuations.
- Works with loan processor to ensure all required documents are received in a timely manner.
- Mails necessary information on denials.
- Provides assistance to members on budget counseling, consolidations, loan extensions, payment methods and other areas relating to members’ financial needs.
- Cross-sells other credit union products and services.
- Assists collection department in recovery efforts.
Qualified applicants must have a high school diploma and experience in servicing Consumer Loans as well as knowledge of reading and evaluating credit reports. (Bilingual a plus) Consumer loans consist of Vehicle, Boat, RV, Personal, Personal LOC, and Visa loans.
The Consumer Loan Officer position is a full commission position.
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.
Position: Mortgage Loan Servicing Clerk
Details:
Jefferson Financial FCU is seeking a part-time Mortgage Loan Servicing Clerk in Metairie. This position supports Mortgage Servicing operations and will be scheduled to work 25 hours a week.
Duties/Responsibilities:
- Performs clerical duties as related to computer input and processing of insurance and tax escrows.
- Scanning declaration pages and tax bill notices for upload into our core system and 3rd party monitoring system.
- Answer telephone and assist members with escrow, insurance or tax inquiries.
Position: Commercial Lending Support Specialist
Details:
Jefferson Financial FCU is seeking a full-time Commercial Lending Support Specialist in Metairie. This position provides general support to the Commercial Loan Officers and Commercial Lending Director. Assigned task are generally complex in nature. Operates within limited direction with regard to account support and record keeping and operates independently on administrative tasks, setting priorities, procedures, and follow through for accomplishing work assignments.
Duties/Responsibilities:
- Interact with business members, managers, attorneys, appraisers and title companies via telephone, written communications.
- Performs research for problem resolution and communicates the resolution to the member concerning account transactions in addition to day to day operational issues.
- Interacts daily with internal and external contacts for account opening and closing, payments to and from members or vendors, loan advances, loan payment transfer setup and loan bookings.
- Assist in performance of complex administrative activities, which may include regulatory reviews, and assist in preparation of loan documents.
- Assist the lenders with compilation and electronic archiving of the loan files.
- Perform or assist third party in performing annual reviews on commercial loans, evaluating the borrower’s current financial condition. Gathering updated documentation from the borrower prior to the review is necessary. Site inspection of collateral may be necessary.
- Maintain an up-to-date contact list for follow-up on all possible leads and cross sale opportunities.
- Maintain and compile monthly statistics for reporting purposes.
- Complete all required compliance/continuing education assigned.
- Perform all other duties as determined by the supervisor to be necessary for the efficient and profitable operation of the credit union.
Qualified applicants must have a business-related degree or 5 years’ experience in the financial/banking industry, excellent communication skills, the ability to collect and analyze data, and strong technical skills using Microsoft Office software products. Intermediate level Excel skills are preferred.
Details:
Jefferson Financial FCU is seeking a full-time ACH Specialist in Metairie. This position maintains, processes, and ensures regulatory compliance with the Credit Union’s ACH transaction processing.
Duties/Responsibilities
- Customer Service: This position is responsible to comply with the policies and procedures of the credit union in performing all responsibilities associated with processing ACH/Wire/Share Draft functions, balancing and maintaining associated general ledger accounts, and ensuring that actions performed therein comply with all regulatory rules and guidelines.
- Teamwork: Your ability to encourage and exchange creative ideas, to provide practical solutions to problems, will be used to promote innovation.
- Communication: Your effective communication style will be used to transmit, receive, and accurately interpret ideas, information and needs through the application of appropriate communication behaviors.
- Accurate processing of ACH/Wire/Share Draft files by resolving exception items, the maintenance of the check image review, reposts, and returns.
- Expected to support cross-training activities to strengthen the department knowledge and offer guidance for organization training efforts.
- Respond to all levels of internal inquiries, including those having full breadth of complexity and requiring analytical interpretation regarding Share Draft, ACH and Wire transactions and processing activities in a friendly, professional, and service oriented manner.
- Will be responsible for advanced departmental tracking and reporting requirements.
- Ensure that departmental policies and procedures are consistently met.
- Will provide guidance and support for ACH regulatory compliance and risk mitigation strategies.
- Support process improvement initiatives and departmental activities as assigned.
- Develops a more in-depth understanding of the ACH function including training and basic understanding of ACH Origination and/or ACH Receiving. Develops a solid understanding of the NACHA rules and regulations.
Qualified applicants must have a high school diploma or higher, an Accredited ACH Professional (AAP) certification and 1-5 years of similar or related experience, preferably at a financial institution.
Details:
Jefferson Financial Federal Credit Union has a current opening for a full-time Financial Analyst. This position is responsible for providing analytical and planning support to the CFO.
Essential Functions and Responsibilities
- Prepare quarterly budget forecasts.
- Periodically evaluate institutional financial performance by comparing and analyzing actual results with budget plans and forecasts.
- Coordinate with ALM vendor to provide the data inputs necessary to produce quarterly ALM reports for the ALCO Committee. Assist with periodic core deposit analyses.
- Produce liquidity forecasts and reports for use in daily and long-term funding decisions. Monitor credit union’s daily cash position and track inflows/outflows from various sources.
- Validate and balance data imports into allowance for loan loss software.
- Assist in development and maintenance of profitability models at branch and product level. Create and disseminate related reports to stakeholders.
- Perform investment-related tasks as assigned.
- Analyze financial data and create financial models for decision support. Provide financial analysis and cost control analysis and support to other departments as directed.
The ideal candidate must have a BS or BA degree in a relevant field, 3-5 years of similar or related experience, a significant level of trust and diplomacy and demonstrate a carefulness about detail and thoroughness in completing work tasks.