Lafayette Federal Credit Union

Business Development Rep

• Conducting market research to identify business opportunities and trends
• Building and maintaining strong relationships with retail and business clients
• Developing and implementing sales strategies to achieve revenue targets
• Planning and executing events to drive membership, deposits, and loans
• Mentoring and coaching branches to increase membership and loans

Business Development Officer

Mortgage Closer

• Funding and Loan Boarding
• Review funding packages to ensure all required documents, approvals, and closing conditions have been satisfied prior to releasing funds.
• Verify funding authorization requirements, wire instructions, payoffs, and disbursement details for accuracy and completeness.
• Coordinate with settlement agents, title companies, attorneys, and internal departments to resolve funding issues and facilitate timely loan closings.
• Release loan proceeds in accordance with established policies, procedures, and funding authorities.
• Ensure loans are accurately boarded to servicing and core systems.
• Reconcile funding reports, disbursement records, and loan booking information to ensure accuracy.
• Research and resolve funding discrepancies, balancing issues, and loan boarding exceptions.
• Monitor loan files to support timely funding and minimize closing delays.
• Post-Closing Review and Investor Delivery
• Review closed loan packages for completeness, accuracy, proper execution, notarization, and compliance with investors, agency, and regulatory requirements.
• Identify and clear post-closing deficiencies, missing documentation, trailing documents, and investor suspense conditions.
• Prepare and deliver loan files to investors, warehouse banks, custodians, and servicing systems within established timeframes.
• Monitor and track outstanding post-closing conditions to ensure timely resolution.
• Review recorded documents, final title policies, collateral files, and related documentation for completeness and accuracy.
• Maintain tracking systems to ensure accurate reporting of funded, purchased, and delivered loans.
• Follow up with settlement agents, title companies, and recording offices regarding outstanding documents and recording status.
• Compliance, Quality Control, and Risk Management
• Ensure compliance with federal and state regulations, agency guidelines, investor requirements, and internal lending policies.
• Perform quality control reviews to identify documentation deficiencies, data integrity issues, and compliance exceptions.
• Register loans with MERS and complete transfers, assignments, and updates as required.
• Assist with internal audits, external audits, examinations, and quality control reviews by providing requested documentation and responses.
• Support HMDA, investor, and regulatory reporting requirements as assigned.
• Maintain complete and accurate audit trails and loan documentation.

Mortgage Post Closer

Collections

• Independently prioritize and execute daily collection activities
• Contact members for payment via telephone and email
• Monitor and document all legal cases
• Ensure timely member billing and loan payment processing
• Assist in activities related to loss mitigation

Collections Specialist

Analyst

• Review, analyze, and administer contracts to ensure terms, scope of work, and obligations align with Credit Union objectives.
• Negotiate contract terms, payment structures, and document processes within established authority levels.
• Ensure compliance with Credit Union policies, procedures, legal requirements, and regulatory guidelines.
• Coordinate with business units to support contract execution, monitoring, renewals, and vendor performance management.
• Maintain accurate contract records and documentation within the NContracts Data Management System.
• Conduct vendor risk assessments and assist with ongoing risk monitoring activities.
• Prepare reports, support policy implementation efforts, and provide training and guidance to internal stakeholders.
• Collaborate with Legal Counsel, when necessary, regarding contract interpretation, negotiation, and risk mitigation.
• Perform due diligence reviews on prospective and existing vendors using LexisNexis, Dun & Bradstreet, the Better Business Bureau, SEC resources, and other research tools.
• Review, approve, and maintain vendor documentation, including contracts, amendments, renewals, insurance certificates, SOC reports, financial statements, proposals, and invoices.
• Upload and maintain vendor records and supporting documentation within the NContracts Data Management System.
• Maintain current and accurate vendor corporate, contact, and relationship information.
• Prepare, scan, and update vendor records and supporting documents within the NContracts Data Management System.
• Track annual reviews, risk assessments, contract renewals, and other vendor management activities through calendar reminders and workflow monitoring.

Senior Contract Analyst

Marketing

• Develop and execute branch focused marketing strategies that drive account growth, product adoption, and in branch engagement.
• Partner with Branch and Business Development teams to identify local market opportunities, member needs, and growth priorities.
• Support branch specific initiatives such as product promotions, community events, grand openings, and in-branch campaigns.
• Ensure branches are equipped with timely, on brand marketing materials that support sales conversations and member education.
• Champion best practices that enhance the member experience within branch environments.
• Plan, manage, and execute integrated marketing campaigns that support branch goals across digital, print, OOH, and in branch channels.
• Customize enterprise campaigns for local branch execution, ensuring relevance by market and audience.
• Maintain a branch marketing calendar to coordinate promotions, events, and communication across locations .
• Oversee production and deployment of branch marketing materials, including signage, collateral, digital displays, and event materials.
• Use branch level performance data, member insights, and local market trends to inform campaign strategy and optimization.
• Measure the effectiveness of branch campaigns using KPIs such as foot traffic, appointment volume, product adoption, and campaign response.
• Partner with analytics and marketing leadership to evaluate ROI and recommend improvements for future branch initiatives.
• Share insights and performance summaries with branch leadership and marketing stakeholders.
• Serve as a key marketing partner to Branch Managers, Retail leadership, and Business Development teams.
• Participate in branch and cross departmental meetings to understand priorities and align marketing efforts accordingly.
• Develop and maintain branch marketing guides, toolkits, and FAQs to support frontline teams.
• Assist the PVP, Marketing in preparing branch performance updates, leadership presentations, and executive communications.
• Act as a central point of contact for branch related marketing requests and initiatives.
• Manage relationships with vendors and agencies supporting branch marketing initiatives, ensuring high quality execution and on time delivery.
• Ensure vendor deliverables align with brand standards, compliance requirements, and branch needs.

Marketing Manager – Branch Network

General

• Achieving or exceeding annual commercial real estate loan production targets
• Directly sourcing, structuring, underwriting, and closing CRE transactions
• Actively managing an assigned CRE portfolio, including covenant monitoring and annual reviews
• Collaborating with credit and underwriting teams to facilitate timely loan approvals
• Driving deposit growth by cross-selling cash management, treasury, and business checking solutions
• Developing deposit strategies tied to loan products
• Establishing deep, multi-product relationships to increase member retention
• Identifying and cultivating relationships with high-potential commercial members
• Providing compliance and regulatory oversight to commercial real estate lending practices
• Ensuring loans are structured appropriately to mitigate risks while meeting clients’ needs

Commercial Loan Officer

• Handling new account applications
• Accurately completing tasks, transactions and account maintenance actions
• Performing onboarding tasks
• Driving member retention
• Communicating with members in a professional and empathetic manner
• Providing feedback on experiences and innovative suggestions for improvement

Digital Accounts Specialist

Manager

• Managing and maintaining the Credit Union’s BSA/AML and OFAC Compliance Program in accordance with the Bank Secrecy Act, USA PATRIOT Act, FinCEN guidance, and other applicable laws and regulations
• Monitor regulatory changes, enforcement actions, and emerging financial crime trends; assess impact and recommend program enhancements as needed
• Ensure policies, procedures, and internal controls remain current, effective, and aligned with the Credit Union’s risk profile
• Overseeing transaction monitoring and case investigations generated by the Credit Union’s AML monitoring systems
• Reviewing and approving Suspicious Activity Reports (SARs) and Currency Transaction Reports (CTRs), ensuring accuracy, timeliness, and regulatory compliance
• Ensuring appropriate documentation, escalation, and retention of investigative records
• Serving as primary administrator and subject-matter expert for the Credit Union’s AML monitoring systems
• Ensuring system parameters, rules, and thresholds are appropriately calibrated and periodically validated
• Coordinate with vendors and internal stakeholders on system updates, tuning, and issue resolution
• Leading the BSA/AML risk assessment process, including identification of inherent risks, evaluation of mitigating controls, and documentation of residual risk
• Support independent testing, regulatory examinations, and internal audits; manage responses and corrective action plans
• Providing regular BSA/AML reporting to senior management and committees, including key risk indicators, trends, and program metrics
• Managing responses to law enforcement requests, including FinCEN 314(a) information-sharing requests

Bank Secrecy Act, Manager

• Managing existing consumer loans in the credit union’s portfolio and those sold to Investors
• Performing critical support services to the department including resolving internal and external members’ inquiries
• Performing loan maintenance within the core system
• Managing the title process on auto and boat loans
• Troubleshoot issues with the core system and coordinating any interface with external and internal parties
• Performing a variety of loan servicing duties such as collateral loan title tracking
• Maintaining insurance tracking for collateral loans
• Filing Uniform Commercial Code (UCC)
• Generating lien releases
• Providing legendary service to members and third parties by resolving their inquiries such loan payment history, payment correction, generating payoff statements, processing payoff transactions, due date changes, interest rate discounts, loan amortization, and loan verification
• Generating and reviewing Consumer loan reports, including but not limited to Funding reports, Paid in Full reports, Low Balance reports, UCC reports
• Maintain tracking log for Auto, Boat and RV title, Insurance, and UCC
• Performing quality control on all consumer loans and ensures data within the core system is aligned with the loan agreement
• Reviewing third-party vendors’ reports/invoices and auditing for accuracy to LFCU’s data and for keeping update with the all-consumer loan servicing policies and procedures
• Being responsible for collecting the required documents necessary for subordination request on loans held in Lafayette Federal portfolio and assisting the Investor Relations team for loans held by various Investors
• Upon approval prepare the subordination agreement and update the tracker

Consumer Loan Servicer

Data Engineer

• Own and manage the Credit Union’s enterprise data platform environment, including Microsoft Fabric workspaces, OneLake architecture, capacity utilization, platform security, governance controls, and overall platform reliability and availability.
• Design, develop, maintain, and optimize data pipelines and ETL/ELT processes to ingest, transform, reconcile, and deliver data from core banking systems, APIs, and external data sources.
• Develop and maintain enterprise data models, shared dimensions, and integrated data structures supporting lending, deposits, general ledger, and other business domains while promoting a trusted single source of truth.
• Support enterprise analytics through the development and maintenance of semantic models, reporting data structures, automation of recurring reporting processes, and enablement of self-service analytics capabilities.
• Implement monitoring, controls, and data quality processes to identify pipeline failures, anomalies, reconciliation issues, and performance concerns; troubleshoot and resolve discrepancies in a timely manner.
• Research, evaluate, and implement opportunities to improve data platform performance, scalability, security, and cost efficiency while contributing to future-state data architecture and roadmap planning.
• Maintain a thorough understanding of and comply with all applicable Credit Union policies, procedures, regulatory requirements, and annual mandatory training, including but not limited to Bank Secrecy Act (BSA), Anti-Money Laundering (AML), OFAC, Cybersecurity, Diversity & Anti-Harassment, and Fair Lending requirements.

Data Platform Administrator

Chief Operating Officer

• Serve as a strategic leadership partner to the Chief Operating Officer
• Drive organizational performance, operational excellence, and enterprise-wide execution
• Lead high-impact initiatives, coordinate cross-functional efforts, and ensure operational readiness across key business areas
• Provide executive-level leadership, oversight, and decision-making support
• Foster collaboration, accountability, and continuous improvement throughout the organization
• Translate strategy into execution, strengthen organizational effectiveness, and support sustainable growth
• Supervise day-to-day functions across risk management, mortgage and consumer lending, servicing, business services, information technology, project management, business development, and branch operations/facilities
• Act with authority to make decisions on behalf of the COO when required
• Partner with executive leadership to identify operational efficiencies, improve organizational effectiveness, and eliminate process bottlenecks

Deputy Chief Operating Officer

Financial Planning and Analysis

• Engage with members to understand their full financial needs, goals, and risk tolerance in order to provide personalized financial guidance and education to support long-term financial goals.
• Develop and implement personalized strategies across investments, insurance, retirement, and wealth management.
• Regularly review and update members’ financial plans to reflect life changes and market shifts.
• Build and nurture our strong network of member relationships through referrals, community involvement, and professional connections.
• Ensure compliance with all internal policies, regulatory requirements, and FINRA/SEC, federal, & state standards.
• Guide members in making confident decisions as they embark on their financial journey.