Logix Federal Credit Union

Accountant

• Ensures completeness, accuracy, and timeliness of daily and monthly transactions/journal entries.
• Performs tasks for accounts payable, including coding and compliance with policy to timely and accurately pay Credit Union bills.
• Performs tasks for prepaid expense accounting.
• Ability to analyze GL transactions and make recommendations for accruals as needed.
• Participates to ensure general accounting results for accuracy of the assigned GLs and cost centers.
• Participates in Fixed Assets accounting (FA processing, roll forward schedules and periodic inventory).
• Collaborate with the manager to create a schedule for the capitalization/amortization.
• Performs expense report and reimbursement processing.
• Performs daily cash, teller, branch and ATM accounting tasks.
• Gathers data for month-end, quarter-end, and year-end financial reporting and compliance initiatives (i. e. monthly internal reports, annual external audit, quarterly Call reports).
• Performs analyses of moderately complex monthly budget to actual results and other financial reports, taking necessary corrective action when appropriate.
• Assists in other external reporting requirements such as property tax accounting, FIRA/SIRA, 1099s.
• Assist with internal & external audits as well as Call Reports.
• Completes moderately complex GL reconciliations and provides resolution of reconciling/aged items.
• Prepares/updates procedures/job aides for assigned tasks.
• Provides guidance and support to staff.
• Assists with accounting studies, analyses, cost studies and accounting system report development.
• Assists with the development, implementation and testing of new or redesigned systems, reports, loan/share products and procedures to ensure efficient business operations.
• Responds to requests for information by other departments.

Accountant III

Project Manager

• Leads and oversees strategic transformation initiatives
• Manages project deliverables, milestones, and required activities
• Implements project communication plans
• Reviews and validates initiative plans to ensure alignment with business objectives
• Tracks project activities to ensure progress on schedule and within budget
• Provides support in development of analysis and recommendations for projects
• Proactively identifies risks and issues for transformation program and initiatives

Transformation Project Manager III

Operations

• Responsible for managing the core banking, database management, and related systems and team
• Implements policies and procedures to provide the highest level of quality, reliability, and security for LFCU’s primary computer system
• Maintains and implements the scheduled completion of core banking system work
• Oversees database administration efforts, including analysis and implementation of on-premise and cloud solutions for IT initiatives and vendor-provided systems
• Oversees system administration for the core banking system and adjacent systems to ensure secure, reliable, and efficient operations
• Manages interchange of data between LFCU and its vendors effectively and securely
• Works with peer LFCU teams and vendor partners on integration efforts
• Manages the performance and maintenance of systems and applications under management while maximizing system availability
• Leads the business resumption planning and testing of core banking system and other relevant systems and applications under management
• Analyzes and recommends the adoption of improvements to core banking and related system operations
• Responsible for Change Management on the LFCU core banking system and all related facilities/systems
• Develops annual objectives and budgets and leads the department to accomplish approved objectives within the approved budgets
• Manages relationships with vendors to ensure maximum benefit for the Credit Union and achieves departmental goals
• Identifies, analyzes, develops, and implements process automation solutions for core banking system and other departments
• Oversees automated processes for operations, ensuring best security practices are followed

Manager – Core Operations and Services

Full-stack Engineer

• Developing and maintaining software applications related to core banking systems.
• Collaborating with cross-functional teams to gather requirements, design, code, test, and deploy software solutions.
• Ensuring the integrity and reliability of core banking systems, identifying and troubleshooting issues, and providing technical support.
• Participating in system upgrades, integration projects, and contributing to the overall improvement of the core banking software infrastructure.

Software Engineer I – Core Banking

Product Designer

• Focus on designing and defining the desired member experience across all channels through member and market insight
• Optimize member service through continuous process and technology advancement
• Leverage technology and digital solutions to support member strategy
• Identify and resolve root cause performance issues that contribute to member dissatisfaction
• Create and optimize the overall member experience when interacting with digital products
• Serve as a subject matter expert for translating industry best practices into scalable solutions
• Spearhead member experience projects and initiatives with all areas of the organization
• Identify opportunities to improve the member experience by using data analytics and applying a continuous improvement lens to solve for points of friction
• Employ data and research to create member journey maps that help stakeholders understand strengths, gaps, and opportunities to improve overall member service and experience
• Engage with both front-line and back-office member-impacting departments to lead efforts to develop member experience protocols
• Complete assignments and tasks relating to the monitoring of Logix service environment, including periodic audits to determine the effectiveness of current processes and quality of the member service experience
• Partner with internal stakeholders to create and maintain the digital design system
• Utilize UI/UX audit methods to provide actionable recommendations to implement changes that will lead to a seamless digital member experience
• Partner with an outside vendor and internal stakeholders/process owners to understand the member journey and underlying supporting processes and people
• Analyze user behavior and feedback to design or improve member and employee experiences
• Recommend success measures that help tie member experience improvements to business performance and opportunities to improve metrics related to operational costs, member satisfaction, and employee satisfaction
• Generate member experience business cases to guide process improvements

Experience Design Specialist

System Administrator

• Maintains a working knowledge of all end-user functional roles and responsibilities as they relate to LOS usage.
• Maintains business rules for data entry, workflow progression and regulatory compliance as specified in change requests submitted by the business stakeholders.
• Acts as a lead for the system administrator team and ensures optimal performance of all RE systems leading to enhanced productivity and adherence to compliance regulations.
• Oversees the design and configuration solutions to resolve system related business problems, meet user requirements, and streamline system workflows.
• Provides technical direction and support in the development of processes and workflows in the use of Encompass360, responsible for analysis, planning, testing, and implementation of projects and tasks.
• Serves as a liaison between technical groups and stakeholders to coordinate the system’s installation and ensure technical compatibility and satisfaction.
• Leads the design of test cases, testing effort estimations, test management and execution of UAT.
• Coordinates system mapping between LOS and outside vendors.
• Works with IT, Digital Channels, Accounting and all appropriate departments to ensure smooth and accurate exports between LOS, Servicing vendor, Sales Tracking, Core Banking system and others.
• Serves as an escalation point for LOS related support issues from the Business Analysis team, which provides second level support.
• Coordinates with LFCU’s Compliance Department to ensure LOS transactions are in compliance with all NCUA rules and regulations, secondary market standards, and to various federal real estate lending laws.
• Designs and documents release plans for deploying approved change requests and enhancements to system functionality.
• Performs system analysis and simulation testing to determine potential impact of deploying proposed system changes.
• Implements configuration changes and customizations as required by the business.
• Manages integration of 3rd party vendors and services within the LOS environment, and coordinates with the Company’s vendor management resources.
• Assists in documenting and submitting functional and technical specifications, change requests, test plans, and training documentation of IT Governance review and approval.
• Collaborates with operations managers and leaders as the Subject Matter Expert on best practices and methods to achieve business objectives using the chosen LOS.
• Keeps management and end-users apprised of any LOS-related issues, events, or anomalies that may affect system performance or availability.
• Collaborates with internal or external business analysts and/or developers and consultants regarding custom application development.
• Consults with and assists management in improving the effectiveness and efficiency of automated programs and internal controls.
• Provides continuous feedback to management in the form of reports, charts and statistics as requested.
• Prepares daily, weekly, monthly, and year-to-date reports and graphs as requested by management.
• Maintains the LOS loan document generation library, including building custom documents as needed and maintaining eFolder settings.
• Regularly reviews LOS vendor’s published system administration guidelines and best practices and applies them to optimize system performance.
• Monitors interfaces to integrated systems ensuring that all systems are operating as designed.
• Coordinates system/procedure changes with Training Department.
• Assists in the revision and/or design of forms and products to ensure compliance.
• Works within and directly impacts their function, occasionally interacts with other departments.

Senior Loan Origination System Administrator

Financial Planning and Analysis

• Develops member relationships by providing high-quality sales and service to each individual member and works with new and existing members to identify their financial needs and assists them in the selection of the appropriate financial products and services.
• Supports the achievement of the retail branch office sales goals through the personal selling of all offered financial products including; savings and other depository products; consumer loans (share secured loans, VISA cards, new & used auto loans); consumer loan insurance products (debt protection, credit life & disability, mechanical breakdown insurance, and GAP insurance) and Real Estate Mortgage Loans.
• Assists members in the selection of, completion and submission of a real estate mortgage loans (purchase and refinances).
• Uses credit scoring, sound lending practices, regulatory requirements and sound judgment to make lending decisions for the benefit of the membership; explains reasons for denials and explores options for members when loans are denied such as Credit Counseling rationale methods to improve FICO score.
• Provides advice and assistance to members on budget counseling, consolidations, pay methods and other areas relating to member's financial needs.
• Participates in marketing campaigns and member awareness seminars.
• Works with outside sources to generate additional business.
• Ensures compliance with all applicable laws, regulations, and Credit Union policies and procedures as the relate to assigned products, including, but not limited to, Truth In Savings and Fair Credit Lending Practices and may assist with branch audits.
• Executes the day-to-day elements of the Credit Union’s Member Experience per established standards. This includes but is not limited to meeting new members at the Concierge station, offering them coffee or water, building rapport, assessing their financial needs though the Credit Union’s Needs Assessment process. Fulfilling the members’ initial need and setting an appointment for a follow up meeting to discuss their other financial needs. Escorting the member all the way to the door and thanking them for their business and reaffirm their decision to do business with LFCU.
• Directly responds to member’s inquiries either in person, via telephone, mail or an internal referral.
• Works with Branch Management in a team atmosphere for the promotion and growth of loan totals, provide information and feedback on branch goals to staff and generate referrals through coaching and encouragement of branch staff.
• Processes member transactions efficiently, accurately, and in a timely manner including the opening of new accounts, consumer loan applications, loan fundings and completing all required related documentation.
• Responsible for quality and accuracy of all work performed.
• Assists Sales Manager to develop and promote LFCU services to their existing Select Employee Groups (SEGs) for sign up events, benefit fairs and others.
• Participates in all assigned staff development programs in support of the Credit Union's commitment to continuous improvement in sales and service, quality, and teamwork and may be required to participate in the training and development of other staff members.
• May perform routine office and clerical duties such as: requisitioning supplies; maintaining accurate, current files; and other duties as may be assigned.
• May maintain a cash drawer in accordance with assigned cash limits and policy and procedures. Balances own daily work and may assist with the daily branch balancing procedures and approval of transactions for tellers when the transaction is over the teller limit. Accurately completes all related documents (e.g., bank deposit forms, cash shipment forms, monthly cash counts, branch audit certifications, etc.).
• Must be an actively registered Mortgage Loan Originator with the NMLS and display their unique identifying number on their LFCU business card and in their LFCU e-mail stationary and on other lending documents as required.
• Must be willing to travel to other local branches on an as needed basis and therefore must have a valid driver’s license and own reliable mode of transportation. Must be willing to be assigned to another local branch as needed and that eligibility for a transfer after assignment is subject to Senior Management approval.
• Must consistently report to work on time, as scheduled.

Financial Services Officer I

Analyst

• Conducts quantitative and qualitative review of member relationships by conducting analyses of the Credit Union’s programs, member demographics, and member preferences.
• Conducts stakeholder interviews to acquire requirements, works with business partners to obtain data, and validates data from different sources.
• Conducts market research to identify trends in products (i.e. pricing), delivery channels, best practices, and consumer preferences related to the financial services industry.
• Provides competitive analysis and recommendations based on market offerings, pricing, and trends.
• Assists in the strategy, planning, delivery, marketing and in-life optimization of products and services such as deposit accounts, loyalty program and fee programs.
• Assists with the strategic recommendations for present and future products by reviewing customers’ needs, market landscape, industry trends, and product requirements.
• Assists in developing plans that improve and enhance products to drive increased market penetration and cross-sell opportunities.
• Analyzes and synthesizes information from credit union performance analytics reports, workshops, and other data sources.
• Runs queries, produces reports, and analyzes data from multiple sources, i.e. data warehouse, third-party peer data systems, etc.
• Assists the Manager of Research & Development with key projects initiated by the department and the Credit Union.
• Works with Manager of Research & Development and team members to conduct quantitative and qualitative analysis of new product/service ideas and/or product/service changes.
• Assists in the analysis and reporting of product metrics to track performance and areas of improvements (including financials, member satisfaction, customer expectations, market requirements, key performance metrics).
• Interprets insights from product metric reports and develops recommendations that drive business decisions and growth.
• Works with leaders and peers to prepare recommendations for senior management using business case analysis to quantify the strategic and financial benefits for innovations that merit further development.
• Assists with ad-hoc surveys; designs workflows, tests and validates workflow, deploys and analyzes surveys, and reports survey results.
• Assists with internal survey processes; tests and validates workflow, deploys and analyzes surveys, and reports survey results.
• Assists in reviewing scorecard performance metrics to ensure alignment with the corporate strategy; implements structural updates to scorecards; updates and validates data for accuracy; reports on the results.
• Serves as a back-up for member surveys, including deployment, analysis, and reporting.
• Works within and directly impacts their function, occasionally interacts with other departments.

Research and Development Analyst III

• Develops member relationships by providing high-quality sales and service and identifies financial needs.
• Personal selling of financial products including savings, depository products, consumer loans, VISA cards, auto loans, consumer loan insurance products and Real Estate Mortgage Loans.
• Assists members in the selection of, completion and submission of real estate mortgage loans (purchase and refinances).
• Uses credit scoring, sound lending practices, regulatory requirements and sound judgment to make lending decisions; explains denials and explores options.
• Provides advice and assistance on budget counseling, consolidations, pay methods and other member financial needs.
• Participates in marketing campaigns and member awareness seminars; works with outside sources to generate business.
• Ensures compliance with laws, regulations, and Credit Union policies related to assigned products and may assist with branch audits.
• Executes day-to-day Member Experience standards (Concierge station, Needs Assessment, follow-up appointments, escorting members).
• Responds to member inquiries in person, via telephone, mail or internal referral.
• Works with Branch Management to promote and grow loan totals, provide feedback on branch goals, and generate referrals.
• Processes member transactions including opening new accounts, consumer loan applications, loan fundings and required documentation; responsible for quality and accuracy.
• Assists Sales Manager with SEG sign up events, benefit fairs and other promotional activities.
• Participates in staff development and may train other staff; performs routine office and clerical duties and may maintain a cash drawer and assist with daily branch balancing.

• Designs and develops complex software applications using programming languages appropriate for the assigned platform in compliance with the IT Security & SDLC Policies and applicable desk procedures.
• Designs, develops, troubleshoots, debugs, optimizes, and implements software code.
• Researches, tests, builds, and coordinates the integration of new software per production and client requirements.
• Conducts regular analysis of existing programs and recommends/implements methods to increase and/or optimize operating efficiency or adopt new requirements.
• Develops and maintains documentation to provide clear understanding of the purpose and operational procedures of the program.
• Identifies errors or exceptions and works with other IT team members to analyze and develop resolutions.
• Uses internal and external customer feedback to improve application functionality.

Software Engineer II

Security Engineer

• Establishes foundational security for staff, members, and partners through scheduled audits of policies and procedures.
• Identifies gaps for collaborative procedural change within IT and the business.
• Establishes and applies risk management principles for consistent tracking and measurement in compliance with industry standards.
• Supports a near-zero risk enterprise using telemetry from security incident and event management systems and solutions to maintain transparency of risks.
• Tests solutions effectively utilizing industry standard analysis methods and delivers technical reports and documentation concerning test results.
• Engineers security solutions efficiently with a minimal technology footprint where possible.
• Manages vendor solutions and partnerships to ensure business and data privacy.
• Audits and reports on identity and access management to ensure a zero-trust framework for production and development business application systems.
• Collaborates with other IT and business teams on security program initiatives and resolves security related issues.
• Performs audits of computing platforms to ensure versioning and patching are compliant and current.
• Supervises changes in software, hardware, facilities, and user needs to ensure no degradation in security.
• Documents security control requirements for new and existing business systems and revises IT purchase specifications to ensure security interface controls are appropriate.
• Provides security guidance enabling new products and solutions to be built securely; performs vulnerability assessments and technical business risk assessments.
• Defines Indicators of Compromise (IOC) and develops Indicators of Exposure (IOE); incorporates lessons learned from cybersecurity and privacy incidents.

Information Security Engineer III

QA Engineer

• Develop, maintain, and execute testing strategy, plans, and scripts for all assigned products based on stated requirements and specifications
• Execute manual and automated test cases to verify the functionality and performance of software applications
• Create and maintain comprehensive test plans, test cases, and test scripts based on project requirements and specifications
• Conduct unit, integration, and user acceptance testing (UAT)
• Support Go Live activities via thorough testing, resulting in successful product releases
• Define and track software quality assurance metrics such as defects, severity, status, and remediation using approved testing solutions
• Provide analysis and recommendations against test executions and test results
• Document and report test results for functional areas of responsibility
• Communicate daily with internal Logix teams and stakeholders to coordinate tests and provide regular status updates
• Maintain source code change history (using Software Version Control) and enforce adherence to established processes and standards as needed
• Support project teams by focusing on solving problems, implementing solutions, and providing guidance to business units and team members
• Work within their team and have a direct impact on their tasks

Software Quality Assurance Analyst II

• Provides enthusiastic, professional, quality, prompt, and courteous service to members, prospective members, and the LFCU team
• Cultivates strong member relationships by providing exceptional service to both new and existing members while educating and helping them identify their financial needs, opening and maintaining new/existing accounts, and recommending suitable financial products
• Executes daily operations of the Credit Union's Member Experience protocols according to established standards
• Proactively manages staff schedules and coordinates with the team to ensure adequate coverage during business hours and availability on the sales platform, including analyzing peak times and adjusting staffing
• Contributes to the retail branch office sales goals by having a strong working knowledge of the comprehensive range of financial products
• Participates in business development activities including making outbound calls to introduce products and services and highlight promotions
• Contributes to the profitable growth of the branch by participating in marketing campaigns, community events and member awareness seminars
• Processes member transactions such as deposits, withdrawals and requests for information efficiently, accurately, and promptly
• Performs teller and referral functions, processes fraud claims and reissues/re-pin's debit and credit cards
• As directed, manages a cash drawer while adhering to assigned limits and policies and ensures the cash drawer is in balance daily
• Contacts members by phone using daily reports to assess satisfaction and addresses/resolves member questions or escalates as needed
• Ensures compliance with relevant laws, regulations, and Credit Union policies (e.g., Truth in Savings Act, Bank Secrecy Act, Fair Lending Practices)
• Participates in staff development programs and other duties as assigned

Financial Services Representative

• Develops member relationships by providing high-quality sales and service and identifying member financial needs.
• Personal selling of financial products including savings and depository products, consumer loans, VISA cards, auto loans, consumer loan insurance products, and Real Estate Mortgage Loans.
• Assists members in the selection of, completion and submission of real estate mortgage loans (purchase and refinances).
• Uses credit scoring, sound lending practices, regulatory requirements and judgment to make lending decisions and explain denials, offering options like Credit Counseling to improve FICO score.
• Provides advice and assistance to members on budget counseling, consolidations, pay methods and other financial needs.
• Participates in marketing campaigns, member awareness seminars, and works with outside sources to generate business.
• Ensures compliance with applicable laws, regulations, and Credit Union policies and may assist with branch audits.
• Executes the Member Experience standards (concierge station, needs assessment, appointments, member escort).
• Responds to member inquiries in person, via telephone, mail or internal referral; works with Branch Management to promote loan growth and generate referrals.
• Processes member transactions including opening new accounts, consumer loan applications, loan fundings and required documentation; responsible for quality and accuracy of work.
• Assists Sales Manager with SEG sign up events, benefit fairs and participates in staff development and training of other staff.
• Performs routine office and clerical duties, may maintain a cash drawer, assist with daily branch balancing and complete related documents.