Investor Relations Analyst

Description

 NOTICE: JOB APPLICANTS LIMITED TO DC, MD, OR VA RESIDENTS. POSITION IS HYBRID.
Please note that we are exclusively considering applicants residing in the District of Columbia, Maryland, or Virginia for all open positions.
The Member Services Specialist is a hybrid role, meaning it entails a combination of remote work and in-person attendance. 

If so, then Lafayette Federal Credit Union may have the perfect opportunity for you! We are currently seeking a Investor Relations Analyst to join our dynamic team! 

About us:

Our Difference: What makes Lafayette Federal cutting-edge? Lafayette Federal Credit Union is not only a great place to bank, but also a great place to work! We have been recognized nationally by (1) Newsweek’s America’s Best Bank’s list, (2) we’ve received a 5-star rating from Bauer Financial, and (3) we’ve also ranked #12 in S&P Global’ s Top Performing Credit Union’s in 2022 for the second year in a row!

Our Culture: Lafayette Federal Credit Union is about inclusion, diversity, high performance, and new opportunities. Teamwork and our sense of community also make Lafayette Federal Credit Union a great place to work. Each person is valued for his or her unique set of skills. We share a common devotion to the people we serve, participating in charity events throughout each year and giving back to the community. 

Our Opportunities: Professional development, training, and certification are a priority for our employees. We want you to reach your career goals and provide support that leads to opportunities of advancement within the industry.

About the role:  We are currently seeking an Investor Relations Analyst to join our team. As an Investor Relations Analyst, you will support relationships with investors, participants, shareholders, and internal financial stakeholders by providing timely and accurate information, conducting financial and portfolio analysis, and supporting effective investor communications and operational oversight. 

Requirements

 A day in the life of an Investor Relations Analyst will include:

• Collaborate with the Investor Relations team to develop and implement strategic communication plans tailored to investor relations industry for participation. 
• Schedule quarterly meetings with each participant/investor document agenda and clear notes of each meeting.
•  Assist in the preparation of investor presentations, financial reports, and communication materials related to Investor Relations Operations. 
•  Conduct comprehensive financial analysis and research to support investor relations activities, including benchmarking and peer comparisons. 
•  Monitor lending industry trends, market dynamics, and investor sentiment to identify opportunities and risks. 
• Coordinate investor meetings, conferences, and events focused on the lending sector.  
• Serve as a primary operational contact for internal departments and assigned investor inquiries, route matters requiring management or specialized review through established channels, and maintain responsive, professional stakeholder relationships. 
•  Compliance and Regulatory Support: Support compliance with applicable federal and state requirements, policies, procedures, and investor obligations. Maintain practical working knowledge of mortgage and consumer lending requirements, including Regulation B, fair lending requirements, bankruptcy protections and restrictions, fair debt collection requirements, and applicable collection laws and practices. Review assigned reporting, servicing, collection, and file activity for potential compliance concerns, including borrower treatment, bankruptcy status, collection communications, payment application, delinquency reporting, and required notices. Document findings and escalate potential exceptions through established channels rather than providing legal interpretations. As directed by management, support regulatory compliance efforts, including the preparation of required filings and disclosures. 
•  Document Control and Quality Assurance: Maintain organized Investor Relations records on the approved shared drive, including original loan documents, payoffs, file-related correspondence, remittance reports, approvals, outcomes, and other required documentation. Ensure each applicable file contains a completed IRD-QC checklist and all required supporting documentation.  
•  As directed by management and/or the SVP of Risk Management, complete all annual mandated training applicable to the position accurately and within required timeframes, including, but not limited to, Bank Secrecy Act, Anti-Money Laundering, OFAC, Cybersecurity, Diversity and Anti-Harassment, and Fair Lending training.  
• Supporting regulatory compliance efforts, including the preparation of SEC filings and other required disclosures.
• Providing administrative support to the lending department, including managing schedules, organizing meetings, and maintaining records.
• Accurately entering and updating loan-related information in the company's systems and databases.
• Maintaining organized filing systems for loan documents and other relevant paperwork.

Experience:

•  (1) to (3) years of progressively responsible experience in investor relations, financial services, mortgage or consumer lending, loan servicing, collections, participation lending, or a related field. Experience should include investor or participant communications, preparation or review of financial and portfolio reports, financial analysis and research, loan-file and servicing review, document control and quality assurance, and identification, documentation, and escalation of reporting, servicing, collection, file-quality, or compliance exceptions. 
• Familiarity with applicable investor requirements and mortgage and consumer lending regulations and practices, including Regulation B, fair lending, bankruptcy protections and restrictions, fair debt collection, and collection laws and practices, is required.  

Education:

•   (1) A bachelor's degree in Business Management. Business Administration, Accounting. Financial Management, or (2) achievement of formal certifications recognized in the industry as equivalent to a bachelor's degree (e.g., information technology certifications instead of a degree).   

Top benefits or perks: Joining Lafayette Federal Credit Union comes with perks to support you in your personal and professional journey.  We provide employees with a generous benefits package including:

• Employer paid (99.9%) health insurance premium for single and family coverage (HMO Plan) 
• Fully funded deductible (HMO Plan)
• 401k employer matching contribution 
• Income protection with life insurance, short and long-term disability
• Paid time off, birthday & holiday leave
• Educational assistance
• Commuter benefits program and more! 

 Pay: $27.4038–$32.4519 per hour ($57,000–$67,500 annually), depending on experience and qualifications. 

The job posting highlights the most critical responsibilities and requirements of the job. It is not all-inclusive. There may be additional duties, responsibilities, and qualifications for this job.

*Lafayette Federal Credit Union is an Equal Opportunity and E-Verify Employer*EOE/AA/DISABILITY/VETERAN