Lending Change Administration Specialist II

SECU; Wake Forest (NC); Hybrid; USD 65,000 - 95,000; Full time

Job summary

SECU, a Raleigh-area credit union, seeks an ambitious professional to assist the Vice President of Lending Change Administration with oversight of Loan Administration changes and projects, including policies, guidelines, procedures, and training related to loan products and systems.

You will help schedule and facilitate project meetings, track progress, coordinate resources across departments and vendors, and develop change management plans to ensure on-time delivery and effective adoption.

Qualifications

• HS Diploma or GED.
• 2–5 years of lending experience or project management experience, or related PM certifications.
• Proficient with Word, Excel, and PowerPoint.
• Self-motivated and able to work with minimal supervision.
• Excellent organizational and communication skills to facilitate and document actions from meetings.
• Strong problem-solving skills to ensure progress and collaboration.

Responsibilities

• Schedule and facilitate project meetings across the full project lifecycle, documenting actions and next steps.
• Track status information and prepare stakeholder status reports per the communication plan.
• Liaise with team members, stakeholders and vendors; develop work stream plans and WBS.
• Create and maintain an organizational change management (OCM) plan and communicate it.
• Monitor risks, log issues, escalate as needed, and archive project documents.
• Plan and execute projects by defining requirements, scope, and cross-department coordination.

Skills

Project management

Meeting facilitation

Communication

Organizational skills

Problem solving

Self-motivated

Education

HS Diploma or GED

Bachelor’s degree (Any field)

Tools

Jira

Confluence

MS Project

Office Timeline

Lucid

Microsoft Office

Job description

If you are motivated and believe in the credit union philosophy of "People Helping People," join our team!

Assist the Vice President of Lending Change Administration with the oversight of Loan Administration’s changes and projects. Assist with the preparation and implementation of changes in policies, guidelines, procedures, and training related to loan products, policies, and systems.

Essential Responsibilities:

• (25%) Schedules and facilitates (agenda creation and moderation of discussion) project meetings which span the project lifecycle stages (Initiation, Planning, Execution, Monitor & Control, and Closing). The project meetings could include all levels of Loan Administration and outside department staff up to and including EVP level in addition to vendors. Detailed notes of key discussion points, action items, and next steps are documented and distributed as needed to project team members.
• (20%) Tracks project status information and prepares status report with minimal supervision to provide to all stakeholders based on a predetermined communication strategy. Tracks and documents the development of new and revised policies and procedures.
• (15%) Acts as a liaison with project team members, external stakeholders, and vendor resources to manage and facilitate resources and project activities. Develops work stream plans for changes and projects. Works with project team members to create work breakdown structures, assign tasks, set timelines, and identify project phases and dependencies, and map out critical paths.
• (15%) Develops and maintains a basic project schedule, ensuring SECU human resources complete tasks on time. Communicates project schedule to project team members and stakeholders. Develops and maintains an organizational change management (OCM) plan utilizing a template. Communicates OCM plan to project team members and stakeholders.
• (15%) Monitors and elevates risks that could impact the project schedule, resource availability, and completion of tasks/milestones reporting any potential issues to the appropriate stakeholders. Maintains and monitors issues log to track and facilitate the resolution of issues. Gathers and archives project documents for input on future projects.
• (10%) Plans and executes Loan Administration projects by supporting teams in defining requirements and the overall scope of approved projects. Works closely with team members to gain an understanding of project goals, deliverables, and expected outcomes. Coordinates efforts across various departments with minimal supervision.

Required Education & Experience (Knowledge, Skills, & Abilities):

• HS Diploma or GED
• Minimum of 2-5 years of lending experience or Project Management experience or equivalent project management certifications.
• Must be proficient with the suite of Microsoft Office products including Word, Excel, and PowerPoint.
• Must be self-motivated and not require daily supervision.
• Must have excellent organizational and communication skills to effectively facilitate and document actions from a meeting.
• Possesses excellent problem-solving skills to ensure progress in achieving project scope and encouraging collaboration of project team members.

Preferred Education & Experience (Knowledge, Skills, & Abilities):

• Bachelor’s degree (Any field of study)
• Experience in Office Timeline, Lucid, Jira, Confluence, MS Project

Job Environment & Physical Requirements:

• Sitting for prolonged periods
• Telephone for prolonged periods
• Computer for prolonged periods
• Must be local to Raleigh, NC. Possibility of hybrid work schedule.

SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law.

Disclaimer

State Employees' Credit Union reserves the right to fill this role at a higher/lower level based on business need.