Loan Systems Projects Specialist

State Employees' Credit Union; Raleigh (NC); Hybrid; USD 65,000 - 95,000; Full time

Job summary

State Employees' Credit Union is seeking a Loan Systems Projects Specialist to support delivery and improvement of loan servicing systems. You will perform business analysis, requirements development, testing and validation to ensure solutions meet operations and user needs.

You will collaborate with business users, IT and vendors, manage change requests, and lead testing and defect resolution throughout project lifecycles in a hybrid North Carolina work environment.

Qualifications

• Associates degree with 2–5 years in loan servicing or related field.
• Experience in gathering requirements, documenting, testing, and solution validation.
• Familiarity with regulatory requirements in loan servicing.
• Experience supporting system enhancements through project lifecycle.

Responsibilities

• Engage with business users, tech resources, and vendor to analyze and document requirements for loan servicing changes.
• Develop initial project design and business requirements for review by management.
• Create test plans and scripts; execute regression testing to identify defects before production migration.
• Act as liaison between business users, IS, and vendors across project lifecycles and for continued maintenance.
• Troubleshoot system issues and document defects with steps to reproduce for developers/vendors.
• Lead testing verification to ensure goals are met and defects are reported timely.

Education

Associates degree

Bachelor's degree or higher

Job description

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

Position Overview

The Loan Systems Projects Specialist supports the delivery and ongoing improvement of loan servicing systems by contributing to system projects, enhancements, and issue resolution. Through business analysis, requirements development, testing, and validation, this role helps ensure loan servicing solutions effectively support business operations, user needs, and organizational objectives.

Essential Responsibilities

• (20%) Directly engage with business users, technical resources, and/or our vendor to brainstorm, analyze, document, and review the requirements needed to introduce changes to the different loan servicing systems. Proficiently develop and review the necessary documentation for creating change requests to submit to the vendor or Information Services.
• (18%) Provide initial development of project design and business requirements for review by Loan Servicing Systems management
• (18%) Proficiently create test plan / test scripts based on project design and business requirements and determine applicable regression tests to leverage in conjunction with the requested changes on multistep / multi-change projects. Execute extensive regression testing to identify application and system defects prior to the migration to Production.
• (15%) Act as a liaison between business users, Information Services, and vendors that are involved with projects that impact all loan servicing systems. Communicate with Information Services and/or vendors throughout project lifecycles and for continued application maintenance after implementation.
• (15%) Troubleshoot system issues and find accurate resolutions and communicate back effectively to the group. Effectively document and organize all defects or issues and successfully communicate steps to recreate to developers and/or vendor(s).
• (14%) Lead the team through testing verification, ensuring all testing goals are clearly communicated, executed, and results or defects are reported in a timely manner.

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

Associates degree 2 – 5 years of experience in loan servicing, lending, financial services, or related field, with experience support system or technology initiatives. Experience with business requirements gathering and documentation, business process analysis, system testing, defect identification, and/or solution validation. Experience supporting system enhancements or technology projects through multiple phases of the project lifecycle, including requirements, testing, implementation, and production support. Familiarity with loan servicing processes, lending operations, and related regulatory requirements.

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

Bachelor's degree or higher Experience working directly with loan servicing systems, lending platforms, or other financial services applications. Experience with system configuration, solution design, workflow improvement, and regression testing. Experience coordinating with business users, technical teams, and/or third-party vendors on system enhancements and issue resolution.

Job Environment & Physical Requirements

Hybrid expectations Must live in North Carolina

State Employees' Credit Union 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.

State Employees' Credit Union is a not-for-profit, member-owned financial cooperative with a "Do the Right Thing" mission and a goal of helping people in our community.

SECU values the differences in our staff and in our North Carolina communities. We believe that embracing the uniqueness of individuals makes our cooperative stronger, more innovative and better able to serve SECU members.