Mortgage Special Projects Manager

Truliant Federal Credit Union; Salem (NC); On-site; USD 110,000 - 140,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

PTO

401(k) with match

Paid holidays

Life insurance

Teledoc

Onsite fitness facilities

Wellness program

EAP

Tuition reimbursement

Job summary

Truliant Federal Credit Union in North Carolina seeks a Mortgage Special Projects Manager to shape the future of our mortgage business by leading initiatives that improve member experience, strengthen efficiency, and support long-term growth.

You will lead high-impact projects from concept through implementation, partner with mortgage leaders, business partners, vendors, and IT to turn strategy into results, and drive process improvements while maintaining a service-first focus.

Qualifications

• 7+ years of senior-level mortgage experience supporting wholesale mortgage channels.
• Ability to lead complex projects from planning through implementation.
• Advanced knowledge of mortgage products, loan programs, and agency guidelines including FNMA, FHLMC, GNMA, FHA, and VA.
• Strong analytical, planning, organization, and prioritization skills.
• Experience working with CRM systems and project tracking tools.

Responsibilities

• Lead high-impact mortgage projects from concept through implementation while helping teams work more efficiently and deliver an outstanding experience for members.
• Collaborate closely with mortgage leaders, business partners, vendors, and technology teams to turn strategy into results.
• Lead multiple mortgage-related projects and initiatives simultaneously, aligning scope, timelines, and stakeholders.
• Partner with business units, senior leadership, and IT teams to improve processes, workflows, and operational effectiveness.
• Support training and process consistency that drive quality mortgage referrals and exceptional member experiences.

Skills

Lead complex projects

Mortgage products knowledge

Analytical

Stakeholder management

Communication skills

Process improvement

CRM systems

Project tracking tools

Education

Bachelor's degree in Business, Finance, or related field

Tools

CRM systems

Project tracking tools

Job description

Truliant's mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves.

Our Promise to Our Teammates: Truliant strives to provide all teammates with an enjoyable place to work where they feel valued, empowered and rewarded for all that they do.

Why this role matters

At Truliant Federal Credit Union, we're committed to helping our members achieve financial success through exceptional service and smart lending solutions. As Mortgage Special Projects Manager, you'll help shape the future of our mortgage business by leading key initiatives that improve the member experience, strengthen operational efficiency, and support long-term growth. This role is ideal for someone who enjoys solving complex challenges, driving meaningful change, and bringing people together around a common goal.

What you'll do

In this role, you'll lead high-impact mortgage projects from concept through implementation while helping teams work more efficiently and deliver an outstanding experience for members. You'll collaborate closely with mortgage leaders, business partners, vendors, and technology teams to turn strategy into results.

Day to day, you'll:

• Lead multiple mortgage-related projects and initiatives simultaneously, aligning scope, timelines, and stakeholders.
• Partner with business units, senior leadership, and IT teams to improve processes, workflows, and operational effectiveness.
• Support training and process consistency that drive quality mortgage referrals and exceptional member experiences.

What you bring

We're looking for a strategic, mortgage-focused professional who combines project leadership experience with strong business insight. The ideal candidate can manage multiple priorities, influence stakeholders, and identify opportunities to improve processes while maintaining a strong focus on member service.

Required Experience:

• 7+ years of senior-level mortgage experience supporting wholesale mortgage channels.

Required Skills:

• Ability to lead complex projects from planning through implementation.
• Advanced knowledge of mortgage products, loan programs, and agency guidelines including FNMA, FHLMC, GNMA, FHA, and VA.
• Strong analytical, planning, organization, and prioritization skills.
• Ability to build partnerships across departments and influence stakeholders at all levels.
• Excellent verbal, written, presentation, and communication skills.
• Ability to evaluate processes, identify improvement opportunities, and implement solutions.
• Experience working with CRM systems and project tracking tools.

Education/Certifications:

• Bachelor's degree in Business, Finance, or a related field. Equivalent experience may be considered in place of the degree requirement.

You should also be comfortable adapting to changing priorities, managing multiple initiatives at once, and balancing strategic thinking with hands‑on execution.

What sets you apart

• Experience leading mortgage operational transformation or process improvement initiatives.
• Knowledge of home equity operations and workflow optimization.
• Experience working with correspondent lending operations.
• Proven success identifying new market opportunities and developing solutions that meet member needs.

What you'll get

We believe in supporting our team members both professionally and personally.

In this role, you can expect:

• Opportunities to lead highly visible projects that influence the future of Truliant's mortgage business.
• Collaboration with experienced leaders and cross-functional teams across the organization.
• A culture focused on service, continuous improvement, and doing what's right for our members.
• Professional development opportunities that support long-term growth and career advancement.
• Competitive benefits, wellness resources, and programs designed to support your overall well-being.

As a member of the Truliant family, you will enjoy the following full time benefits:

• No-cost employee Medical, dental, vision coverage
• Prescription benefits (including mail order)
• Paid holidays and Paid Time Off (PTO)
• 401(k) plan with contribution matching
• Paid community involvement volunteers hours
• Paid group life Insurance
• Teammate loan discounts
• Tuition reimbursement
• Short and long-term disability
• Health & Wellness program
• Teledoc (physician video conferencing)
• Onsite fitness facilities or health club reimbursement
• Employee Assistance Program (EAP)
• Medical flexible spending account
• Dependent care flexible spending account