Mortgage Special Projects Manager

001 Truliant Federal Credit Union; United States; On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

401(k) with match

Paid time off

Job summary

Truliant Federal Credit Union is seeking a Mortgage Special Projects Manager to lead high-impact mortgage initiatives, partner with cross-functional teams, and improve member experiences. This role focuses on transforming operations and driving efficiency across the mortgage business.

You will collaborate with business units and IT to implement solutions, train staff, and ensure processes meet agency guidelines while delivering exceptional service to members.

Qualifications

• 7+ years of senior-level mortgage experience
• Ability to lead complex mortgage projects from planning through implementation
• Experience with mortgage products, loan programs, and agency guidelines (FNMA/FHLMC/GNMA/FHA/VA)

Responsibilities

• Lead multiple mortgage projects from concept to implementation with cross-functional teams.
• Partner with business units, senior leadership, and IT to improve processes and efficiency.
• Support training and process consistency to drive quality mortgage referrals and member experiences.

Skills

Mortgage leadership

Stakeholder management

Analytical skills

CRM systems

Project tracking

Communication skills

Process improvement

Education

Bachelor's degree

Finance/Business

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.

• 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.

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

• 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

Truliant’s mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our teammates make that happen daily. Through their diverse perspectives and backgrounds, our teammates come together to craft the best experience for every member wherever they are on their financial journey. Truliant strives to provide all teammates with an enjoyable place to work where they feel valued, empowered and rewarded for all that they do.