Mortgage Transformation Lead

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 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.