Sr Lending Change Administration Specialist I

State Employees' Credit Union; United States; Hybrid; USD 70,000 - 100,000; Full time

Job summary

State Employees' Credit Union is seeking a proactive Project Manager to assist the Vice President of Lending Change Administration with policy, guideline, and training changes related to loan products and systems.

You will facilitate cross-functional meetings, track status, and mentor peers while coordinating with vendors and internal teams across the project lifecycle. A strong background in lending or PM is required, with a hybrid work setup.

Qualifications

• HS Diploma or GED required with 5+ years in lending or project management.
• Experience with policy/procedure changes and training development.
• Proficiency in MS Office; strong organizational and communication skills.

Responsibilities

• Lead and document project meetings across lifecycle stages for Lending Change Administration.
• Track status, prepare reports, and help develop policies and procedures.
• Coordinate with internal teams, stakeholders, and vendors; mentor peers.
• Maintain an MOC/OCM plan and communicate schedules and risks to stakeholders.
• Support scope definition, requirements, and vendor discussions for projects.

Skills

Organizational skills

Communication skills

Problem solving

Facilitation

Time management

Mentoring teammates

Education

HS Diploma or GED

Bachelor's degree (preferred)

Tools

Jira

Confluence

MS Project

Office Timeline

Lucid

Job description

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

Position Overview

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. Drives the development and documentation 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. Guides project team members to create work breakdown structures, assign tasks, set timelines, and identify project phases and dependencies, and map out critical paths. Mentors peers with less experience to encourage growth and maturity in the project and change management disciplines.
• (15%) Develops and maintains a comprehensive 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. Guides team members to gain an understanding of project goals, deliverables, and expected outcomes. Coordinates efforts across various departments with minimal or no supervision. Participates in discussions on contracts with vendors for hardware and services.

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

HS Diploma or GED Minimum of 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 period Hybrid work schedule.

Equal Employment Opportunity

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.

About the Organization

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.