Sr Loan Systems Projects Specialist

State Employees' Credit Union; Raleigh, Northern (NC, KY); Hybrid; USD 90,000 - 120,000; Full time

Job summary

State Employees' Credit Union in Raleigh seeks a Sr Loan Systems Projects Specialist to analyze needs and drive loan servicing system changes. You will lead requirements, coordinate IT resources and vendors, and oversee complex testing to ensure production-ready solutions.

The role requires strong business analysis, testing, and problem-solving skills, with mentoring responsibilities and up-to-date lending policy knowledge. This is a hybrid position based in North Carolina.

Qualifications

• 5+ years of experience in loan servicing or related financial services fields.
• Experience with requirements gathering, process analysis, testing, and validation.
• Experience supporting system enhancements through multiple project phases.
• Strong ability to troubleshoot complex system issues with clear communication.
• Knowledge of lending policies, procedures, and regulatory considerations.

Responsibilities

• Lead engagement with business users, IT resources, and vendors to analyze needs and document requirements.
• Develop project designs and business requirements for loan servicing changes.
• Lead testing activities including test plans, scripts, and regression testing.
• Coordinate cross-functional communication and provide production support guidance.
• Mentor junior staff and maintain knowledge of lending policies and procedures.

Skills

Business analysis

Requirements gathering

System testing

Defect tracking

Vendor coordination

Lending knowledge

Mentoring

Education

Associates degree

Bachelor's degree preferred

Tools

Test management tools

Job description

## Sr Loan Systems Projects SpecialistApply: Operations-Wake Forest Road: Full time: Posted Today: JR-16537**If you are motivated and believe in the credit union philosophy of \"People Helping People,\" join our team!****Position Overview:** The Sr Loan Systems Projects Specialist provides advanced business analysis and system support for the delivery and ongoing improvement of loan servicing systems. Through independent analysis, requirements development, solution design, testing, validation, and issue resolution, this role helps ensure loan servicing solutions effectively support business operations, user needs, and organizational objectives. The Sr Loan Systems Projects Specialist leads assigned project and testing activities, serves as a key liaison between business users, technical resources, and vendors, and provides guidance and mentoring to less experienced team members. **Essential Responsibilities:*** (20%) Lead engagement with business users, technical resources, and/or vendors to analyze complex business needs and develop, document, and review requirements for loan servicing system changes and enhancements. Independently develop and review necessary documentation for change requests submitted to vendors and/or IT resources.* (18%) Lead the development of project design and business requirements for assigned initiatives, evaluating business processes, system functionality, integrations, and potential impacts to recommend effective solutions for review by Loan Servicing Systems management.* (18%) Lead testing activities for complex, multistep, and/or multi-change projects. Develop comprehensive test plans and test scripts, determine appropriate regression testing, coordinate testing activities, and ensure testing goals are clearly communicated, executed, documented, and completed prior to migration to Production.* (16%) Serve as a primary liaison between business users, IT resources, and vendors throughout assigned project lifecycles and for ongoing application support. Coordinate communication, facilitate issue resolution, and provide guidance regarding system functionality, requirements, implementation, and production support.* (15%) Troubleshoot complex system issues and defects, identify appropriate resolutions, and effectively communicate findings and recommended actions. Ensure defects and issues are thoroughly documented, including steps necessary for technical resources and/or vendors to recreate and resolve identified issues.* (13%) Serve as a senior resource for the Projects & Enhancements team by providing advanced system and departmental knowledge, mentoring and supporting less experienced staff, assisting with training and procedures, maintaining current knowledge of applicable lending policies and procedures, and providing timely status updates regarding projects, change requests, defects, and assignments to management.**Required Education & Experience (Knowledge, Skills, & Abilities):*** Associates degree* 5+ years of experience in loan servicing, lending, financial services, or related field, with progressively responsible experience supporting systems or technology initiatives.* Advanced experience with business requirements gathering and documentation, business process analysis, system testing, defect identification, and solution validation.* Experience independently supporting system enhancements or technology projects through multiple phases of the project lifecycle, including requirements, testing, implementation, and production support.* Experience leading testing activities and coordinating work across business users, technical resources, and/or third party vendors.* Demonstrated experience troubleshooting complex system issues, analyzing potential solutions, and effectively communicating findings and recommendations.* Strong knowledge of loan servicing processes, lending operations, system functionality and integrations, and related regulatory requirements. **Preferred Education & Experience (Knowledge, Skills, & Abilities):*** Bachelor's degree or higher* Extensive experience working directly with loan servicing systems, lending platforms, or other financial services applications.* Experience with complex system configuration, solution design, workflow improvement, system integrations, and regression testing.* Experience leading or coordinating medium-scale system enhancements or technology projects.* Experience serving as a primary liaison among business users, technical teams, and/or third-party vendors on system enhancements and issue resolution.* Experience mentoring, training, or providing technical guidance to less experienced team members.**Job Environment & Physical Requirements:*** Hybrid expectations* Must live in North CarolinaSECU 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.*