Sr Loan Systems Projects Specialist

SECU; United States; Hybrid; USD 90,000 - 125,000; Full time

Job summary

SECU in North Carolina is seeking a Sr Loan Systems Projects Specialist to provide advanced business analysis and system support for loan servicing solutions. You will lead requirements, design, testing, and production support, acting as a bridge between business users, IT, and vendors.

The role emphasizes leading project activities, implementing enhancements, mentoring junior staff, and ensuring regulatory compliance within lending processes.

Qualifications

• Associates degree required.
• 5+ years of experience in loan servicing or related field with experience supporting systems or technology initiatives.
• Advanced experience with requirements gathering, 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.
• Experience leading testing activities and coordinating work across business users, technical resources, and/or third party vendors.
• Demonstrated experience troubleshooting complex system issues and communicating findings and recommendations.
• Strong knowledge of loan servicing processes, lending operations, system functionality, and regulatory requirements.

Responsibilities

• 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.
• Lead the development of project design and business requirements for assigned initiatives, evaluating processes, system functionality, integrations, and impacts to recommend solutions.
• Lead testing activities for complex, multistep projects; develop test plans and scripts, coordinate regression testing, and ensure migration readiness.
• Serve as a primary liaison between business users, IT resources, and vendors throughout project lifecycles and for ongoing support.
• Troubleshoot complex system issues, document resolutions, and communicate actions clearly to technical resources and vendors.
• Provide mentoring and guidance to less experienced staff and assist with training and procedures.

Skills

Loan servicing processes

Regulatory requirements

Requirements gathering

Testing

Vendor coordination

Mentoring

Problem solving

Education

Associates degree

Bachelor’s degree or higher

Job description

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 Carolina

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.