Sr Loan Systems Projects Specialist

SECU; Wake Forest (NC); Hybrid; USD 90,000 - 120,000; Full time

Job summary

State Employees' Credit Union in North Carolina seeks a Sr Loan Systems Projects Specialist to provide advanced business analysis and system support for loan servicing solutions. You will lead projects, coordinate between business users, IT, and vendors, and mentor junior staff.

Responsibilities include requirements development, testing, issue resolution, and ensuring changes align with lending policies and regulatory requirements. Hybrid work arrangement and NC residency required.

Qualifications

• Associates degree and 5+ years in loan servicing with systems experience.
• Advanced requirements gathering, testing, and solution validation.
• Experience leading testing and coordinating cross-functional teams.
• Strong knowledge of lending processes and regulatory requirements.

Responsibilities

• Lead engagement with business users, technical resources, and vendors to analyze complex needs and develop requirements for loan servicing changes.
• Lead the design and documentation of project requirements, evaluating processes, system functionality, and integrations for effective solutions.
• Lead testing activities with comprehensive plans and scripts, ensuring regression testing and successful migration to Production.
• Serve as a primary liaison between business users, IT, and vendors across project lifecycles and support.
• Troubleshoot complex system issues, document steps for reproducing and resolving defects.
• Provide advanced guidance and mentoring to team members, stay current on lending policies, and report project status to management.

Skills

Business analysis

Requirements gathering

Testing leadership

Stakeholder liaison

Lending knowledge

Regulatory compliance

Mentoring

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

• 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

• 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

Disclaimer

State Employees' Credit Union reserves the right to fill this role at a higher/lower level based on business need.

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.