Lending Change Administration Specialist II

Posted 2 Days Ago
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Forrest Road Homes, NC, USA
In-Office
Mid level
Financial Services
The Role
Support Lending Change Administration by scheduling and facilitating project meetings, tracking status and risks, maintaining schedules and OCM plans, documenting policies and procedures, liaising with stakeholders and vendors, and coordinating cross-department project tasks to ensure timely completion.
Summary Generated by Built In

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

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. Tracks and documents the development 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. Works with project team members to create work breakdown structures, assign tasks, set timelines, and identify project phases and dependencies, and map out critical paths.
  • (15%) Develops and maintains a basic 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. Works closely with team members to gain an understanding of project goals, deliverables, and expected outcomes. Coordinates efforts across various departments with minimal supervision.

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

  • HS Diploma or GED
  • Minimum of 2-5 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 periods
  • Must be local to Raleigh, NC. Possibility of hybrid work schedule.

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.

Skills Required

  • High School Diploma or GED
  • 2-5 years of lending experience or project management experience or equivalent project management certifications
  • Proficiency with Microsoft Word, Excel, and PowerPoint
  • Self-motivated; able to work without daily supervision
  • Excellent organizational and communication skills, including meeting facilitation and documentation
  • Strong problem-solving skills to drive project progress and collaboration
  • Local to Raleigh, NC (possibility of hybrid work schedule)
  • Bachelor's degree (any field)
  • Experience with Office Timeline, Lucid, Jira, Confluence, Microsoft Project

SECU Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about SECU and has not been reviewed or approved by SECU.

  • Retirement Support Immediate 100% vesting and a 200% employer match on employee 401(k) contributions from 1–5% of pay (up to a 10% employer match) stand out. This level of support is described as unusually rich among financial‑services employers.
  • Leave & Time Off Breadth 11 paid holidays plus 16 floating‑holiday hours, paid parental and caregiver leave, bereavement and volunteer time, and PTO that can reach 32 days per year with carryover up to 280 hours. These provisions provide predictable time off and flexibility across life events.
  • Healthcare Strength Medical (PPO or HDHP) with HSA/FSA options, dental including a minor‑child orthodontia option, and vision are available for employees and eligible dependents. Employer‑paid basic life/AD&D and short‑term disability, with subsidized long‑term disability, add robust income protection.

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The Company
HQ: Raleigh, NC
4,327 Employees
Year Founded: 1937

What We Do

Even though we're North Carolina's largest credit union, we're still just "people helping people." We currently serve over 2.6 million members through more than 270 branch offices - and growing! Members have 24/7 access to account services from over 1,100 ATMs, as well as via phone, our website, and the SECU Mobile App. Since 1937, we've provided financial services to employees of the State of North Carolina, public boards of education, and employees of associations formed for the benefit of State employees, as well as their immediate family members. We are the trusted provider of financial services for millions of members. And, according to Forbes Magazine, we're the best credit union in North Carolina. State Employees' Credit Union (SECU) is an Equal Housing Opportunity lender and federally insured by NCUA. 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.

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