Mortgage Special Projects Manager

Truliant Federal Credit Union • Winston-Salem, NC

9d

About The Position

At Truliant Federal Credit Union, we're committed to helping our members achieve financial success through exceptional service and smart lending solutions. As Mortgage Special Projects Manager, you'll help shape the future of our mortgage business by leading key initiatives that improve the member experience, strengthen operational efficiency, and support long-term growth. This role is ideal for someone who enjoys solving complex challenges, driving meaningful change, and bringing people together around a common goal. In this role, you'll lead high-impact mortgage projects from concept through implementation while helping teams work more efficiently and deliver an outstanding experience for members. You'll collaborate closely with mortgage leaders, business partners, vendors, and technology teams to turn strategy into results.

Requirements

• 7+ years of senior-level mortgage experience supporting wholesale mortgage channels.
• Ability to lead complex projects from planning through implementation.
• Advanced knowledge of mortgage products, loan programs, and agency guidelines including FNMA, FHLMC, GNMA, FHA, and VA.
• Strong analytical, planning, organization, and prioritization skills.
• Ability to build partnerships across departments and influence stakeholders at all levels.
• Excellent verbal, written, presentation, and communication skills.
• Ability to evaluate processes, identify improvement opportunities, and implement solutions.
• Experience working with CRM systems and project tracking tools.
• Bachelor's degree in Business, Finance, or a related field. Equivalent experience may be considered in place of the degree requirement.
• Comfortable adapting to changing priorities, managing multiple initiatives at once, and balancing strategic thinking with hands-on execution.

Nice To Haves

• Experience leading mortgage operational transformation or process improvement initiatives.
• Knowledge of home equity operations and workflow optimization.
• Experience working with correspondent lending operations.
• Proven success identifying new market opportunities and developing solutions that meet member needs.

Responsibilities

• Lead multiple mortgage-related projects and initiatives simultaneously, aligning scope, timelines, and stakeholders.
• Partner with business units, senior leadership, and IT teams to improve processes, workflows, and operational effectiveness.
• Support training and process consistency that drive quality mortgage referrals and exceptional member experiences.

Benefits

• Opportunities to lead highly visible projects that influence the future of Truliant's mortgage business.
• Collaboration with experienced leaders and cross-functional teams across the organization.
• A culture focused on service, continuous improvement, and doing what's right for our members.
• Professional development opportunities that support long-term growth and career advancement.
• Competitive benefits, wellness resources, and programs designed to support your overall well-being.
• No-cost employee Medical, dental, vision coverage
• Prescription benefits (including mail order)
• Paid holidays and Paid Time Off (PTO)
• 401(k) plan with contribution matching
• Paid community involvement volunteers hours
• Paid group life Insurance
• Teammate loan discounts
• Tuition reimbursement
• Short and long-term disability
• Health & Wellness program
• Teledoc (physician video conferencing)
• Onsite fitness facilities or health club reimbursement
• Employee Assistance Program (EAP)
• Medical flexible spending account
• Dependent care flexible spending account

What This Job Offers

• Job Type: Full-time
• Career Level: Senior