PenFed Credit Union
- Remote Manager, Wholesale Lending Platform
At a glance
Location: US-FL-Jacksonville Map
Posted: 12/01/2021
Closing: 12/31/2021
Degree: 4 Year Degree
Type: Full-Time
Experience: Not Specified
Job description

Are you looking to take your career from good to great? As an employee of PenFed, every day is an opportunity to thrive, and be part of a team working to ensure our organization is providing world class service to our members, employees, and our communities. We exist to help our members realize their full potential, educate and encourage their dreams, and make every effort to follow our mission and help our members “do better.” Joining PenFed is more than being an employee; it’s about being a part of the PenFed family. 


PenFed is hiring a Wholesale Lending Platform Manager at our Jacksonville, Florida location. The primary purpose of this job is to partner with the Wholesale Lending Management team to determine long- and short-term system strategies with a focus on driving loan volume from the Wholesale clients as well as achieving operational efficiencies to reduce costs.  This ensures the Wholesale Lending Channel meets the needs of our clients, our internal users, and business partners all while aligned with company goals.  This role is the liaison with business leaders and users within Wholesale Lending and key business partners including the IT department, Change Management, Compliance, Legal, Secondary Marketing, Credit, Risk, Quality Control, and others for all Correspondent systems related initiatives. 


Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This is not intended to be an all-inclusive list of job duties and the position will perform other duties as assigned. 

  • Manage all aspects of implementing systems updates, including the Wholesale Lending Loan Origination System and other systems, for our internal and client users, including, but not limited to, designing system updates, writing business requirements, leading testing efforts and overall ensuring successful and on-time implementations of multiple projects at a time. 
  • Responsible for documenting the desired enhancements and/or modifications to current systems platform to include process functionality, internal user interfaces, client experience, and web presence. 
  • Manages cross-functional resources and stakeholders throughout the system implementation to ensure projects are successfully implemented and delivered on time.  These cross-functional resources include, but are not limited to, Wholesale Operations, QA, UAT, Compliance/Legal, etc.
  • Monitors status of projects, works with others to address issues raised, prepares reports regarding status of projects and communicates project changes to ensure proper execution and escalation.
  • Leads test plan creation, review and approvals in addition to leading the execution of the business line test plans and test cases.
  • Manages the business UAT testing of releases, including review and validation of test results, while coordinating testing efforts with IT QA and CMO UAT to ensure complete and efficient testing by all parties.
  • Serves as a key troubleshooting point of contact for internal users when day-to-day questions arise and ensures the issues are adequately researched and support tickets are created appropriately.
  • Serves as the Wholesale liaison with the Enterprise Vendor Management Office (EVMO) and interfaces with key external vendors regarding any enhancements and system issues. 
  • Participates in post-implementation monitoring, evaluation, and support.

*This role is responsible for ensuring business continuity.*


Equivalent combination of education and experience is considered.

  • Ten (10) years in the Financial Services industry or bachelor’s degree
  • Five (5) years of the mortgage banking experience
  • Two (2) years of experience conducting needs analyses and writing business requirements in a residential lending environment
  • Three (3) years of experience working in a Business Analyst/Project Manager role with proven system implementation/support results or UAT experience
  • Three (3) years of experience working with Wholesale/Correspondent Lending systems
  • Strong technical aptitude with knowledge of the IT field and computer systems used in Wholesale/Correspondent Lending.
  • Proven leadership skills including the ability to effectively communicate systems changes, share knowledge, escalate issues and lead platform updates to successful implementation.
  • Strong analytical and independent problem-solving skills including troubleshooting abilities to get to the source of any problems and thinking critically regarding possible solutions.
  • Strong ability to take ownership of assigned tasks and responsibilities, and appropriately prioritize.
  • Seeks opportunities to improve the clients and internal user systems experience and then effectively translates those opportunities into technical specifications.
  • Ability to effectively prioritize multiple projects and be able to react quickly in a fast-paced, changing environment.  Work seamlessly within a team as well as displaying initiative, working independently, and being able to use extensive independent judgment.
  • Ability to create technical documentation to describe implementation of business specifications
  • Advanced proficiency in Microsoft Office software (Word, Excel, PowerPoint, Visio)

Supervisory Responsibility

This position will directly supervise employees


Licenses and Certifications



Work Environment

While performing the duties of this job, the employee is regularly exposed to an indoor office setting with moderate noise.  

*Most roles require working in an office setting with moderate noise and the ability to lift 25 pounds.*



Ability to travel to various worksites and be on-call may be required.


Special Message Regarding COVID 19 

PenFed is continuing to hire and train exceptional individuals to help us serve our 2 million members both here and around the world.  In light of the current situation with novel coronavirus (COVID-19), we have modified our hiring, onboarding, training, and deployment protocols in order to comply with current local and state guidance around social distancing. 

About Us

Established in 1935, PenFed today is one of the country’s strongest and most stable financial institutions with over 2 million members and over $26 billion in assets. We serve members in all 50 states and the District of Columbia, as well as in Guam, Puerto Rico and Okinawa. We are federally insured by NCUA and we are an Equal Housing Lender. We are available to members worldwide, via the web, seven days a week, twenty-four hours a day. 


We provide our employees with a lucrative benefits package including robust medical, dental and vision plan options, plenty of paid time off, 401k with employer match, on-site fitness facilities at our larger locations, and more. 


Equal Employment Opportunity 

PenFed management will maintain and observe personnel policies which will not discriminate or permit harassment or retaliation against a person because of race, color, creed, age, sex, gender, gender identity, gender expression, religion, national origin, ancestry, marital status, military or veteran status or obligation, the presence of a physical and/or mental disability or medical condition, genetic information, sexual orientation, and all statuses protected by applicable state or local law in all recruiting, hiring, training, compensation, overtime, position classifications, work assignments, facilities, promotions, transfers, employee treatment, and in all other terms and conditions of employment. PenFed will also prohibit retaliation against individuals for raising a complaint of discrimination or harassment or participating in an investigation of same. 


PenFed will also reasonably accommodate qualified individuals with a disability so that they can apply for a job or perform the essential functions of a job unless doing so causes a direct threat to these individuals or others in the workplace and the threat cannot be eliminated by reasonable accommodation or if the accommodation creates an undue hardship to PenFed. Contact human resources (HR) with any questions or requests for accommodation at 240-224-4256. 


Remote Manager, Wholesale Lending Platform