Community credit union modernizing operations on Microsoft cloud infrastructure
Texans Credit Union is a 70-year-old nonprofit financial institution serving members across Texas with 201–500 employees. The tech roadmap centers on Microsoft modernization: Active Directory migration to Microsoft 365, Intune rollout for device management, and Power Automate workflow automation. This infrastructure pivot, paired with concurrent mortgage-product development and compliance pipeline work, suggests a shift from legacy systems toward cloud-native ops—a common pressure point for regional credit unions managing regulatory complexity.
Texans Credit Union is a federally insured credit union based in Richardson, Texas, offering retail banking, mortgage, and business lending services to members. The organization operates with a sales-forward structure (mortgage and lending origination) balanced against support, finance, and compliance functions. Current hiring focuses on sales roles (loan officers, mortgage specialists), support staff, and finance positions, with steady recruitment velocity. Pain-point concentration—loan-process streamlining, mortgage compliance, regulatory monitoring—reflects the operational friction typical of community lenders scaling digital delivery.
Core stack: Microsoft Office, Microsoft 365, Exchange Online, Active Directory, Teams. Recent adoption: GitHub Copilot, Power Automate for workflow automation, Intune for device management. Specialized tools: NMLS for mortgage licensing compliance.
Primary initiatives: Microsoft 365 migration from Active Directory; Intune and Teams rollout; Power Automate workflow development; new mortgage products and compliance processes; AI knowledge base creation; automation of ticket-trend recommendations; outbound calling campaigns.
Other companies in the same industry, closest in size