Navy Federal Credit Union

Instructor

• To implement and facilitate training programs for assigned areas of company.
• Collaborate with the Instructional Designers and test the development of learning activities, training materials, facilitator guides, lesson plans, and class schedules.
• Conduct training sessions, monitor effectiveness and recommend program modifications.
• Investigate operational processes and procedures to determine feasible and effective training solutions.
• Function as subject matter expert or lead on projects regarding business functions, systems, policies and/or procedures.
• Identify and assess organizational issues and training/development needs.
• Present findings and recommendations to management.
• May be required to travel and work evenings and/or weekends.
• Provide support to branch to meet the business need.
• Work under supervision; participate in projects.

Training Instructor I

Application Engineer

• Design, develop, and optimize software applications that bridge technical teams and end-users, addressing business needs through innovative solutions and enhancing member or internal user experiences.
• Leverage the full software development lifecycle, including design, coding, testing, and deployment, to ensure efficient system improvements.
• Work under limited supervision and use complete understanding of business needs and objectives to support projects that have an impact on the achievement of operational goals.
• Advanced skill set and proficiency with procedures and techniques.

Senior Application Engineer – Oracle ERP, Ivalua VenDoor

General

• To process and evaluate specialized mortgage account changes including, but not limited to, modifications, contractual adjustments such as annual or monthly rate changes.
• To answer mortgage related inquiries and questions regarding active loans for members and internal customers.
• To set up and maintain records within the Mortgage Servicing Platform (MSP).
• Perform basic/routine tasks with basic scope.
• Set up and review the scheduled drafting system for all loans on automatic payments; implement and update automatic member payment options for mortgage and equity loans.
• Prepare, submit, enact and review offers for a Streamlined Rate Reduction in partnership with the mortgage origination team.
• Process online communication requests to review and update member loans by Navy Federal employees.
• Review data reports identifying possible discrepancies in member information and correct within MSP.
• Verify accurate credit bureau reporting and reporting for equity loans with a freeze added or removed by Equity Lending in MSP system.
• Review discrepancies in 1098 reporting and adjust as appropriate.
• Review and process member requests for expedited equity loan checks.
• Process, review, and verify Home Affordable Modification Alternative (HARMA) modifications at the direction of the mortgage originations team.
• Review and maintain the drafting discount program, ensuring timely removal of the discount for members who delete or alter drafting to a non-Navy Federal account.
• Review, verify, and when needed correct notifications to members of pending changes to loans (i.e. ARM, interest only to principal and interest) in accordance with timely notice requirements; generate documentation, enact and review the modification of 2/2 ARM rates for the member in accordance with original loan documentation.
• Review accounts on Budget Easy Pay with funds in suspense and contact members to resolve, review reports of compromised automatic payment accounts and update accordingly.
• Generate documentation, enact, and review the conversion of equity lines of credit to fixed equity loans in accordance with the original loan documents signed by the member.
• Process Home Equity Lines of Credit (HELOC) credit card order requests.
• Review errors identified by the Contact Center or Post Closing team on loans download where MSP does not match the signed documentation on file.
• Process loan assumptions per documentation provided by the mortgage origination team.
• Maintain the indices which determine the rates for ARM and equity loan variable rates.
• Assist the Mortgage Correspondence team by providing detailed information responding to member letters and Navy Federal Online Account Access (NFOAA) correspondence, and monitor the fax database and distribute or respond appropriately to faxes received from members.
• Discuss with members the options for recasting a loan, drawing up appropriate documentation, ensuring the recast is performed correctly.
• Enter consumer and business loans to MSP systems that have not downloaded through existing automated processes or at the direction of Business Services.
• Process collection and deferral modifications based on documentation provided by the Member Outreach area.
• Partner with Mortgage Collections for the handling of loans where members have transferred title incorrectly.
• NMLS certification required.
• Perform other duties as assigned.

Mortgage Member Services Specialist I

Manager

• Facilitate and strengthen lean portfolio management for strategic enterprise portfolios
• Implement and oversee a portfolio of initiatives, including lean governance, funding and portfolio operations while learning and navigating corporate culture
• Engage in active Portfolio Management for budget, scope and execution
• Oversee portfolio reporting of metrics, objectives & key results, advocating for the inclusion of value metrics
• Serve as an Agile Coach to identify gaps in existing lean portfolio management; advocate for and implement improvements
• Coordinate adjustments to the portfolio as necessary when strategic demands necessitate a change in delivery and/or scope of work
• Build and maintain relationships with lines of business, team members, management, key stakeholders and/or external contacts (e.g., vendors, etc.)

Enterprise Portfolio & Value Manager

Vice President

• Define and execute short- and long-term strategic vision and goals for Lending’s Business Lending division, aligning segment strategies to enterprise growth objectives, member needs, and market opportunities
• Accountable for strategic direction, leadership, portfolio performance, including revenue growth, profitability, credit quality, portfolio mix, member experience, risk governance, and operational effectiveness of the business lending and services portfolio
• Lead business development strategies through market expansion and member acquisition strategies, relationship-based sales, pipeline discipline; identify new growth opportunities based on market trends, economic conditions, and competitive intelligence
• Lead enterprise product and portfolio management, including go-to-market product strategy, lifecycle management, roadmap development, market positioning, member adoption, pricing discipline, product launch strategy, portfolio performance, and ongoing optimization
• Build and maintain executive-level relationships with key clients, business leaders, and community stakeholders to advance business member value and long-term organizational performance
• Oversee portfolio health and credit quality, ensuring adherence to risk frameworks, regulatory requirements, including underwriting standards, pricing discipline, portfolio monitoring practices, and sound credit governance
• Ensure Business Banking and Lending strategies, activities, products, and operations comply with applicable federal and state laws, rules, regulations, internal policies and governance standards
• Define and deliver performance and effectiveness, establish relevant financial, product, portfolio, member, operational, sales, and risk metrics, determine gaps and opportunities for optimizing capabilities
• Lead, coach, and develop teams of relationship managers and sales leaders; establishes performance expectations, sales discipline, and pipeline management rigor
• Drive cross-sell and relationship deepening strategies through collaboration with Treasury Management, Retail, Wealth, US Small Business Administration (SBA) and other partners
• Ensure operational excellence through technology enhancements, consistent execution of processes, controls, and compliance standards, documentation, issue management, and continuous process improvement
• Champion technology-enabled transformation across the business lending and services portfolio, including digital capabilities, data and analytics, automation, artificial intelligence, workflow modernization, member self-service, process redesign, and scalable operating models
• Foster a high-performance culture focused on accountability, talent development, succession planning, and employee engagement
• Serve as a key advisor to executive leadership, providing insights on portfolio performance, market opportunities, product strategy, go-to-market execution, risk trends, and transformation initiatives
• Perform other duties as assigned

Senior Vice President, Business Lending

Administrative Assistant

• Assist management with coordinating and executing team tasks
• Monitor and assist team as needed to ensure tasks are completed and deadlines are met
• Adhere to policies and procedures regarding handling of financial documents, member info, and physical security
• Log, sort and record incoming/return mail
• Inform the team of changes and new instructions as requested by management
• Present "Administrative Support Overview" to the New Employee Training Class
• Provide training to employees as directed by management
• Solicit feedback and ideas from section employees on current processes and policies
• Answer team questions regarding daily operations, policies, and procedures
• Update and maintain policy and procedure manual for the Administrative Section in the Collections Division
• Maintain various reports, phone lists, and rosters
• Coordinate specific loan adjustment sequences with the Collections' Consumer Loan Account Specialists
• Prepare correspondence, data, reports, presentations; proofread documents for team members, and recommend edits
• Take minutes for section meetings as requested
• Attend / conduct meetings/ discussions on behalf of management as needed
• Participate in, or lead special projects or research for management, including testing of new systems, or simple data gathering and analysis
• Retrieve and direct after-hour voice mail messages for the Collections division
• Perform other duties as assigned

Senior Admin Support Assistant

Business Intelligence Developer

• Provide actionable business intelligence in consultation with management and business units for use in daily and strategic decision making.
• Apply industry best practices and standards to create optimum solutions that improve business performance.
• Conduct analytical studies to provide results/recommendations to senior management for department and enterprise-wide strategic initiatives.
• Ensures effective management of projects from inception through implementation.
• Considered a key stakeholder/key contributor on highly complex initiatives and project teams.
• Lead the most complex/unusual tasks of broad latitude and significant impact requiring complex analysis.

Business Intelligence Analyst II, Adobe Experience Platform

• Provides leadership and oversight of designated Internal Audit functions and audit teams responsible for planning and executing integrated operational audits across the credit union using a risk-based approach.
• Manages direction for assigned audit teams to achieve departmental and organizational goals, aligning audit priorities with business needs and emerging risks.
• Serves as an advisor on audit risk management, operational efficiency, policy development, and governance.

Senior Manager, Internal Audit

ServiceNow

• Manage the daily operations and oversight of the ServiceNow platform infrastructure.
• Accountable for the performance and results of the support team and responsible for ensuring platform investments are aligned to Navy Federal’s strategic priorities, and risk posture.
• Drive transparency, consistency, and value realization across all ServiceNow capabilities.
• Build and maintain relationships with internal stakeholders and external key stakeholders throughout the entire platform lifecycle.
• Manage technology relationships with vendors, define scope of vendor support and hold accountable.
• Partner with Business Product Owners and Technology Product Owners ensuring goals and objectives align with division/department strategy.
• Oversee development, talent review/development, and employee engagement.

Manager II, Platform Engineering – ServiceNow

• Assist the department leadership team in analyzing and evaluating the activities of the department/division
• Coordinate actions that cross division lines
• Provide administrative support
• Lead complex/difficult and moderately varied tasks of considerable latitude and impact

Staff Assistant III

• Examine and evaluate real estate lending documents associated with subordination requests, collateral changes, decedent processing, Successor in Interest validation, home equity line of credit (HELOC) freeze appeals, and homeowner's association (HOA)/condominium amendment reviews
• Review, research and analyze related court notices and title matters
• May serve as subject matter expert (SME) to other business areas regarding collateral risk
• Work under guided supervision

Collateral Loan Reviewer I

Support Engineer

• Gain valuable insight into Navy Federal's business, technology, resources and procedures by providing support in focused areas, applying knowledge and education
• Participate in a collaborative, team driven network and interact with multiple departments
• Receive guidance and direction from team and management
• Utilize and further develop technical and soft skills, business knowledge, analytical techniques and creative problem solving abilities
• Provide professional execution of day to day tasks and special projects while working within established standards, policies and procedures
• Lending Service Support is responsible for access management across the Lending department in support of teams such as Consumer, Collections, Credit Cards and Mortgage Default
• Provide fast, reliable, and friendly technical support to our Lending customers through swift and correct resolution of submitted tickets, access provisioning, and the monitoring of alerts 24/7

Intern – Lending Service Support Analyst

Operations

• Responsible for leading and managing systems analysis initiatives and ensure that business systems infrastructure supports organizational goals and drive operational success.
• Provides leadership to leaders and/or experienced professionals and is accountable for the performance and results of multiple related teams.
• Implements and leads strategies by establishing operational objectives, policies and plans that effect immediate operations and may have department or organizational impact.

Manager II – Systems Operations Management

• Support business decisions by providing quantitative and qualitative data analysis and reporting.
• Analyze business problems and issues using business intelligence tools.
• Work independently to interpret and analyze complex business challenges.
• Develop, maintain, and manage advanced reporting, dashboards, and BI solutions.
• Produce actionable reports that show key performance indicators.
• Use analytics and metrics to improve processes and provide data-driven forecasts.

Principal Business Intelligence Analyst

Business Analyst

• Support business decisions by providing quantitative and qualitative data analysis and reporting of patterns, insights, and trends to leadership via dashboards and reports
• Analyze business problems and issues using business intelligence tools that incorporate data from internal and external sources
• Work under minimal supervision and make recommendations that impact operational goals