Business Portfolio & Value Manager I – Real Estate Lending

Navy Federal Credit Union

Business Portfolio Value Manager overseeing the execution of strategic initiatives and investments. Driving decision-making through insights and maintaining portfolio transparency for Navy Federal Credit Union.

Posted 5/21/2026full-timeVienna • Virginia • 🇺🇸 United StatesMid-LevelSenior💰 $111,600 - $163,100 per yearWebsite

Tech Stack

Tools & technologies

AzureSDLCTableau

About the role

Key responsibilities & impact

Oversee portfolio operations for business portfolio including large complex projects that are identified as strategic to the organization from inception through implementation
Coordinate adjustments to the portfolio as necessary when portfolio demands necessitate a change in delivery and/or scope of work
Prepare initiatives for governance forums by coordinating inputs, ensuring completeness, and communicating status
Support executive decision-making through structured analysis, portfolio insights, and recommendations
Partner with sponsors to refine problem statements and ensure readiness for governance discussions
Partner with key stakeholders to develop roadmaps, prioritize initiatives, identify dependencies, risks, issues, and conflicts
Monitor and report portfolio status and progress towards initiative execution including milestones and metrics to key stakeholders and executive management
Serve as primary point of contact to strategic goal owners and initiative owners for projects and related issues
Ensure project deliverables are in compliance with established standards, and meet customer requirements
Identify, escalate and/or resolve issues associated with business portfolio initiatives and projects ensuring deliverables conform to established quality and schedules
Analyze and assess the consistency of portfolio performance to ensure adherence to established policies, procedures and practices within service level agreements, documentation standards and methodologies meet established service level agreements
Review project level reports and facilitate meetings with project teams to discuss and resolve issues
Manage project data and conduct analysis across the strategic portfolio to identify and report potential risks, provide input into sequencing and prioritization, and highlight resource constraints
Collaborate and consult with key stakeholders on the development of recommendations and insights resulting from fact-based data and metrics to influence and augment strategic plans, enterprise direction, measurement, accountability, business practices and deliverables
Build and maintain relationships with lines of business, team members, management, key stakeholders and/or external contacts (e.g., vendors, etc.)
Develop and deliver portfolio reporting (monthly, quarterly) to provide transparency into performance and value realization
Analyze portfolio data to generate actionable insights and inform leadership decisions
Maintain data integrity across portfolio tools, dashboards, and reporting mechanisms
Perform other duties as assigned

Requirements

What you’ll need

Experience managing complex, large enterprise-wide initiatives/projects, preferably in the financial services sector
Knowledge of project lifecycles, project management methodologies, and business requirements analysis
Advanced knowledge of Agile and SDLC project methodology
Advanced knowledge of project management best practices, including change management, risk management, executive reporting, and aggregation of project data
Experience with portfolio reporting tools (e.g. Azure DevOps), dashboards, and business intelligence tools (e.g., Power BI, Tableau, etc.)
Experience supporting governance forums, executive reporting and decision-making processes.
Experience in financial services, lending, or enterprise transformation
Significant experience in managing multiple priorities independently and/or in a team environment to achieve goals
Significant experience in working with all levels of staff, management, stakeholders, vendors
Experience in delivering presentations to virtual and in person teams
Ability to coordinate, lead and facilitate group meetings
Ability to work independently within a matrixed environment
Advanced skill to track and monitor project progress, identify project and process gaps, recommend controls and communicate progress to business leaders
Conflict resolution, negotiation and facilitation skills to gain consensus and ensure delivery of initiatives
Advanced skill communicating thoughts, concepts, practices effectively at all levels, adjusting as needed to a target audience
Strategic conceptual thinking, strategic planning, and execution skills
Advanced critical thinking, analytical, and problem-solving skills
Advanced organizational, planning and time management skills
Advanced skill presenting findings, conclusions, alternatives, and information clearly and concisely
Advanced skill using innovative thinking to solve problems and facilitate the decision-making process
Advanced skill producing desired results and achieving goals and objectives
Advanced verbal, interpersonal and written communication skills
Expert skill in the use of Microsoft Office Products (e.g., Excel)
Bachelor's degree in Business Administration, Finance, or related field, or the equivalent combination of education, training and experience

Benefits

Comp & perks

Health insurance
Retirement plans
Paid time off
Flexible work arrangements
Professional development opportunities
Bonuses

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

project managementAgile methodologySDLCchange managementrisk managementbusiness requirements analysisdata analysisportfolio reportingstrategic planningproblem-solving

Soft Skills

conflict resolutionnegotiationfacilitationcommunicationorganizational skillstime managementcritical thinkinganalytical skillsinterpersonal skillspresentation skills