Navy Federal Credit Union

Manager

• To plan, direct and manage the operations of first mortgage origination in a designated geographical area
• Ensure that the maximum number of mortgages are closed expediently, with appropriate documentation
• Evaluate and adjust branch work quality, staff performance, systems, processes and procedures to meet goals
• Promote NFCU products and services, particularly mortgage products in the assigned lending area
• Serve as subject matter expert regarding branch functions, systems, policies and/or procedures
• Manage daily activities of professional employees and/or supervisors
• Support executive management in developing and executing strategic plans

Manager, Mortgage Origination

Human Resources

• Serve as a transformational leader, driving the modernization and integration of Navy Federal’s Human Resources data, systems, and analytics capabilities.
• Provide strategic vision and thought leadership on how data, skills intelligence, AI, and technology enable the organization’s enterprise and human capital strategies.
• Lead large-scale, cross-functional initiatives to strengthen HR’s digital ecosystem, enhance workforce insights, and elevate employee experience across the full talent lifecycle.
• Advance Navy Federal’s position as a data-driven, people-centered organization.

VP Digital HR

Customer Support

• Receive and/or review escalated, highly complex, sensitive, and/or urgent inquiries related to member accounts, General Ledger accounts, or Navy Federal systems, policies and procedures
• Research, resolve, and respond to highly complex branch and member impacting escalated situations, account errors, and system issues; regarded as a subject matter expert
• Assist with comprehensive testing and implementation of enhancements to existing software, and of new systems
• Guide, train and mentor lower level team members
• Oversee/direct and assist in leading the most complex/unusual tasks of broad latitude; perform high-level monitoring and communication as directed, as appropriate

Business Support Specialist III

Business Operations

• Provides operational support that directly affects the business unit functions.
• Completes and/or monitors internal processes and performs quality control to ensure adherence to regulations, Navy Federal policies, and industry practices
• Identifies, researches, and documents operational correlations and may administer operational workflow and functions
• Detects errors and initiates or arranges for corrective action; follows through with cognizant parties to ensure resolution
• Assists management or analysts with developing and recommending enhancements to improve operational processes and procedures
• Acts as the business unit point-of-contact for cross-organization matters; resolves/oversees resolution of customer issues

Business Operations Specialist II

Operations

• Validate and process checks and/or financial instruments received from multiple sources within posting deadlines, in compliance with state and federal regulations that govern payments processing
• Process moderately complex transactions and exceptions
• Research, resolve, balance, and reconcile basic to moderately complex adjustments received via the Federal Reserve Bank (FRB), financial institutions and business units in compliance with federal, state and internal organizational procedures
• Receive incoming check files from other financial institutions and post funds in compliance with regulations and company policies
• Adhere to internal controls to minimize risk and prevent losses
• Support branch, division and Navy Federal's goals and objectives
• Work under minimal supervision and may receive direction and guidance on work priorities

Check Operations Specialist II

• Plan, manage, and direct the day-to-day operations of branches within the region
• Lead, direct, coach, and develop branch leaders for assigned region to ensure consistent and quality service to all members
• Lead staff in resolving complex member issues, questions, and complaints to ensure member satisfaction as well as resolve complex and escalated member issues to a beneficial solution
• Lead or contribute to departmental projects that support enterprise strategic initiatives; ensure branch leaders and teams understand Navy Federal's strategic plan and how their individual efforts contribute to its success
• Conduct regional branch visits to evaluate operations, provide training and development, and provide leadership, guidance, and information to branch leadership teams
• Anticipate internal and/or external business challenges including regulatory; recommend process, product, or service enhancements; mitigate operational risk and ensure accountability of operational soundness/compliance
• Establish effective membership targeting strategies to maximize member growth and retention; improve member financial health through education and relationship building
• Develop metrics to monitor key performance indicators which identify opportunities for product/program enhancement and increased market penetration
• Market Navy Federal Brand by leveraging marketing tools as needed, to include advertising, digital, and social media to maximize public awareness
• Partner with stakeholders to recommend site selection, acquisition, planning, design, construction, and maintenance of branch offices and remote ATM networks; oversee new branch opening, renovation, and relocation processes
• Seek opportunities within market for potential acquisitions, mergers, and innovations
• Analyze the internal environment and implement solutions to ensure high levels of employee engagement
• Establish, develop, and maintain relationships with the Department of Defense (DoD) Recruiters, DoD civilian agencies, Reserve Officers' Training Corps (ROTC) contacts, base/command personnel (Commanding Unit Liaison Officer), media/marketing representatives, and local community organizations
• Support military education throughout career life cycle; recommend and develop member loyalty programs and ensure support of military community and on-base events
• Seek new opportunities to build additional external business relationships such as partnership to increase expansion and/or depth of product and service offerings
• Establish and support relationships within the community to further Navy Federal's reputation and presence
• Collaborate with leadership/executive colleagues to develop/execute corporate initiatives and/or department strategy
• Contribute to a culture of collaboration by actively working across business lines, communicating knowledge and business processes to other business units
• Proactively plan for and respond to all major catastrophic events (pandemic, extreme weather, etc.)
• Perform other duties as assigned

AVP, Branch Operations, Midwest II Region

Analyst

• Serve as a Product Owner for Real Estate Lending overseeing new product and feature enhancements
• Plan and direct activities to ensure timely development and delivery of reliable and efficient solutions to business requirements
• Develop acceptance criteria to validate that the resulting product meets customer requirements
• Coordinate dependencies with other POs
• Communicate with stakeholders, including leadership and customers
• Facilitate User Acceptance Testing by validating the Definition of Done
• Write product requirements/Epics/user stories in ADO and ensure story Readiness and Acceptance Criteria
• Manage, adjust for risk, and prioritize product backlog
• Lead backlog refinement to deconstruct, refine and estimate stories
• Be available for the team in all Scrum ceremonies meetings
• Handle production and implementation issues timely and drive rapid delivery
• Provide coaching to team members who are new to Scrum and Agile practices

Experience Analyst

Financial Planning and Analysis

• To supervise the daily operations and functions of Navy Federal Investment Services (NFIS) Investment Advisory Center (IAC).
• Support NFIS strategic revenue growth by maximizing member growth, provision of NFIS investment services and financial planning.
• Ensure new accounts and member relationships built by IAC staff achieve optimal member satisfaction and fiduciary performance.
• Maximize revenue growth and market penetration while complying with regulatory, industry, NFIS standards, processes and procedures.
• Provide management business insight and/or potential opportunities for market growth and NFIS strategic planning and initiatives in the IAC service area.

Supervisor, Investment Advisory Center

• Develop, plan, and oversee implementation of solutions to drive the NFCU strategies ensuring processes, systems, operations, quality assessments and service standards are targeted to support superior objectives
• Provide advanced strategic analysis and recommendations to assist key decisions made by senior leadership regarding technology, financial market trends, by identifying departments strengths, weaknesses, opportunities and threats
• Lead and oversee project teams on most complex initiatives of significant business risk and impact across the organization
• Oversee the planning, scheduling, budgeting, and resourcing of projects to scope, identify risk exposure and remediation of non-compliance to standards
• Prepare and deliver complex project plans, proposals, schedules, communications, and resource impacts and staff requirements
• Analyze and review operational dashboards with project progress, resource allocation, and communication status
• Oversee regular project reviews to assess business alignment and identify areas for improvement
• Oversee benchmarking standards research including measuring goals against performance, continuous improvement, and potential use of industry-leading vendors and review results
• Review processes/programs/services for all functional and operational areas to identify, capture, analyze, assess and recommend improvements to respond to most complex business services/or operation/or member service areas
• Identify and collaborate with various levels of staff to accomplish tasks/assignments and recommend and execute most complex process improvements
• Review as-needed operations audits noting procedural and other operational deficiencies or vulnerabilities
• As a member of the cross functional team, apply Agile/Lean principles to continuously incrementally improve most complex operation strategies for the branch
• Monitor key performance indicators, determine gaps in performance metrics, recommend change management techniques for efficiency/quality improvements to most complex processes
• Partner with business units to determine benchmarking targets to ensure effective processes are in place, including proactive and reactive initiatives review of assignments, quality assurance, and cross-servicing of operations and services
• Provide strategic direction to ensure initiatives are communicated and implemented for all functional and operational business units
• Review, recommend, and modify operational objectives and goals that align with division, department and corporate strategies
• Provide results of and develop recommendations based on analysis and research of trends in support of most complex projects and initiatives
• Lead the change management required for implementation of solutions and define and track measures of success for ensuring new solutions are embraced
• Identify most complex operational, training, and service/products goals and create opportunities to join forces across the organization
• Ensure consistent, appropriate and fluid communication across the organization
• Lead staff in resolution of most complex and/or unique problems
• Perform other duties as assigned

Operations Strategist III

Graphics Designer

• To design and develop basic to moderately complex multimedia elements (graphics; animations; audio; video and print) to support employee learning and development initiatives and business unit objectives across the organization.
• To create courseware to meet business unit training needs and enhance the employee learning experience.
• To provide multimedia services to help deliver key communications and enable greater productivity.

Multimedia Designer I

Systems Engineer

• Design and document complex technical solutions to functional systems requirements including technical architecture, logical data models, system processes, testing procedures, and detailed functional specifications
• Interact with stakeholders to identify and document functional requirements including descriptions of business functions, input and output descriptions, procedural flows, data elements, acceptance criteria, and control requirements
• Identify and assess business requirements and participate in enabling technical solutions that align with business needs
• Collaborate with cross-functional teams to transition systems into production environments
• Plan, coordinate, and organize coding, testing, documentation, and implementation of systems, programs, and artificial intelligence (AI) models
• Provide technical advice and guidance to team members, stay on top of emerging technology trends
• Lead, guide, and mentor junior team members
• Participate in compliance and audit reviews as needed
• Review and approve work of staff and ensure adherence to end user requirements and department standards
• Perform other duties as assigned

Lead Systems Analyst – Compliance

Program Manager

• To design, develop and manage employee retirement benefits programs, including Defined Benefit Pension, Executive Benefit, and Deferred Compensation Plans, that attract, retain and motivate a diverse workforce.
• Serve as subject matter expert on benefits policies and plans, federal/state laws and applicable Navy Federal policies and procedures to advise management on program changes and ensure compliance.
• Manage a range of complex programs that impact long term functional strategy.
• Apply expert understanding of benefits landscape and trends and specialized skills to make recommendations to senior executive leadership that have long term impact on the department and enterprise.

Principal Benefits Program Manager

• To provide financial consulting services to assist members and non-members with identifying their financial goals and objectives via telephone or video meeting.
• Act as a catalyst for the promotion and growth of NFIS products and services.
• Recommend appropriate mixture(s) of insurance/investment products and services to achieve the financial client’s goals as a registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms.
• Manage smaller dollar volume account size and less complex investment needs.
• Partners with and refers advanced financial planning needs to NFIS Financial Advisors when needed.

Financial Advisor

• To produce marketing content in a digital media environment in support of corporate communication strategies and enhance online offerings
• May be assigned to small projects or to phase(s) of larger project(s); assists with system-wide projects
• Responsible for solving moderately complex technical problems and recommends appropriate actions
• Troubleshoots day-to-day problems and recommends solutions
• Perform moderately complex/varied tasks with limited latitude and moderate impact

Marketing Graphic Designer – I

• Provide financial consulting services to assist members and non-members with identifying their financial goals and objectives via telephone or video meeting
• Act as a catalyst for the promotion and growth of NFIS products and services
• Recommend appropriate mixture(s) of insurance/investment products and services to achieve the financial client’s goals as a registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms
• Manage smaller dollar volume account size and less complex investment needs
• Partners with and refers advanced financial planning needs to NFIS Financial Advisors when needed