Virtual Services Representative - Winter Springs Operations Center
Insight Credit Union 3.3
Insight Credit Union job in Winter Springs, FL
Insight Credit Union is looking for a passionate trusted financial advisor who is qualified and has the desire to provide an excellent virtual service experience to our members.
A Virtual Services Representative will assist existing and potential members with establishing new memberships and shares, accepting and processing consumer loan applications to completion, assessing member needs through using consultative and needs based discussions to recommend, fulfill and referral to Insight partners additional Insight Credit Union solutions. Must meet or exceed member expectations and personal production goals. Inbound and outbound interactions with members and potential members will occur through multiple channels including telephone, video, chat, web-based software, email, and future digital channels. Must be engaging, energetic, and personable to complete processes quickly while building a trusted financial advisor relationship with the members. May provide backup assistance to the Processing Department as requested.
This position is located at:
270 Winding Hollow Boulevard Winter Springs, FL 32708
Compensation & Benefits:
We offer a competitive Central Florida hourly pay of $23.55 per hour. All our of current open positions are Full Time which include a comprehensive benefits package offering:
Medical, Dental, Vision
Free and Voluntary Life and Disability Insurance
401k with match up and 100% vested
Paid Time Off
Birthdays Off
Tuition Reimbursement
Schedule & Training: Shift includes 32-40 hours per week between Monday - Friday (8am - 6pm) and Saturday (9am - 12pm). Hours will be based on the needs of the department.
Dress Code Expectations: Must comply with member facing Dress Code policy and present a professional appearance. Insight logo wear required.
Responsibilities & Qualifications
Delivers exceptional member service by ensuring timely response to member and visitor requests via the Credit Union's omni channel environment. Assists with initiating and completing new memberships, account maintenance, and consumer loans. Educates members about self-banking options including Online Banking, Mobile Banking, e-Statements, ATMs, and Remote Deposit Capture as appropriate and encourages member adoption. Delivers first-contact resolution by using a consultative needs-based approach to identify and fulfill the best current solutions for the member with no unnecessary transfers or delays. Proactively build relationships and offer solutions. Monitors call queues to provide exceptional service to members. Meet or exceed all member service and quality assurance standards.
Consistently produces a high volume of sales production through referring, closing, and funding of loan products and services. Seeks to find opportunities to improve the member's financial lives by offering loan products that will benefit the member. Consistently meets or exceeds credit union monthly, quarterly, and annual loan production goals. Will be expected to refer and sell debt protection, extended warranty coverage and Guaranteed Asset Protection on loan products to protect the member and the credit union. Refers investment opportunities and mortgage loans to appropriate Insight departments and business partners. Identify future opportunities to serve the member's financial needs and follows up at the appropriate time to deepen member relationship. Provides applicants timely feedback of decisions and quickly resolves stipulations and fulfills the requests.
Maintains thorough and current knowledge of the credit union's lending and deposit account promotions, approval and fulfillment criteria, guidelines, procedures, and policies to provide members with accurate information. Participates in continual development of the Virtual Services Department processes and procedures. Participates in department meetings. Completes all assigned compliance training within required timeframe. Meet or exceed all member service and quality assurance standards.
Work with Virtual Services Processor to prepare approved loans for closing via DocuSign or signature pad technology ensuring a smooth end to end process. May coordinate with branch employees as needed to complete processes in branch. May coordinate with other areas as needed to complete processes.
Perform other related duties as assigned to ensure fast, accurate, and member-first service is being provided.
Experience: Three years to five years of similar or related experience.
Education: A high school education or GED.
Interpersonal Skills: Work involves extensive personal contact with others and is of a personal or sensitive nature. Motivating, influencing, and/or training others is key at this level. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others.
Other Skills:
Excellent customer service skills
Able to perform job functions in a virtual environment while handling multiple channels and shifts between them without disruption.
Ability to interact with all levels of management, employees, peers, and members
Strong verbal and written skills
Knowledge of basic mathematics
Ability to prioritize and organize job tasks.
Ability to perform multiple tasks simultaneously while under strict time deadlines without sacrificing quality of output.
Ability to carry out detailed written and oral instructions.
Physical Requirements: While performing the duties of this job, the employee is regularly required to talk or hear. This is a largely sedentary role, however some filing is required. This would require the ability to lift files, open filing cabinets and bending as necessary.
Work Environment: This job operates in a professional office environment. This role routinely uses standard office equipment and employees service visitors and members via omni channel resources including video, internet, phone, chat, and mail services.
Insight Credit Union is an EO Employer, including Disability/Vets.
Must be able to pass a credit and background check. Any job offer is contingent on credit and background results.
$23.6 hourly 1d ago
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Employee Relations Specialist III
Navy Federal Credit Union 4.7
Pensacola, FL job
To provide guidance to management and employees on performance concerns, conflict resolution, organizational changes, HR policies and procedures, employment/labor laws, EEO, and adverse employment actions to promote a fair and equitable work environment. Assess and address employee engagement, manager education, employee and manager counseling, performance improvement efforts, investigations, policy interpretation and resolution of employee grievances/charges.
Responsibilities
Evaluate employee inquiries and problems to determine best course of action; provide advice and guidance
Lead thorough and timely workplace investigations and make recommendations on appropriate course of action including formal levels of disciplinary action (e.g., reprimand, suspension, reassignment/reduction or termination) to minimize legal risk
Create chronological history of relevant issues; ensure the accuracy of the content and that the document is legally defensible/sound
Resolve issues involving discipline, performance, employee concerns, attendance, personnel actions, and employment policies/procedures and laws (e.g., EEO, AAP, FMLA, ADEA, ADA)
Apply knowledge of theories, principles, and practices of human resource management; research and evaluate employment practices and make recommendations
Analyze exit survey, turnover and other employee data to produce metrics outlining the current state and provide recommendations to internal customers
Maintain working knowledge of regulatory requirements and practices including changes and new legislation
Research Navy Federal policies, procedures and past practices to ensure consistency in all adverse employment actions
Review performance appraisals as needed; evaluate the content of the appraisal to ensure fairness, consistency, accuracy and legal compliance
Confer and consult with Office of the General Counsel (OGC) and external law offices on litigation cases; provides detailed case analysis and documentation as needed
Apply knowledge of federal, international and state employment laws to provide advice, guidance, and counseling to employees and management
Represent Navy Federal in unemployment hearings and appeals, as necessary
Assist in composing internal and external communications
Lead and/or provides support for projects and initiatives within the business unit and/or across the organization
Research, compile, review and analyze reports
Participate in training and mentor initiatives with new Employee Relations team members
Perform other duties as assigned
Qualifications
Significant knowledge in local, state and federal employment regulations
Advanced knowledge of federal and state leave and disability laws related to benefits, HIPPA, FMLA, ADA and substance abuse
Significant experience in managing multiple priorities independently and/or in a team environment to achieve goals
Ability to maintain confidentiality and demonstrate integrity
Advanced skill applying local, state and federal employment regulations
Advanced research, analytical and problem solving skills
Advanced verbal and written communication skills
Advanced skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes
Advanced skill presenting findings, conclusions, alternatives and information clearly and concisely
Advanced organizational, planning, and time management skills
Advanced skill working with diverse internal and external contacts
Advanced skill building effective relationships through rapport, trust, diplomacy and tact
Advanced skill navigating multiple screens and PC applications and adapting to new technologies
Bachelor's Degree in Human Resources, Business Administration, or the equivalent combination of training, education, and experience
Desired Qualifications
Basic knowledge of Navy Federal Human Resources policies, procedures, and programs
Basic knowledge of Navy Federal's functions, philosophy, operations and organizational objectives
PHR/SHRM-CP or SPHR/SHRM-SCP Certification
Hours: Monday - Friday, 8:00AM - 4:30PM
Locations: 820 Follin Lane, Vienna, VA 22180 | 5510 Heritage Oaks Drive, Pensacola, FL 32526 | 141 Security Drive, Winchester, VA 22602 | 9999 Willow Creek Road, San Diego, CA 92131
About Us
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.*
Fortune
100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom
Fortune
. 2025
Fortune
Media IP Limited. All rights reserved. Used under license.
Fortune
and
Fortune
Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
$49k-63k yearly est. 3d ago
Business Systems Analyst III
Navy Federal Credit Union 4.7
Pensacola, FL job
Navy Federal Credit Union currently does not provide sponsorship for this role. Applicants must be authorized to work in the United States without the need for current or future sponsorship.
Navy Federal is seeking a highly skilled and experienced Business System Analyst III / Product/ Experience Owner to join our dynamic team. In this role, you will operate as a key partner within or supporting the Agile Release Train (ART), contributing directly to product strategy, roadmap execution, and continuous delivery of value for our Commercial Lending technology platforms. You will work closely with Product Owners, Release Train Engineers, business stakeholders, and technical teams to ensure business needs are clearly understood, documented, prioritized, and translated into business and technical user stories/use cases.
This role blends systems expertise with product-oriented thinking, advancing platform capabilities, and driving outcomes that enhance our commercial lending and business membership experience. You will play a crucial role in translating business objectives into actionable technical solutions, ensuring that our systems effectively support and elevate our business operations.
Responsibilities
Support product vision and longterm roadmap development by identifying business needs, capability gaps, and enhancement opportunities.
Partner with business product managers and technical resources to refine features, maintain a healthy backlog, and ensure alignment with ART and organizational priorities.
Use elicitation and storytelling techniques to understand desired functional requirements from business leaders.
Develop and/or identify use-cases (user-stories) to support technical work aligned to desired business outcomes.
Analyze, define and document technical design for data, workflow, logical processes, hardware and operating systems environment, interface with other systems, internal and external controls and output.
Conduct and/or facilitate user acceptance testing to include developing and executing test cases, communication with project teams, validating and documenting results.
Execute a wide range of analysis [e.g. gap, root cause, cost savings, time savings (efficiency gains)] and others essential to support business and technical objectives.
Collaborate with internal teams to plan, coordinate and execute product changes, updates and releases within time and resource constraints.
Develop artifacts and/or deliverables to help facilitate common understanding of technically complex subjects.
Develop high-level epics and/or features to identify key objectives aligned with desired business outcomes.
Lead the development and refinement of features into product backlog items within Azure Dev Ops.
Collaborate with project leaders to schedule and lead assigned tasks to support project progress.
Communicate regularly with leaders on professional responsibilities, tasks, blockers, and risks.
Provide formal/informal training maximizing opportunities for technical skill set development.
Research emerging technologies and recommend solutions that align with business goals.
Proactively identify gaps and corresponding solutions within team processes.
Produce artifacts and/or deliverables as required to support project progress.
Identify key metrics or data to support business and/or technical objectives.
Demonstrate critical thinking and problem-solving abilities.
Perform other duties as assigned.
Qualifications
Highly experienced as a Product /Experience Owner, operating within or supporting an Agile Release Train (ART).
Highly experienced as a systems or business analysts' role, preferably within a financial institution.
Experience in Azure Dev Ops (ADO) or similar platforms for documenting and communicating project responsibilities, assigning tasks, and managing backlogs.
Experience in developing dashboards, queries and additional platform functionality to optimize workflow and reporting on platforms such as Jira, ADO or Power BI.
Strong understanding of commercial lending processes (origination, servicing, compliance) at a financial institution.
Experience in participating and/or leading agile ceremonies and additional project meetings to drive progress.
Bachelor's Degree in a related field, or the equivalent combination of training, education and experience.
Experience in Independently leading large projects/initiatives with minimal leadership oversight.
Experience with Agile methodologies (Scrum, SAFe) and project management tools.
Experience in leading, guiding and coaching professional staff.
Experience with M365 environment and associated products.
Hours: Monday - Friday, 8:00AM - 4:30PM EST
Location: 820 Follin Lane, Vienna, VA 22180 | 5510 Heritage Oaks Drive Pensacola, FL 32526 | 141 Security Drive Winchester, VA 22602 | 9999 Willow Creek Road San Diego, CA 92131
About Us
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.*
Fortune
100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom
Fortune
. 2025
Fortune
Media IP Limited. All rights reserved. Used under license.
Fortune
and
Fortune
Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
$62k-84k yearly est. 3d ago
Manager II, Mainframe Engineering
Navy Federal Credit Union 4.7
Pensacola, FL job
The Mainframe Systems Programming Manager II is a senior technical leadership role with strategic responsibility for shaping and sustaining NFCU's enterprise-class mainframe environment. This position leads a team of highly skilled mainframe systems programmers and serves as the architectural authority for IBM z/OS and related infrastructure technologies. This is a high-impact role requiring exceptional technical depth, architectural foresight, and leadership capability.
As a key leader in NFCU's technology organization, this role ensures stability, security, and ongoing modernization of the mainframe platform that supports the institution's core banking applications. The successful candidate will possess advanced Mainframe and z/OS architectural expertise, enabling them to define and enforce standards for process design, configuration management, and risk mitigation across the platform. Additionally, the candidate must demonstrate proven ability to manage and develop a team of technical engineers supporting mission-critical platforms with 24/7/365 service levels, fostering a culture of accountability, collaboration, and continuous improvement.
Talent Quest
This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you.
Navy Federal Credit Union currently does not provide sponsorship for this role. Applicants must be authorized to work in the United States without the need for current or future sponsorship.
Responsibilities
Management Responsibilities
Collaborate with senior IT leaders, business strategists, specialized technicians, vendors, auditors, and risk consultants to align technology initiatives with organizational objectives.
Influence technology vendors to prioritize NFCU's requirements for enhancements and fixes.
Develop and manage the mainframe budget, including NFCU's annual budgeting process.
Maintain vendor software support contracts and oversee renewal processes.
Solve complex problems with significant impact on strategic IT priorities and measurable business outcomes.
Serve as a credible expert advisor to peers and internal/external partners, act as a trusted advisor to leadership.
Foster skills development through coaching and mentoring of both experienced and junior mainframe engineers.
Partner with IBM and other vendors to evaluate emerging technologies and negotiate support agreements.
Lead staff in defining project scope, plans, deliverables, cost projections, and implementation timelines.
Contribute to strategic and tactical business initiatives in collaboration with technical managers and subject matter experts across network, security, and operations domains.
Drives staffing decisions, including interviewing and evaluating candidates for mainframe engineering roles.
Implements leadership development and succession planning, reskilling/upskilling team members for future growth.
Technical Leadership Responsibilities
Lead the mainframe systems programming team, providing subject matter expertise and guidance in:
Configuration, maintenance, and lifecycle management of z/OS, subsystems, and mainframe hardware.
Design and implementation of replication solutions to ensure disaster recovery compliance with RTO/RPO objectives.
Installation, administration, and support of third-party mainframe software products.
Diagnosis and resolution of complex hardware and software issues to maintain system stability and performance.
Define and enforce architectural standards for the mainframe platform, ensuring alignment with NFCU security and enterprise architecture policies.
Implement and maintain processes for configuration management and drift control.
Oversee patching and vulnerability remediation to maintain a secure and compliant environment.
Ensure robust privileged access management practices to safeguard sensitive system resources.
Collaborate with operations and delivery teams to integrate new functionality without compromising performance or stability.
Drive modernization initiatives to optimize performance, scalability, and supportability.
Maintain comprehensive documentation of mainframe technical standards and procedures.
Develop long-term strategies for mainframe infrastructure, including capacity planning and technology refresh cycles.
Qualifications
Bachelor's degree in Information Technology, Computer Science, Business Administration, or equivalent experience.
Minimum 10 years of experience in mainframe engineering or related mission-critical technologies, including at least 5 years in technical/engineering management.
In-depth knowledge of IBM mainframe industry trends, best practices, & 3
rd
party z/OS middleware products.
Advanced understanding of z/OS configuration and security standards.
Proven experience leading and coaching technical managers and engineering staff, including managing distributed teams across multiple locations and time zones.
Strong ability to collaborate and communicate effectively with all levels of staff, management, stakeholders, and vendors.
Advanced relationship-building, influencing, negotiation, and facilitation skills.
Expert-level knowledge of IBM Mainframe, z/OS, and associated hardware/software technologies, including:
z/OS, CICS, DB2, MQ, JES2, DFSMS & HSM, RACF
GDPS (Metro Mirror & Global Mirror), HyperSwap, HCD
Parallel Sysplex, SMP/E, HLASM, USS, OMVS, REXX, & ISPF
Capacity planning, WLM, SCRT analysis, & Flexible Capacity
SMF analysis and reporting, SMS/disk and tape management
Storage hardware & peripherals (DASD subsystems, VTS, HMCs)
Experience developing and managing budgets, procurement processes, and vendor contract negotiations.
Advanced verbal/written communication and strategic planning skills.
Strong analytical and problem-solving abilities, including summarizing complex information and identifying key patterns and relationships.
Effective presentation skills for conveying findings, conclusions, and recommendations clearly and concisely.
Desired Qualifications
Extensive experience supporting financial services and/or core banking technology environments.
Familiarity with cloud computing, network, middleware, firewall, and file transmission technologies
Experience with ADO, Ansible, GitHub, and/or ServiceNow.
Certifications: PMP, ITIL, Agile, and/or DevOps.
Experience with encryption technologies (at-rest, TLS, GSKLM, & pervasive)
Familiarity with NFCU operations, processes, and procedures.
Hours: Monday - Friday, 8:00AM - 4:30PM
Locations: 820 Follin Lane, Vienna, VA 22180 | 5510 Heritage Oaks Drive, Pensacola, FL 32526
About Us
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.*
Fortune
100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom
Fortune
. 2025
Fortune
Media IP Limited. All rights reserved. Used under license.
Fortune
and
Fortune
Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
$83k-102k yearly est. 3d ago
Equity Processor II
Navy Federal Credit Union 4.7
Pensacola, FL job
To process equity loans and ensure compliance in accordance with applicable federal/state laws, as well as Navy Federal's policies, procedures, NCUA and Federal Home Loan Bank guidelines and regulations. To provide information to members regarding equity loan requirements, products and related services. Process equity loan applications according to established guidelines and requirements. Coordinate final loan application changes, revisions and corrections with other equity staff, closing agents and settlement attorneys to ensure accurate and efficient processing of equity loans. Record, track and monitor documentation issues and productivity. Perform moderately complex/varied tasks with moderate scope and analysis.
Responsibilities
Act in the capacity of a Loan Officer on applications status and communicate with member regarding outstanding documentation issues
Analyze, research and resolve problems and discrepancies related to member accounts/loans
Analyze/evaluate status of title, determine exceptions for acceptability and take corrective action or obtain additional documentation if required
Communicate outstanding documentation requirements and set appropriate deadlines for submission
Coordinate schedule of settlement with member and settlement agent/notary public
Counsel current and prospective members about Navy Federal's products and services
Examine preliminary title work, status reports , hazard and flood insurance policies to determine if property condition/insurance is within acceptable levels
Identify circumstances in which additional documentation may be required - Moderately complex/Varied
Prepare loan disclosures required by Federal/state laws (e.g. Good Faith Estimate, Truth-In-Lending)
Process equity applications according to established laws, requirements and guidelines
Relay loan status to member and other member approved parties (e.g. real estate agent, settlement agent)
Review approved equity loans for completeness, accuracy and additional information required to close loan
Verify "intent to proceed" by member prior to collecting required fees, requesting appraisal and ordering title work
Enter applications into online application system
Prepare/submit final applications and member appeals for decision
Resolve escalated member issues and problems
Respond to inquiries and resolve any issues concerning the processing of applications
Submit applications for decision according to applicable terms and conditions
Perform other duties as assigned
Qualifications
Experience in managing multiple priorities independently and/or in a team environment to achieve goals
Working knowledge of mortgage/equity loan processing, closing and documentation requirements and regulations
Working knowledge of Navy Federal mortgage and equity applications, products and services
Effective organizational, planning and time management skills
Effective skill exercising initiative and using good judgment to make sound decisions
Effective skill following, interpreting and applying relevant data/instructions to guidelines, procedures, practices and regulations
Effective skill maintaining accuracy with attention to detail and meeting deadlines
Effective skill performing mathematical calculations and working accurately with numbers
Effective verbal and written communication skills
Effective word processing and spreadsheet software skills
Hours: Available Monday - Friday, 8:00AM - 4:30PM
Location: 5510 Heritage Oaks Drive, Pensacola, FL 32526
About Us
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.*
Fortune
100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom
Fortune
. 2025
Fortune
Media IP Limited. All rights reserved. Used under license.
Fortune
and
Fortune
Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
$26k-33k yearly est. 3d ago
Technical Risk Analyst (IT Controls Analyst)
Navy Federal Credit Union 4.7
Pensacola, FL job
Navy Federal Credit Union currently does not provide sponsorship for this role. Applicants must be authorized to work in the United States without the need for current or future sponsorship.
To assess the effectiveness of internal controls for Enterprise Technology Service (ETS) groups and collaborate with other first, second, and third-line groups to evaluate compliance with organizational and regulatory requirements. To compile, research, analyze and document data, requirements, workflow/ processes, functionality and or controls for respective ETS group. To develop and evaluate information, and prepare recommendations based on analysis for use in decision making. To support the respective ETS group's functions, projects, and activities.
Responsibilities
Analyze information, requirements, data, work quality, work methods, processes, service specific practices, standards, and metrics/statistics.
Interpret results of analysis; present recommendations, including alternatives and implications.
Collaborate with other business units to analyze and improve processing procedures and resolve problems.
Analyze changes in policies, procedures, and products; determine the impact on the group functions.
Identify and analyze opportunities for new and/or improved processes, data, or technology; provide clear picture of possible outcomes.
Work with peers, business units and/or project teams, and vendors to ensure business needs are fully communicated, documented, and satisfied.
Monitor and analyze key performance indicators and establish processes and methodologies for preventative measures.
Compile, review and prepare data to be used by analysts and management in the analysis of operations, services, and products.
Conduct benchmarking, trend analysis and other input to drive continuous improvement and elevate service performance.
Analyze information to produce analytically driven inferences and hypotheses to generate actionable recommendations.
Solve business problems by defining the problem, interviewing stakeholders, identifying, and evaluating alternatives, and presenting findings.
Provide input into best practices for the respective area.
Ensure compliance with Navy Federal Credit Union ETS standards and best practices.
Performs other related duties as assigned.
Qualifications
Bachelor's degree in business, Computer Science or other related field, or the equivalent combination of education, training, or experience.
Hands-on experience with evidence and documentation gathering, sample sizing/population management, CDA/CPA, and results and observations sharing.
Knowledge of IT regulatory guidelines and security/control frameworks for financial institutions.
Knowledge of internal and external audit processes.
Hands-on experience documenting and testing controls in accordance established requirements and methodologies.
Hands-on experience conducting control and process walkthroughs with stakeholders.
Effective skill presenting findings, alternatives, and information clearly and concisely.
Effective skill maintaining accuracy with attention to detail and meeting deadlines.
Experience in IT solution creation and delivery with increased business intelligence.
Effective research, analytical, and problem solving skills.
Effective organizational, planning and time management skills.
Effective skill communicating with all levels within an organization.
Experience working and participating in cross-functional, multi-dimensional teams and projects.
Effective skill exercising initiative and using good judgment to make sound decisions.
Effective verbal and written communication skills.
Effective skill analyzing and organizing problems or work processes for technical solutions.
Ability to work independently and in a team environment.
Exposure to translating business requirements into technical solutions.
Desired Qualifications
Knowledge of Navy Federal's services, products, and functions.
Experience working in an IT environment.
Knowledge of Navy Federal business processes and applications.
CISA, CIA, CPA preferred certifications.
Hours: Monday - Friday, 8:00AM - 4:30PM
Locations: 820 Follin Lane, Vienna, VA 22180 | 5550 Heritage Oaks Dr. Pensacola, FL 32526
About Us
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.*
Fortune
100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom
Fortune
. 2025
Fortune
Media IP Limited. All rights reserved. Used under license.
Fortune
and
Fortune
Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
$55k-69k yearly est. 3d ago
Process Improvement Analyst II/III (Security)
Navy Federal Credit Union 4.7
Pensacola, FL job
Navy Federal Credit Union currently does not provide sponsorship for this role. Applicants must be authorized to work in the United States without the need for current or future sponsorship.
Analyze, determine, coordinate, and implement continuous process improvements (CPI) to achieve end-to-end business optimization of complex business processes and systems. Research internal processes and capabilities to improve Return on Investment (ROI), enhance the effectiveness of the business and/or services and react effectively to business needs with considerable latitude for discretion. Provide guidance and advice to management on the most efficient use of resources to obtain positive and measurable results. Perform complex process improvement functions under minimal supervision. Lead complex/difficult tasks with advanced analysis and considerable impact, latitude, and scope.
Responsibilities
Utilize business process reengineering (BPR) techniques, model business processes, and conduct data analysis to examine end-to-end business processes to improve efficiency and operations
Provide follow-up to monitor the progress of planned improvement implementation to assure timely action, support and achieved expected benefits
Collaborate with functional areas to develop and maintain performance metrics, measurements, methods and targets
Obtain and analyze quantitative and qualitative data of business processes to determine solutions and promote data driven decisions
Research and evaluate opportunities related to process flow variance deficiencies
Develop and implement processes and procedures to ensure correct recording of actual labor times
Coordinate with related departments and functions to assure appropriate information flow and understanding of overall process improvement direction
Analyze processes and workflows to understand value chain, input/output, to improve and/or automate business performance
Leverage best practices gained through process improvement activities to other activities which would benefit from implementation
Anticipate internal and/or external business challenges including regulatory; recommend process, product or service enhancements
Analyze, define and document technical design for data, workflow, logical processes, hardware and operating systems environment, interface with other systems, internal and external controls and output Provide guidance and advice to management on the most effective and efficient use of resources to obtain measurable process improvements
Ensure the implementation of new and enhanced processes
Ensure business unit awareness of Navy Federal products, services, marketing, promotions, policies and procedures
Identify and assess business strategies and opportunities; develop appropriate analytical approaches
Full life-cycle project management
Establish and lead project teams
Develop project plan/scope/schedule/cost/communications
Procure and/or manage resources/timelines/deadlines/quality
Risk, Issue and Change management
Ensure successful project implementation
Ensure and/or collaborate with internal business partners to facilitate the design and acquisition of analytical tools required for the architectural design of technical internal solutions to monitor/assess the effectiveness of controls
Monitor key performance indicators, determine gaps in performance metrics, and recommend/execute change management techniques for efficiency/quality improvements
Perform other duties as assigned
Qualifications
Advanced knowledge of process mapping/modeling and business process reengineering
Significant experience in leading teams in business process improvement initiatives
Significant experience in the application of statistical methods, mathematical techniques, forecasting, cost-benefit analysis and related analytical tools
Advanced knowledge of market trends, business strategies and technology and their interrelationships
Significant experience in working effectively with diverse internal and external contacts
Lean Six Sigma certification (L6-S) or the equivalent combination of training, education, and experience
Certified Business Process Professional (CBPP) or the equivalent combination of training, education, and experience
Certified Business Process Improvement/Reengineering Practitioner (CBPR) or the equivalent combination of training, education, and experience
Advanced skill in project management to include establishing and leading project teams; managing timelines/deadlines/resources; ensuring successful project implementation
Advanced skill communicating with all levels within an organization
Advanced skill exercising initiative and using good judgment to make sound decisions
Advanced research, analytical, and problem solving skills
Advanced skill in the analysis of technical issues in order to recommend, develop and/or implement strategies and achieve objectives
Advanced analytical thinking skills to include summarizing information and clearly identifying key elements, patterns, results or relationships
Advanced analytical/quantitative, reconciliation and deductive reasoning skills
Advanced verbal and written communication skills
Bachelor's Degree in Business Administration, Finance, or the equivalent combination of training, education, and experience
Desired Qualification(s)
Lean Six Sigma or the equivalent combination of training, education, and experience
Hours: Monday - Friday, 8:00AM - 4:30PM
Locations: 820 Follin Lane, Vienna, VA 22180 | 5510 Heritage Oaks Drive, Pensacola, FL 32526
About Us
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.*
Fortune
100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom
Fortune
. 2025
Fortune
Media IP Limited. All rights reserved. Used under license.
Fortune
and
Fortune
Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
$55k-68k yearly est. 3d ago
Vice President, Business Strategy
Navy Federal 4.7
Pensacola, FL job
To lead and connect the enterprise, business, and member strategy to develop and ensure alignment on shared goals and objectives to drive results. To serve as an integral partner in defining and shaping the business's member service model. Serve as the horizontal connection point between the business unit and enterprise to drive awareness and transparency for product, channel, and segment initiatives. Serve as a strategic thought leader and demonstrate ability to constructively challenge the status quo to drive innovation.
Responsibilities
Collaborate with senior leaders to translate and execute on corporate strategies, leading the development and deployment of business unit strategies and goals, ensuring alignment across the department and driving transparency
Serve as an interface across the business unit to deploy strategies and ideas via a center-led strategy
Leverage data-led thought leadership to identify strategic opportunities, assess capability gaps, and define portfolio priorities and guardrails
Drive coordination of key priorities, inputs and data to synthesize feedback and deliver insights to support business priorities and goals
Define and monitor KPIs and metrics to assess progress, drive innovation, and ensure accountability across strategic initiatives
Responsible for providing a holistic view of the member experience, identifying needs, challenges, and satisfaction drivers to inform strategy and enhance outcomes. Champion efforts to simplify and enhance member experience
Foster integrated ways of working across the business, driving transparency vertically and horizontally, raising ideas and opportunities to appropriate levels for socialization and approval, and facilitating collaborative decision-making
Champion a holistic integration of strategies approach between business units to drive alignment and achievement of short and long-term objectives
Lead complex horizontal workstreams to drive the execution of business unit strategies
Perform other duties as assigned
Qualifications
Master's degree in Business Administration, Finance, Economics, or related field, or the equivalent combination of education, training and experience
Expert knowledge of product and/or channel operational and systems
Extensive experience in data-driven portfolio prioritization and vision to optimize services, offerings and experience
Extensive experience with financial products and services
Extensive experience in enhancing the member experience through journey mapping
Significant experience in implementing strategic initiatives to support organizational objectives
Extensive experience in managing cross-functional, multi-dimensional teams and projects of the highest complexity which have significant business risk and impact
Extensive experience working with all levels of staff, management, stakeholders, vendors diplomatically and tactfully
Expert skill consulting, influencing and building consensus with business partners
Expert skill in planning and coordinating changes, including understanding cross system dependencies and impacts
Expert skill presenting findings, conclusions, alternatives, and information clearly and concisely with the ability to create, story-tell and present to a variety of audiences at all levels
Expert skill identifying and analyzing business requirements and recommending solutions
Expert analytical thinking skills to include summarizing information and clearly identifying key elements, patterns, results, or relationships
Extensive influential leadership experience in a matrix environment
Expert skill in producing desired results and achieving goals and objectives
Expert communication (written and verbal), collaboration, and interpersonal skills
Demonstrated expertise in business acumen
Hours: Monday - Friday, 8:00AM - 4:30PM (Hybrid)
Location: 820 Follin Lane, Vienna, VA 22180 | 5510 Heritage Oaks Dr. Pensacola, FL 32526 | 141 Security Drive, Winchester, VA 22602
$123k-173k yearly est. Auto-Apply 2d ago
Desktop Technician
Fairwinds Credit Union 4.5
Orlando, FL job
Financial Freedom Happens Here - and it starts with YOU.
At
FAIRWINDS
Credit Union, we're more than a workplace; we're a team on a mission. Join the credit union nationally endorsed by The Dave Ramsey Show, where every day is a step toward financial freedom - for our members and for you.
We are seeking a Desktop Technician that will serve as a primary point of contact for end-users, delivering high-quality support and maintenance across
FAIRWINDS
desktop computing environment. The
FAIRWINDS
Desktop Support Team partners closely with the IT Help Desk to provide both on-site and remote support for thousands of client-side systems, peripherals, and applications across more than 30 locations throughout Central Florida.
In this role, you will diagnose and resolve technical issues in a timely and accurate manner through in-person, phone, and email interactions, while providing hands-on assistance to support branch operations, office environments, and technology deployments.
Your Role in Our Mission:
Provide 1st and 2nd tier technical support to
FAIRWINDS
crewmembers requiring assistance with IT resources
Install, configure, relocate, and support computers, phones, printers, scanners, A/V equipment, mobile devices, and other end-user technology
Perform on-site setup and breakdown of workstations, equipment, and technology spaces, including mounting, securing, and positioning devices as needed
Support branch openings, renovations, relocations, and special projects that require physical installation, equipment movement, and coordination with facilities and vendors
Troubleshoot hardware, software, and connectivity issues using strong analytical and problem-solving skills
Educate and train end-users on the effective use of client-side IT infrastructure and supported applications
Learn new systems, tools, and technologies to continuously expand technical knowledge and capabilities
Provide after-hours or weekend support as needed for system upgrades, branch projects, and maintenance activities
Participate in an on-call rotation (approximately once every 7 weeks), assisting IT Operations and Infrastructure teams with monitoring critical systems and escalating issues internally or to vendors as necessary
What Makes You a Great Fit:
Minimum of two (2) years of recent experience building, deploying, supporting, and troubleshooting computer systems and related peripherals
Experience performing hands-on technical work in office or branch environments, including equipment installation and relocation
Valid driver's license and ability to travel between locations as needed
Familiarity with ticketing systems such as JIRA Service Desk, ServiceNow, or equivalent platforms
Experience working in enterprise environments with system imaging and configuration management tools such as Microsoft Configuration Manager (SCCM), Intune, Active Directory, or Azure AD/Entra ID
Strong working knowledge of desktop hardware, peripherals, and end-user devices
Experience supporting audio/visual equipment is preferred
mac OS and iOS experience is a plus
CompTIA A+, CompTIA Network+, or Microsoft 365 certification preferred
Required to obtain CompTIA A+ certification within one year of employment
A Culture of Care and Reward:
You give your best, and we give back with a comprehensive and meaningful rewards package:
Enjoy 11 paid holidays and generous paid time off to recharge and reset
Build your future with a 6% 401(k) match
Receive a $700 annual contribution to your Health Savings Account
Access our comprehensive maternity leave program to support growing families
Stay covered with medical, dental, vision, disability, and life insurance
Grow your career through leadership development, tuition assistance, and advancement opportunities
Earn rewards for financial wellness through our Debt Free Club and Dave Ramsey's SmartDollar program
Thrive in a purpose-driven, people-first culture where your impact matters
This is more than your next job. It's your next step in changing lives; starting with your own!
About
FAIRWINDS
Credit Union
At
FAIRWINDS
Credit Union, Financial Freedom Happens Here. Headquartered in Orlando and proudly serving members for over 70 years, our mission - changing members' lives on the journey to Financial Freedom - drives everything we do, with a clear vision: Members financially free. Through The
FAIRWINDS
Way, we champion a culture of integrity, accountability, and teamwork, and we're nationally endorsed by The Dave Ramsey Show as a trusted provider of financial wellness. Recognized as one of Forbes' 2024 Best-in-State Credit Unions and one of Orlando Business Journal's Best Places to Work,
FAIRWINDS
is a top workplace where your purpose matters and your growth is supported every step of the way!
$37k-45k yearly est. 5d ago
Member Associate
Navy Federal Credit Union 4.7
Pensacola, FL job
To provide diverse administrative support to Navy Federal Investment Services (NFIS) phone operations, digital chat, and Financial Advisors (FAs). To provide information regarding Navy Federal Investment Services (NFIS) products and services to clients/potential clients, third parties (e.g., merchants, financial institutions, etc.) and employees through various media channels. To establish a positive member experience, optimal satisfaction, and retention; meet growth goals while ensuring compliance to federal, state and agency regulations, industry standards, and Navy Federal processes, procedures, and standards. Works under supervision.
Responsibilities
Respond promptly and appropriately to member telephone, digital chat, and all forms of communications inquiries (e.g., account status, address change requests, password resets, update member files, etc.)
Assist in responding to client inquiries through various media channels; verify Customer Personal Identity (CPI) during client interaction
Execute first call resolution through research and follow-up; may redirect calls to other NFIS staff, NF business units, and vendors
Assist in establishing and maintaining client relationships; determine client needs, overcome objections and/or transfer to appropriate registered staff or designated area
Independently and proactively make outbound calls to members, wholesalers, and back-office personnel to resolve rejected paperwork issues; schedule, confirm and track referrals and appointments
Assess and determine appropriate resolution/response to challenging and/or sensitive situations using appropriate and tactful customer service communications
Review client account(s) and activities, assess needs, apply targeted questions to research, respond to inquiries, create cross servicing opportunities, and increase product penetration
Identify account irregularities, potential fraud and abuse, governed by Bank Secrecy Act (BSA)/Anti- Money Laundering (AML); document/inform management and/or other appropriate areas of potential security breach
Assist with account set up and changes, prepare account portfolio reviews and financial plans, and ensure recordation and retention following NFIS and industry processes and procedures
Prepare and review client paperwork and post appointment, ensure paperwork is accurate, complete, and current with industry and agency regulations
Stay abreast of federal, industry and/or agency regulations, Navy Federal security updates, fraud alerts, NFIS compliance, policies and procedures, new products and services, system changes, and current marketing efforts
Schedule, coordinate, and track expenditure, new business, and appointment results from various marketing initiatives
Assist in training and onboarding n
Qualifications
Self-motivated, results driven, team player with strong ability to collaborate with others
Experience in an administrative support capacity, preferably in customer service or financial services
Familiarity with financial transactions/processing, lending practices, principles, and compliance/regulations
Knowledge and use of multiple systems to reference/record account information and conversations regarding member interactions, needs, and account activities
Familiarity with investment products, services, processes, requirements, and systems
Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes
Advanced customer service and relationship management skills
Ability to remain calm and courteous under pressure while dealing with internal and external members/customers
Effective skill building relationships with staff, management, vendors, and members through rapport, trust, diplomacy, and tact
Ability to interpret and explain regulations, instructions, and procedures
Effective skill exercising initiative and using good judgment to make sound decisions
Effective organizational, planning and time management skills
Effective research, analytical, and problem-solving skills
Effective skill performing mathematical calculations and working accurately with numbers
Effective skill in comprehending, analyzing, applying, and communicating complex written legal documents
Effective skill maintaining accuracy with attention to detail and meeting deadlines
Experience with managing multiple priorities independently and/or in a team environment to achieve goals
Effective verbal and written communication skills
Effective skill navigating multiple screens and PC applications and adapting to new technologies
Effective word processing and spreadsheet software skills
Desired Qualifications
Bachelor's degree in Business Administration, Finance or Management or related discipline or related professional experience
Working knowledge of Navy Federal/NFIS products and services
Working knowledge of Navy Federal/NFIS's functions, philosophy, organization, programs, policies, and procedures
FINRA Series 7, combination of NASAA Series 63/65or 66 registration and state Life & Health Insurance License
Hours: Monday - Friday, 8:30AM - 5PM Hybrid
Location: 820 Follin Lane, Vienna, VA 22180 | 5550 Heritage Oaks Dr. Pensacola, FL 32526 | 9999 Willow Creek Road San Diego, CA 92131 | 141 Security Drive, Winchester, VA 22602 | 11270 Saint Johns Industrial Parkway South, Jacksonville, FL 32246 | 9001 Airport Freeway, Suite 925, North Richland Hills, TX 76180 | 4 Concourse Parkway, Suite 100, Sandy Springs, GA 30328 |295 Bendix Rd, Suite 250, Virginia Beach, VA 23452 | 25 Kaneohe Bay Drive Suite 220, Kailua, HI 96734
About Us
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.*
Fortune
100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom
Fortune
. 2025
Fortune
Media IP Limited. All rights reserved. Used under license.
Fortune
and
Fortune
Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
$37k-68k yearly est. 5d ago
Branch Manager
First Florida Credit Union 3.6
Jacksonville, FL job
Branch Manager - Tamaya Branch, Jacksonville, FL Do you want to be part of a dynamic institution that is one of the fastest growing credit unions in the country? Become a part of the First Florida Credit Union team where our employees create a culture that enables our organization to be among one of the 100 Best Companies to Work For in Florida as designated by Florida Trend magazine for over a decade. In 2016 we won the Best Places to Work in Jacksonville award from the Jacksonville Journal. Our employees are the critical element in fulfilling the First Florida Credit Union mission of being a thriving credit union creating value for members by deepening relationships with current members and engaging with potential members. Also, First Florida Credit Union recognizes the importance of benefits that provide financial security for our employees and their families and is committed to providing a competitive benefits package to eligible employees.
Role: Directs the operations of a Credit Union Branch facility, ensuring the branch meets organizational, financial, operational, service, and growth plans.
Direct, develop, motivate, and hold accountable branch personnel; administer performance evaluations and recommends appropriate personnel actions.
Initiate, foster, and represent the branch in its relationship with members, sponsor organization(s), suppliers, other financial institutions, and similar groups.
Manage and order vault cash and monetary instruments as required, conduct maintenance/balances ATM, cash dispenser and night depository. Maintain department logs, complete weekly, monthly and quarterly reports and conduct audits as required.
Monitor branch operating results relative to established objectives and insure that appropriate steps are taken to correct unsatisfactory conditions.
Maintain communications with the main office; prepare and submit standard reports; attend scheduled managers meetings.
Process consumer loans and forward to the Centralized Lending Department. Upon approval complete all necessary documents and close loan.
Monitor all branch activities to insure they are in compliance with established Credit union policies and procedures.
Responsible for ensuring the Branch facility maintains a professional appearance both inside and outside. Improvements in the facility should be handled in a timely manner with prior approval from Supervisor. General maintenance and upkeep should be on-going.
Experience & Skills Required: One year to three years of similar or related experience. Proficient in Microsoft Word, Excel, and Power Point. Must possess excellent communication and organizational skills. Education: (1) A bachelor's degree, or (2) achievement of formal certifications recognized in the industry as equivalent to a bachelor's degree (e.g. information technology certifications in lieu of a degree).
$43k-55k yearly est. 3d ago
Finance Rotation Program
Navy Federal Credit Union 4.7
Pensacola, FL job
To offer December 2025 or Spring 2026 college graduates an opportunity to learn how Finance and Accounting plays a critical role in our business. Rotational program team members will be provided an opportunity to utilize and further develop business knowledge, creative problem-solving abilities, analytical, communication, and technical skills through training targeted, mentoring, and development advising from seasoned leaders to impact their future success to excel in their career development. Provide professional execution of day-to-day tasks and special projects while working within established standards, policies, and procedures. Receive guidance and direction from team and management.
Responsibilities
Develop financial forecasts and analyze key performance metrics to provide meaningful insight into business trends
Play a key role in evolving product and strategy decisions by partnering closely with business leaders and enterprise service organizations
Build influencing skills through partnership with key stakeholders and leadership
Consolidate business segment performance and financial reporting
Challenge the way we work with Technology, evaluate new ways of working through experimentation, and leverage new technologies
Develop proficiency in financial modeling, data and reporting automation, as well as data visualization tools
Provide support to assigned department, may work on small projects or portions of larger projects
Assist and collaborate with various levels of staff to accomplish tasks/assignments
Perform other duties as assigned
Qualifications
Currently has, or is in the process of obtaining, a bachelor's degree or higher with an expectation that degree will be obtained by December 2025 or Spring 2026
Demonstrated interest in financial management, technology aptitude, and digital learning
Ability to work in a dynamic, collaborative environment
Desire for continuous learning as well as diverse experiences and locations
Strong self-motivation, attention to detail, and awareness to ask questions when needed
Advanced quantitative, analytical, problem-solving, and conceptual skills
Advanced interpersonal, leadership, and communication skills
Advanced database and presentation software skills
Advanced organizational, planning and time management skills
Advanced skill maintaining accuracy with attention to detail and meeting deadlines
About Us
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.*
Fortune
100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom
Fortune
. 2025
Fortune
Media IP Limited. All rights reserved. Used under license.
Fortune
and
Fortune
Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
$55k-68k yearly est. 3d ago
Senior Business Intelligence Analyst (Credit Cards and Consumer Loans)
Navy Federal 4.7
Pensacola, FL job
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 use complete understanding of business needs and objectives to make recommendations that have impact on the achievement of operational goals. Advanced skill set and proficiency with procedures and analysis techniques.
Responsibilities
Collect, aggregate, and analyze data from multiple sources, including structured and unstructured data sets, to drive insights into business performance
Identify, analyze, and interpret trends or patterns and prepare ongoing reports and data visualizations in order to support business decisions
Develop, maintain, and manage advanced reporting, dashboards, and BI solutions
Produce actionable reports that show key performance indicators, identify areas of improvement into current operations, and display root cause analysis of problems
Use analytics and metrics to improve processes and provide data-driven forecasts of potential costs, risks, and profits of new business initiatives
Communicate findings and insight to stakeholders and provide business strategy recommendations for optimizing business performance
Provide reporting solutions and respond to ad-hoc report requests within the business area
Create specifications for reports and analysis based on business needs and required or available data elements
Build working relationships with team members and subject matter experts
Lead small projects and initiatives
Qualifications
5-7 years of experience in data analysis and reporting
Complete knowledge and understanding of business area/specialization
Advanced skill using business intelligence applications and/or cloud services
Advanced knowledge of reporting capabilities of existing ERP, CRM and/or database software vendors
Advanced skill using statistical methods, mathematical techniques, forecasting, cost-benefit analysis
Advanced skill in complex data manipulation across multiple tables
Effective data integration, cleaning and validation skills
Skill communicating data analysis and visualizations to nontechnical and senior audiences
Skill with data analysis tools SQL and dashboard pipelines using Power BI, Tableau
Research skills
Interpersonal skills
Intermediate skill in utilizing work products to tell a story through appropriate balance of visualizations, design aesthetics, and words
Bachelor's Degree in Business Administration, Statistics, or related field
Hours: Monday - Friday 8:00AM - 4:30PM
Locations: 820 Follin Lane, Vienna, VA 22180 | 5510 Heritage Oaks Drive, Pensacola, FL 32526
$73k-88k yearly est. Auto-Apply 8d ago
Teller - Full Time
First Florida Credit Union 3.6
Jacksonville, FL job
Full Time Teller - Mandarin Branch, Jacksonville, FL Do you want to be part of a dynamic institution that is one of the fastest growing credit unions in the country? Become a part of the First Florida Credit Union team where our employees create a culture that enables our organization to be among one of the 100 Best Companies to Work For in Florida as designated by Florida Trend magazine for over a decade. Our employees are the critical element in fulfilling the First Florida Credit Union mission of being a thriving credit union creating value for members by deepening relationships with current members and engaging with potential members. First Florida Credit Union recognizes the importance of benefits that provide financial security for our employees and their families and is committed to providing a competitive benefits package to eligible employees. Role: Assist members with their financial transactions, involving paying and receiving cash and other negotiable instruments.
Receive and process member financial transactions, including deposits, withdrawals and loan payments; sell money orders and travelers checks to members; transfer amounts from member accounts as directed.
Welcome members and provide routine information concerning services and direct members to appropriate department for specific information and service.
Balance cash drawer and daily transactions. Report any overage or shortage to supervisor.
Post transactions to member accounts and maintain member records.
Cross-sell and open share accounts, checking accounts and other Credit Union services.
Perform a variety of miscellaneous tasks including typing, filing, computer input and answering the telephone.
Experience & Skills Required: One month to twelve months of similar or related experience. Must possess a friendly and professional demeanor. Education: High School Diploma or Equivalent
$28k-34k yearly est. 53d ago
Facilities Coordinator
Insight Credit Union 3.3
Insight Credit Union job in Winter Springs, FL
Insight Credit Union is looking for a Facilities Coordinator with experience in general building maintenance and the ability to handle mail deliveries.
The Facilities Coordinator is responsible for responding to and scheduling maintenance issues within the credit union. This individual will handle pick up and delivery of all incoming and outgoing mail and office materials.
This position is based in our Winter Springs Operations Center located at:
240 Winding Hollow Blvd, Suite B, Winter Springs, FL 32708, with travel requirements to all 14 branch locations
Compensation & Benefits:
The position will provide a competitive hourly rate of $19.30, and includes the following comprehensive benefits package offering:
*Internal offers will be based on compensation policy.
Medical, Dental, Vision
Free and Voluntary Life and Disability Insurance
Pet Insurance
401K with match up and 100% vested
Paid Time Off
Birthdays Off
Tuition Reimbursement
Schedule:
Shift includes 40 hours per week between Monday - Friday (7am - 4pm), with possible after hours or weekends work requirements. Hours will be based on the needs of the department.
Functions & Responsibilities:
Responsible for the day-to-day activities of the company mail room, including pickup and delivery of internal or USPS mail and preparing mail bags for delivery to branches and departments, ordering and receiving supplies and materials, opening and distributing incoming mail, and preparing outgoing mail for domestic and international delivery. Review invoices for accuracy. May develop and maintain files of purchase orders, requisitions, bids/quotations received, contracts, etc. Operates and maintains copiers, fax, and mail machines. Maintain company vehicle for proper operation including gas, oil changes and other items as needed.
Responds to building maintenance and security needs of all locations. This is to include scheduling of work tickets, performing monthly remote location assessments and meeting with
contractors at locations as needed.
Ensures that evacuation and security program is in place and tested at each location, and implement security program and improvement processes approved by management. This would include testing and training responses to specific threats. Assists with the company-wide business continuity program testing.
Performs janitorial work of all Credit Union facilities as needed both interior and exterior.
Maintain cleanliness of all building via external vendors. May perform minor cleanup of all Credit Union facilities both interior and exterior.
Ensures that HVAC systems and other building equipment systems are kept in proper working order and repaired when necessary.
Acts as backup to the Facilities Manager as needed.
Performs other job related duties as assigned.
Experience: One year to three years of similar or related experience.
Education: (1) A two-year college degree, or (2) completion of a specialized certification or licensing, or (3) completion of specialized training courses conducted by vendors, or (4) job-specific skills acquired through an apprenticeship program.
Interpersonal Skills: Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
Other Skills: Printing and mail room experience desired. Excellent written, oral and interpersonal communication skills are necessary. Computer proficiency and familiarity with word processing and database software is required (Microsoft Office preferred). Active shooter, fire and evacuation trained, and fire watch certified preferred.
Physical Requirements: Must be able to lift up to 50 pounds. Ability to handle minor facility repairs and maintenance. This position requires standing, walking, bending, kneeling, stooping, crouching, crawling and climbing. Travel to branch locations required.
Work Environment: Work is regularly performed in a combination of office and shop environments and is regularly exposed to dust, odors, oil, fumes and noise.
Candidate must have a valid driver's license. Work availability from 7am to 4pm with possible after hours or weekends work requirements.
Insight Credit Union is an EO Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity
$19.3 hourly 15d ago
Mortgage Loan Processor
First Florida Credit Union 3.6
Jacksonville, FL job
Mortgage Loan Processor - Jacksonville, FL Do you want to be part of a dynamic institution that is one of the fastest growing credit unions in the country? Become a part of the First Florida Credit Union team where our employees create a culture that enables our organization to be among one of the 100 Best Companies to Work For in Florida as designated by Florida Trend magazine for over a decade. In 2016 we were voted best companies to work for from the Jacksonville Journal. Our employees are the critical element in fulfilling the First Florida Credit Union mission of being a thriving credit union creating value for members by deepening relationships with current members and engaging with potential members. Also, First Florida Credit Union recognizes the importance of benefits that provide financial security for our employees and their families and is committed to providing a competitive benefits package to eligible employees. Role: Process and close first mortgages according to secondary market guidelines, HELOC's, Home Equity and Land/Lot loans while ensuring that members receive quality mortgage loan service according to credit union policies, practices and procedures. Receive calls and inquiries from credit Union staff regarding questions on various mortgage loan programs, Freddie Mac guidelines, internal FFCU procedures and mortgage interest rates.
Process and fund mortgage loans within established timeframes ensuring that all required mortgage disclosures are complete, accurate and meet compliance regulations.
Maintain working knowledge of the Credit Union's established policies, procedures, mortgage loan standards, mortgage products, mortgage rates and governmental regulations pertaining to mortgage loans which includes monthly ongoing educational requirements.
Experience & Skills Required: Three to Five years of similar or related experience. Must possess excellent communication and organizational skills as well as a friendly and professional demeanor. Must possess basic computer and keyboard skills, ten key calculator, and Microsoft Excel and Word experience. Education: A two-year college degree, or completion of a specialized certification or licensing, or completion of specialized training courses conducted by vendors or job-specific skills acquired through an apprenticeship or on the job experience programs.
$37k-45k yearly est. 10d ago
Data Analyst
Navy Federal 4.7
Pensacola, FL job
Design, develop, and optimize data pipelines and systems for efficient data collection, integration, and storage. Interpret data to generate insights and implement reliable data processing workflows that ensure data quality and system stability. Apply data governance practices across ETL pipelines, metadata management, security, and lineage tracking. Develop understanding of business objectives to align data solutions and address increasingly complex data challenges while building proficiency in standard procedures and techniques.
Bachelor's degree in Computer Science, Engineering, Information Systems, or a related field.
3-5 years of experience in data engineering and governance.
Advanced knowledge of SQL language.
Advanced understanding of API frameworks and JSON transformations.
Understanding of various data warehousing architectures (Mongo, Azure, SQL, etc.).
Basic understanding of business and operating environment.
Basic knowledge of programming languages (Mongo, Python, PowerShell, R, SQL, C#).
Experience with data management, processing and analytic tools (Databricks).
Experience with data integration and processing tools.
Basic problem-solving skills.
Basic communication and collaboration skills.
Working experience with data warehousing solutions, ETL tools, and data system design.
Basic knowledge of data engineering principles, technologies, and architecture.
Hours: Monday - Friday, 8:00AM - 4:30PM
Locations: 820 Follin Lane, Vienna, Virginia 22180 | 5550 Heritage Oaks Drive, Pensacola, FL 32526 | 141 Security Drive, Winchester, VA 22602
Develop and maintain data pipelines and workflows using Data Factory and SQL Server Integration Services.
Format data from APIs into SQL servers.
Collaborate with stakeholders to gather data requirements and ensure alignment with business needs and objectives.
Design and build data pipelines for data collection, connection, and storage.
Develop and enforce data engineering policies and best practices to ensure data integrity.
Proficient in querying MongoDB and integrating data across database systems for efficient data retrieval and processing.
Ensure data quality and performance at scale.
Ensure high performance and scalability of data systems and processes.
Help with the collection, connection, and storage of data.
Optimize existing data workflows and ensure system reliability.
Collaborate with team members and participate in team projects and initiatives.
Navy Federal is seeking a strategic and analytical leader to shape the vision and roadmap for Consumer Lending products, including Auto and Personal Loans. In this role, you will lead initiatives focused on understanding, measuring, and improving the end-to-end experience for key processes throughout the consumer loan lifecycle to strengthen member engagement, satisfaction, and loyalty strategies.
Leveraging market research, member insights, and deep subject matter expertise you will serve as a liaison between key business stakeholders and technology teams, ensuring alignment of Consumer Lending's business objectives with the organization's strategic vision and goals. This is a high-impact opportunity for a forward-thinking leader who can translate data into vision, and vision into strategy-helping us deliver meaningful value and best-in-class experiences to the members we proudly serve.
Responsibilities
Assist with developing branch strategy, establish priorities and set goals to include both Loan Originations and Portfolio growth; evaluate and implement standards to ensure alignment with department/organizational objectives and AFPs
Analyze consumer loan risk performance and statistical data; identify trends and recommend improvements to automated systems, policies, procedures and practices
Assist with developing and implementing consumer lending risk controls and credit management policies for the business line
Research and resolve inquiries from both vendors and members
Establish guidelines for credit risk measures and automation
Coordinate with Lending Systems support team and ISD during outages to ensure prompt restoration of services; assess the impact on business line production
Coordinate with Credit Policy and Analytics on all pricing and Custom Scorecard changes
Develop and implement lending/underwriting criteria/guidelines for the various levels of credit and for approving consumer loan applications
Monitor completion of quality control audits in conjunction with Lending Operational Risk and Internal Audit to ensure compliance with applicable federal and state laws, rules, regulations and Navy Federal policies and procedures
Collaborate with the Contact Center and Branch leadership regarding lending products and promotions
Collaborate with other business units and Compliance to assess and support organization risk mitigation needs by developing strategies, tactics, and quality review solutions
Monitor work environment and direct allocation of resources to ensure adequate staffing to meet production and member service standards
Assist with benchmarking and trend analysis to drive continuous improvement, elevate service performance, increase member experience quality, generate revenue, minimize financial risk, and maintain high operational efficiency
Identify and resolve operational and performance gaps and obstacles; implement changes and improvements
Maintain thorough knowledge of applicable federal and state laws, rules, regulations and Navy Federal policies and procedures
Monitor and analyze changes to applicable federal and state laws, rules and regulations; develop action plans for implementation/dissemination, and coordinate changes with affected branches/divisions
Assist with developing and implementing new/updated policies, procedures, goals and priorities for the branch as necessitated by demands, changing conditions, volume or management request
Serve as liaison to internal/external auditors; review and implement recommended/approved procedural changes
Contribute to the completion, evaluation, and submission of reports to senior management
Assist with applying change management principles and knowledge to conduct organizational assessments, develop strategies, change roadmaps and plans
Provide leadership support to large strategic projects and/or programs; ensure effective management of projects from inception through implementation
Perform supervisory/managerial responsibilities
Ensure adequate/skilled staffing; select employees
Establish performance goals and priorities
Prepare, conduct and review performance appraisals
Develop, mentor and counsel staff
Provide input and/or prepare budget requirements for Annual Financial Plan (AFP)
Ensure section/branch goals and objectives align with division/department strategy
Ensure efficiency of operations
Perform other duties as assigned
Qualifications
Significant progressively responsible experience in leading and managing a multi-functional, multi-location lending operation, including operational and regulatory risks and controls, preferably for a large financial services organization
Advanced knowledge of applicable federal and state laws, rules, and regulations that govern consumer lending
Advanced knowledge of banking/financial industry trends, products and services
Advanced knowledge of consumer lending industry, best practices, and automated financial systems
Advanced knowledge of macro-economic conditions impacting the business
Advanced knowledge of ACAPS, Loan Officer User Interface, STRATA, and Custom Scorecard
Significant experience in managing multiple priorities independently or in a team environment to achieve goals
Significant experience working with all levels of staff, management, stakeholders, vendors
Significant experience in demonstrating thought-leadership, initiative-taking, decision-making and creativity solving business problems
Advanced knowledge of data querying, reporting, forecasting, analysis and operations research, including statistical methods
Significant experience in delivering presentations to virtual and in person teams
Significant experience in managing cross-functional, multi-dimensional teams and projects of the highest complexity which have business risk and impact
Advanced skill developing and implementing programs in a leadership role, providing vision and strategic thinking around a full range of technical decisions and issues
Advanced skill identifying and analyzing business requirements and recommending solutions
Advanced skill exercising initiative and using good judgment to make sound decisions
Advanced skill in producing desired results and achieving goals and objectives
Advanced analytical/quantitative, reconciliation and deductive reasoning skills
Advanced skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes
Advanced problem solving, collaboration, critical thinking, team building, and presentation skills
Advanced skill presenting findings, conclusions, alternatives and information clearly and concisely
Advanced analytical thinking skills to include summarizing information and clearly identifying key elements, patterns, results or relationships
Advanced leadership skills, marked by poise, positive influence, and the ability to drive change
Advanced skill to effectively manage a remote distributed workforce across multiple locations and time zones
Advanced verbal, interpersonal and written communication skills
Advanced word processing, spreadsheet, and presentation software skills
Bachelor's degree in Business Administration, Finance, or related field, or the equivalent combination of education, training, and experience
Desired Qualification(s)
Advanced knowledge of Navy Federal's automated systems used in the Department
Advanced knowledge of Navy Federal's functions, philosophy, operations and organizational objectives
Master's degree in Business Administration, Finance, or related field
Hours: Monday - Friday, 8:00AM - 4:30PM
Locations: 820 Follin Lane, Vienna, VA 22180 | 141 Security Drive, Winchester, VA 22602 | 5510 Heritage Oaks Drive, Pensacola, FL 32526
$40k-50k yearly est. Auto-Apply 53d ago
Manager, Product Portfolio Management
Navy Federal 4.7
Pensacola, FL job
Lead product portfolio team, enable identification and development of end-to-end technology solutions in collaboration with business objectives and priorities. Facilitate the transformation to an agile delivery model and enablement of cross functional teams to continuously integrate on business capabilities. Lead resources to be outcome focused and use balanced judgment in decisions about risks of both actions taken and not taken while innovating on ways to iterate faster in a well-managed way for the immediate team. Develop and communicate a vision to senior stakeholders and partner teams with accurate details and transparency on risks and impediments; proactively build relationships with those outside of your immediate team. Will serve as SME and liaison for project, procurement, and financial budget processes. Will be responsible for maintaining operational data for data analytics
Navy Federal Credit Union currently does not provide sponsorship for this role. Applicants must be authorized to work in the United States without the need for current or future sponsorship.
Responsibilities
Lead engagement strategy for cross-departmental management of multi-functional teams to meet business product portfolio needs.
Lead/partner with product owners and product teams to achieve superior execution of product strategy
Cultivate ownership and participation in relationship building across the enterprise and with external partners to drive collaboration, change, and process improvement
Lead, track and maintain financial planning for the Portfolio Management, including Cybersecurity
Stay current with progress on innovation efforts and communicate appropriate information across enterprise to ensure key stakeholders (leadership, business, and technology) are informed, while advocating for LOB stakeholders' perspectives and concerns regarding innovation topics and trends
Assists in the gathering of ideas and opportunities that benefit the assigned enterprise portfolio and drive adoption of system recommendations with the focus on improving speed to improving the member experience
Monitor key performance indicators for defined teams and portfolios to ensure success across all technology products in portfolio
Drive engagement with ISD discovery services to ensure alignment with enterprise technology strategy and shape demand for ISD services
Lead, coach, and inspire the team in developing and documenting best practices in the performance of duties and responsibilities in support of establishing the product practice for the enterprise
Participate in strategic planning and champion Information Security goals and champion ISD goals, decisions, and initiatives with stakeholders across NFCU including ISD and Security
Contribute perspectives and ideas from relevant sources; keep current with emerging technology, government/policy impacts and industry best practices by researching marketplace/industry trends
Gather and analyze service experience feedback, develop KPIs for business and member outcomes; present findings and recommendations to ISD management
Contribute to and support the marketing strategies to support new team brand
Design and support a structured methodology/approach and lead organizational change to support operations for the successful adoption of the product portfolio practice
Manage upward communication/escalation of development, integration and operational concerns
Develop and monitor team product-based roadmaps, backlogs and metrics to ensure alignment with key business objectives and leadership expectations
Drive portfolio planning sessions and plan and execute executive level briefings
Promote adoption of modern IT ways of working by product teams (DevOps, Continuous Integration and deployment)
Build and maintain relationships with team members, management, key stakeholders and/or external contacts (vendors, etc.)
Ensure effective and efficient allocation of staff resources and manage strategy for succession planning, employee development, and future resource needs by developing a workforce strategy and appropriate resource plans.
Build organizational capability by strengthening and adding new capabilities, technical skills, and competencies, and eliminate low value activity with view to long range goals
Ensure compliance with Navy Federal's ISD standards, practices and processes
Perform other duties as assigned
Qualifications
Five years of deep experience in product management or a similar function, with five years of experience managing product managers across a multi-product portfolio, developing and implementing products.
Experience working directly with technical teams in an agile software development environment
Significant experience in building client relationships, advising business and IT leadership, and managing teams and/or engagements in the financial services industry or consulting environment
Ability to articulate complex concepts to cross functional audiences and influence outside technical teams
Ability to juggle multiple priorities and make things happen in a fast-paced, dynamic environment
Significant experience supervising and leading professional employees
Significant experience working with both dedicated and cross-functional teams, in a matrixed environment
Significant experience in supervising and leading employees
Ability to articulate leading business issues and trends, including the associated technology implications
Proven ability to manage complex business problems across internal and external stakeholders.
Ability to build consensus and deliver processes and frameworks that support alignment between stakeholders across an enterprise
A track record of working closely and effectively with engineering and partner teams
Demonstrated results in three or more of the following areas required: Product Development, Market Strategy, Market Research or Risk Management.
Ideal candidate will be able to work in a collaborative and open communication environment
Expert relationship building, negotiation and facilitation skills
Proven ability to execute analytical and quantitative skills; ability to use hard data and metrics to back up assumptions
Expert skill influencing, negotiating and persuading to reach agreeable exchange and positive outcomes
Expert critical thinking, analytical, and problem-solving skills
Expert verbal and written communication skills
Advanced skill in the use of Microsoft Office (Word, Excel, PowerPoint, Visio, SharePoint, etc.)
Expert interpersonal and team building skills
Expert skill presenting findings, conclusions, alternatives and information clearly and concisely
Expert skill exercising initiative and using good judgment to make sound decisions
Expert skill producing desired results and achieving goals and objectives
Expert skill using innovative thinking to solve problems and facilitate the decision-making process
Master's Degree in Information Technology, Business Administration, related field, or an equivalent combination of education, training, and experience
Desired Qualifications
Master's Degree in Information Technology, Business Administration, or related field Desired - Working knowledge of NFCU's objectives, functions, policies, products, and services
Extensive Product and Leadership experience
Ability to articulate leading business issues/trends and the associated technology implications
SAFe Certification - Lean Portfolio Management or Agilist
Hours: Monday - Friday, 8:00AM - 4:30PM
Locations: 820 Follin Lane, Vienna, VA 22180 | 5510 Heritage Oaks Drive, Pensacola, FL 32526
$78k-95k yearly est. Auto-Apply 2d ago
Lending Representative III
First Florida Credit Union 3.6
Jacksonville, FL job
Lending Representative - Jacksonville, FL Do you want to be part of a dynamic institution that is one of the fastest growing credit unions in the country? Become a part of the First Florida Credit Union team where our employees create a culture that enables our organization to be among one of the 100 Best Companies to Work For in Florida as designated by Florida Trend magazine for over a decade. In 2016 we were voted best companies to work for from the Jacksonville Journal. Our employees are the critical element in fulfilling the First Florida Credit Union mission of being a thriving credit union creating value for members by deepening relationships with current members and engaging with potential members. Also, First Florida Credit Union recognizes the importance of benefits that provide financial security for our employees and their families and is committed to providing a competitive benefits package to eligible employees. Role: Fund all approved consumer loan applications processed through the Member Support Center. This includes insuring all loan closing documents are completed properly. Coordinate closing preference with member (i.e. branch, mail, electronically, etc.); prepare closing documents and ensure all disclosures and associated loan documentation is returned prior to loan funding.
Assist members and potential members with phone requests; answer questions about products and services; resolve problems that are within their authority to resolve; and refer problems that are beyond their authority to their supervisor along with their recommendations.
Review all loan documents for accuracy and completeness, notifies Lending Rep III of any missed files and/or inaccurate or missing information, and disburses loan in a timely manner.
Perform post-closing quality assurance and ensure all corresponding documents are forwarded to the appropriate department within the prescribed time frame.
Identify cross-sell opportunities and offer products and services to members.
Experience and skills required: One year to three years of similar or related experience. Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication. Must possess a friendly and professional demeanor. Education: A high school education or GED
Zippia gives an in-depth look into the details of Insight Credit Union, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Insight Credit Union. The employee data is based on information from people who have self-reported their past or current employments at Insight Credit Union. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by Insight Credit Union. The data presented on this page does not represent the view of Insight Credit Union and its employees or that of Zippia.
Insight Credit Union may also be known as or be related to INSIGHT CREDIT UNION, Insight Credit Union and Insight Financial Credit Union Inc.