Administer and document basic account activity and execution per NFFG process and procedures and FINRA, NASAA, SEC regulations Conduct periodic review of accounts to communicate account status, explain activities and keep clients aware of new offerings Develop a beginning pipeline of internal/external referral sources in compliance with Navy Federal policies and procedure

Analyze, research and resolve problems and discrepancies related to member accounts/loans Assist members with submitting consumer/mortgage/equity loan, overdraft protection and credit card applications Counsel current and prospective members about Navy Federal's products and services Ensure cash and other negotiable instruments are handled properly Identify opportunities

Analyze, research and resolve problems and discrepancies related to member accounts/loans Assist members with submitting consumer/mortgage/equity loan, overdraft protection and credit card applications Counsel current and prospective members about Navy Federal's products and services Ensure cash and other negotiable instruments are handled properly Identify opportunities

Manage and Supervise CRM teams consisting of employees, contractors, and SOWs Manage tasks and initiatives associated with the product development life cycle for Dynamics 365 products and services for a platform Collaborate with cross functional teams to develop strategies that align organizational goals with Dynamics 365 capabilities Identify opportunities for process im

Analyze referred loans for areas of concern and determine proper course of action (e.g. obtain explanations for derogatory credit) Determine and advise members on approved loan conditions and documentation requirements Ensure progress and inclusion of required mortgage processing information (e.g. verifications of employment, assets, income and liabilities; appraisal repo

Analyze, research and resolve problems and discrepancies related to member accounts/loans Assist members with submitting consumer/mortgage/equity loan, overdraft protection and credit card applications Counsel current and prospective members about Navy Federal's products and services Ensure cash and other negotiable instruments are handled properly Identify opportunities

Supervise the day to day activities of REL Risk Management functions to ensure timeliness and accuracy of the work performed and adherence to applicable federal, mortgage lending, and Navy Federal Credit Union regulations and guidelines Contribute to a culture of collaboration by actively working across business lines and sharing knowledge Identify and implement tools, me

Administer and document basic account activity and execution per NFFG process and procedures and FINRA, NASAA, SEC regulations Conduct periodic review of accounts to communicate account status, explain activities and keep clients aware of new offerings Develop a beginning pipeline of internal/external referral sources in compliance with Navy Federal policies and procedure

Analyze, determine, and complete mechanical requirements including requirements such as installation, operation, alteration, repair, and maintenance of commercial cooking, refrigeration, and or HAVC equipment Diagnose and troubleshoot operational problems in accordance with recommended operational maintenance and repair guidance; may disassemble systems to repair problems

Analyze referred loans for areas of concern and determine proper course of action (e.g. obtain explanations for derogatory credit) Determine and advise members on approved loan conditions and documentation requirements Ensure progress and inclusion of required mortgage processing information (e.g. verifications of employment, assets, income and liabilities; appraisal repo

Support business strategy and initiatives within the business unit and/or across the organization Assist and collaborate with various levels of staff to accomplish tasks/assignments Perform research and analysis; may include quantitative and/or qualitative analysis Provide comprehensive day to day operational support Process and update data in automated systems; may gener

Analyze, research and resolve problems and discrepancies related to member accounts/loans Assist members with submitting consumer/mortgage/equity loan, overdraft protection and credit card applications Counsel current and prospective members about Navy Federal's products and services Ensure cash and other negotiable instruments are handled properly Identify opportunities

Analyze, research and resolve problems and discrepancies related to member accounts/loans Assist members with submitting consumer/mortgage/equity loan, overdraft protection and credit card applications Counsel current and prospective members about Navy Federal's products and services Ensure cash and other negotiable instruments are handled properly Identify opportunities

Monitor and respond to various queues/queries via email and/or phone. Format reports for document release requests for efficient retrieval. Update database for outgoing documents. Reroute requests to appropriate business unit when necessary Review system of records and update mortgage loan servicing system confirming receipt of original documents Validate, prepare and coo

Collaborate with others to plan and design courses and curricula; ensure accuracy of content and test multimedia elements Participates in Conduct needs assessment on request from business unit management to provide customized training or individual guidance to improve and develop performance Basic research/review Create reference and support tools that reinforce training