Provide investment industry expertise to client investment consultations and servicing of life insurance and full suite of investment products Administer and document account activity and execution in accordance with NFFG process and procedures and FINRA, NASAA, SEC regulations Conduct review of accounts to communicate account status, explain activities and inform clients

Responsible for being knowledgeable and up to date on banking laws and regulations as well as NFCU policies and procedures pertaining to HMDA. Review accuracy of the data collected and required to be reported on mortgage loans originated. Review accuracy of the data collected and required to be reported on mortgage applications that did not originate (denials, withdrawals

Full life cycle project management o Establish and lead project teams o Develop project plan/scope/schedule/cost/communications o Procure and/or manage resources/timelines/deadlines/quality o Risk, Issue and Change management o Ensure successful project implementation o Scope of responsibility Apply engineering principles into the design and enhancement of new and existin

Responsible for being knowledgeable and up to date on banking laws and regulations as well as NFCU policies and procedures pertaining to HMDA. Review accuracy of the data collected and required to be reported on mortgage loans originated. Review accuracy of the data collected and required to be reported on mortgage applications that did not originate (denials, withdrawals

Develop branch strategy, establish priorities and set goals; evaluate and implement standards to ensure alignment with department/organizational objectives Manage and direct operations to ensure targets, service level agreements and corporate objectives are met Oversee the process of determining whether or not to pursue litigation in collecting delinquent member accounts;

Be part of a team that works with the development and integration of Oracle Cloud Fusion Financials with respect to application/enterprise capabilities and software for multiple on going projects, collaborating closely with enterprise and solution architects, aligning to most current strategies Responsible for systems analysis, design, development, integration, enhancemen

Plan the research for and development of specialized risk assessment scopes Collaborate with management and personnel to optimize risk assessment scope development Identify potential business risks, operational and regulatory process deficiencies and improvement opportunities Gather and synthesize data; present conclusions and offer risk mitigation, remediation and proces

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

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

Direct processing of New Loan Boarding reviews for all new mortgages entering into the mortgage servicing system Monitor process of reviewing loan data obtained from the mortgage loan documents received at closing to minimize risk, penalty or damage from non payment to ensure accuracy and timeliness of all tax and insurance bills Supervise the responses to electronic and

Provide support to assigned department; may work on small projects or portions of larger projects 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 data analysis; may include quantitative and/or qualitative analysis Maint

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

Contribute toward the planning and execution of integrated operational audits in accordance with Navy Federal and industry audit standards Identify and assess risks to develop and execute a risk based audit work program Occasionally act as Auditor In Charge on audits of lesser risk/complexity, providing guidance, coaching, and direction to Internal Audit staff regarding N

Analyze subpoena documents received and compare with existing Navy Federal records to identify impacted member account(s) Identify, research, and interpret applicable Federal and state laws pertaining to request received Analyze information requested to assess scope; ascertain appropriate resources to efficiently obtain records Escalate high priority and high risk request

Contribute toward the planning and execution of integrated operational audits in accordance with Navy Federal and industry audit standards Identify and assess risks to develop and execute a risk based audit work program Occasionally act as Auditor In Charge on audits of lesser risk/complexity, providing guidance, coaching, and direction to Internal Audit staff regarding N