Navy Federal Credit Union

Business Portfolio & Value Manager I (Lending)

Navy Federal Credit Union$80K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years managing complex enterprise-wide projects, especially in financial services
  • Strong grasp of project lifecycles, methodologies, and business analysis
  • Proficient in Agile and SDLC methodologies
  • Deep understanding of change management and risk management best practices
  • Experience engaging with various stakeholder levels including executive management
  • Expertise in delivering presentations to diverse teams
  • Skilled in conflict resolution and negotiation

Responsibilities

  • Oversee and manage the business portfolio operations of major strategic projects
  • Adjust portfolio elements as project delivery needs evolve
  • Collaborate with stakeholders to prioritize initiatives and manage risks
  • Monitor and communicate the status of portfolios, initiatives, and progress to executives
  • Serve as the main contact point for project and strategic goal owners
  • Ensure compliance of project deliverables to established standards and customer needs
  • Identify and resolve issues affecting project quality and timelines

Benefits

  • Flexible work hours (Monday - Friday, 8:00 AM - 4:30 PM)
  • Opportunity for career advancement within a well-established organization
  • Access to team-building activities and professional development programs
  • Supportive work culture focused on collaboration and stakeholder engagement
  • Potential remote work options considering the modern workspace environment
Full Job Description
Job Description

To oversee, monitor, and ensure the successful execution and delivery of a portfolio of initiatives and investments in support of the overall strategy for the business products and services defined in alignment with the enterprise strategy. Support providing key information to executives to support decision making and prioritization of projects that align with strategic objectives. Support developing and implementing best practices and processes for effective portfolio management. Work is performed under general direction.

Responsibilities

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


Qualifications

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


Desired Qualifications
  • Advanced knowledge of Navy Federal Project Portfolio Management
  • Advanced knowledge of Navy Federal functions, philosophy, operations, and organizational objectives
  • Professional Project Management Certification
  • Master's degree in Business Administration, Finance, or related field


Additional Information

Hours:
  • Monday - Friday, 8:00AM - 4:30PM


Location:
  • 820 Follin Lane, Vienna, VA 22180
  • 5510 Heritage Oaks Drive, Pensacola, FL 32526


About Navy Federal Credit Union

Navy Federal Credit Union is a credit union that serves members of the military and their families. The credit union offers a range of financial products and services, including checking and savings accounts, loans, and credit cards. Navy Federal Credit Union was founded in 1933 and is headquartered in Vienna, Virginia. The credit union has more than 9 million members and operates more than 300 branches across the United States and around the world.
Learn more about Navy Federal Credit Union
Size
18,000 employees
Industry
Founded
1933

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