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Overview
| Assemble business loan documentation to close Business Solutions Checking Line of Credit loans per federal/state laws and NF policies. Fund business loans after closing and perform due diligence related to transactions. Evaluate and process intermediate business loan and credit card applications submitted via the NG Online portal. Research and gather supporting data and loan documentation to ensure compliance with federal regulations, NCUA rules, and NF policies. Respond to basic electronic correspondence regarding Business Solutions through the Right Now Messaging system and other online channels. Act as a correspondence expert by researching and resolving member concerns and requests. Collaborate with subject matter experts on online business loan processing. Provide essential administrative support to facilitate complex loan and credit card application processing. Assist in mentoring level I co-workers to enhance their skills and efficiency in the loan process. |
Responsibilities
- Intermediate CRM transactions
- Complete pre-close, closing, funding, and booking for the following business loan types: CLOCs
- Perform ongoing quality control to detect errors and initiate or arrange for corrective action; ensure resolution
- Monitor the business loan process from origination to closing to ensure compliance with applicable federal and state laws, rules, regulations, and Navy Federal policies and procedures
- Review and verify received entity documentation for business members and collaborate with Lending Teams to resolve any missing information, questions, or issues
- Verify approved loan terms in LOS
- Prepare loan document for closing
- Ensure loan documentation satisfies regulatory requirements for applicable loan terms
- Responds to inquiries and requests for designated types of routine correspondence
- Provides updates to a standard response database in the Right Now Messaging system which increases consistency, speed, and efficiency of the responses
- Intermediate knowledge of applicable federal and state laws, rules, regulations and Navy Federal policies and procedures
- Create new loan files and review for completeness
- Monitor the business lending communication queues
- Respond to members or team members for assigned communications
- Involved in driving continuous process improvement to increase member experience quality; increase revenue; minimize financial risk and maintain high operational efficiency
- Lead, guide and mentor less experienced staff
- Work as a liaison between Business Solutions and business member
- Perform other related duties as assigned
Qualifications
- Familiarity with software such as: nCino, UAD, Oracle, MS Office Suite, Lotus Notes, Outlook, online communications, fax databases and other 3rd party vendor software solutions
- Working knowledge of various regulatory guidance provided by the NCUA, such as Reg B and other regulations
- Effective research and analytical skills to process and solve problems for multiple types of accounts efficiently
- Effective skill exercising initiative and using good judgment to make sound decisions
- Effective verbal, interpersonal and written communication skills
- Effective word processing and spreadsheet software skill
- Strong knowledge of English grammar & spelling with excellent writing skills to effectively respond to members
- Experience in member service preferably in a call center, retail banking or financial institution
- Effective skill interacting with staff, management, and members diplomatically and tactfully
- Effective skill reviewing documents for errors, inconsistencies, or missing information
- Experience in managing multiple priorities independently and/or in a team environment to achieve goal
- Advanced knowledge of Navy Federal's functions, philosophy, operations and organizational objectives
- Familiarity with Navy Federal financial and credit transaction documentation processess
Hours: 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.
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Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected Veteran.
Hybrid Workplace: Navy Federal Credit Union is a hybrid workplace, and details will be discussed during your interview process.
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
Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
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Navy Federal Credit Union
Jul 10, 2025