Business Portfolio & Value Manager I (Lending)

Posted 6 Days Ago
Be an Early Applicant
2 Locations
Hybrid
Senior level
Financial Services
The Role
Manage and monitor a strategic portfolio of lending initiatives from inception through implementation. Partner with stakeholders to prioritize, identify dependencies and risks, report status to executives, ensure deliverables meet standards, resolve portfolio issues, analyze portfolio performance, and provide recommendations to inform strategic decisions.
Summary Generated by Built In

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 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 2025
  • 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 Award

From 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.

Accommodations: If you need accommodation or assistance for a qualifying condition to complete the online application (or during any stage of the hiring process), you can contact Navy Federal's Medical Accommodations team at [email protected] or by calling 1-888-503-6013. This team cannot provide any information on job postings or application status.

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.

Skills Required

  • Experience managing complex, large enterprise-wide initiatives/projects, preferably in financial services
  • 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 managing multiple priorities independently and/or in a team environment
  • Experience working with all levels of staff, management, stakeholders, and vendors
  • Experience 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 tracking and monitoring project progress, identifying gaps, recommending controls, and communicating progress to business leaders
  • Conflict resolution, negotiation and facilitation skills to gain consensus and ensure delivery
  • Advanced verbal, interpersonal and written communication skills; ability to present findings and recommendations clearly
  • Strategic conceptual thinking, strategic planning, critical thinking, analytical, and problem-solving skills
  • Advanced organizational, planning and time management skills; ability to produce desired results
  • Expert skill in the use of Microsoft Office products (e.g., Excel)
  • Bachelor's degree in Business Administration, Finance, or related field, or equivalent combination of education, training and experience
  • 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

Navy Federal Credit Union Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Navy Federal Credit Union and has not been reviewed or approved by Navy Federal Credit Union.

  • Retirement Support A pension alongside a strong 401(k) match and additional retirement programs makes long‑term value a standout element of the total package. This combination is positioned as a differentiator among private employers.
  • Healthcare Strength Comprehensive medical, dental, and vision coverage is complemented by on‑site health services at major campuses. Wellness resources and typical offerings like an EAP broaden the health support available.
  • Parental & Family Support Paid parental leave, plus adoption and surrogacy assistance, indicate meaningful support for growing families. Education assistance further extends family and life‑stage support.

Navy Federal Credit Union Insights

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The Company
HQ: Vienna, VA
15,930 Employees
Year Founded: 1933

What We Do

Navy Federal Credit Union is the world's largest credit union with over 12 million members, over $160 billion in assets and over 22,000 employees. As a credit union, we have members, not customers. At our campuses in Vienna, VA, Pensacola, FL and Winchester, VA, and in our more than 350 branches, we serve the men and women of the Armed Forces, Department of Defense, veterans and their families. We deliver world-class service, rooted in the belief that it is an honor and privilege to serve our members. We are committed to providing our members outstanding financial products and services. Navy Federal offers a career, not just a job. We are proud of the robust Total Rewards package we offer to our employees, including competitive salaries, incentive programs, comprehensive medical, dental and vision benefits, retirement plans with employer match, award-winning training programs, professional development programs, tuition assistance, paid leave, and work/life programs. Federally insured by NCUA. Equal opportunity employer. Android™ is a trademark of Google, Inc. iPhone® is a registered trademark of Apple, Inc. iPad® is a registered trademark of Apple, Inc. App Store(SM) is a service mark of Apple, Inc. Message and data rates may apply. FORTUNE and 100 Best Companies to Work For are registered trademarks of Time Inc., and are used under license. FORTUNE and Time Inc., are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union. For more info, visit navyfederal.org

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