Overview

To provide advanced business consulting services to assist members and non-members with identifying their business lending goals and objectives. Acts as a catalyst for the promotion and growth of Navy Federal Business Solutions products and services. Recommends appropriate lending, deposit, Treasury Management and investment products and services to achieve the members’ goals. Manages moderate to high-dollar volume and moderate to complex member bases.

Responsibilities

Provide subject matter expert consultative services primarily through via inbound and outbound calls to understand the members’ financial needs and goals and educating members regarding products and services offerings
Accountable for managing an established book of business, including growing the portfolio, developing and maintaining relationships and increasing member engagement both nationally and within a determined locality
Analyze book of business, portfolios and interactions to determine new business opportunities with prospective and established members with larger portfolios and complex credit needs
Provide strategic financial guidance and solutions for complex transactions and refer members to outside resources as appropriate
Champion Business Solutions, driving awareness across the enterprise of products, service and referral program, establishing potential pipelines
Prepare and present highly detailed and complex credit memos to the appropriate levels of management to include the credit committee
Conduct onsite visual inspections of businesses to ensure adherence to covenants or collateral guidelines
Ensure completion of annual documentation requirements to ensure accuracy and compliance with NCUA guidelines and Navy Federal policies and procedures
Mentor and provide guidance to junior business advisors, facilitating growth in lending product expertise and relationship management
Maintain knowledge of Navy Federal's field of membership and loan products & services
Represent Navy Federal with a positive and professional demeanor and contribute to a performance focused and team-oriented workplace

Qualifications

Bachelor’s Degree in Finance, Economics, Business Administration, or related field, or the equivalent combination of education, training and experience
Significant experience working in a customer-facing role in an advisory business lending or sales role, preferable for a larger financial service organization
Advanced skilled with identifying potential prospects resulting in successful loan origination.
Expert skill building effective relationships through rapport, trust, diplomacy and tact
Advanced research, analytical, and problem-solving skills
Advanced skill communicating accurately, clearly and concisely including presenting to staff and leadership teams
Advanced skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes
Expert skill actively guiding members through interactions to reduce member effort and enhance member loyalty
Expert skill applying lending principles, financial practices and evaluation of creditworthiness to make sound credit decisions
Advanced knowledge Navy Federal loan programs, products, services, financing options
Advanced knowledge of mathematical principles
Advanced skill managing multiple priorities independently and/or in a team environment to achieve goals
Advanced knowledge of Treasury Management, SBA Lending, and Business Insurance
Significant experience developing, documenting and presenting credit analyses associated with business lending opportunities including commercial real estate (CRE), commercial and industrial (C&I), Small Business Administration and NFIS referrals
Significant experience skill in applying lending principles, financial practices, and evaluation of creditworthiness to facilitate credit decisions

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

Location: 4538 S Dale Mabry Hwy, Tampa, FL 33611

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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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 race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected Veteran.
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.

Navy Federal Credit Union

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