Navy Federal Credit Union · 18 hours ago
Business Advisor Specialist
Navy Federal Credit Union is a leading financial institution providing services to its members. The Business Advisor Specialist role involves offering basic business consulting services to assist members with their lending goals, while promoting Navy Federal's products and services.
AssociationFinancial ServicesNon Profit
Responsibilities
Provide basic consultative services primarily via inbound and outbound calls to understand the members' financial needs and goals
Assist members with loan application processing and documentation
Provide basic information and guidance on loan products and services aligned to members’ goals
Conduct preliminary assessments of loan eligibility
Establish, maintain, and develop business relationships with members and internal/external sources
Maintain consistent, systematic, and reliable records and contact history information on each member interaction and loan applications
Develop relationships, understand member needs, and provide unparalleled quality service while quickly and accurately responding to basic member requests
Collaborate with senior advisors to resolve member inquiries
Ensure compliance with regulatory requirements and Navy Federal policies and procedures
Develop and 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
Qualification
Required
Associate's Degree in Finance, Economics, Business Administration, or related field, or the equivalent combination of education, training and experience
Experience working in a customer-facing role, preferably for a large financial services organization
Basic skill building effective relationships through rapport, trust, diplomacy and tact
Effective skill managing multiple priorities independently and/or in a team environment to achieve goals
Effective research, analytical, and problem-solving skills
Basic skill applying lending principles, financial practices, and evaluation of creditworthiness to make sound credit decisions
Basic knowledge of Navy Federal loan programs, products, services and financing options
Basic skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes
Effective skill exercising initiative and using good judgment to make sound decisions
Effective verbal and written communication skills
Basic skill actively guiding members through interactions to reduce member effort and enhance member loyalty
Benefits
Highly competitive pay
Generous benefits and perks
Company
Navy Federal Credit Union
Since 1933, Navy Federal has grown from seven members to over 4 million members. And since that time, their vision statement has remained
Funding
Current Stage
Late StageRecent News
Boston Herald
2026-01-23
The Orlando Sentinel
2026-01-22
2026-01-13
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