Small Business Ops Specialist II

t 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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• Forbes® 2024 America's Best Large Employers

• Forbes® 2024 America's Best Employers for New Grads

• Forbes® 2024 America's Best Employers for Tech Workers

• Fortune Best Workplaces for Millennials™ 2024

• Fortune Best Workplaces for Women ™ 2024

• Fortune 100 Best Companies to Work For® 2024

• Military Times 2024 Best for Vets Employers

• Newsweek Most Loved Workplaces

• 2024 PEOPLE® Companies That Care

• Ripplematch Recruiting Choice Award

• Yello and WayUp Top 100 Internship Programs

From Fortune . ©2024 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.

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.