Home › Companies › Fa Etbx Saasfaprod1 Fa Ocs Oraclecloud Com CX 1001 › Senior Business Advisor (Commercial Lending Officer)
Senior Business Advisor (Commercial Lending Officer)
Fa Etbx Saasfaprod1 Fa Ocs Oraclecloud Com CX 1001 · San Diego, CA, United States; San Diego Operations, San Diego, CA, US · Hybrid · Active · $10,000,000 / year · Oracle Recruiting Cloud / Fusion HCM
Job facts
| Field | Value |
|---|---|
| Company | Fa Etbx Saasfaprod1 Fa Ocs Oraclecloud Com CX 1001 |
| Title | Senior Business Advisor (Commercial Lending Officer) |
| Normalized title | - |
| Department / team | Business Lending Operations |
| Location | San Diego, CA, United States |
| Work model | Hybrid / Hybrid |
| Employment type | Full Time |
| Salary | $10,000,000 / year |
| Status | active |
| ATS provider | Oracle Recruiting Cloud / Fusion HCM |
| Posted / first seen | 2026-06-17 / 2026-06-18 |
| Changed / last seen | 2026-06-18 / 2026-06-18 |
Related slices
| Page | What it contains | Open |
|---|---|---|
| Company jobs | Active postings from Fa Etbx Saasfaprod1 Fa Ocs Oraclecloud Com CX 1001. | Open |
| Company breakdowns | Role, location, ATS, and work model facets for this company. | Open |
| ATS provider jobs | Active postings observed through Oracle Recruiting Cloud / Fusion HCM. | Open |
| Provider filtered search | The same provider as a filtered job collection. | Open |
| City jobs | Active postings in San Diego. | Open |
| Department jobs | Active postings in Business Lending Operations. | Open |
| Work model jobs | Active Hybrid postings. | Open |
| Lifecycle events | Open, update, close, and reopen events for this posting. | Open |
| Original posting | Canonical source or apply URL captured from the ATS. | Open |
Linked records
| Company | Fa Etbx Saasfaprod1 Fa Ocs Oraclecloud Com CX 1001 |
| Source | 07b2a29e-6ea2-4100-a3f9-8f9be9715803 |
| ATS provider | Oracle Recruiting Cloud / Fusion HCM |
Description
Description
Navy Federal Credit Union currently does not provide sponsorship for this role. Applicants must be authorized to work in the United States without the need for current or future sponsorship.
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.
This position is eligible for TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you.
Responsibilities
Independently source and originate new commercial loans
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
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
Expert hands-on experience with commercial loan origination to include: CRE, C&I Lending, and SBA
Proven track record of independently sourced loan production in excess of $10MM annually
Significant experience working in a customer-facing role in commercial lending, preference for a larger financial service organization
Extensive hands-on experience in credit analysis, underwriting, deal structure, as well as writing and presenting detailed and complex credit memos to the appropriate levels of underwriting and/or credit committee.
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 of mathematical principles
Advanced skill managing multiple priorities independently and/or in a team environment to achieve goals
Significant experience skill in applying lending principles, financial practices, and evaluation of creditworthiness to facilitate credit decisions
Bachelor’s Degree in Finance, Economics, Business Administration, or related field, or the equivalent combination of education, training and experience
Desired Qualifications
Significant experience working in originating commercial loans for a Credit Union.
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 and/or GovCon
Experience with CRM software
Advanced knowledge Navy Federal loan programs, products, services, financing options
Additional Information
Hours:
Monday - Friday, 8:00AM - 4:30PM
Location:
9999 Willow Creek Road, San Diego, CA 92131
Company
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.
Full job record
| Job ID | 7943b8448172d3e7cd2b505d15093150b9c2ba73 |
| Org ID | 5658da07-a4d6-4a63-8b00-4ab2c3c74e87 |
| Source ID | 07b2a29e-6ea2-4100-a3f9-8f9be9715803 |
| Board ID | 07b2a29e-6ea2-4100-a3f9-8f9be9715803 |
| Provider | oracle_hcm |
| Provider Job Key | 29714 |
| Title | Senior Business Advisor (Commercial Lending Officer) |
| Normalized Title | — |
| Status | active |
| Active | yes |
| Location Text | San Diego, CA, United States; San Diego Operations, San Diego, CA, US |
| Department | Business Lending Operations |
| Team | — |
| Employment Type | full_time |
| Workplace Type | hybrid |
| Remote Policy | hybrid |
| Country | United States |
| Region | CA |
| City | San Diego |
| Salary Raw | Description Navy Federal Credit Union currently does not provide sponsorship for this role. Applicants must be authorized to work in the United States without the need for current or future sponsorship. 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. This position is eligible for TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you. Responsibilities Independently source and originate new commercial loans 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 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 Expert hands-on experience with commercial loan origination to include: CRE, C&I Lending, and SBA Proven track record of independently sourced loan production in excess of $10MM annually Significant experience working in a customer-facing role in commercial lending, preference for a larger financial service organization Extensive hands-on experience in credit analysis, underwriting, deal structure, as well as writing and presenting detailed and complex credit memos to the appropriate levels of underwriting and/or credit committee. 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 of mathematical principles Advanced skill managing multiple priorities independently and/or in a team environment to achieve goals Significant experience skill in applying lending principles, financial practices, and evaluation of creditworthiness to facilitate credit decisions Bachelor’s Degree in Finance, Economics, Business Administration, or related field, or the equivalent combination of education, training and experience Desired Qualifications Significant experience working in originating commercial loans for a Credit Union. 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 and/or GovCon Experience with CRM software Advanced knowledge Navy Federal loan programs, products, services, financing options Additional Information Hours: Monday - Friday, 8:00AM - 4:30PM Location: 9999 Willow Creek Road, San Diego, CA 92131 Company 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. |
| Salary Min | 10,000,000 |
| Salary Max | — |
| Salary Currency | USD |
| Salary Period | year |
| Source URL | https://fa-etbx-saasfaprod1.fa.ocs.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1001/job/29714 |
| Apply URL | https://fa-etbx-saasfaprod1.fa.ocs.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1001/job/29714 |
| First Seen At | 2026-06-18 11:09:20Z |
| Last Seen At | 2026-06-18 11:09:20Z |
| Last Checked At | 2026-06-18 11:09:20Z |
| Last Changed At | 2026-06-18 11:09:20Z |
| Inactive At | — |
| Source Posted At | 2026-06-17 14:13:48Z |
| Source Updated At | — |
| Raw Payload Uri | s3://job-postings-prod-raw-590183727216/raw/provider=oracle_hcm/board=fa-etbx-saasfaprod1.fa.ocs.oraclecloud.com|CX_1001/date=2026-06-18/2026-06-18T11-09-13-989Z-5773328a4304769b7f530886d4490a8d7059bcc9469dd93c40fb46a8926eb0e5.json |
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"CorporateDescriptionStr": "<p></p>\n<p>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.</p>\n<p>Our approach to careers is simple yet powerful: Make our mission your passion.</p>\n<ul style=\"margin-top:0in\">\n <li>FORTUNE<i> </i>100 Best Companies to Work For® 2025</li>\n <li>Yello and WayUp Top 100 Internship Programs</li>\n <li>Computerworld® Best Places to Work in IT</li>\n <li>Newsweek Most Loved Workplaces</li>\n <li>2025 PEOPLE® Companies That Care</li>\n <li>Newsweek Most Trustworthy Companies in America</li>\n <li>Military Times 2025 Best for Vets Employers</li>\n <li>Best Companies for Latinos to Work for 2025</li>\n <li>Forbes® 2025 America’s Best Large Employers</li>\n <li>Forbes® 2025 America's Best Employers for New Grads</li>\n <li>Forbes® 2025 America's Best Employers for Tech Workers</li>\n <li>2025 RippleMatch Campus Forward Award Winner for Overall Excellence </li>\n <li>Military.com Top Military Spouse Employers 2025 </li>\n <li>2025 Handshake Early Talent Award</li>\n</ul>\n<p> </p>\n<p>From <i>Fortune</i>. ©2025 <i>Fortune</i> Media IP Limited. All rights reserved. Used under license. <i>Fortune</i> and <i>Fortune</i> Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.</p>\n<p><b>Equal Employment Opportunity:</b> 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.</p>\n<p><b>Accommodations: </b>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.</p>\n<p><b>Disclaimers:</b> 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 <a href=\"https://fa-etbx-saasfaprod1.fa.ocs.oraclecloud.com/hcmUI/CandidateExperience/en/sites/nfcu/pages/employee-benefits\" target=\"_blank\" rel=\"nofollow\">Benefits page</a> of the Navy Federal Career Site.</p>\n<p><b>Protect Yourself from Job Scams:</b> 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.</p>\n<p><b>Bank Secrecy Act:</b> Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.</p>",
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"ExternalQualificationsStr": "<ul style=\"list-style-type: disc; padding-left: 24px;\"><li><p style=\"margin-bottom: 0in; margin-right: 0in; margin-top: 0in;\">Expert hands-on experience with commercial loan origination to include: CRE, C&I Lending, and SBA</p></li><li><p style=\"margin-bottom: 0in; margin-right: 0in; margin-top: 0in;\">Proven track record of independently sourced loan production in excess of $10MM annually</p></li><li><p style=\"margin-bottom: 0in; margin-right: 0in; margin-top: 0in;\">Significant experience working in a customer-facing role in commercial lending, preference for a larger financial service organization</p></li><li><p style=\"margin-bottom: 0in; margin-right: 0in; margin-top: 0in;\">Extensive hands-on experience in credit analysis, underwriting, deal structure, as well as writing and presenting detailed and complex credit memos to the appropriate levels of underwriting and/or credit committee. </p></li><li><p style=\"margin-bottom: 0in; margin-right: 0in; margin-top: 0in;\">Advanced skilled with identifying potential prospects resulting in successful loan origination. </p></li><li><p style=\"margin-bottom: 0in; margin-right: 0in; margin-top: 0in;\">Expert skill building effective relationships through rapport, trust, diplomacy and tact</p></li><li><p style=\"margin-bottom: 0in; margin-right: 0in; margin-top: 0in;\">Advanced research, analytical, and problem-solving skills </p></li><li><p style=\"margin-bottom: 0in; margin-right: 0in; margin-top: 0in;\">Advanced skill communicating accurately, clearly and concisely including presenting to staff and leadership teams</p></li><li><p style=\"margin-bottom: 0in; margin-right: 0in; margin-top: 0in;\">Advanced skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes</p></li><li><p style=\"margin-bottom: 0in; margin-right: 0in; margin-top: 0in;\">Expert skill actively guiding members through interactions to reduce member effort and enhance member loyalty</p></li><li><p style=\"margin-bottom: 0in; margin-right: 0in; margin-top: 0in;\">Expert skill applying lending principles, financial practices and evaluation of creditworthiness to make sound credit decisions</p></li><li><p style=\"margin-bottom: 0in; margin-right: 0in; margin-top: 0in;\">Advanced knowledge of mathematical principles </p></li><li><p style=\"margin-bottom: 0in; margin-right: 0in; margin-top: 0in;\">Advanced skill managing multiple priorities independently and/or in a team environment to achieve goals</p></li><li><p style=\"margin-bottom: 0in; margin-right: 0in; margin-top: 0in;\">Significant experience skill in applying lending principles, financial practices, and evaluation of creditworthiness to facilitate credit decisions</p></li><li><p style=\"margin-bottom: 0in; margin-right: 0in; margin-top: 0in;\">Bachelor’s Degree in Finance, Economics, Business Administration, or related field, or the equivalent combination of education, training and experience</p></li></ul><p style=\"margin-bottom: 0in; margin-right: 0in; margin-top: 0in;\"> </p><p style=\"margin-bottom: 0in; margin-right: 0in; margin-top: 0in;\"><strong>Desired Qualifications</strong></p><ul><li><p style=\"margin-bottom: 0in; margin-right: 0in; margin-top: 0in;\">Significant experience working in originating commercial loans for a Credit Union.</p></li><li><p style=\"margin-bottom: 0in; margin-right: 0in; margin-top: 0in;\">Advanced knowledge of Treasury Management, SBA Lending, and Business Insurance </p></li><li><p style=\"margin-bottom: 0in; margin-right: 0in; margin-top: 0in;\">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 and/or GovCon</p></li><li><p style=\"margin-bottom: 0in; margin-right: 0in; margin-top: 0in;\">Experience with CRM software</p></li><li><p style=\"margin-bottom: 0in; margin-right: 0in; margin-top: 0in;\">Advanced knowledge Navy Federal loan programs, products, services, financing options</p><p style=\"margin-bottom: 0in; margin-right: 0in; margin-top: 0in;\"> </p></li></ul><p style=\"margin-bottom: 0in; margin-right: 0in; margin-top: 0in;\"><strong>Additional Information</strong></p><p style=\"margin-bottom: 0in; margin-right: 0in; margin-top: 0in;\"> </p><p style=\"margin-bottom: 0in; margin-right: 0in; margin-top: 0in;\"><strong>Hours: </strong></p><ul><li><p style=\"margin-bottom: 0in; margin-right: 0in; margin-top: 0in;\">Monday - Friday, 8:00AM - 4:30PM</p></li></ul><p style=\"margin-bottom: 0in; margin-right: 0in; margin-top: 0in;\"> </p><p style=\"margin-bottom: 0in; margin-right: 0in; margin-top: 0in;\"><strong>Location: </strong></p><ul><li><p style=\"margin-bottom: 0in; margin-right: 0in; margin-top: 0in;\">9999 Willow Creek Road, San Diego, CA 92131</p></li></ul>",
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"ExternalResponsibilitiesStr": "<ul style=\"list-style-type: disc; padding-left: 36px;\"><li><p style=\"margin-bottom: 0in; margin-right: 0in; margin-top: 0in;\">Independently source and originate new commercial loans</p></li><li><p style=\"margin-bottom: 0in; margin-right: 0in; margin-top: 0in;\">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 </p></li><li><p style=\"margin-bottom: 0in; margin-right: 0in; margin-top: 0in;\">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 </p></li><li><p style=\"margin-bottom: 0in; margin-right: 0in; margin-top: 0in;\">Analyze book of business, portfolios and interactions to determine new business opportunities with prospective and established members with larger portfolios and complex credit needs</p></li><li><p style=\"margin-bottom: 0in; margin-right: 0in; margin-top: 0in;\">Provide strategic financial guidance and solutions for complex transactions and refer members to outside resources as appropriate</p></li><li><p style=\"margin-bottom: 0in; margin-right: 0in; margin-top: 0in;\">Champion Business Solutions, driving awareness across the enterprise of products, service and referral program, establishing potential pipelines</p></li><li><p style=\"margin-bottom: 0in; margin-right: 0in; margin-top: 0in;\">Prepare and present highly detailed and complex credit memos to the appropriate levels of management to include the credit committee </p></li><li><p style=\"margin-bottom: 0in; margin-right: 0in; margin-top: 0in;\">Ensure completion of annual documentation requirements to ensure accuracy and compliance with NCUA guidelines and Navy Federal policies and procedures</p></li><li><p style=\"margin-bottom: 0in; margin-right: 0in; margin-top: 0in;\">Mentor and provide guidance to junior business advisors, facilitating growth in lending product expertise and relationship management</p></li><li><p style=\"margin-bottom: 0in; margin-right: 0in; margin-top: 0in;\">Maintain knowledge of Navy Federal's field of membership and loan products & services</p></li><li><p style=\"margin-bottom: 0in; margin-right: 0in; margin-top: 0in;\">Represent Navy Federal with a positive and professional demeanor and contribute to a performance focused and team-oriented workplace</p></li></ul>",
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"ShortDescriptionStr": "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.",
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