Personal Finance Support Assistant

To provide a variety of administrative support functions in support of the daily operations of the Personal Finance Management Branch. Evaluate and research inquiries from internal/external sources and/or members; respond to, resolve or arrange for resolution. May serve as contact coordinator by handling phone calls, advising members to complete online forms, and/or schedule financial counseling appointments, or refer member to appropriate staff member.

• Maintain data files, folders, spreadsheets, and related documentation
• Monitor, sort, and distribute correspondence, E-mail, incoming mail, faxes, E-messages, and internal oral communication
• Identify, investigate, and resolve discrepancies and/or processing issues, including documentation and time-sensitive issues
• Monitor, track, and update action items in databases
• Complete data entry in automated systems
• Gather and prepare data for various reports and projects
• Review counseling notes, modification requests and data; take appropriate action
• Respond to and process proposals from outside debt management agencies
• Act as liaison for outside debt management agencies
• Operate and maintain standard office equipment
• Maintain inventory, order and stock office materials and supplies
• Serve as mentor/trainer, and provide guidance and assistance to team members
• Perform other duties as assigned

• Experience in performing administrative support functions
• Ability to maintain confidentiality
• Ability to work independently and in a team environment
• Effective clerical, technical or administrative skills
• Effective organizational, planning, and time management skills
• Effective skill presenting findings, conclusions, alternatives, and information clearly and concisely
• Effective skill exercising initiative and using good judgment to make sound decisions
• Effective skill following, interpreting, and applying guidelines, procedures, practices, and regulations
• Effective skill maintaining accuracy with attention to detail and meeting deadlines
• Effective skill performing mathematical calculations with a high degree of accuracy
• Effective skill communicating with all levels within an organization
• Basic research, analytical, and problem solving skills
• Effective skill interacting tactfully and effectively in difficult situations
• Effective verbal and written communication skills
• Effective database, word processing, spreadsheet, and presentation software skills

Desired Qualifications

• Working knowledge of NFCU products, services, programs, policies, and procedures

Hours: Monday - Friday, 10:30AM - 7:00PM CST

Location: 820 Follin Lane, Vienna, VA 22180 | 5510 Heritage Oaks Drive, Pensacola, FL 32526 | 141 Security Drive, Winchester, VA 22602

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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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.

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