Business Portfolio & Value Manager I (Real Estate Lending)

Overview

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.

The Business Portfolio Value Manager oversees and drives the successful execution and delivery of a portfolio of initiatives and investments aligned to the organization's strategy and goals. This role serves as a critical connector across strategy, intake, discovery, prioritization and execution enabling disciplined value-based decision making and end-to-end portfolio transparency. This role ensures initiatives are clearly defined, prioritized based on value and effort, and governed through structured portfolio management processes that deliver measurable outcomes and value realization. Supports executive decision-making through data-driven insights, portfolio reporting, and strategic recommendations while advancing best practices and processes for effective portfolio management. Work is performed under general direction.

• Oversee portfolio operations for business portfolio including large complex projects that are identified as strategic to the organization from inception through implementation
• Coordinate adjustments to the portfolio as necessary when portfolio demands necessitate a change in delivery and/or scope of work
• Prepare initiatives for governance forums by coordinating inputs, ensuring completeness, and communicating status
• Support executive decision-making through structured analysis, portfolio insights, and recommendations
• Partner with sponsors to refine problem statements and ensure readiness for governance discussions
• Partner with key stakeholders to develop roadmaps, prioritize initiatives, identify dependencies, risks, issues, and conflicts
• Monitor and report portfolio status and progress towards initiative execution including milestones and metrics to key stakeholders and executive management
• Serve as primary point of contact to strategic goal owners and initiative owners for projects and related issues
• Ensure project deliverables are in compliance with established standards, and meet customer requirements
• Identify, escalate and/or resolve issues associated with business portfolio initiatives and projects ensuring deliverables conform to established quality and schedules
• Analyze and assess the consistency of portfolio performance to ensure adherence to established policies, procedures and practices within service level agreements, documentation standards and methodologies meet established service level agreements
• Review project level reports and facilitate meetings with project teams to discuss and resolve issues
• Manage project data and conduct analysis across the strategic portfolio to identify and report potential risks, provide input into sequencing and prioritization, and highlight resource constraints
• Collaborate and consult with key stakeholders on the development of recommendations and insights resulting from fact-based data and metrics to influence and augment strategic plans, enterprise direction, measurement, accountability, business practices and deliverables
• Build and maintain relationships with lines of business, team members, management, key stakeholders and/or external contacts (e.g., vendors, etc.)
• Develop and deliver portfolio reporting (monthly, quarterly) to provide transparency into performance and value realization
• Analyze portfolio data to generate actionable insights and inform leadership decisions
• Maintain data integrity across portfolio tools, dashboards, and reporting mechanisms
• Perform other duties as assigned

• Experience managing complex, large enterprise-wide initiatives/projects, preferably in the financial services sector
• Knowledge of project lifecycles, project management methodologies, and business requirements analysis
• Advanced knowledge of Agile and SDLC project methodology
• Advanced knowledge of project management best practices, including change management, risk management, executive reporting, and aggregation of project data
• Experience with portfolio reporting tools (e.g. Azure DevOps), dashboards, and business intelligence tools (e.g., Power BI, Tableau, etc.)
• Experience supporting governance forums, executive reporting and decision-making processes.
• Experience in financial services, lending, or enterprise transformation
• Significant experience in managing multiple priorities independently and/or in a team environment to achieve goals
• Significant experience in working with all levels of staff, management, stakeholders, vendors
• Experience in delivering presentations to virtual and in person teams
• Ability to coordinate, lead and facilitate group meetings
• Ability to work independently within a matrixed environment
• Advanced skill to track and monitor project progress, identify project and process gaps, recommend controls and communicate progress to business leaders
• Conflict resolution, negotiation and facilitation skills to gain consensus and ensure delivery of initiatives
• Advanced skill communicating thoughts, concepts, practices effectively at all levels, adjusting as needed to a target audience
• Strategic conceptual thinking, strategic planning, and execution skills
• Advanced critical thinking, analytical, and problem-solving skills
• Advanced organizational, planning and time management skills
• Advanced skill presenting findings, conclusions, alternatives, and information clearly and concisely
• Advanced skill using innovative thinking to solve problems and facilitate the decision-making process
• Advanced skill producing desired results and achieving goals and objectives
• Advanced verbal, interpersonal and written communication skills
• Expert skill in the use of Microsoft Office Products (e.g., Excel)
• Bachelor's degree in Business Administration, Finance, or related field, or the equivalent combination of education, training and experience

• Master's degree in Business Administration, Finance, or related field
• Advanced knowledge of Navy Federal Project Portfolio Management
• Advanced knowledge of Navy Federal functions, philosophy, operations, and organizational objectives
• Professional Project Management Certification
• Lean Portfolio Manager Certification
• Mortgage Industry Knowledge

• Monday - Friday, 8:00AM - 4:30PM

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