Business Portfolio Analyst (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 Analyst within Real Estate Lending enables disciplined, value-driven portfolio management by supporting strategic decision-making, governance, and end-to-end initiative lifecycle execution. This role ensures initiatives are clearly defined, aligned to organization's strategy and goals, and positioned to deliver measurable outcomes. The analyst translates data, metrics, and performance measures into actionable insights, partnering closely with stakeholders and cross-functional teams to drive transparency and accountability across the portfolio. Through rigorous analysis, the role develops and evaluates information and delivers recommendations that inform prioritization and support strategic decision-making.

This position is eligible for the 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

• Review and analyze incoming business requests to ensure clarity, completeness, and alignment with strategy.
• Develop and monitor measurements for proposing, approving, and reviewing projects, programs, and services, as well as the realization of the expected benefits in support of the overall governance of the portfolio
• 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, measurement, accountability, business practices and deliverables
• Create transparency regarding the status of strategic initiatives and business portfolios to enable fact-based decision making by leaders
• Analyze and assess the consistency of project and program portfolio performance to ensure adherence to established policies, procedures and practices within service level agreements, documentation standards and methodologies meet established service level agreements
• Evaluate and report overall business portfolio performance to include project budget, schedules and quality of deliverables
• Analyze information, requirements, data, work quality, work methods, processes, service specific practices, standards and metrics/statistics
• Interpret results of analysis; present recommendations to senior management, including alternatives and implications which are clearly linked to the organization's strategy and financial goals
• Collaborate with other business units to analyze and improve processing procedures and resolve problems
• Work with peers, business units and/or project teams, and vendors to ensure business needs are fully communicated, documented and satisfied
• Compile, review and prepare data to be used by analysts and management in the analysis of operations, services and products
• Conduct benchmarking, trend analysis and other input to drive continuous improvement and elevate service performance
• Support executive sponsors in refining business problem statements and ensuring readiness and effective engagement in governance forums.
• Prepare initiatives for executive and governance forums by consolidating inputs, ensuring completeness and tracking status.
• Coordinate across stakeholders to deliver high-quality materials for decision making.
• Solve business problems by defining the problem, interviewing stakeholders, identifying
• Solve business problems by defining the problem, interviewing stakeholders, identifying and evaluating alternatives, and presenting findings to stakeholders and senior management
• Perform other duties as assigned

Qualifications

• Significant experience in the application of statistical methods, mathematical techniques, forecasting, cost-benefit analysis and related analytical tools
• Experience with portfolio reporting tools (e.g. Azure DevOps), dashboards, and business intelligence tools (e.g., Power BI, Tableau, etc.)
  Experience in financial services, lending, or enterprise transformation
• Significant experience in working with business intelligence tools (e.g., Power BI, Tableau, etc.)
• Advanced knowledge of project lifecycles, project management methodologies, and business requirements analysis
• Significant experience in working and participating in cross-functional, multi-dimensional teams and projects
• Significant experience in identifying and translating business requirements into technical solutions
• Significant experience in demonstrating thought-leadership, initiative-taking, decision-making and creativity solving business problems
• Experience in leading, guiding and mentoring professional staff
• Ability to work independently and in a team environment
• Working knowledge of Agile and SDLC project methodology
• Strong analytical and problem-solving skills, with the ability to translate strategic business needs into structured insights.
• Advanced skill interpreting and synthesizing large amounts of information
• Advanced skill maintaining accuracy with attention to detail and meeting deadlines
• Expert research, analytical, and problem-solving skills
• Advanced organizational, planning and time management skills
• Advanced skill analyzing and organizing problems or work processes for technical solutions
• Advanced skill communicating with all levels within an organization
• Advanced skill presenting findings, conclusions, alternatives and information clearly and concisely
• Advanced relationship building, negotiation and facilitation skills
• Advanced skill using innovative thinking to solve problems and facilitate the decision making process
• Advanced skill exercising initiative and using good judgment to make sound decisions
• Expert verbal, interpersonal and written communication skills
• Expert word processing, spreadsheet and presentation software skills
• Bachelor's degree in Business Administration, Information Technology, or related field, or the equivalent combination of education, training and experience

Desired Qualifications

• Master's degree in Business Administration, Information Technology, or related field
• Advanced knowledge of enterprise automation and digital transformation experience with expertise in AI & Cognitive automation, RPA, BPM, Data Science, Continuous Improvement, Lean & Process Excellence
• Advanced knowledge of Navy Federal functions, philosophy, operations and organizational objectives
• Project Management Professional Certification
• Lean Portfolio Manager Certification
• Mortgage Industry Knowledge

Additional Information

Hours:

• Monday - Friday, 8:00AM - 4:30PM

Location:

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

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. * FORTUNE 100 Best Companies to Work For 2026 * Yello and WayUp Top 100 Internship Programs 2025 * Computerworld Best Places to Work in IT 2026 * Most Loved Workplace - America's Top Most Loved Workplaces 2025 * 2025 PEOPLE Companies That Care * Newsweek Most Trustworthy Companies in America 2026 * Military Times 2025 Best for Vets Employers * Forbes 2026 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 * 2026 Handshake Early Talent Award * Newsweek America's Greatest Workplaces for Culture, Belonging and Community 2026 From Fortune Magazine. 2026 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. Fortune Magazine, Fortune Media (USA) Corporation, and its affiliates 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 View email address on click.appcast.io or by calling View phone number on click.appcast.io. 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.