Personal Finance Support Assistant

Overview

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.

Responsibilities

• 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

Qualifications

• 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 Qualification

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

Hours: Monday - Friday, 10:30AM - 8:00PM ET *Flex

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

About Us

You have goals, dreams, hobbies, and things you're passionate about-what's important to you is important to us. We're looking for people who not only want to do meaningful, challenging work, keep their skills sharp and move ahead, but who also take time for the things that matter to them-friends, family, and passions. And we're looking for team members who are passionate about our mission-making a difference in military members' and their families' lives. Together, we can make it happen. Don't take our word for it:* Military Times 2022 Best for Vets Employers* WayUp Top 100 Internship Programs* Forbes 2022 The Best Employers for New Grads* Fortune Best Workplaces for Women* Fortune 100 Best Companies to Work For* Computerworld Best Places to Work in IT* Ripplematch Campus Forward Award - Excellence in Early Career Hiring* Fortune Best Place to Work for Financial and Insurance ServicesEqual Employment Opportunity: Navy Federal values, celebrates, and enacts diversity in the workplace. Navy Federal takes affirmative action to employ and advance in employment qualified individuals with disabilities, disabled veterans, Armed Forces service medal veterans, recently separated veterans, and other protected veterans. EOE/AA/M/F/Veteran/Disability EOE/AA/M/F/Veteran/DisabilityDisclaimers: 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 positionBank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.