Business Portfolio Analyst (Real Estate Lending)

Navy Federal•Pensacola, FL

4h•Onsite

About The Position

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. 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.

Requirements

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

Nice To Haves

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

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 and evaluating alternatives, and presenting findings to stakeholders and senior management
Perform other duties as assigned