Responsible for any of the following and specific assignments may vary in order to achieve proper segregation of responsibilities Loan system and general ledger account reconciliation Resolve aged items in accounts Monitor and clear system rejects Perform limited variance analysis at the request of finance partners Initiate maintenance requests for general ledger accounts

Administer and document basic account activity and execution per NFFG process and procedures and FINRA, NASAA, SEC regulations Conduct periodic review of accounts to communicate account status, explain activities and keep clients aware of new offerings Develop a beginning pipeline of internal/external referral sources in compliance with Navy Federal policies and procedure