Penfinancialcreditunion
Financial Solutions Specialist
Welland, ON, Canada
Sponsorship not specified$53k-$66kDetected 1 day ago
AccessibilityBudgetingProblem Solving
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odds of building a lasting career here
15Unrated
Cap-exempt (no lottery)0
Sponsors this role0
Entry-level history0
PERM / green-card track0
Lottery odds (Level I)39
Fits your clock70
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About the role
- As a values-driven alternative to traditional banks, PenFinancial is built to put people - not profits - first.
- Make sound lending decisions within limits.
- As appropriate, provide individualized financial counseling (i.e. debt consolidations, budgeting) and information to members.
Responsibilities
- Guided by cooperative values - accountability, cooperation, respect, and trust - our people are at the heart of everything we do, and our values shape how we listen, collaborate, and serve our Members and communities.
- A Living Wage employer with a deep Truly Local Commitment, PenFinancial reinvests a portion of its profits to support programs and initiatives that make a meaningful difference.
Requirements
- Meeting with members to gather all required information needed to make sound loan and mortgage decisions within discretionary limits and/or make recommendations for approvals and/or declines to manager.
- Complete all administrative duties accurately and as per required timelines - "first time right" including preparing instructions in support of complete, accurate and compliant loan and mortgage documentation.
- 3+ years progressive experience in credit union or bank branch with lending limits
- Complete all administrative duties accurately and as per required timelines - "first time right".
Compensation
- $53,025 - $66,281
- Salary will be determined based on skills, experience, education and other qualifications relevant to this position.
Benefits
- We're proud to support our teams with competitive compensation, performance-based success sharing, a defined contribution pension plan, wellness supports, and opportunities for ongoing learning.
Company info
- Serving nearly 20,000 individual members and businesses, we offer full-service digital and in-branch banking backed by honest advice and local expertise.
- Be part of something different
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This listing is sourced directly from Penfinancialcreditunion's careers page and normalized into a canonical job model.