Penfinancialcreditunion

Financial Solutions Specialist

Niagara Falls, ON, Canada

Sponsorship not specified$53k-$66kDetected 8 days ago

AccessibilityBudgetingProblem Solving

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.

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.

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".

$53,025 - $66,281
Salary will be determined based on skills, experience, education and other qualifications relevant to this position.

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.

Be part of something different
Serving nearly 20,000 individual members and businesses, we offer full-service digital and in-branch banking backed by honest advice and local expertise.

This listing is sourced directly from Penfinancialcreditunion's careers page and normalized into a canonical job model.