Member Experience Financial Solutions Advisor

PenFinancial Credit Union; Pelham; On-site; CAD 53,000 - 66,000; Full time

Job summary

PenFinancial Credit Union in Ontario seeks a Branch Lending Specialist to deliver value-added service to members, handling loans, mortgages, and investment products while spotting opportunities to promote other services. You will be responsible for accurate, timely completion of administrative duties and sound lending within discretionary limits.

With 3+ years in credit union or bank lending, you will advise members on financial options and support branch campaigns, ensuring exceptional brand

Qualifications

• At least 3 years in credit union or bank lending.
• Knowledge of loans, mortgages and investment products.

Responsibilities

• Meet with members to gather information for loan and mortgage decisions within discretionary limits.
• Provide individualized financial counseling and information, including debt consolidation and budgeting, and cross-sell services.
• Lead the account opening process and promote loan insurance products through education of members.
• Support branch campaigns, back up MSRs, and participate in Saturday rotations.

Skills

Lending experience

Job description

PenFinancial Credit Union in Ontario seeks a Branch Lending Specialist to deliver value-added service to members, handling loans, mortgages, and investment products while spotting opportunities to promote other services. You will be responsible for accurate, timely completion of administrative duties and sound lending within discretionary limits.

With 3+ years in credit union or bank lending, you will advise members on financial options and support branch campaigns, ensuring exceptional brand