Member-Focused Financial Solutions Advisor

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

Job summary

PenFinancial Credit Union in Welland, Ontario, is hiring a Lending Specialist who delivers exceptional member service by offering loans, mortgages, registered and non-registered investments, and cross-selling opportunities to support member success. The role emphasizes accuracy, timely processing, and compliant documentation, with a target salary around 56k and a range of 53k–66k depending on experience.

This position anchors in-branch service within a living-wage employer committed to local

Qualifications

• 3+ years progressive experience in credit union or bank branch with lending limits

Responsibilities

• Meeting with members to gather information for loan and mortgage decisions
• Lead the account opening process and promote other member services
• Review delinquent accounts and assist in collections
• Support branch campaigns and provide cross-selling of loan products

Skills

Lending experience

Job description

PenFinancial Credit Union in Welland, Ontario, is hiring a Lending Specialist who delivers exceptional member service by offering loans, mortgages, registered and non-registered investments, and cross-selling opportunities to support member success. The role emphasizes accuracy, timely processing, and compliant documentation, with a target salary around 56k and a range of 53k–66k depending on experience.

This position anchors in-branch service within a living-wage employer committed to local