Financial Solutions Specialist at Credit Union
PenFinancial Credit Union • niagara falls, Canada
Role Description
Become a Financial Solutions Specialist at our Credit Union, where your expertise in loans and investment products creates value for our members. This role prioritizes exceptional service and compliance in financial operations.
We are looking for a candidate with a minimum of three years in a credit union or bank branch, focusing on lending decisions and member services. Your responsibilities will include assessing loan applications, providing financial advice, and ensuring accuracy in all administrative tasks. You'll play a key role in promoting additional services to enhance member success.
Key Responsibilities:
• Evaluate member applications for loans and mortgages
• Provide advice on financial products and budgeting
• Ensure accurate completion of loan documentation
• Address member needs through proactive service
• Support collection activity for delinquent accounts
Requirements:
• 3+ years of lending experience in financial services
• Strong understa...
We are looking for a candidate with a minimum of three years in a credit union or bank branch, focusing on lending decisions and member services. Your responsibilities will include assessing loan applications, providing financial advice, and ensuring accuracy in all administrative tasks. You'll play a key role in promoting additional services to enhance member success.
Key Responsibilities:
• Evaluate member applications for loans and mortgages
• Provide advice on financial products and budgeting
• Ensure accurate completion of loan documentation
• Address member needs through proactive service
• Support collection activity for delinquent accounts
Requirements:
• 3+ years of lending experience in financial services
• Strong understa...