Lending and Investment Specialist Role (Ontario)

Lending and Investment Specialist Role (Ontario)

21 Aug
|
PenFinancial Credit Union
|
Ontario

21 Aug

PenFinancial Credit Union

Ontario

Advance your financial career as a Financial Solutions Specialist with PenFinancial Credit Union. Deliver exceptional member experiences through lending services and financial product offerings.

With a commitment to community and member success, this role at PenFinancial requires over three years of experience in banking or credit unions. You will meet with members to guide them through loans, mortgages, and investment options, ensuring timely and accurate administration. This position also involves collaborating with colleagues to support a vibrant branch culture.

Key Responsibilities:
• Meet with members for loan approvals and advice
• Provide information on loans and investment products
• Maintain accurate administrative processes




• Contribute positively to branch culture and campaigns
• Manage and address delinquent accounts responsibly

Requirements:
• 3+ years of credit union or banking experience
• Proficient in lending and investment decision-making
• Skilled in administrative tasks and documentation
• Ability to foster robust member relationships
• Familiarity with various investment products

Join PenFinancial to enhance lives through financial solutions and community engagement.
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📌 Lending and Investment Specialist Role (Ontario)
🏢 PenFinancial Credit Union
📍 Ontario

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