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Financial Solutions Specialist

PenFinancial Credit UnionPelham, Ontario, Canada
CA$56,340.00 yearly
Full-time

Provide exceptional brand experiences for our members or a prospecting Member by delivering value-added service to members including loans, mortgages, registered and non-registered investment produ... Show more

Full-Time Night Crew Member Welland Avenue McDonald's

McDonald'sSt. Catharines, Ontario, Canada
Full-time

Cashier and Cooks needed for the Overnight Shift.Competitive starting wage with opportunity to advance within the organization.Full-Time Hours all year round.Subsidized Health Benefits offered imme... Show more

Business Systems Analyst

Shaw Festival TheatreQueens Parade Niagara-on-the-Lake, Ontario, Canadá
CA$70,000.00–CA$75,000.00 yearly
Full-time

Director of Information Technology.Onsite in Niagara-on-the-Lake, Ontario, Canada.The Business Systems Analyst role works closely with senior members of Information Technology, Development, Sales, ... Show more

LTO ES26-24-2 - St. Ann, Fenwick - Grade 1/2 (0.5)/FSL Junior (0.33)/FSL Intermediate (0.17) - 1 FTE

Niagara Catholic District School BoardPelham, Ontario, Canada
Full-time

Niagara Catholic District School Board.Please ensure your Occasional Teacher Portfolio is up to date and uploaded with your application.These portfolios will be relied upon and considered for the s... Show more

Director of Operations

CWDNiagara Falls, ON, CA
CA$120,000.00 yearly
Full-time +1
Quick Apply

CWD designs, markets & sells the highest performing consumer electronics that are smart, simple, and stylish.From high fidelity turntables to wireless video connectivity systems, we create inno... Show more

Green Room Cook

Shaw Festival TheatreQueens Parade Niagara-on-the-Lake, Ontario, Canadá
CA$21.18 hourly
Full-time +1

Scheduled between 8:30am – 6:30pm (for both positions).Part-time Seasonal | 25 hours/week | August – December 2026.Full-time | 35 hours/week | July – December 2026.Onsite dining facility, Shaw Fest... Show more

Shipper / Receiver

TreowGroup RecruitmentSt Catharines, On, Canada
CA$20.00 hourly
Full-time +1

WinstonBrock Recruitment, on behalf of our retail client located in St Catharines, is seeking a Shipper / Receiver.Our client is a well-established Canadian retailer specializing in the sale of pow... Show more

Assistant Winemaker (6-Month Contract)

Arterra Wines Canada, Inc.Niagara Falls
CA$70,000.00 yearly
Full-time +1

Winemaker, Assistant (6-Month Contract).At Arterra Wines Canada, we aim to inspire the simple joys of life, and we come to work every day with a shared passion to build wine brands people love.As a... Show more

Multiple positions

Design ElectronicsNiagara Falls, ON, CA
Full-time

Design Electronics “DE” is a leading technology integration firm specializing in providing innovative solutions to businesses and clients in various industries.We pride ourselve... Show more

Inventory Associate

Retail Services WIS CorporationST CATHARINES, Ontario, Canada
CA$17.60 hourly
Part-time

External Job Description Inventory Associate - Canada Starting Wage: $17.WIS offers the ability to work varied, traditional and non-traditional flexible hours.The more you are available, the more y... Show more

 • New!

Consulting Dietitian (Niagara)

Seasons Care Dietitian NetworkNiagara Falls, ON, ca
Full-time
Quick Apply

This position offers 145 hours per month, starting October 1st.Be part of a collaborative team, passionate about senior nutrition and food service.Seasons Care is hiring passionate Registered Dieti... Show more

Customer Experience Representative

Indigo Books & MusicSt. Catharines, Ontario, Canada
Part-time

You’ll help to cultivate an environment that promotes authentic employee and customer experiences and are guided by our culture and mission of adding joy.You role model the Indigo Beliefs by being ... Show more

Pest Control Technician

Rentokil InitialSt. Catharines, ON, CA
Full-time
Quick Apply

Route Based in: Hamilton, Burlington & St.Rentokil Terminix is the world's largest pest control company, offering the broadest, most advanced range of pest control solutions and services i... Show more

Housekeeping

Shaw Festival TheatreQueens Parade Niagara-on-the-Lake, Ontario, Canadá
CA$23.10 hourly
Full-time

Seasonal (July – December 23, 2026 | 35 hrs/wk – days, evenings and/or weekends).Reporting to the Head of Housekeeping, the position will be responsible for a variety of light cleaning at our Shaw ... Show more

Quotes & Proposals Coordinator

TalentSphereSt Catharines, ON, Canada
CA$65,000.00 yearly
Full-time

Quotes & Proposals Coordinator.Specialized Electronics Manufacturing.Competitive salary of $65,000–$75,000+ based on experience, plus bonus potential, benefits, and a collaborative team c... Show more

Emergency Management Specialist

GHDSt Catharines, ON, Canada
Full-time

There’s no pledge more important than the one we make to look after our environment, and we’re committed to helping you do exactly that.Join us as we strive to ensure a sustainable future for our c... Show more

Casual Floater Front Desk Administrator (Performance Auto Group - Niagara)

Performance Auto GroupSt. Catharines, Ontario
CA$17.60 hourly
Part-time

Answer and direct all incoming calls in a courteous and professional manner.Strive to minimize the amount of time customers are placed on hold.Greet showroom customers and assist with basic inquiri... Show more

Autobody Collision Estimator

CSN CollisionNiagara Falls, ON, CA
Full-time
Quick Apply

CSN Collision safely repairs more than 200,000 vehicles a year helping Canadians get back on the road with the trust and comfort of knowing their vehicle has been returned to like new condition.Sin... Show more

MANAGEMENT DEVELOPMENT PROGRAM - New Graduates

Guillevin InternationalSt. Catharines
Full-time

MANAGEMENT DEVELOPMENT PROGRAM - New Graduates.We are looking for University and College graduates in business, general studies, science, engineering, sales and/or entrepreneurship.Candidates shoul... Show more

Store Stock Associate

Levi Strauss & CoCAN,ON,Lake,the,on,Niagara,Outlet Collection at Niagara
Full-time +1

We're a company of people who like to forge our own path.We invented the blue jean in 1873, and we reinvented khaki pants in 1986.We pioneered labor and environmental guidelines in manufacturing.An... Show more

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Financial Solutions Specialist

Financial Solutions Specialist

PenFinancial Credit UnionPelham, Ontario, Canada
27 days ago
Salary
CA$56,340.00 yearly
Job type
  • Full-time
Job description

Job Description

Provide exceptional brand experiences for our members or a prospecting Member by delivering value-added service to members including loans, mortgages, registered and non-registered investment products and keep a watch for opportunities to promote other member services to support member success. Complete all administrative duties accurately and as per required timelines – “first time right”. Make sound lending decisions within limits.

Differentiating Accountabilities (Duties may vary by branch location and size):

  • 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. Identify opportunities to promote other member services to support member success. As appropriate, provide individualized financial counseling (i.e. debt consolidations, budgeting) and information to members. Meet with families to review accounts of deceased members. Lead the account opening process. As appropriate, sell and cross sell credit union loan insurance products through the education of members.

  • 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. Ensure accurate on LOS. Provide documentation for solicitors. Conduct PPSA/Credit Bureau reports. Balance and process CDI/CI/CL reporting and remittance. Address loan extension requests, substitution of security, and complete problem solving to best suit the members’ needs. Prepare and process CAFTs, mortgage renewals, extensions, and add-backs. Check credit files, registered (TFSAs, RESPs, RRSPs, and RRIFs) and nonregistered investment entries processed by other staff to meet risk management requirements. Accurate prepare all estate related administration. Respond to all assigned reports.

  • Work with and support all staff in the branch to ensure overall exceptional brand experiences for our members. Be a positive influence on the culture within the branch. Actively support all branch campaigns and promotions. Back up MSRs as needed. Support the Saturday rotation schedule.

  • Review and act on all delinquent accounts and maintain a systematic collection procedure for early identification of problem accounts and promptly initiate and/or recommend appropriate action to minimize risk and initiate action under direction of Branch Manager.

  • Interview and advise members regarding investments, including but not limited to GICs, TFSAs, RRSPs, RESPs, etc., and make referrals to appropriate staff as necessary.

  • Perform other assigned responsibilities.


Qualifications

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

Target Salary: $56,340

Salary Range: $53,025 - $66,281

Salary will be determined based on skills, experience, education and other qualifications relevant to this position.

This role is an existing vacancy

Artificial Intelligence (AI) could be used in the application process



Additional Information

To learn more visit https://www.penfinancial.com/careers

While we welcome all applications, only those who are selected for an interview will be contacted.

Accessibility accommodations will be made for job candidates upon request.