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Last updated: 9 hours ago

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

Associate Optometrist - Welland, ON - Pearle Vision

EssilorLuxottica GroupWelland, ON, CA
Part-time

Benefits/Incentive Information.At every neighborhood Pearle Vision we believe nothing should keep patients from getting the eye care they need.We are experts who know that every appointment begins ... Show more

Office and Finance Manager

Westridge HR412 Enterprise Drive, Welland, ON, USA
Temporary

We are seeking a highly organized and detail-oriented Office Manager to oversee the day-to-day administrative and financial operations of two affiliated companies.This is a hands-on role that combi... Show more

Project Manager - Large Industrial Projects (1 Year Contract)

RexrothWelland, Ontario, Canada
Full-time

The Project Manager will be responsible for planning, execution, monitoring, and close‑out of project activities, ensuring delivery on schedule, within budget, and in compliance with quality and sa... Show more

Professional Experience Year (PEY) - Engineering - Niagara

Ontario Power GenerationNiagara, ON, CA
Full-time

University, minimum completion of 3rd year in a 4-year program or 4th year in a 5-year program by May 2027.Electrify your career and help build a brighter tomorrow.Every generation has a challenge ... Show more

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Machine Operator - Blanching

4719 Indexable Cutting Tools of CanadaWelland, ON, Canada
Full-time

The Machine Operator will work within our Blanching Department and other various manual machines to produce premium quality, high precision, and cuttingtools.Will verify accuracy by using engineeri... Show more

LTO ES26-52-2 - CEC - MLL - 1 FTE

Niagara Catholic District School BoardWelland, 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

 • Promoted • New!

Automotive Detailer

CSN CollisionWelland, ON, CA
Full-time
Quick Apply

CSN Collision is one of North America's largest networks of collision repair facilities, committed to delivering safe, high-quality repairs and exceptional customer service.With a strong focus on i... Show more

Resident manager - 2 person team

MetCap Living Management IncFenwick, ON, CA
CA$45,000.00 yearly
Full-time
Quick Apply

We are a growth orientated company with our head office located in Toronto, Ontario and property operations in British Columbia, Ontario, Quebec, Nova Scotia and New Brunswick.In, Resident Manager ... Show more

Customer Experience Leader

Indigo Books & MusicWelland, Ontario, Canada
Part-time

The Customer Experience Leader (CEL) is a member of the Store’s Leadership Team and is responsible for leading and executing work that contributes to the Store's operations and customer experience.... Show more

General Duty Cleaner (Nights)

Commercial Cleaning ServicesWelland, Ontario, Canada
Full-time

Do you have a keen eye for detail? Do you take pride in achieving results? Are you looking for a career at a fast growing and innovative company?.If so, we're Commercial Cleaning Services and we'd ... Show more

Forklift Operator

Randstad CanadaPort Colborne, Ontario, CA
CA$20.00 hourly
Permanent +1
Quick Apply

Are you an experienced material handler looking to take the next step in your career within the manufacturing & logistics sector? We have an exciting temp-to-hire opportunity for a highly skill... Show more

Sales FT Commission

Appliance CanadaWelland, ON, CA
CA$55,000.00–CA$100,000.00 yearly
Full-time

Leon’s is currently looking for a self-motivated.The ideal candidate is a problem solver with excellent attention to detail.Leon’s Furniture has locations from coast to coast, is Canadian owned, an... Show more

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Office Administration Support Work

HRS Talent SolutionsWelland, ON, Canada
CA$28.00–CA$36.00 hourly
Remote
Full-time +1
Quick Apply

Administrative Office Support Assistant - Remote.We are currently seeking organized and dependable individuals for an entry-level Administrative Support Assistant opportunity.This role is best suit... Show more

Math Instructor / Tutor

Mathnasium (ID: 8608302)Welland, ON, CA
CA$18.00 hourly
Part-time

We set ourselves apart by providing.A rewarding opportunity to transform the lives of K-12th grade students.Consistent, part-time hours after school and on weekends.A fun, supportive, and encouragi... Show more

Full-time (with Benefits) and Part-time Sales Associate Position available

COBS BreadWelland, ON, CA
CA$19.00 hourly
Full-time +1
Quick Apply

Great Place to Work® Certified.COBS Bread is growing, and we’re looking for both Full-time and Part-time.We provide a fun work environment, comprehensive training, and excellent opportunities for c... Show more

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Project Coordinator - Mobile Systems

Waterford ExecutiveWelland, ON, Canada
Full-time +1

Responsible for coordinating project execution and order management for mobile systems projects ensuring alignment across engineering, purchasing, production, quality, and sales.Workflow governance... Show more

Retail Warehouse & Production Associate

Savers / Value VillageWelland, ON, CA
CA$17.60 hourly
Full-time +1

Job Title: Retail Warehouse & Production Associate .Applications are accepted on an ongoing basis to fill new positions and openings as they become available.As one of the largest for-profit thrift... Show more

Customer Experience Associate - Future Opportunities - Niagara Falls/ St. Catharines/ Grimsby/

The Toronto-Dominion Bank (Canada)Welland, Ontario
Part-time

Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing excellent custo... Show more

Project Manager - Large Industrial Projects (1 Year Contract)

Bosch RexrothWelland, ON, Canada
Full-time +1

Company Description* Our drive and control technologies ensure efficient, powerful and safe movement in machines and systems of any size.We inspire our customers with intelligent components, tailo... Show more

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Financial Solutions Specialist

Financial Solutions Specialist

PenFinancial Credit UnionPelham, Ontario, Canada
30+ 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.