Specialist, Financial Analyst

4 weeks ago

Welland ON, Canada Penfinancial Credit Union Ltd Full time

Financial Solutions Specialist - supporting our Welland Branch
~ Full-time Be a part of something different We may offer the same products and services as a big bank,but we couldn’t be more different. We’re rooted in purpose and we’re on a mission to improve lives and strengthen communities . We support nearly 20,000 members and businesses digitally, over the telephone, and in-person across a network of six branches across Niagara and Haldimand. At PenFinancial, our people are our greatest asset and our values speak for themselves: accountability, passion, integrity, respect, and knowledge . We provide all of our employees with a generous benefits package that includes aLiving Wagesalary, defined contribution pension plan and performance-based success sharing. Our commitment to community We live our brand from the inside out, and ourTruly Local Commitmentstarts with our employees. We encourage our employees to give back to the causes that are meaningful to them and their families by providing opportunities to volunteer and represent our truly local credit union through ourTruly Local Ambassadorprogram. And, we also commit to investing a portion of our profits directly back into our local communities. We are a proud Certified B Corporation committed to doing business for good, and we choose 100% renewable energy with Bullfrog Power to support environmental sustainability. 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”. 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. Meet with families to review accounts of deceased members. Lead the account opening process. 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. Conduct PPSA/Credit Bureau reports. 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. Work with and support all staff in the branch to ensure overall exceptional brand experiences for our members. 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.
~

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