PenFinancial Credit Union Services Expert

Thrive as a PenFinancial Services Expert, enhancing our members' financial well-being. Offer solutions on loans, mortgages, and investments while maintaining high compliance standards in a rewarding environment.
This financial solutions role focuses on member success and satisfaction through expert service delivery. You will engage with members, making informed lending decisions and promoting essential services, drawing on your extensive banking experience. Collaborate with your team to ensure exceptional brand experiences.
Key Responsibilities:
• Assess member needs for loans and mortgages
• Provide financial counseling for effective money management
• Accurately prepare loan and mortgage documentation
• Proactively identify and manage delinquent accounts
• Support a positive branch culture and campaigns
Requirements:
• Over three years in credit union or banking sectors
• Strong decision-making skills in lending processes
• Knowledge of investment opt...