PenFinancial Credit Union
The Financial Solutions Specialist at PenFinancial Credit Union provides members with comprehensive financial services, including loans, mortgages, and investment products, while delivering exceptional brand experiences. The role involves assessing loan applications, offering financial counseling, cross‑selling services, and handling administrative duties to ensure accurate and compliant documentation.
PenFinancial Credit Union is an Ontario-based, member-owned financial cooperative offering personal, business and wealth banking services. It provides everyday banking, mortgages, loans, credit cards, investments and insurance through branch and digital channels. The credit union emphasizes improving members’ prosperity and strengthening local communities, reinvesting earnings into member benefits and community programs. PenFinancial positions itself as a member-focused alternative to big banks, focused on competitive rates, local decision-making and personalized service.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for PenFinancial Credit Union.
PenFinancial Credit Union didn’t post a salary, so this is our estimate from similar listings.
Right around the average for this role
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