Home Financing Advisor - Waterloo Region
Top Benefits
About the role
Career Opportunity Libro Credit Union is growing! Join Libro Credit Union as a Home Financing Advisor in Waterloo Region! At Libro Credit Union, every employee and every customer are an Owner. Everything we do is about strengthening financial well-being for a better tomorrow.
As a Certified B Corporation©, we use business as a force for good. That means:
- Empowering people to live their most fulfilled lives.
- Supporting businesses and communities to thrive.
- Caring for the planet and economic growth through sustainable practices.
Libro invests in our employee’s development and career ambitions. We value candidates who are accountable, courageous, inclusive, driven to perform and have a passion for supporting people, local business and communities in strengthening their financial well-being.
We are currently hiring a Home Financing Advisor to support our Waterloo Region .
The Home Financing position focuses on activities that maximize the development of residential mortgage business through building strong reciprocal relationships with third party referral sources (real estate agents, lawyers and other centers of influence), with a goal of attracting new Owners to Libro. They work to cultivate and expand relationships with existing Owners, with a focus on expansion of the share of wallet. Identify and refer opportunities to all segments. They will offer expert knowledge to complex financing needs. Commitment to the on-going knowledge and expectations as outlined in the Home Financing Advisor role map.
The Role
- Provide complex mortgage-secured lending including builds, self-employed, multiple properties to appropriately fulfill Owner needs.
- Reach out proactively to Owners and prospects responding to referrals, data insights and market intelligence to grow personal mortgage lending portfolio.
- Conduct holistic conversations with Owners using planners and budgeting tools.
- Refer opportunities seamlessly to appropriate specialists to match expertise to Owner’s identified needs, including non-complex lending solutions to Personal Banking Specialist.
- Build relationships with industry professionals and community contacts across the region for ongoing business development.
- Develop collaborative relationships with internal teams and business segments to effectively service Owners and grow business.
- Create a business plan, identifying activities and setting goals to support regional mortgage lending growth.
- Make smart risk recommendations and decisions that protect our Owners and Libro.
What We’re Looking For
- 4 to 6 years' experience in advice and sales environment with 3 to 5 years lending experience.
- Expert knowledge in mortgage (retail) lending and applicable regulatory requirements including construction financing, rental property lending, and self-employed.
- Strong understanding of local markets and sales trends.
- Expert knowledge in mortgage lending and credit adjudication.
- A passion for helping people grow their financial well-being.
- Display Libro’s values of Accountability, Courage, High Performance and Inclusive Mindset.
We Offer Total Reward Programs to Set You Up for Success In & Outside of Work:
- Competitive salaries, benefit packages, pension plans, & incentive programs, that value your dedication.
- Generous vacation time.
- Employee wellness program, Employee & Family Assistance Program, fitness club discounts, technology offers, travel and entertainment deals.
- Dedicated staff banking specialists to support strengthening your own financial well-being! Staff accounts and staff rates on products and services.
- We believe in developing internal talent. Unlock your potential with tuition assistance and opportunities for advancement.
If you're passionate about helping your community, interested in being part of a remarkable team, and want to do your part to strengthen financial well-being for a better tomorrow - we want to hear from you! Libro is committed to fostering a safe, healthy, and inclusive work environment that inspires respect. As an inclusive employer we are committed to providing a fully accessible recruitment process. Email us at careers@libro.ca any time during the recruitment process to let us know what supports you may need to be successful.
About Libro Credit Union
Libro Credit Union is a full-service financial institution serving more than 117,000 member-Owners through a network of digital services and 34 physical locations. As a trusted financial partner for 80 years, it's our passionate staff and commitment to our communities that sets us apart. Libro is a purposed-based business proudly committed to making positive social and environmental impact as a certified B Corporation®, as an associate member of the Responsible Investment Association, and as a Living Wage employer. If you want to see what makes Libro different, and how your purpose might align with ours then we want to hear from you! Join an inclusive and positive work environment that fosters career growth and advancement. Visit libro.ca/careers to apply today.
Home Financing Advisor - Waterloo Region
Top Benefits
About the role
Career Opportunity Libro Credit Union is growing! Join Libro Credit Union as a Home Financing Advisor in Waterloo Region! At Libro Credit Union, every employee and every customer are an Owner. Everything we do is about strengthening financial well-being for a better tomorrow.
As a Certified B Corporation©, we use business as a force for good. That means:
- Empowering people to live their most fulfilled lives.
- Supporting businesses and communities to thrive.
- Caring for the planet and economic growth through sustainable practices.
Libro invests in our employee’s development and career ambitions. We value candidates who are accountable, courageous, inclusive, driven to perform and have a passion for supporting people, local business and communities in strengthening their financial well-being.
We are currently hiring a Home Financing Advisor to support our Waterloo Region .
The Home Financing position focuses on activities that maximize the development of residential mortgage business through building strong reciprocal relationships with third party referral sources (real estate agents, lawyers and other centers of influence), with a goal of attracting new Owners to Libro. They work to cultivate and expand relationships with existing Owners, with a focus on expansion of the share of wallet. Identify and refer opportunities to all segments. They will offer expert knowledge to complex financing needs. Commitment to the on-going knowledge and expectations as outlined in the Home Financing Advisor role map.
The Role
- Provide complex mortgage-secured lending including builds, self-employed, multiple properties to appropriately fulfill Owner needs.
- Reach out proactively to Owners and prospects responding to referrals, data insights and market intelligence to grow personal mortgage lending portfolio.
- Conduct holistic conversations with Owners using planners and budgeting tools.
- Refer opportunities seamlessly to appropriate specialists to match expertise to Owner’s identified needs, including non-complex lending solutions to Personal Banking Specialist.
- Build relationships with industry professionals and community contacts across the region for ongoing business development.
- Develop collaborative relationships with internal teams and business segments to effectively service Owners and grow business.
- Create a business plan, identifying activities and setting goals to support regional mortgage lending growth.
- Make smart risk recommendations and decisions that protect our Owners and Libro.
What We’re Looking For
- 4 to 6 years' experience in advice and sales environment with 3 to 5 years lending experience.
- Expert knowledge in mortgage (retail) lending and applicable regulatory requirements including construction financing, rental property lending, and self-employed.
- Strong understanding of local markets and sales trends.
- Expert knowledge in mortgage lending and credit adjudication.
- A passion for helping people grow their financial well-being.
- Display Libro’s values of Accountability, Courage, High Performance and Inclusive Mindset.
We Offer Total Reward Programs to Set You Up for Success In & Outside of Work:
- Competitive salaries, benefit packages, pension plans, & incentive programs, that value your dedication.
- Generous vacation time.
- Employee wellness program, Employee & Family Assistance Program, fitness club discounts, technology offers, travel and entertainment deals.
- Dedicated staff banking specialists to support strengthening your own financial well-being! Staff accounts and staff rates on products and services.
- We believe in developing internal talent. Unlock your potential with tuition assistance and opportunities for advancement.
If you're passionate about helping your community, interested in being part of a remarkable team, and want to do your part to strengthen financial well-being for a better tomorrow - we want to hear from you! Libro is committed to fostering a safe, healthy, and inclusive work environment that inspires respect. As an inclusive employer we are committed to providing a fully accessible recruitment process. Email us at careers@libro.ca any time during the recruitment process to let us know what supports you may need to be successful.
About Libro Credit Union
Libro Credit Union is a full-service financial institution serving more than 117,000 member-Owners through a network of digital services and 34 physical locations. As a trusted financial partner for 80 years, it's our passionate staff and commitment to our communities that sets us apart. Libro is a purposed-based business proudly committed to making positive social and environmental impact as a certified B Corporation®, as an associate member of the Responsible Investment Association, and as a Living Wage employer. If you want to see what makes Libro different, and how your purpose might align with ours then we want to hear from you! Join an inclusive and positive work environment that fosters career growth and advancement. Visit libro.ca/careers to apply today.