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5 Mortgage Broker Resume Examples...

5 Mortgage Broker Resume Examples & Guide for 2024

Your mortgage broker resume must prominently display your state licensure. This certification is fundamental in establishing your legal eligibility to operate within the industry. Additionally, it's crucial to highlight your experience with various loan types and your proficiency in mortgage software. Employers are looking for brokers who can navigate complex deals with confidence and efficiency.

All resume examples in this guide

A significant resume challenge faced by Mortgage Brokers is effectively highlighting their key skills and experiences while also showcasing a deep understanding of the mortgage industry. Our guide can assist in addressing this by providing specific tips on how to structure your resume, identify the right keywords to demonstrate industry knowledge, and articulate your accomplishments in a way that clearly illustrates your proficiency as a Mortgage Broker.

Dive into this guide to discover how to craft a compelling mortgage broker resume:

  • Explore top-tier mortgage broker resume samples, spotlighting industry-leading skills and experiences.
  • Uncover over ten tailored strategies to make your mortgage broker resume resonate with the job description.
  • Illuminate your unique value as a mortgage broker candidate, using your professional achievements as a guide.
  • Debunk the myth that education doesn't matter, and learn how to leverage your academic and certification credentials effectively.

Styling your mortgage broker resume: layout and format

Pondering the ideal length for your mortgage broker resume? Experts suggest keeping it between one and two pages. Opt for the two-page format if you boast over a decade of pertinent experience. Moreover, the resume format you choose is pivotal in showcasing your experience. Consider the:

Here are some additional tips for your mortgage broker resume layout:

  • Keep your headline straightforward: mention the job you're targeting, a notable certification abbreviation, or your professional specialty;
  • Always customize your mortgage broker resume for the specific role, aligning job requirements with your experience in various resume sections;
  • After finalizing your resume, save it as a PDF (unless instructed otherwise) to maintain its readability and layout consistency.
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Pro tip

Your resume will likely be processed by an Applicant Tracking System (ATS). Ensure your header, summary, or objective incorporates essential skills required for the role.

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To craft a compelling mortgage broker resume, focus on these sections:

  • A scannable header
  • A snapshot of your professional persona, showcasing soft skills, achievements, and a summary or objective
  • Skills that align with the job advert
  • Quantifiable achievements in your experience section
  • An education and technical skills section that underscores your proficiency with specific tools or software
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What recruiters want to see on your resume:

  • Mortgage Industry Knowledge: Understanding of the mortgage industry, home loan process, underwriting, and regulatory standards like FHA, VA, USDA, etc.
  • Sales Skills: Proven track record in sales, with the ability to persuade and close deals effectively.
  • Networking Abilities: Connections within the real estate and lending industries, indicating a capacity for building and maintaining professional relationships.
  • Numeracy Skills: Proficiency in managing and analyzing financial data, demonstrating strong numeracy skills.
  • Customer Service: Excellent customer service skills and experience dealing with diverse clients, highlighting empathy, patience, and problem-solving abilities.

Detailing your relevant experience on your mortgage broker resume

Showcase your credibility in the resume experience section. For an effective mortgage broker resume:

  • Highlight measurable achievements.
  • Scan the job advert for keywords and integrate them throughout your experience section.
  • Emphasize your technical proficiencies and how you've applied them in various roles.
  • Keep it simple: mention your responsibility, relevant skills, and the outcomes.
  • Use this section to convey your unique value, soft skills, feedback received, and the type of company culture you thrive in.

Top professionals ensure their experience section offers a captivating look at their expertise. Check out our sample mortgage broker resumes for guidance.

Work Experience
Senior Mortgage Broker
ABC Mortgage Services
  • Successfully closed over 100 mortgage deals, resulting in $10 million in funded loans.
  • Developed and maintained strong relationships with real estate agents, loan officers, and clients to generate referral business.
  • Analyzed financial documents and credit reports to determine loan eligibility and advised clients on suitable mortgage options.
  • Negotiated favorable terms with lenders, resulting in reduced interest rates for clients.
  • Managed the loan process from application to closing, ensuring timely and accurate documentation.
Work Experience
Mortgage Consultant
XYZ Home Loans
  • Originated and processed residential mortgage loans, adhering to regulatory guidelines and company policies.
  • Assisted clients in understanding loan programs, eligibility requirements, and credit improvement strategies.
  • Prepared loan packages, including gathering necessary documentation and verifying borrower information.
  • Collaborated with underwriters, appraisers, and title companies to facilitate smooth loan transactions.
  • Consistently met monthly sales targets, achieving 20% increase in loan production.
Work Experience
Mortgage Advisor
123 Mortgage Solutions
  • Generated leads through cold calling, referrals, and networking events, resulting in a 30% increase in client base.
  • Analyzed market trends and interest rate movements to provide clients with informed mortgage advice.
  • Managed a pipeline of 50+ loans, ensuring timely follow-ups and efficient loan processing.
  • Developed marketing strategies and promotional materials to attract new clients.
  • Collaborated with loan processors to resolve documentation issues, resulting in smoother loan closings.
Work Experience
Junior Mortgage Broker
DEF Mortgage Group
  • Conducted comprehensive financial assessments for clients to determine their mortgage needs and affordability.
  • Educated first-time homebuyers on the mortgage process and guided them through loan application procedures.
  • Maintained a high client satisfaction rate of 95% through excellent customer service and responsiveness.
  • Collaborated with real estate agents to facilitate seamless transactions for homebuyers.
  • Assisted in developing training programs for new mortgage consultants.
Work Experience
Mortgage Broker Team Lead
GHI Mortgage Advisors
  • Managed a team of mortgage brokers, providing guidance, training, and performance evaluations.
  • Implemented digital mortgage technologies, resulting in a 25% reduction in loan processing time.
  • Developed strategic partnerships with local builders and developers to increase mortgage referral business.
  • Created customized mortgage solutions for high net worth clients with unique financial profiles.
  • Collaborated with compliance officers to ensure adherence to regulatory guidelines.
Work Experience
Mortgage Loan Officer
JKL Mortgage Solutions
  • Evaluated borrowers' creditworthiness and financial situations to recommend suitable mortgage products.
  • Negotiated loan terms and conditions with lenders, resulting in cost savings for clients.
  • Conducted market research to identify emerging trends and competitive mortgage rates.
  • Assisted in streamlining the loan application process through the implementation of new software.
  • Collaborated with escrow and title officers to ensure accurate and timely closings.
Work Experience
Mortgage Specialist
MNO Mortgage Services
  • Specialized in government-insured mortgage programs such as FHA and VA loans.
  • Guided clients through complex loan qualification processes, addressing credit and income challenges.
  • Developed marketing campaigns targeting specific demographic segments resulting in a 15% increase in leads.
  • Analyzed property appraisals and market data to determine accurate loan-to-value ratios.
  • Facilitated refinancing transactions, resulting in significant interest savings for clients.
Work Experience
Licensed Mortgage Broker
PQR Home Loans
  • Provided comprehensive mortgage advice to clients, taking into account their long-term financial goals.
  • Collaborated with loan processors to expedite document collection and underwriting processes.
  • Built a strong network of professionals, including real estate agents and financial planners, to generate business referrals.
  • Developed and delivered educational seminars on mortgage financing options.
  • Implemented customer relationship management (CRM) system to enhance client follow-up and retention.
Work Experience
Mortgage Analyst
RST Mortgage Group
  • Managed a diverse client portfolio, servicing loans ranging from conventional to jumbo mortgages.
  • Utilized market analysis and financial modeling to recommend optimal loan structures and interest rate options.
  • Collaborated with loan underwriters to address complex borrower scenarios and obtain necessary approvals.
  • Developed marketing materials targeting millennials and first-time homebuyers.
  • Assisted in the implementation of an online mortgage application system, resulting in increased efficiency.
Work Experience
Loan Modification Specialist
UVW Financial Services
  • Conducted credit assessments and risk analyses to determine loan eligibility and appropriate interest rates.
  • Assisted clients in navigating the loan modification process, resulting in reduced monthly mortgage payments.
  • Provided ongoing customer support, addressing inquiries and concerns related to existing loans.
  • Collaborated with loss mitigation department to negotiate loan workout solutions for distressed borrowers.
  • Developed and delivered training sessions on mortgage products and services for new employees.

Quantifying impact on your resume


  • Include the total value of mortgages you have brokered to illustrate your ability to handle large sums and responsibilities.
  • List the number of clients you have successfully helped to secure a mortgage, showing your client management skills and success rate.
  • Highlight the average reduction in interest rates you achieved for clients, demonstrating your negotiation skills and financial acumen.
  • Mention the number of lenders you regularly work with to show your networking capabilities in the industry.
  • Specify the percentage of applications that led to a secured mortgage under your guidance, reflecting your proficiency in the application process.
  • Quantify the savings you have made for your clients over the course of their mortgages, illustrating your commitment to customer satisfaction.
  • Provide the number of cases where you have managed to get approvals for difficult or non-standard mortgage applications, showcasing problem-solving skills.
  • State the number of years of experience you have in the field, establishing your familiarity and longevity in the industry.
  • Writing your mortgage broker experience section without any real-world experience

    Professionals, lacking experience, here's how to kick-start your mortgage broker career:

    • Substitute experience with relevant knowledge and skills, vital for the mortgage broker role
    • Highlight any relevant certifications and education - to showcase that you have the relevant technical training for the job
    • Definitely include a professional portfolio of your work so far that could include university projects or ones you've done in your free time
    • Have a big focus on your transferable skills to answer what further value you'd bring about as a candidate for the mortgage broker job
    • Include an objective to highlight how you see your professional growth, as part of the company
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    Pro tip

    Boost your resume by focusing on the practical aspects of each job requirement. While it's good to have job-related keywords on your resume, ensure they're backed by action verbs and quantifiable data. This gives recruiters a clear picture of your mortgage broker professional journey.

    Spotlighting your mortgage broker hard and soft skills

    Hard skills denote your technological proficiency and expertise in specific tools or software. These skills are often validated through certifications and hands-on experience.

    Soft skills, on the other hand, reflect your interpersonal abilities and how you navigate workplace dynamics. These skills are cultivated over a lifetime and can be more nuanced.

    Why the emphasis on both? Hard skills demonstrate your technical competence and reduce training needs. Soft skills suggest adaptability and cultural fit.

    To optimize your skills section:

    • Forego basic skills like "Excel" in favor of more specific proficiencies like "Excel Macros".
    • Highlight core values and work ethics as soft skills, indicating what you prioritize in a professional setting.
    • If relevant, create a distinct section for language proficiencies.
    • Balance hard and soft skills by crafting a strengths or achievements section, illustrating outcomes achieved through both skill sets.

    To assist you, we've curated a list of skills highly sought after by recruiters. Ensure you integrate those that resonate with your expertise and the prospective employer's needs:

    Top skills for your mortgage broker resume

    Knowledge of mortgage loan industry and products

    Understanding of financial regulations and legislation

    Financial analysis skills

    Sales skills

    Proficient in loan underwriting software

    Credit assessment skills

    Risk management skills

    Familiarity with banking applications and software

    Customer service skills

    Data entry skills


    Good communication skills

    Negotiation skills

    Interpersonal skills

    Attention to detail

    Problem-solving ability

    Organizational skills

    Patience and perseverance

    Ethical conduct

    Ability to work under pressure

    Time management skills

    pro tip icon
    Pro tip

    Targeting the needed job ad skills doesn't have to end with the skills section. You can talk about your related certifications, interests or additional experience via projects or volunteering, where you picked up those skills, too.

    The importance of your certifications and education on your mortgage broker resume

    Pay attention to the resume education section . It can offer clues about your skills and experiences that align with the job.

    • List only tertiary education details, including the institution and dates.
    • Mention your expected graduation date if you're currently studying.
    • Exclude degrees unrelated to the job or field.
    • Describe your education if it allows you to highlight your achievements further.

    Your professional qualifications: certificates and education play a crucial role in your mortgage broker application.

    They showcase your dedication to gaining the best expertise and know-how in the field.

    Include any diplomas and certificates that are:

    • Listed within the job requirements or could make your application stand out
    • Niche to your industry and require plenty of effort to obtain
    • Helping you prepare for professional growth with forward-facing know-how
    • Relevant to the mortgage broker job - make sure to include the name of the certificate, institution you've obtained it at, and dates

    Both your certificates and education section need to add further value to your application.

    That's why we've dedicated this next list just for you - check out some of the most popular mortgage broker certificates to include on your resume:

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    Best certifications to list on your resume

    1. Mortgage Bankers Association (MBA) - Certified Mortgage Banker (CMB)
    2. National Association of Mortgage Brokers (NAMB) - Certified Residential Mortgage Specialist (CRMS)
    3. National Association of Mortgage Brokers (NAMB) - Certified Mortgage Consultant (CMC)
    4. Mortgage Bankers Association (MBA) - Residential Certified Mortgage Servicer (RCMS)
    5. Mortgage Bankers Association (MBA) - Commercial Certified Mortgage Servicer (CCMS)
    6. Fannie Mae - Desktop Underwriter (DU) Certification
    pro tip icon
    Pro tip

    The reputation of the institution or organization granting your certification or degree can bolster your credibility. Prioritize recognized and respected credentials.

    Choosing between a resume summary or objective

    Many mortgage broker candidates ponder whether to include a resume summary or objective.

    Here's a breakdown:

    • A Resume objective outlines your career aspirations. It tells recruiters why you're applying and the value you can bring.
    • A Resume summary offers a snapshot of your significant achievements, giving a quick overview of your expertise.

    New professionals might lean towards an objective, while seasoned experts might prefer a summary. Whichever you choose, ensure it's tailored to the role.

    For inspiration, review examples from established mortgage broker professionals.

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    Resume summary and objective examples for a mortgage broker resume

    • Detail-oriented Mortgage Broker with over 8 years of experience in the financial sector. Proven track record of managing more than $60M in residential mortgages while meeting strict regulatory requirements. Demonstrates strong understanding of loan underwriting and processing procedures.
    • Accomplished professional with 10+ years of experience in client-facing roles. Seeking to leverage my background in customer service and sales to transition into mortgage brokerage. Strong negotiation skills and ability to understand complex financial situations will aid in providing clients with tailored mortgage solutions.
    • Adept Finance Professional, looking to leverage my expertise in portfolio management, financial analysis, and relationship building in the mortgage brokerage industry. Known for strategic thinking, I have successfully managed portfolios worth $100M, preparing me for a new challenge in the mortgage field.
    • Senior software engineer with 15+ years of experience seeking a career shift to mortgage brokerage. Possess strong analytical skills and problem-solving abilities honed from creating intricate algorithms and data structures. Equipped with deep understanding of financial principles gained through self-study.
    • Career objective: A recent business graduate eager to apply the knowledge gained during academic pursuits in the mortgage brokerage field. I possess a deep understanding of financial accounting and economics, combined with excellent interpersonal skills, ready to provide high-quality service to potential homeowners.
    • Career objective: As an enthusiastic finance major with solid proficiency in Microsoft Excel and experience with financial models, I aspire to join the mortgage brokerage sector. Eager to utilize my number-crunching skills and detail-oriented mindset to help individuals secure the best mortgage deals.

    Additional sections to elevate your mortgage broker resume

    Recruiters often seek candidates who offer more than just the basics.

    To stand out, consider adding:

    • Interests: Share hobbies or activities that reveal your personality and transferable skills.
    • Projects: Highlight innovative work that showcases your expertise.
    • Languages: If communication is vital for the role, showcase your linguistic abilities.
    • Awards: Feature significant recognitions that underscore your expertise.

    Key takeaways

    • Your resume should be a curated narrative, highlighting your alignment with the role's requirements.
    • Strategically position your skills, balancing both technical and interpersonal strengths.
    • Be selective in detailing experiences, focusing on relevance and impact.
    • Utilize the summary or objective to offer a snapshot of your professional essence.
    • Across all sections, prioritize authenticity and clarity, ensuring your resume resonates with the mortgage broker role you're eyeing.
    mortgage broker resume example

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