Mortgage Broker Specialist Resume Template

A mortgage broker specialist is a real estate financing professional specializing in assisting consumers in the selection, processing and closing of a mortgage loan. The position can be a freelance broker or work in any independent financing brokerage firms to serve as the mediator between a prospective buyer of a property, or borrower and the lending institution. The objective is to provide financial expertise to consumers to get the best mortgage deals.

Mortgage Broker Specialist Resume Template

Julius G. Montgomery

Williamsburg, Virginia

Phone: 757-354-6654


To be a mortgage broker in a large financing company

Summary of Qualification

  • More than a decade experience in the financing industry with the last 5 years specializing as a mortgage broker for residential clients of a large financing brokerage company.
  • Excellent verbal and writing communication skills, interpersonal and social skills as well as organization skills

Career Experience/Job History

1999 – Present:  Mortgage Broker Specialist, Springfield Finance Brokers

  • Provide assessment on the eligibility of loan applicants for a mortgage on a house or commercial property for reference by bankers and lenders
  • Explain the various types of mortgages to the clients and the mortgage options available from various banks and recommend the moist suitable for their individual needs
  • Liaise with various banks on the client’s behalf to secure the best deal
  • Fill out an application form, collect supporting documents, like bank statements, and submit the application to the bank
  • Inform the client if their home loan has been approved or not
  • Organize home second loan requirements including a valuation of the client’s home
  • Provide financial and investment advice to clients.


2001 – 2002: MBA, Cornell University

1995 – 1999: BS in Management Science, Washington State University

Professional reference will be furnished upon request

Category: Finance Resume Templates

Leave a Reply