A Mortgage Broker CV should showcase your ability to provide expert mortgage advice to clients, manage relationship, manage paperwork, and negotiate with lenders.
Your CV is a powerful tool to showcase your ability to work closely with clients, lenders, case managers, and building surveyors to keep applications moving and compliant. For a role such as this it should also highlight your knowledge of the housing market and ability to recommend mortgage products that are genuinely right for your clients.
To get noticed you’ve got to write up a high-quality, personalised CV that ticks all the right boxes. So, how can you make sure that you land the right job? By tailoring your CV to your potential employer’s needs. It’s as simple as that.
Here, we’ll guide you through crafting an effective Mortgage Broker CV and write each section so that its tailored to the jobs specific requirements.
By: Iejaz Uddin – Updated 10 November 2025
Page overview
- Mortgage Broker CV examples
- How to write an Mortgage Broker CV
- CV structure
- Contact details
- Personal summary
- Mortgage Broker work experience
- Skills
- Education section
Mortgage Broker CV example
Maxine Corry
Address
T: 0044 123 456 7890
E: info@dayjob.com
PERSONAL SUMMARY
Maxine is a totally customer-centric and innovative Mortgage Broker who can successfully progress a client’s mortgage applications from absolute start to finish. She is an ambitious individual who wants to be in the higher earning bracket of this industry. You can rely on her to ensure that a high level of customer service is delivered to clients in a timely manner. This is something she does by having a consistent friendly approach to customers whilst promoting a professional image of her company.
At the moment she is employed by …….. where she works with a strong back-office support team that assists her with mortgage applications and progressions. As part of her duties, she assesses an applicant’s individual household’s income, previous loans, credit scores and ongoing expenses so as to match them to the most suitable loan. She does all of this whilst offering exceptional levels of customer service, all with a view to retaining existing customers. With Senior Managers she has a reputation for being highly visible on social media and having strong networking capabilities.
During her career she has generated new bridging, commercial mortgage and development finance opportunities for high net worth clients. In the past she has worked at banks, building societies, estate agents, firms of mortgage brokers and insurance brokers.
On a personal level she is an enthusiastic and customer service driven individual who is passionate about building relationships. Also has a confident telephone manner and the ability to instil trust in the clients she meets.
At this stage of her career, she wants to join a company where the overall remuneration is market-leading and uncapped.
CAREER HISTORY
MORTGAGE BROKER – Start Date – Present
Employers name – Location
Responsible for acting as the middleman between customers and third-party mortgage providers.
Duties;
- Discussing with clients the pros and cons of many types of mortgages, such as fixed-rate, tracker, or variable rate loans.
- Identifying and then contacting potential clients through cold calls.
- Working closely with the underwriting department on a client’s creditworthiness and the conditions for approving a loan.
- Offering independent mortgage and related protection advice to clients.
- Explaining the different types of mortgages and offers that clients can choose from.
- Collaborating with colleagues, clients, lenders, and solicitors to facilitate smooth and fast mortgage completions.
- Networking to continue building relationships with clients, estate agents and industry professionals.
- Working towards and achieving set sales targets.
- Assessing a customer’s creditworthiness and risk profile by looking at their financial background and history.
- Liaising with existing customers in respect of their mortgage requirements.
- Developing marketing strategies and promotional materials to attract new clients.
- Following up with clients after mortgage completion and house purchase to ensure their satisfaction.
- Helping clients to determine how much they should borrow.
- Developing and maintaining close relationships with local estate agents.
- Giving general advice on the home buying process.
- Seeking out the best financial and mortgage solutions for our customers.
- Handling often-complex client queries on a day-to-day basis.
- Collaborating with compliance officers to ensure adherence to regulatory guidelines.
- Meeting all sales targets and objectives as set by the firm.
- Keeping accurate administrative records updated and organised to ensure adherence to compliance standards.
- Mentoring and giving advice to junior, new, and inexperienced members of the mortgage team.
- Helping the customer complete the mortgage application form accurately and truthfully.
JOB TITLE – Start Date – End Date
Employers name – Location
KEY SKILLS AND COMPETENCIES
Professional
- Being tactful and diplomatic when liaising with clients in difficult situations.
- Attaining and maintaining competent status as defined by the regulatory bodies.
- Actively participating and co-operating with others to achieve set targets.
- Excellent organisational, administrative and IT skills.
- Staying updated on industry regulations and market trends.
- Good organisational skills and the ability to prioritise workload so that key tasks are done first.
Personal
- Ability to accept criticism and work well under pressure.
- Tactful, trustworthy, diplomatic, and able to maintain confidentiality at all times.
AREAS OF EXPERTISE
Relationship development
Industry practices
Sales management
Team work
Loan processing
ACADEMIC QUALIFICATIONS
University name – Degree details Study Dates
College name – Qualifications Study Dates
School name – Subjects / Grades Study Dates
REFERENCES
Available on request.
How to write a Mortgage Broker CV
Creating an attention grabbing Mortgage Broker CV is your first step towards securing a position in the competitive finance industry.
As it’s your first opportunity to make a positive impression on potential employers, any CV you send into a recruiter has to be well written, targeted and easy to read. It’s also a good idea to explaining the reasons why you want to work in this field.
Everything you submit to a employer has to be error free and perfectly written. After completing your CV its also best to check your spelling and grammar personally and to get a friend to read over it.
On this page, you’ll get a complete step-by-step guide, valuable tips and real-world examples to help you create an interview-winning CV.
CV Structure
A well laid out CV can improve the reading experience and thereby encourage the recruiter to find out more about you as a candidate. Think of it as as the cover to your CV or window to a shop, with your content the stock.
Divide your CV to make it as readable as possible. At a minimum you have to include the Career Objective, Work Experience, Education and Skills sections.
For your work experience organize your CV in reverse chronological order, starting with your most recent role and then work backwards. This way you will highlights your latest, and therefore relevant, experience first.
Contact Details
Remember that while emails can sit unread in an inbox or end up in the junk folder, a phone call can provide immediate answers to answers or interview invitations. This why you should always provide as many contact options as possible, especially a mobile phone number. You want to speed up the hiring process significantly, hereby benefiting both parties.
If a recruiter reaches out to you, reply by saying that you are interested, thank them, express excitement, state your availability, and ask for more details.
Personal Summary
Your summary sits at the top of your CV, where employers will see it first.
It is a three-to-five sentences long paragraph that has to narrate your best successes, particularly those that are relevant to the key requirements of the role. A compelling Summary can take your CV from good to unforgettable. Written properly it will capture the most compelling parts of your career and demonstrate your readiness for the role. It can provide an early glimpse into your communication style, clarity of thought, and ability to connect with people.
It should detail your most impressive accomplishments, relevant experience, key skills, and key vocational qualifications. Finish it with an explanation as to why you’re now excited and qualified to apply for the job.
Mortgage Broker CV Work Experience
It’s here that you talk about your prior work experience and how it’s prepared you for the role you are applying for.
In it mention the types of places you’ve worked and the teams you’ve been part of, as well as any specific industries you worked within. Don’t just list you daily duties, instead demonstrate the impact you had by providing quantifiable results. For instance, mention any targets you’ve met or exceeded or any leadership roles you’ve taken on. Limit the description of your duties to the three or four most important points.
For your current role use the present tense when describing your duties and use the past tense for those roles with which you are no longer involved. Whenever possible try to quantify your accomplishments and responsibilities with numbers, figures, and percentages.
Mortgage Broker CV Skills
Employers often look at the skills section of a CV to determine who should move on to the next step of the hiring process.
Start by making a list of those skills which you possess that will make you stand out from the others. Do this by reading the job description to find out what the employer wants in a candidate. One way of explaining your skills in a CV is by using the ‘STAR method’. This requires you to break down examples of experiences you’ve had into four sections:
S: Situation – the situation you were in
T: Task – what needed to get done
A: Action – what action was taken to get the task done
R: Result – what happened as a result of your actions
Remember that no words must be wasted when condensing your skills, that’s because space is at a premium on your CV and hiring managers are time constrained people who just want to see the facts.
Education
The Education section of your CV provides a snapshot of your academic history. Written properly it can further underline your fitness for a specific role. If you have limited work experience then place more emphasise on your education section.
Some employers may require specific formal qualifications or accreditations, if you have these then be sure to list them.
Give the institutions name, i.e. the school, college, or university. Followed by the degree or qualifications you earned e.g., Bachelor of Arts, A-levels or PhD and the dates attended.
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