Maxine Corry
Address 1
Address 2
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.

 

 

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