Mortgage Broker Specialist CV Template

A Mortgage Broker Specialist is trained as a real estate broker specializing in assisting home buyers in the selection, processing and closing of a home mortgage loan. Whether as a freelance broker or employed in a financing brokerage firm the Mortgage Broker Specialists acts as a middle man between a prospective property buyer and the bank or lending institution. The objective is to achieve the best financing deal for a particular property that with suit the needs of a buyer.

Sample Mortgage Broker Specialist CV Template

Barry B. Higgins

Oakley Rd., Redditch, England

Phone: 01905 776 44409


Looking for a Mortgage Broker Specialist position in a major mortgage financing firm

Professional Experience

2004 – Present: Jr. Mortgage Broker Specialist, Derek Young Mortgage Consultancy, Ltd.

  • Assess loan eligibility of applicants for a mortgage loan according to standard banking criteria.
  • Educate buyer with various mortgage types and options.
  • Recommend most suitable mortgage proposal for client based on income and repayment capability.
  • Check with various banks when sourcing for various mortgage deals.
  • Inform client if mortgage application has been approved or not


  • Excellent interpersonal and communication skills to maintain good relations with banks and lenders, work with a team and interact with clients
  • Must have excellent salesmanship and marketing skills
  • Must have a good understanding of the real estate business, economic trends and property valuation dynamics


  • Awarded 2nd Most Productive Employee by the bank in 2006
  • Exceeded the $10 million mark in approved mortgage loans in 2007


2001 – 2005: BS in Business Administration, Sheffield College, Yorkshire


To be furnished upon request