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Commercial mortgage broker skills for your resume and career

Updated January 8, 2025
2 min read
Below we've compiled a list of the most critical commercial mortgage broker skills. We ranked the top skills for commercial mortgage brokers based on the percentage of resumes they appeared on. For example, 20.3% of commercial mortgage broker resumes contained real estate transactions as a skill. Continue reading to find out what skills a commercial mortgage broker needs to be successful in the workplace.

15 commercial mortgage broker skills for your resume and career

1. Real Estate Transactions

Here's how commercial mortgage brokers use real estate transactions:
  • Focus on soliciting, originating, processing, and closing both commercial / residential real estate transactions.
  • Manage Sales, Leasing, and Marketing for all Real Estate transactions for Real Estate firm.

2. Lenders

A lender is a financial institution, an individual, a private or public group, that offers funds to a business or person with the condition and expectation that these funds must be repaid. Repayment will also include the payment of interest or fees. Lenders have detailed guidelines to verify the ability to repay a loan and creditworthiness. They established the interest rate, repayment schedule, terms, and other key aspects of the money being borrowed.

Here's how commercial mortgage brokers use lenders:
  • Fostered deeper client relationships with commercial and residential lenders driving referrals by delivering excellent customer service.
  • Work with developers and project managers as well as MAI appraisers and Lenders on a both local and national level.

3. Commercial Property

Here's how commercial mortgage brokers use commercial property:
  • Developed marketing strategies for the sale of commercial property.
  • Source debt and equity for commercial property owners resulting in the securitization of $18.3 million worth of debt financing.

4. Real Estate Brokers

Here's how commercial mortgage brokers use real estate brokers:
  • Worked with commercial real estate brokers and banks that couldn't get the deals completed.
  • Generated own sales leads for individuals interested in purchasing/re-finance existing properties, worked with Real Estate Brokers to establish qualified prospects.

5. Client Relationships

Here's how commercial mortgage brokers use client relationships:
  • Established client relationships with institutional and large capital real estate buyers and created marketing packages for the prospective sale of properties.
  • Developed client relationships from prospecting and cold calling stages to the final closing of the mortgage.

6. Commercial Loans

Here's how commercial mortgage brokers use commercial loans:
  • Composed and prepared Executive Summaries, Projection Based Narrative Formats and other materials needed to process commercial loans.
  • Closed $10 million in monthly residential conforming construction and commercial loans.

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7. SBA

Small Business Administration or SBA refers to a government agency that offers assistance to small businesses. They work with individuals starting or growing their businesses. The agency has a website that contains various tools such as training programs and business plans to help small businesses.

Here's how commercial mortgage brokers use sba:
  • Originated CRE and SBA loans and brokered them to Wall Street conduits, life Insurance companies and banks.
  • Originated and Closed over $2.5M in Commercial SBA loans through PNC Bank channel.

8. Business Development

Business development is the ideas or initiatives that work to make business work better. Selling, advertising, product development, supply chain management, and vendor management are only a few of the divisions involved with it. There is still a lot of networking, negotiating, forming alliances, and trying to save money. The goals set for business development guide and coordinate with all of these various operations and sectors.

Here's how commercial mortgage brokers use business development:
  • Roll out strategic implementation to multiple individual and group investors, penetrating accounts through referrals, prospecting and business development.
  • Perform sales and account management functions including market planning and new business development between mortgage loan officer and banking center personnel.

9. Financial Statement Analysis

Here's how commercial mortgage brokers use financial statement analysis:
  • Skilled at credit and financial statement analysis and adherence to bank lending requirements and ensure originations close as expected.

10. Life Insurance

Here's how commercial mortgage brokers use life insurance:
  • Offer all lines of insurance of Commercial products, Workers' Compensation, Health and Life insurance.
  • Processed and tracked life insurance applications through underwriting and policy issue.

11. Property Management

Property management is the regular oversight of commercial, residential, or industrial real estate by a third-party contractor. Property management includes the day-to-day care of the property, fixing minor and major issues, and monitoring the security of the property.

Here's how commercial mortgage brokers use property management:
  • Serviced the property management requests of clients for over 22 investment residential and commercial buildings.
  • Coordinated and implemented project/property management.

12. Market Data

Market data is the general term used in relation to financial information required for research, analysis, trading, and accounting of financial instruments of all asset classes in global markets. Market data enables traders and investors to see the latest price and historical trends for various assets, and how to enter and exit trades.

Here's how commercial mortgage brokers use market data:
  • Created market data base for existing owner/tenants specific to office condominiums.
  • Evaluate properties utilizing market data, demographics, tax codes, zoning restrictions, and environmental regulations.

13. Cold Calls

Cold calling is a kind of business solicitation from customers who didn't express interest in their product and services before. In this technique, a salesman conducts a call with potential customers with whom they haven't had a prior interaction. Cold calling can include phone calls or telemarketing. However, in-person visits like door-to-door marketing are also a type of cold calling

Here's how commercial mortgage brokers use cold calls:
  • Researched and identified potential buyers and sellers through cold calling, direct mail, and email marketing.
  • Generate tenants/buyers for all listings by cold calling and researching the market.

14. Business Sales

Here's how commercial mortgage brokers use business sales:
  • Partnered in the research and development of commercial business sales opportunities in North Carolina.

15. Site Selection

Here's how commercial mortgage brokers use site selection:
  • Specialize in assisting churches in Metro Atlanta with purchase, sale, building, and site selection.
  • Performed site selection services for an 18 ac.
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List of commercial mortgage broker skills to add to your resume

Commercial mortgage broker skills

The most important skills for a commercial mortgage broker resume and required skills for a commercial mortgage broker to have include:

  • Real Estate Transactions
  • Lenders
  • Commercial Property
  • Real Estate Brokers
  • Client Relationships
  • Commercial Loans
  • SBA
  • Business Development
  • Financial Statement Analysis
  • Life Insurance
  • Property Management
  • Market Data
  • Cold Calls
  • Business Sales
  • Site Selection
  • Office Space
  • Investment Properties
  • Business Loans
  • Office Buildings

Updated January 8, 2025

Zippia Research Team
Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

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