Mortgage broker resume examples from 2026
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How to write a mortgage broker resume
Craft a resume summary statement
A well-written resume summary is basically an elevator pitch. You are summing up your skills and experience in a few sentences to wow recruiters, hiring managers, and decision makers into giving you an interview. Here are some tips to putting your best foot first with your resume summary:
Step 1: Mention your current job title or the role you're pursuing.
Step 2: Include your years of experience in mortgage broker-related roles. Consider adding relevant company and industry experience as relevant to the job listing.
Step 3: Highlight your greatest accomplishments. Here is your chance to make sure your biggest wins aren't buried in your resume.
Step 4: Again, keep it short. Your goal is to summarize your experience and highlight your accomplishments, not write a paragraph.
These tips will help you demonstrate why you are the perfect fit for the mortgage broker position.Please upload your resume so Zippia’s job hunt AI can draft a summary statement for you.
List the right project manager skills
Many resumes are filtered out by hiring software before a human eye ever sees them. A robust Skills section can let recruiters (and bots) know you have the skills to do the job. Here is how to make the most of your skills section:
- Look to the job listing. You often need to include the exact keywords from the job description. Take note of the skills listed for the job.
- Put all relevant hard and soft skills in your skills section.
- Be specific. If you are too broad, you may not be giving the best picture of your skills and leave the hiring manager uncertain of your abilities.
- Be up to date. Software names change and companies merge. Don't look out of touch by being careless.
- Be accurate. Spelling and even upper or lowercase can dramatically change meanings. Make sure you are correctly listing your skills.
Here are example skills to include in your “Area of Expertise” on a mortgage broker resume:
- Loan Applications
- FHA
- Va
- Loan Programs
- Credit Reports
- Loan Process
- Real Estate Brokers
- Credit History
- Loan Origination
- Cold Calls
- Commercial Loans
- Loan Products
- Business Relationships
- Loan Packages
- Financial Services
- Mortgage Products
- Approval Process
- Credit Worthiness
- Business Development
- Fannie MAE
- Account Executives
- Mortgage Process
- Bank Statements
- Calyx
- Interest Rates
- Financial Institutions
- Corporate Financial Statements
- Loan Agreements
- USDA
- Underwriting Guidelines
Zippia’s AI can customize your resume for you.
How to structure your work experience
A work experience section is a vital part of your resume because it shows you have the experience to succeed in your next job.
- Put your most recent experience first. Prospective employers care about your most recent accomplishments the most.
- Put the job title, company name, city, and state on the left. Align dates in month and year format on the right-hand side.
- Include only recent, relevant jobs. This means if you're a fairly experienced worker, you might need to leave off that first internship or other positions in favor of highlighting more pertinent positions.
How to write mortgage broker experience bullet points
Your resume is your chance to show your biggest accomplishments. Don't just list your job responsibilities, instead take the opportunity to show why you're really good at what you do. Here is how you do that:
- Start with strong action verbs like managed, spearheaded, created, etc. Your goal is to show what you did and verbs will help demonstrate your contributions.
- Use numbers to quantify your achievements. Did you save time with a new report? Increase revenue? How large was the team you managed?
- Keep it concise. You're highlighting your achievements. Consider if all details you are sharing are relevant, or can be written more efficiently.
Here are great bullet points from mortgage broker resumes:
Work history example #1
Mortgage Loan Specialist
SunTrust Banks
- Responded to customer inquiries regarding mortgage defaults and loss mitigation options available.
- Updated FHA Connection accordingly, ensuring applicable data was accurate HUD's requirements for insurance purposes were met.
- Reviewed mortgage loan compliance w/TILA, RESPA, and high cost restrictions thru Compliance Analyzer.
- Assisted customers with mortgage account inquiries pertaining to payoffs, escrow, taxes and insurance.
- Provided detailed information concerning client's mortgage and escrow accounts.
Work history example #2
Loan Specialist
Wells Fargo
- Reviewed valuations to determine whether to continue with foreclosure process or pursue alternative resolutions.
- Utilized a suite of in-house loan-processing software to initiate compliance and closing on HAMP and Non- Hamp loans.
- Conducted ongoing audit of acquired loan portfolio and coach staff on loan center procedures.
- Reviewed, analyzed and judgmentally underwrote consumer requests for credit, adhering to company and industry guidelines.
- Conducted cash flow analysis based on income and expenses to determine affordability.
Work history example #3
Loan Officer/Loan Processor
JPMorgan Chase
- Selected as SME on pilot team that transitioned software from PACS to CLOSR, and rolled out onto floor.
- Ensured all conditions on Underwriter approvals had been cleared and reported in files as requested responded to all calls and emails.
- Communicated effectively with borrowers and internal business associates to ensure the highest level of customer service.
- Demonstrated working knowledge of Federal and State rules and regulations, including RESPA, TILA, ECOA and HMDA.
- Documented any potential issue or concerns regarding loan reasonableness or potential fraud/misrepresentation.
Work history example #4
Registered Representative
MetLife
- Managed customer portfolios for optimal performance, making necessary adjustments to ensure meet of customer expectations.
- Pursued new clients and served the existing client base as a FINRA-registered representative of MetLife Securities Inc.
- Assessed and managed risk of client portfolios, providing advice for diversification and optimal risk/reward relationship.
- Obtained Series 6 and 63 Registered Representative with the NASD (now FINRA).
- Maintained compliance with FINRA and California Department of Insurance.
Zippia’s AI can customize your resume for you.
Add an education section to your resume
The education section should display your highest degree first.
Place your education section appropriately on your resume. If you graduated over 5 years ago, this section should be at the bottom of your resume. If you just graduated and lack relevant work experience, the education section should go to the top.
If you have a bachelor's or master's degree, do not list your high school education. If your graduation year is more than 15-20 years ago, it's better not to include dates in this section.
Here are some examples of good education entries for resumes:
Bachelor's Degree in business
American InterContinental University, Chandler, AZ
2009 - 2012
Highlight your mortgage broker certifications on your resume
Certifications can be a crucial part of your resume. Many jobs have required certifications.
Include the full name of the certification, along with the name of the issuing organization and date of obtainment.
If you have any of these certifications, be sure to include them on your mortgage broker resume:
- Certified Sales Professional (CSP)
- International Accredited Business Accountant (IABA)