Mortgage Advisor Resume Examples (Free Guide)

Create an Mortgage Advisor resume that lands you the interview with our free examples and writing tips. Use and customize our template and land an interview today.

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The guide below contains examples and tips for writing a resume adapted to the current market that will help you find your next job. You can use the following tips designed for mortgage advisers, write yourself an impressive resume in a few minutes and start looking for a job today.


In recent decades, in order to purchase an apartment and fulfill the ultimate Israeli dream, there is no escape from taking out a mortgage. One of the consequences of this axiom is the formation of a new profession called mortgage advisers, so using their service is a necessity and not a luxury.
The role of the advisors is to give their clients a mortgage building strategy tailored to their financial situation and goals so that the way they will build the mortgage will save them a lot of costs in the total amount of the mortgage.

Good advisors are those who shorten the processes with the banks, make the process of obtaining a mortgage easy and efficient and plan a mortgage mix that is considered optimal for the clients (for example, choose mortgage routes tailored to the needs and data of the clients).

In a few minutes we will teach you how:

Using our sample resume and design templates , we will help you write the best resume and find the dream job you have always wanted.

so lets start!

  • Writing an introduction:

Resume counseling is based on a standard wording just like a resume in any other field, with relevant adjustments to the mortgage world. The way to generate a resume that will lead you to the job interview is to think - what of everything you have done so far can make recruiters feel that you have something to contribute to the job they are offering.

Your introduction should contain two or three sentences describing your great successes in your career. Celebrate these proudly without crossing the line into exaggeration. Strong verbs will show that you are the ones who can do the job. Use the details and data to back up your claims. Remember that your resume is a marketing document and the language in it should be as lively and appealing as the one you would use in a conversation with a customer.
Because you are expected to communicate well and consult with clients, learn their needs and desires, confirm details, and work collaboratively between all parties, you should also include a sentence or two about your interpersonal skills and ability to perform the work within a stressful timeline.

Many mortgage advisers work independently for clients, but there are also opportunities to work as employee agents employed by insurance companies and banks. Therefore, you must clearly state your line of authority in the field and indicate in which track you are currently or plan to develop.

  • Work Experience:

Your work history tells the story of your career. Make her as interesting as you! In this profession that is so based on expanding and retaining the circle of customers, work experience is a huge advantage. If you have worked in the field of finance in the past, expand and emphasize this, and note that this experience is located in a prominent place that catches the eye and at an early stage in the resume. When describing your previous experience expand not only on your achievements but also on the field of practice, the type of tasks you have performed and the relationship with the clients so that you get a complete picture of your knowledge and skills as talented consultants.

Your employment history should show progress of success. Instead of writing a list of responsibilities at work, tailor your work history to the job you are interested in. Look at the job advertisement. What achievements and qualities do employers explicitly seek? Be sure to use these keywords. Describe your greatest professional accomplishments in each job and use detailed sales and registration data.

If you have no previous experience in the field, it is very important to note employment experience from the world of customer service and sales. Because it is such a major part of the job, experience in marketing and customer service is almost a must in a resume of mortgage advisors. Detail as much as possible and try to imagine the launch points between the previous position and the next coveted position so that your resume will present you as ideal candidates.

  • Skills:

Highlight your professional talents and abilities in a carefully selected list. This is a great place to add the keywords we mentioned earlier to bolster your resume (just in case you are behind it). Of course, you need human skills to be sales people of any kind. Mortgage advisers sell their personality as they sell their services.

Mortgage advisers have a lot of clients coming to them whether it is new clients, clients in the process of taking out a mortgage or old clients. Your resume should tell a story of candidates who understand that working with people is essential, ones who have impressive communication skills and caring people who value relationships.
In the case of mortgage advisers, the thought that should guide you is that as people from the world of sales and finance your dominant and colorful nature should stand out in your resume. To keep customers happy you need to be charismatic, caring, creative, engaging and have excellent social skills. The skills section in the resume must reflect this.

A good mortgage advisor will also provide an answer to the technical part: appraisals, mortgage insurance, registration of liens in the registry and the registrar of mortgages, signing sellers on the bank documents before a lawyer, signing a power of attorney before a notary attorney and more. These are important ones that can give you a significant advantage over other candidates with similar data.

  • education:

The field of mortgage advice is currently not regulated in legislation in an orderly manner. The Bank of Israel Umanim has recently formally recognized the field of non-bank mortgage advice and has taken care to regulate the work of private mortgage advisers with the banks, but has not yet taken care to regulate the field as a formal profession.

Therefore, in principle, a mortgage adviser is anyone who has decided to define himself as a mortgage adviser - although there are mortgage adviser studies, there is no official certificate or mortgage adviser license recognized by the government such as a legal license.
There are many courses (frontal and digital) that teach The secrets of the field. Mortgage counseling studies train professionals in the field and provide them with all the knowledge, skills and tools to accompany clients on their way to the apartment. Also, mortgage counseling studies will focus on economic, legal and ethical aspects related to the industry. Indicate where and in what years.

In addition, you should present if you have a financial degree from a recognized institution (economics, business administration, accounting, etc.). Although it is not necessary to have a degree to work in the field, it has a significant advantage.

  • Design:

Your appearance enhances your success as expert consultants: neat, reliable, friendly and self-confident. The visibility of your resume should be the same. The best resumes have clean lines, plenty of white space, and above all, are readable. You want employers to be able to find your contact information, latest job and skills in seconds, because that's all the time you have to impress.

Since your role is driven by personality, you may want to add an original element and your own personal touch, we are right here for that! Just do not get carried away, everything else is just distracting. Make sure you have a photo that expresses your professional image if you choose to use the image.

Of course there is no need to start everything from scratch, choosing one of our templates will get you exactly the result you are looking for and will create a great resume that will undoubtedly stand out above the competition.

  • In summary, key points and how to make your resume stand out?

One of the most important and great moments in our lives is the moment when we decide to buy an apartment. Today, not everyone can afford to buy a property without taking out a mortgage. In fact, the vast majority of young couples are forced to take out a mortgage so that they can fulfill the dream of buying an apartment, especially in recent years when real estate prices continue to rise and the volume of mortgages in the economy is growing accordingly. The best “deal.” A mortgage advisor is the person to turn to to get the best deal possible.

The employment opportunities in the field are varied and consultants can choose to go the independent route or alternatively be employed at a bank. Mortgage advisers Bankers are in fact mortgage officials who receive their salaries from the bank they represent, the bank advisors represent the bank's policy only and are committed to its procedures. Bank advisors are actually a type of salespeople whose main job is to maximize the bank's profit in any loan portfolio. Private mortgage advisers are, as mentioned, mortgage advisers who represent the clients before the bank's mortgage advisers and the bank's managers and make sure that they receive the cheapest and most suitable mortgage for them.

Education options in the field are also diverse: there are colleges that offer courses in the field, the network is full of online courses through which the field can be studied and there are also experienced mortgage advisers who deliver their own lectures and courses through which one can specialize in the field.
Writing a resume for a mortgage counseling job is not as difficult as you look at it. Your knowledge of finance, banking products and the real estate market should shine throughout your resume. In addition, you should also note how proficient you are in network development, providing customer service and finding the best mortgage loan for clients.

In the resume of mortgage advisers technical skills should stand out: The role of the mortgage adviser is also to put clients in order and explain basic issues such as: linked interest, fixed interest or variable interest and also interpersonal skills: that is, to give customers the confidence that they do not make mistakes Which can cost them a lot of money.


These are just some of the points that will make your resume stand out from the rest - with the help of our resume writing tool at resumaker.ai , you can create a resume easily and quickly and be accepted into the leading companies in the market.

Ready to use templates that will help your resume stand out to recruiters
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