Mortgage Adviser CV Example

Use this example CV for free for your job applications after amending it as suitable.

CV Example for Mortgage Adviser

Name

Address, Post-code
Telephone: 01234 567 890    Mob: 07812 456 789
Nationality:  British        E-mail: example at yahoo.co.uk

Professional Profile

A resourceful, hard working and highly motivated mortgage adviser with excellent interpersonal skills and the ability to communicate concisely at all levels.  Experienced in sales with a proven aptitude to accomplish exceeding sales targets, meeting tight deadlines while promoting good customer service at all times.  As a reliable, self-starting person who has lots to offer in terms of enthusiasm for work and life, has an ability to bring high standards to the workplace.  Willing to learn new skills, keep up to date with the best mortgage advice and always open to new ideas.

Advanced Skills

Customer Focussed                                       Meeting Strict DeadlinesOver 5 years experience in SalesHealth & SafetyExperienced in Customer Care   Punctual and EfficientProcess Controls  Sound knowledge of MS OfficeCreative ThinkerExcellent Communicator – written/verbalCareer Summary

Mar 2018 – Present            Company Name
Mortgage Adviser

•    Providing accurate financial advice to customers, finding the right mortgage deal to suit their needs
•    Researching and analysing mortgage products to remain professional and knowledgeable at all times
•    Successfully building good rapport with customers and the ability to find new leads also
•    Develop sales through to the end, from finding new leads to developing them into mortgage deals
•    Experienced in carrying out all financial background checks and researching references thoroughly
•    Inputting of data onto computer systems
   
Dec 2009 – Present             Company Name

Mortgage Adviser

•    Providing financial advice to customers
•    Compiling regular financial reports for senior members of staff
•    Experience in cross-selling of financial products
•    Successfully achieved high targets while maintaining excellent standards of customer care
•    Involved in the training of junior members of staff, allowing them to job-shadow
•    Built up my own customer base and happy to network to gain more leads

Aug 2011 – Mar 2012            Company Name

Mortgage Adviser

•    Successfully assisting in the achievement of targets while maintaining high standards of customer service
•    Flexible attitude regarding working hours, happy to work evenings/weekends
•    Comfortable meeting customers at their own home to discuss the best mortgage deals available to them
•    Experienced in taking responsibility for my own personal development plan, aiming for continuous improvement
•    Ability to discuss mortgage needs with customers and tailoring packages to suit
•    Contributing to the smooth running of the business

April 2010 – Feb 2011            Company

Position

•    Successfully supervising and motivating staff
•    Researching and evaluating content for customers, ensuring I am giving excellent customer service
•    Attendance at networking events to build good working relationships while building my own customer base
•    Experienced in working with IT with customers for creating/updating mortgage plans

Education and Qualifications

Sep 2004 – June 2007            COLLEGE NAME

•    A Levels:                Applied Business
Applied Politics

Personal Details

Interests:        Cinema, Reading, Paintball
I.T.:            ECDL Level 2

References

REFERENCES ARE AVAILABLE ON REQUEST

Mortgage Adviser CV Example

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