Mortgage Advisor CV Example

A stronger, more engaging mortgage advisor CV gives you the best chance of success. It can help you pass the ATS CV screening stage and impress the recruiter or hiring manager, increasing your prospects of reaching the interview stage. Now let’s explore the main sections of a CV and see how to structure each one for maximum impact.

Standard mortgage advisor CV sections

Your approach to creating your winning mortgage advisor CV will differ depending on your experience, your seniority and the details listed in the job description.

However, at any stage of your career, a mortgage advisor CV serves as a professional biography that must clearly illustrate your career trajectory. To help you tell that story effectively, we will now break down the document piece-by-piece, starting with your contact header and moving through the key pieces of your professional path.

CV Header

At the top of your mortgage advisor CV, add a header that establishes the design language of the document. Include the necessary contact information: your full name, email address, phone number and location. It's not typically necessary to include your full address. If you have a LinkedIn profile, consider adding a URL to this in your header, to help the reader easily find more information on your career and credentials.

For jobs in the UK, a personal photo is usually not required on your CV. That, along with any other personal details such as age, gender, ethnicity and nationality, are generally discouraged under the terms of the Equality Act 2010, which aims to reduce and eliminate discriminatory practices, such as recruitment bias.

CV Summary or Objective

Below your contact information, a short, concise CV summary or CV objective can set the tone for your application and provide brief, basic information on your key skills and qualities that gives a strong indication to the reader about your suitability for the mortgage advisor role. A CV summary focuses on your key skills and achievements, while a CV objective provides an alternative approach, showcasing your career ambitions and how the role fits with these. This makes a CV objective ideal for entry-level candidates.

For either a CV summary or an objective, aim for a length of two or three sentences. Showcase a few key skills, personal qualities and career achievements or ambitions, always reviewing the job description as you write, to show how you fulfil the requirements of the role.

A good CV summary will highlight one or two key skills that match those listed in the job description, and show how you've put them to good use in your career to date. You'll want to set yourself apart from other candidates by focusing on unique qualities or particular areas of strength that have shaped your career to date. Here's an example of an effective mortgage advisor CV summary, with evidence of your impact and neat, well-structured sentences:

Above is an example of CV summary that doesn't follow best practice, with some subtle shortcomings and failings. Your summary could miss the mark if it's too generic and doesn't describe unique personal qualities and strengths. It might also be vague, use long, unstructured sentences, lack quantifiable evidence of your impact, or not be tailored to the job description.

Employment History

The work experience section of a CV is usually the most important part. Employers look for evidence of how you've developed and used your skills to good effect in your career to date, as an indication of your likely future performance. Ensure you tailor your work experience section to reflect the job description and show you meet all the essential requirements. This means picking out skills and qualities as keywords and reflecting them back in your work experience bullet points, so employers can assess your likely fit for the role.

This section should contain a list of your most relevant previous jobs in the last 10 or 15 years. Add the job title, the name of the employer, its location and your dates of employment. Include detail in bullet points, outlining the skills you used in the role and the impact they made.

Standing out with your CV work experience section means using action verbs and measurable outcomes to show the impact you made. You'll want to outline a progression in your skills development, and list evidence of the value you added. Take a look at this mortgage advisor CV example work experience section for inspiration:

Above you'll find a less effective example of a mortgage advisor CV work experience section. An unengaging work experience section could be too generic, focusing too much on day-to-day duties rather than skills and achievements. It could also fail to address the job description or lack evidence to show the impact you've made in your career to date.

Education

In your education section you'll want to list your highest and most recent qualifications, particularly if they're a requirement for the role.

For working in mortgage advisor positions, it's essential to have a relevant university degree, and as such, you'll want to feature it in your CV. Include your Bachelor of Science (Honours) in Finance or another related degree that qualifies you for the role, in your CV, along with any other degrees or qualifications that highlight your strongest key skills, including credit scoring software proficiency or financial analysis and forecasting.

Creating the education section of your CV means selecting the most relevant and highest qualifications, and listing them in reverse-chronological order, starting with your most recent achievements and working back from there. For each entry, include the name and level of the degree or certification, the institution, its location and your graduation date or dates of study. To emphasise your qualifications and achievements, you might wish to include one or two bullet points, which highlight things like specialist areas of study, projects, dissertations or society memberships.

You might also wish to add specialist qualifications, certifications or licences that are required for the role. If you add any of these, include the expiry date, if the qualification requires renewal in the future.

Skills

The skills section of a mortgage advisor CV provides space for showcasing the key skills and qualities that set you apart as a candidate. You'll want to only include the most relevant skills, so review the job description and list hard and soft skills that match the requirements, while reserving some space to mention your own unique characteristics. For a mortgage advisor CV, it's essential to include relevant skills for the role that match your skill set, such as relationship building and credit scoring software proficiency, to impress the reader and show you're qualified for the mortgage advisor position.

Hard Skills

Hard and technical skills are the essential skills required for carrying out the everyday duties of the role. They might include specialist operation of certain software or equipment, or knowledge of certain industry standards and regulations. You could gain these skills via training, certifications or industry experience. For mortgage advisor jobs, critical hard skills you've gained in your career can include risk assessment modelling expertise, and credit scoring software proficiency. Check the skills specified in the job description, and add four or five key hard skills to your CV that show employers you're capable of completing the key duties of the role.

The best hard skills section will contain a mix of your strongest technical skills and those listed in the job description as 'essential' or 'desirable'. The closer your skills list is to matching the essential job description skills, the better your chances of success.

Below, you can find the types of skills typically featured in the hard skills section of a mortgage advisor CV:

Soft Skills

In your soft skills list, add any personal qualities and transferable skills that show you'll be a good fit for the role, you'll settle in well with the organisation and you'll complement other team members. Soft skills are typically more transferable and applicable to different roles than hard and technical skills. As a result of rapid technological changes in the world of work, soft skills are becoming ever-more valued by employers. Soft skills can also be particularly valuable for junior or entry-level roles where candidates haven't necessarily had the time to develop hard skills and career achievements.

Just like the hard skills section, begin by reviewing the job description to learn the most desirable soft skills to include in your mortgage advisor CV. Only add soft skills that you can provide evidence for throughout your CV. Craft a list of up to five key soft and transferable skills that reflect the job description, while also including some of your strongest, most unique skills to stand out from the crowd.

Below is a selection of soft skills regularly featured in a mortgage advisor CV.

Languages

Including a section on language skills can be beneficial, if you speak at least one language to a reasonable level of competency, in addition to your mother tongue. This is true even if language skills aren't a requirement for the role, as foreign language abilities often correlate to other valuable soft skills. Within this section, list the foreign languages you speak to a reasonable degree of competence, together with an indicator of your skill levels.

There are a few acceptable ways of citing your foreign language proficiency levels. The simplest way is to assign a basic descriptive word to indicate your skills, such as:

• English: Fluent
• Spanish: Intermediate

You could otherwise use an internationally recognised language standard, such as the Common European Framework of Reference (CEFR). This assigns your language skills a standardised level of competence, as follows:

• A1: Beginner
• A2: Elementary
• B1: Intermediate
• B2: Upper intermediate
• C1: Advanced
• C2: Proficiency

Certifications and Licences

Depending on the role you're applying for, and the type of qualifications you have, you might want to include a separate section for certifications, in addition to the education section. It can enhance your chances of success to show specific training and certifications. Not only do these prove you're qualified for the role, but they also indicate proactivity and a dedication to professional development. Furthermore, if there are any necessary certifications or licences for the job, this CV section takes on even more importance. If you're applying for a technical role or a position that involves the use of specialist software or equipment, these might make it more necessary to include a section showcasing your training.

Here is a list of some key certifications and licences that can be particularly useful for mortgage advisor applications:

Additional Sections

Optional sections can be useful to add to your CV, to provide additional evidence that you have the skills for the mortgage advisor job. If you're unable to show you have all the necessary skills for the job through your work experience, optional sections can be a valid way of providing further evidence of your suitability, to give you the chance of gaining an interview. If you're an entry-level candidate or a career changer, optional sections can be particularly valuable.

Explore our career resources for practical strategies to make your CV stand out and move you closer to landing an interview.

Hobbies and Interests

Hobbies and interests are a legitimate way to showcase your skills, if you have any hobbies relevant to the role. Additionally, this section gives you the chance to show employers different facets of your personality and interests beyond work, which can help them to differentiate you from other applicants. However, hobbies and interests can only add value to your CV if they provide evidence of skills and experience that you can use in the role you're applying for. As such, only add hobbies as a way of filling gaps in the skills you've developed or used through work experience.

Achievements and Awards

Creating a section for your achievements and awards can help you draw attention to the things you're most proud of in your career to date. In this section, add any awards or recognition you've received for achievements, and any career milestones you've reached that show you're a strong candidate for the job.

Volunteering

Listing any previous voluntary work is another useful way of showing you have the necessary skills and experience for the job. If you don't have much relevant work experience, either because you're a junior candidate or you're changing jobs from an unrelated field, volunteering can provide valuable examples of your skills in action. Your volunteering section should follow much the same structure as your work experience section.

Add a description of the volunteer role or a job title if you had one, the name of the organisation, its location and the start and end date of your volunteering. List bullet points that show how you put relevant skills to good use to create positive results for the organisation.

Best action verbs for an engaging mortgage advisor CV

Adding strong action verbs to the bullet points in your CV's work experience section is a great way to focus on the key skills required for the job, while showing the impact you've made. Start each bullet point with an action word that reflects the job description, so the reader can easily identify your best qualities. You'll also want to back up any action verbs you're using with quantifiable evidence that showcases the value you added for previous employers. Use the past tense for action verbs that describe previous roles, with the present tense for any current responsibilities and achievements.

Example of a mortgage advisor CV

Now we've shown you everything that needs to go into your mortgage advisor CV, we can take a look at how it comes together in its final form in the following example:

If you're not sure what your one-page, finalised CV design might look like, check out our examples.

Tips for optimising your CV for ATS

Many employers now use applicant tracking systems (ATS) to assist with managing the recruitment process. One of the key elements of most ATS apps is the ability to scan CVs and rank them according to their likely match to the job description. By taking on this task, the systems can save hiring managers the time and effort of reviewing every CV in detail. With vacancies regularly receiving hundreds of applications, this can increase the efficiency of the recruitment process.

Because ATS software is becoming more common in the recruitment process, it's important to make some concessions in your CV to give yourself the best chance of progressing beyond the initial screening. With that in mind, here are some tips on preparing your CV for ATS screening:

• Include keywords and phrases that match the job description, making it easy for ATS apps to identify a strong fit for the role.
• Use standard CV headings that clearly identify each section, such as 'work experience', 'education' and 'skills'.
• Opt for a simple CV layout with consistent formatting, avoiding any special design elements that could make your CV harder for ATS apps to scan.
• Select a font that's widely used and maximises readability, including popular serif and sans serif fonts between size 10 and 12 for body text, and 14 and 16 for headings.
• Use bullet points in place of full sentences and paragraphs. This can reduce the overall length of the document, make the keywords stand out and make it easier for ATS apps to scan.

You might feel there are a lot of steps to creating an ATS-compatible mortgage advisor CV, but with just a few small changes, you can ensure your CV passes this stage. Use one of our ATS-compatible CV templates, which are designed by experts to give you the best chances of success.

Key takeaways for a successful mortgage advisor CV

To make a strong first impression on hiring managers, tailor your CV for every application, adding keywords and phrases that match the job description. Pick a CV format that matches your experience level, and focus on showing the reader how you've developed relevant skills and put them to good use to add value for previous employers.

Finally, using a clean, professional CV template like those offered by Jobseeker, can help your CV stand out among its competitors and give you the best chance of success with your applications.

Sources:

1. Barnet Council (UK local government), Recruitment tips: How to write a supporting statement
2. Jobseeker, HR Statistics