FINANCE BROKER RESUME EXAMPLE
Published: Mar 12, 2023 - The Finance Broker maintains current market insights to pinpoint ideal customer solutions. Sourcing and showcasing financial facilities to clients fulfills both corporate and personal business growth strategies. Consistently interacts with potential clients, ensuring visibility for any financial opportunity, while also crafting and submitting high-quality finance applications.
Tips for Finance Broker Skills and Responsibilities on a Resume
1. Finance Broker, Western Financial Solutions, Boulder, CO
Job Summary:
- Develop and maintain relationships with referrers of business
- Generate consistent lead sources
- Interviewed clients, assessed needs and recommended suitable products based on needs
- Collect personal and detailed information/data from the borrower
- Act as an intermediary between the client and the lender in assisting them in applying for the loan
- Manage expectations and explain the process to the client
- Manage the loan from the application to the settlement process, keeping the client up to date at all times
- Keep accurate records of all interactions with the client and transactions are involved.
- Stay up to date with industry knowledge, products and regulation
Skills on Resume:
- Relationship Management (Soft Skills)
- Lead Generation (Hard Skills)
- Needs Assessment (Hard Skills)
- Data Collection (Hard Skills)
- Intermediary Role (Soft Skills)
- Expectation Management (Soft Skills)
- Loan Management (Hard Skills)
- Record Keeping (Hard Skills)
2. Finance Broker, Gateway Capital Partners, Richmond, VA
Job Summary:
- Build, develop, and maintain relationships with clients by offering a consultive finance solution to needs.
- Identify new business opportunities /leads primarily through telephone-based business development.
- Maintain and develop the client database.
- Develop a good understanding of the market sector.
- Gather information from clients for the lender to choose the best finance outcome.
- Be a pivotal point of contact for clients and underwriters, providing timely and trusted advice.
- Be responsible for Service renewals, new business, alterations, and endorsements
- Proactively develop and maintain client relationships by delivering outstanding customer experience
Skills on Resume:
- Client Relationship Management (Soft Skills)
- Business Development (Hard Skills)
- Database Management (Hard Skills)
- Market Understanding (Hard Skills)
- Information Gathering (Hard Skills)
- Advisory (Soft Skills)
- Service Management (Hard Skills)
- Customer Experience (Soft Skills)
3. Finance Broker, Peak Finance Services, Tucson, AZ
Job Summary:
- Maintain up to date market knowledge to enable the identification of appropriate solutions for customers
- Sourced and present facilities to clients
- Work to fulfil both the company and individual business development plan
- Maintain ongoing contact with prospective clients (both internal and external) to ensure the company is foremost in minds for any business finance opportunity
- Prepare and submit quality applications for finance on behalf of clients
- Identify and develop relationships with active lending institutions
- Work as a part of my team assisting individuals and families with all of their financial needs including but not limited to investments/savings and personal insurance
- Handle customer inquiries
- Provide information about the products and services
- Document and update customer records based on interactions
- Develop and maintain a knowledge base of the evolving products and services
Skills on Resume:
- Market (Hard Skills)
- Solution Identification (Hard Skills)
- Business Development (Soft Skills)
- Relationship Management (Soft Skills)
- Application Preparation (Hard Skills)
- Lending Development (Soft Skills)
- Team Collaboration (Soft Skills)
- Customer Service (Soft Skills)