FINANCE BROKER SKILLS, EXPERIENCE, AND JOB REQUIREMENTS

Published: Mar 12, 2023 - The Finance Broker demonstrates a solid history in advising healthcare operators and investors. Engages in vigorous business development and pipeline creation for new opportunities. Boasts strong presentation and negotiation skills, ensuring effective communication and project leadership.

Essential Hard and Soft Skills for a Standout Finance Broker Resume
  • Market Understanding
  • Solution Identification
  • Application Preparation
  • Database Management
  • Information Gathering
  • Service Management
  • Lead Generation
  • Needs Assessment
  • Data Collection
  • Loan Management
  • Business Development
  • Relationship Management
  • Team Collaboration
  • Customer Service
  • Client Relationship Management
  • Advisory
  • Intermediary Role
  • Expectation Management
  • Customer Experience
  • Communication

Summary of Finance Broker Knowledge and Qualifications on Resume

1. BA in Finance with 5 Years of Experience

  • Demonstrable track record in advising, consulting or direct lending to healthcare operators and investors
  • Relevant experience from a broking, banking, consultancy, private equity, real estate, operational or advisory background
  • Experience in business development activities and proactive management of business generation efforts, including origination, client pitches and presentations in order to deliver a continuous pipeline of new business opportunities
  • Energetic and self-motivated, with the ability to engage credibly with senior colleagues and clients
  • Strong organisational and presentation skills, with the ability to articulate and present new business propositions to third parties
  • Excellent interpersonal communication with strong negotiation skills.
  • Confidence to work both autonomously & in a team setting.
  • A good academic background

2. BA in Business Administration with 3 Years of Experience

  • Exceptional relationship builders with strong interpersonal and communication skills.
  • Ability to engage customers/sales pipeline at all levels.
  • Strong background in selling finance solutions to a variety of customers.
  • Cert IV in Finance
  • Ability to leverage a variety of leads across the financial spectrum.
  • Experience working with a large panel of lenders.
  • Experience in finance broking along with being able to leverage leads from own network whilst supplementing a small number of leads provided by the business
  • Proven ability to effectively influence over the phone & achieve monthly quotas 
  • Natural ability to build real, meaningful relationships with key internal & external stakeholders.

3. BA in Economics with 4 Years of Experience

  • Certificate 4 in Finance and Mortgage Broking
  • Experience as a commercial and/or consumer asset finance broker, mortgage broker, finance and insurance business manager or any other similar role within the credit industry
  • A highly-motivated self-starter with the capability to work autonomously and independently
  • Able to establish positive relationships with clients and lenders
  • Passionate about providing end-to-end financial solutions for people around the country
  • Able to work quickly and efficiently to ensure a smooth process for clients and lenders
  • Good commercial acumen
  • A supportive and ambitious team player determined to succeed

4. BA in Accounting with 2 Years of Experience

  • Previous experience in a lending role as either an Assistant Manager, Broker Support Officer or Personal Lending Consultant
  • Strong interpersonal skills with the ability to negotiate and influence
  • Pays high attention to detail and has the ability to prioritise competing deadlines in a fast-paced environment
  • Outcome orientated with a customer-centric mindset.
  • Ability to review financials and understand complex lending structures preferable
  • Self-directed, motivated team player who is skilled at managing time and workload
  • Experience selling a similar product
  • Highly motivated by deadlines and targets

5. BA in Marketing with 6 Years of Experience

  • A background in finance
  • Understanding of financial statements and the ability to interpret/appraise the figures
  • Experience in the preparation of credit briefing notes
  • Be a highly motivated, proactive self-starter with an active introducer client base
  • Entrepreneurial mind-set
  • Be flexible & adaptable to the changing needs of the business
  • Experience in post-approval drawdown requirements with an understanding of valuation and security processes
  • Certificate IV in Finance and Mortgage broking
  • Demonstrated achievements of consultative sales approach
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