Home Finance Broker Resume template
Finance Broker resume template
A clean starting structure with example content grounded in what finance brokers actually do day to day, not generic filler. Download and replace the bracketed placeholders with your own details.
Which resume format should you use?
Reverse chronological
You have a steady work history. This is the format almost every recruiter and ATS expects by default.
Functional
You're changing fields or have gaps in your employment. Leads with skills rather than a job-by-job timeline.
Combination
You're early career or have worked consistently but for only a few employers. Blends a skills summary with a shorter chronological history.
This template uses the reverse chronological format: the one most finance brokers should default to, since most Australian recruiters and ATS software expect it.
Professional summary
Finance broker with experience arranging home loans, personal loans, asset finance and small business lending through an aggregator's lender panel. Skilled at assessing borrowing capacity, comparing products, and managing applications from first enquiry through to settlement. Works within responsible lending and Australian Credit Licence requirements, with a focus on clear client communication and lender negotiation.
Key skills
- Financial analysis and borrowing capacity assessment
- Regulatory compliance and responsible lending
- Loan origination software
- CRM platforms
- Servicepoint and Athena
- Microsoft Office suite
- Client relationship management
- Written communication
- Stakeholder management
- Attention to detail
- Lender negotiation
- Credit assessment
Experience: example bullet points
- Assessed client income, expenses and credit history to establish realistic borrowing capacity and recommend suitable loan structures.
- Compared loan products across an aggregator panel of lenders to identify competitive rates, fees and features for each client's circumstances.
- Prepared and lodged loan applications with supporting documents including payslips, bank statements and tax returns, ensuring files met lender and compliance requirements.
- Negotiated rates and conditions with lenders on clients' behalf, achieving outcomes that suited their cash flow and long term plans.
- Managed loan applications from submission through to settlement, following up with lenders and keeping clients informed at each stage.
- Maintained compliant client files and stayed current with lender policy and responsible lending obligations.
- Used loan origination software and CRM platforms to track applications, manage client communication and meet lodgement deadlines.
Education
Most finance brokers hold a Diploma of Finance and Mortgage Broking Management, often after completing the Certificate IV in Finance and Mortgage Broking. A bachelor degree in business, commerce or finance is also common, particularly for brokers moving from banking or accounting.
Keywords an ATS is likely to scan for
Applicant tracking systems match your resume against terms in the job ad before a person ever sees it. Only include the ones that actually apply to your experience, but if a term below matches something you've done, use the same wording the job ad uses.
- Australian Credit Licence (ACL)
- aggregator
- responsible lending
- National Consumer Credit Protection Act (NCCP)
- ASIC
- MFAA
- FBAA
- loan origination software
- Servicepoint
- Athena
- lender panel
- credit assessment
- Certificate IV in Finance and Mortgage Broking
- Diploma of Finance and Mortgage Broking Management
- home loans
- asset finance
- business finance
- settlement
- compliance
Getting past ATS screening
- Match the specific skills, certifications and terms used in the job ad, not just your own wording for the same thing.
- Keep formatting simple: no tables, text boxes, columns, headers/footers or graphics. Parsers frequently drop content placed in these.
- Submit as .docx or PDF unless the job ad specifies otherwise.
- Use standard section headings (Experience, Education, Skills) rather than creative alternatives.
- List your core skills and technical competencies in their own section so a keyword scan can find them instantly.
This is a starting point, not a guarantee of interviews. Tailor every bullet point to your own real experience and the specific job ad.