Mortgage Advisor Cover Letter Example

A Mortgage Advisor is an expert on mortgages and other types of loans, such as home equity loans and reverse mortgages. They are responsible for advising clients about which loan product best suits their financial situation, processing the application for that loan, and even processing the funding for the loan.

They work with lenders and banks to help clients obtain loans for real estate transactions, whether it be a home, commercial property, or land. They are responsible for finding the best deal for their client by consulting with multiple lenders and comparing loans on behalf of their clients.

Write an amazing cover letter using our Mortgage Advisor Cover Letter Example and Cover Letter Writing tips.

Mortgage Advisor Cover Letter example

Mortgage Advisors are employed by banks, credit unions, and other mortgage lenders to help customers find the best mortgage products and rates.

Employment of mortgage advisors is projected to grow 11 percent from 2016 to 2026, faster than the average for all occupations. As the economy improves, more people will buy homes, and they will need help from mortgage advisors to find the best products and rates.

The average salary for a Mortgage Advisor is $61,387.

What to Include in a Mortgage Advisor Cover Letter?

Roles And Responsibilities

  • Work closely with clients to determine their needs and provide the best possible service.
  • Build relationships with prospective clients and make sure they are aware of the company’s products and services.
  • Gather financial information from borrowers using various tools such as income statements or tax returns.
  • Analyze financial data such as assets, liabilities and credit reports before submitting them for review by underwriters at banks or other lending institutions.
  • Negotiate interest rates on behalf of your client with lenders so that they can get the lowest possible rate for their loan.
  • Coordinate closing day activities including signing documents on behalf of borrowers at settlement meetings.

Education & Skills

Mortgage Advisor Skills:

  • Able to understand and explain the financial complexities of mortgages.
  • Clear communicator.
  • Patient with clients who have a lot of questions or are nervous about the process.
  • Good at time management, organization, and planning.
  • Comfortable working with a team.

Mortgage Advisor Education Requirements:

  • There are no specific educational requirements to become a mortgage advisor. However, most mortgage advisors have a degree in business, economics, accounting, or finance.

Mortgage Advisor Cover Letter Example (Text Version)

Dear Mr. / Ms. [Recruiter Name],

I am writing to apply for the Mortgage Advisor position with Lender Company. I am a financial services professional with over 10 years of experience in the real estate industry.

Through my current employment as a Mortgage Advisor I have developed strong communication and interpersonal skills. I have also developed excellent sales abilities and have written effective marketing materials.

I have experience working with homebuyers through the entire mortgage process and am able to provide top-notch customer service that meets the highest of standards. In addition I have an extensive background in negotiating and structuring loans that are customized to meet individual needs.

Achievements include:

  • Sold and financed over 20,000 mortgages while working as a mortgage advisor.
  • Maintained a 4.85 out of 5 customer satisfaction rating throughout my career.
  • Broke company records for weekly and monthly sales in the first year of my career.
  • Earned the title of Employee of the Month 7 times and Employee of the Year 2 times.
  • Won numerous company awards for outstanding performance.

My success as a Mortgage Advisor stems from my ability to work well in a team setting. I focus on building long-term relationships with clients by keeping them informed throughout each step of the process and providing excellent follow-up once their loan has been finalized.

I look forward to meeting with you in person to discuss your needs further. Thank you very much for your time and consideration.

[Your Name]


When writing your mortgage advisor cover letter, be sure to highlight your experience in the mortgage industry, as well as your passion for helping people achieve their home ownership goals.

You should also mention any awards or accolades you’ve received, as well as any volunteer work or other activities that demonstrate your commitment to helping others.

Refer our Mortgage Advisor Resume Sample for more tips on how to write your resume and accompany it with a strong cover letter.



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