Brandon Connelly

• Completed comprehensive training and licensing in insurance sales and customer service.
• Actively engage with prospective clients through outbound calls, focusing on understanding their unique insurance needs.
• Provide tailored insurance solutions for individuals and families, ensuring coverage aligns with their financial goals and life situations.
• Manage the entire sales process—from prospecting and needs analysis to policy recommendation, closing, and funding.
• Maintain consistent follow-up with clients to ensure satisfaction, address questions, and foster long-term relationships.
• Stay organized through effective appointment scheduling, client record management, and timely communication.
• Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.

Results-Oriented Senior Loan Specialist | 10+ Years of Proven Success in Auto Financing, Mortgage Lending, Warranty Sales, and Strategic Partnerships

A Senior Loan Specialist with over 10 years of proven success at United Community Credit Union, recognized nationally for excellence in auto financing, mortgage lending, and warranty sales. Consistently ranked in the top 5% of loan officers for auto ancillary products, I drive revenue growth, boost customer satisfaction, and build strategic partnerships. Known for my ability to analyze credit data, mentor teams, and exceed targets, I’ve contributed significantly to both business growth and customer success across multiple lending sectors.

Key Achievements:

• Top Performer in Sales & Finance: Ranked in the top 5% for auto ancillary products, consistently achieving outstanding sales and significantly boosting revenue.

• Strategic Partnerships: Developed and maintained partnerships with 50+ Texas dealerships and real estate agents, providing tailored financing solutions that increased client satisfaction by 20%.
• Revenue Growth & Cross-Selling: Leveraged data-driven credit analysis to drive a 25% revenue increase through strategic cross-selling of auto and mortgage loans as well as increase in warranty and insurance sales.
• Leadership & Mentorship: Trained and mentored junior loan officers, guiding them to exceed sales targets by 15% and fostering strong client relationships.
• Audit Excellence & Compliance: Consistently achieved exemplary audit scores by maintaining high standards of integrity and professionalism across all loan products.
• Collaborative Contributions: Worked closely with senior management to align business goals and drive operational excellence across departments.

Core Competencies:

• Auto Financing & Warranty Sales Expertise
• Mortgage Lending & Underwriting
• Credit Analysis & Risk Management
• Strategic Relationship Building & Cross-Selling
• Team Leadership & Mentorship
• Process Improvement & Operational Excellence
• Compliance & Audit Adherence

Multi-Branch Senior Relationship Banker & Manager Designee | Houston District

A highly accomplished Senior Relationship Banker and Manager Designee with a proven track record of driving performance, sales excellence, and client satisfaction across multiple branches in the Houston District. Specializing in investment, mortgage sales, and client relationship management, I’ve successfully led initiatives that elevated branch performance and contributed to the district’s overall growth. By mentoring Relationship Bankers and ensuring rigorous compliance with audit standards, I’ve cultivated a culture of excellence and collaboration that consistently exceeds expectations.

Key Achievements:

• Transformational Leadership: Spearheaded initiatives that enhanced branch performance, setting higher sales standards across the district while cultivating long-term customer relationships.
• Client Relationship Coaching: Trained and mentored Relationship Bankers on advanced client relationship strategies, resulting in deeper engagement with individual customers and small businesses.
• Sales Growth & Portfolio Development: Drove significant portfolio growth through active contributions to investment and mortgage sales, identifying cross-selling opportunities, and leveraging deep client insights.
• Exemplary Compliance & Audit Excellence: Consistently achieved exceptional audit scores through rigorous adherence to compliance requirements and impeccable documentation standards.
• Risk Assessment & Lending Insight: Conducted detailed loan application and credit report analyses, providing critical insights into risk factors that informed sound lending decisions and enhanced portfolio performance.
• Collaborative Stakeholder Engagement: Built strong cross-functional relationships with internal departments, ensuring smooth operations and driving district-wide organizational success.
• Strategic Business Development: Played a key role in senior management discussions, contributing to goal-setting, business strategies, and initiatives aligned with long-term objectives.
• Customer Portfolio Reviews: Led comprehensive portfolio reviews with customers, identifying growth opportunities and implementing strategies to improve performance and drive business results.
• 
  

Core Competencies:

• Branch Leadership & Sales Management
• Client Relationship Strategy & Coaching
• Mortgage & Investment Sales Expertise
• Risk Assessment & Credit Analysis
• Compliance & Audit Adherence
• Cross-Functional Collaboration & Team Leadership