Brendan Connolly
Conway,NH
Summary
I am a financial professional with six years of expertise in commercial lending in the Mount Washington Valley and beyond. My job responsibilities have allowed me to build experience in all stages of the loan origination process. In my career I have excelled in streamlining loan origination and enhancing portfolio administration through meticulous documentation review and effective communication. I am always willing to take a forward facing role in team collaboration and client relationship management. My organizational skills and knowledge of institutional policy have helped me to excel at assisting loan officers and managing diverse loan portfolios. Committed to delivering exceptional service while ensuring compliance with commercial banking policies and regulations.
Overview
5
5
years of professional experience
Work History
Commercial Loan Assistant
Union Bank
North Conway, NH
03.2025 - Current
- Assisted in the closure of complex commercial loans, ensuring all necessary documents were accurately prepared and executed.
- Calculated, reviewed and corrected errors on interest, principal and closing costs.
- Processed loan applications, ensuring timely completion of documentation and compliance requirements.
- Assisted with closing procedures, verifying all necessary documentation was in order.
- Highly organized worker, swiftly prepared loans for short closing deadlines.
- Coordinated essential administrative tasks for loan officers, contributing to improved client service and workflow management.
Sr. Commercial Lending Specialist
Northway Bank
North Conway, NH
04.2024 - 03.2025
- Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
- Managed adverse action notice processing and HMDA compliance reviews to uphold regulatory standards in banking operations.
- Key administrator on bank's financial tracking data software
- Compiled and designed financial tracking reports for senior management team
- Assisted loan officers with origination and closing processes to fastrack procedures and promote teamwork.
- Entered client details and notes into system for interdepartmental access and review.
- Engaged with clients to obtain required information and ensure completion of documentation.
- Resolved discrepancies in client documentation to maintain accurate records.
Commercial Lending Specialist
Northway Bank
North Conway, NH
05.2023 - 04.2024
- Assisted loan officers with origination and closing processes to fastrack procedures and promote teamwork.
- Entered client details and notes into system for interdepartmental access and review.
- Communicated with customers to request information and complete paperwork.
- Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
- Contacted customers via mail, telephone and email to relay acceptance or rejection of applications.
- Set up, stored and updated customer files, department records and regulatory paperwork.
Commercial Loan Administrative Assistant
Northway Bank
North Conway, NH
04.2021 - 04.2023
- Monitored key dates to obtain information by deadlines.
- Answered inquiries and provided superior customer service to clients.
- Provided Administrative support to Credit Administration and Commercial Banking teams
- Processed financial tracking and imaging for commercial customers
Education
Bachelor of Arts - Mathematics, Philosophy
St. John's College
Annapolis, MD05-2010
Skills
- Commercial Portfolio Administration
- Commercial Loan Documentation
- Loan Servicing and Maintenance
- Due Diligence - Commercial Banking Policy and Regulations
- Database Management
- Document Verification and Review
- Customer Service Focused
- Loan Closing Procedures
- Strong Attention to Detail
Timeline
Commercial Loan Assistant
Union Bank
03.2025 - Current
Sr. Commercial Lending Specialist
Northway Bank
04.2024 - 03.2025
Commercial Lending Specialist
Northway Bank
05.2023 - 04.2024
Commercial Loan Administrative Assistant
Northway Bank
04.2021 - 04.2023
Bachelor of Arts - Mathematics, Philosophy
St. John's College