Connor Healy
Chicago,IL
Summary
Experienced financial professional prepared to excel in this role with strong analytical skills and ability to develop lasting relationships. Strong focus on team collaboration and achieving results, with reputation for reliability and adaptability. Skilled in customer service, risk assessment, and financial analysis, offering high degree of professionalism and results-driven mindset.
Overview
12
12
years of professional experience
Work History
Mortgage Banker
United Home Loans
2023.06 - Current
- Evaluated mortgage applications for accuracy and compliance with lending guidelines.
- Developed strong relationships with real estate agents to facilitate seamless transactions.
- Processed loan documents efficiently, ensuring timely communication with all parties involved.
- Analyzed credit reports and financial statements to determine borrower eligibility for loans.
- Educated clients on the mortgage process, enhancing customer experience and satisfaction.
Senior Loan Officer
Midwest Equity Mortgage
2015.02 - 2023.03
- Streamlined loan processing workflows, reducing turnaround time and improving efficiency.
- Mentored junior loan officers, providing guidance on best practices and industry trends.
- Developed strong relationships with borrowers, resulting in high levels of customer satisfaction and repeat business.
Financial Advisor
McAdam Financial
2014.07 - 2015.01
- Developed personalized financial plans to align client goals with investment strategies.
- Analyzed market trends to provide timely recommendations for portfolio adjustments.
- Educated clients on investment options and risk management techniques.
- Built and maintained strong client relationships through regular communication and follow-ups.
Education
BBA - Finance
University of Illinois At Urbana-Champaign
Champaign, IL2014-05
Skills
- FINRA Series 7 Certified
- FINRA Series 66 Certified
- Life & Health Insurance License
- NMLS Licensed Mortgage Loan Originator
Timeline
Mortgage Banker
United Home Loans
2023.06 - Current
Senior Loan Officer
Midwest Equity Mortgage
2015.02 - 2023.03
Financial Advisor
McAdam Financial
2014.07 - 2015.01
BBA - Finance
University of Illinois At Urbana-Champaign