Conor Mackey
Boston,MA
Overview
8
8
years of professional experience
Work History
Risk Advisor - 1900 Club / Private Client Group
Deland, Gibson Insurance Associates
Wellesley Hills, MA
2024.01 - Current
- Responsible for identifying complex Personal & Liability risk opportunities within the 'High-Net-Worth' demographic, in the Greater-Boston area.
- Work with our (internal) Marketing & Account Management Teams, to access prospective (and current) clients policies, to validate that they're adequately insured.
- Function as a liaison between any respective client and/or prospective client and the Insurance Carriers.
- Focus on providing exceptional client service, with the hopes of receiving additional 'word of mouth' referrals.
Relationship Management Associate
First Republic Bank
10.2022 - 06.2023
- Managed a client portfolio, on behalf of two Senior Relationship Managers, which contained $1+ Billion in bank held deposits, $2+ Billion in outstanding mortgage loans, and $5+ Billion in Wealth Management funds.
- Concentrated on clients, primarily in the Private Equity / Venture Capital, Commercial Real Estate, and Bio-Tech / Life Sciences sectors to strategize in growing the bank relationship (acquiring new deposits, issuing new loans, and receiving new client referrals).
- Partnered with our marketing team to organize and host industry-specific networking events, with the hope of bringing in new business and expanding existing relationships
Personal Line of Credit Officer - Eagle Lending Group
First Republic Bank
04.2020 - 10.2022
- Originated personal lines of credit, via a promotional loan program, created by First Republic to act as a new-client acquisition tool.
- Fielded prospective applicant leads, via internal colleague referrals, marketing events, social media channels and current First Republic Bank client referrals.
- Acted as a liaison between loan applicants, Credit Analysts and our Executive Loan Committee, throughout the loan application process to ensure a 'concierge-like' experience.
- Accountable for introducing newly approved applicants (clients) to a First Republic Relationship Manager, who would then act at the client's main point of contact for any additional banking and /or wealth management needs.
Associate - Eagle Lending Group
First Republic Bank
02.2017 - 04.2020
- Provides support for Boston-based Eagle RMs and their books of clients by assisting with the selling, originating, and closing of First Republic's unsecured lending products (Student Loan Refinancing, Personal Lines of Credit, and Small Business Loans)
- Spearheaded initial inquiries for RM-referred student loan refinance prospects by walking them through their financial concerns and needs and how our panel of products and services could present potential solutions
- Handled financial, credit, compliance, and documentation related concerns relayed from our underwriters and Executive Credit Committee (for all products) by connecting with clients in process to delicately resolve.
Client Service Specialist - RM Team Support
First Republic Bank
11.2016 - 02.2017
- Responsible for assisting a Senior Relationship Manager with customer service-oriented tasks related specifically to residential loan financing
- Acted as a bridge between her and internal partners / clients to help expedite the loan process by issuing preapproval letters, preparing client files, gathering loan documentation, sending loan applications to clients, and assisting with loan processing
- Dealt with external partners (insurance agencies, law firms / escrow companies, and real estate brokers) regarding necessary loan documentation, to help ensure all set closing dates are met.
Loan Specialist - Processing Team
First Republic Bank
04.2016 - 11.2016
- Responsible for analyzing residential loan files, ensuring the Loan Approval Worksheet (LAW form), any loan narratives, appraisals, applications, preliminary title reports and verifications meet secondary market and First Republic Bank loan program criteria and are accurately documented
- Underwrote all types of income and all residential product types including ethical and salable residential mortgage loans, while evaluating the risk and quality of each loan submitted and that it meets any investor stands and guidelines
- Responsible for validating the data entry to the appropriate Loan Origination System and evaluating all applicable documentation as required by job function and conditions loan accordingly
- Collaborated with all Relationship Managers and Executive Loan Committee (ELC) members to help determine appropriate loan products, loan amounts, and ideal structure
- Qualify loans for approval and demonstrate ability to package deals effectively for RMs to present to ELC.
Education
Bachelor of Science - Finance
The University of Tampa
Tampa, FL06.2024
High School Diploma -
Xaverian Brothers High School
Westwood, MA05.2013
Skills
- Microsoft Office: Excel, Word, Outlook, PowerPoint
- Loan Origination (Mortgages, HELOCs, Personal Loans)
- Relationship Management
- Appraisals
- Real Estate
- Private Equity / Venture Capital
Activities
- My Brother's Keeper, Easton, MA, Volunteer: 03/01/13 - Present. Founded in 1988, My Brother's Keeper is a non-profit Christian Ministry, which provides furniture and food to families in need in the Greater-Boston area. Responsible for transporting and delivering furniture to homes in Brockton, Massachusetts - contributing to ministry's 9,000+ deliveries per year.
- Compassion, Boston, MA, Child Sponsor: 12/01/19 - Present. Through Compassion's Christian child sponsorship ministry, I assist in a fixed-monthly, to fund a 7-year old girl in rural Colombia's food, living, and education expenses.
Timeline
Risk Advisor - 1900 Club / Private Client Group
Deland, Gibson Insurance Associates
2024.01 - Current
Relationship Management Associate
First Republic Bank
10.2022 - 06.2023
Personal Line of Credit Officer - Eagle Lending Group
First Republic Bank
04.2020 - 10.2022
Associate - Eagle Lending Group
First Republic Bank
02.2017 - 04.2020
Client Service Specialist - RM Team Support
First Republic Bank
11.2016 - 02.2017
Loan Specialist - Processing Team
First Republic Bank
04.2016 - 11.2016
Bachelor of Science - Finance
The University of Tampa
High School Diploma -
Xaverian Brothers High School
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