Cory Brennan
San Diego,CA
Summary
Passionate finance specialist with progressive experience in reviewing and analyzing business loans while maintaining confidentiality with sensitive financial and personal information. Knowledgeable about credit and loan processes, and committed to continually enhancing my skills and banking expertise.
Overview
8
8
years of professional experience
Work History
Lender Relationship Manager
National Funding
01.2022 - Current
- Solicits credit-worthy potential and existing customers in effort to develop new business and increase or retain existing business.
- Oversee preparation of loan presentation including detailed financial analysis and assessment of borrower's financial capacity and creditworthiness.
- Assesses lending risks, identifies offsetting mitigants and makes recommendations on loan structure displaying sound credit judgment.
- Facilitates closing of loan transactions with strict compliance with approved terms and conditions.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
Equipment Finance Coordinator
National Funding
11.2019 - 01.2022
- Determines credit worthiness of applicants
- Performs cash flow analysis of businesses to determine loan affordability
- Ensures all approved applications are following company and lender guidelines
- Responds to inquiries from sales, funding, documentation, and lenders
- Oversaw accounts payable and receivable transactions.
Auto Finance Senior Specialist
JP Morgan Chase
12.2017 - 10.2019
- Developed and maintained relationships with customers, lenders and other third parties.
- Assist with financial analysis, verification, and funding of loans based on internal lending guidelines and fair lending practices.
- Processed loan applications and monitored progress from start to finish.
- Received Top Analyst recognition within first six months of employment.
Operations Coordinator
Ripken Baseball And Aberdeen IronBirds
01.2016 - 12.2017
- Provided customer service to accounts by visiting with the stakeholders to ensure personalized and continual contact.
- Supervised over 50 Tournament Officials by overseeing the scheduling and payment process.
- Developed customized and unique ticketing packages, encompassing multiple levels of IronBirds ticketing inventory, to exceed the goals of business partners
Education
Bachelor of Science - Communications
Indiana University of Pennsylvania
Indiana, PA05.2015
Skills
- Eligibility Determinations
- Strategic Selling
- Credit History Review
- Salesforce
- Underwriting techniques
- Strong oral, written,communication and management skills
- Lender relations
- Underwriting techniques
- Strong oral, written,communication and management skills
- Relationship building and management
Timeline
Lender Relationship Manager
National Funding
01.2022 - Current
Equipment Finance Coordinator
National Funding
11.2019 - 01.2022
Auto Finance Senior Specialist
JP Morgan Chase
12.2017 - 10.2019
Operations Coordinator
Ripken Baseball And Aberdeen IronBirds
01.2016 - 12.2017
Bachelor of Science - Communications
Indiana University of Pennsylvania
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