Tanner Connelly
Parker,CO
Summary
Results-driven finance professional with five years of experience in evaluating income and credit risk, interpreting financial documents, and delivering strategic insights to support high-stakes lending decisions. Expertise in analyzing cash flow, building scenario-based forecasts, and collaborating across departments to enhance operational efficiency and informed financial planning. Currently expanding technical skills in Excel modeling, SQL, and BI tools to transition into a full-time financial analyst role within a data-driven finance team. Recognized for fostering team collaboration, building strong client relationships, and ensuring compliance with regulations while adapting to dynamic environments to achieve organizational goals.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Senior Loan Officer/Investment Mortgage Specialist
EMPIRE HOME LOANS INC.
09.2023 - Current
- Cross-functional financial strategist combining credit analysis, operational insight, and client advisory to deliver efficient, data-driven lending solutions. Specialization in FHA, VA, and alterative loan programs while optimizing processes to reduce turn times and enhance profitability.
- Analyzed and processed complex borrower financials including tax returns, business P&Ls, and asset portfolios to determine creditworthiness and loan structuring across government and conventional loan products.
- Created financial summaries and custom product scenarios to align client affordability with changing market conditions, contributing to a 40% faster lender turnaround time.
- Collaborated with underwriting, processing, and other stakeholders to streamline processes and reduce loan fallout, applying data-driven decisions to enhance closing rates and operational KPIs.
- Build and maintain strong, trust-based client relationships by accurately anticipating their needs and facilitating delivery of custom solutions to improve client satisfaction and repeat business.
Loan Officer – Non-QM Specialist
ASLAN HOME LENDING CORP
10.2022 - 09.2023
- Oversaw loan origination and database management for complex loans and assisted in cultivating, as well as retaining new client relationships, managing CRM, and assisting other loan officers in pipeline management/growth. Provided best-in-class client services and grew existing client base through extensive cold calling and outreach through mixers and industry events.
- Over delivered on company-set targets, attaining 140% of quota with 12 units and successfully concluded tenure with 16 successful transactions, with expected delivery of 200% of the quota in loan volume.
- Evaluated borrower creditworthiness and financial documents to determine loan eligibility.
- Played an instrumental role in expansion and diversification of the company's product lines by providing expertise in the development of non-qualified mortgage (Non-QM) channels.
- Monitored housing market trends, MBS performance, and rate shifts to proactively advise clients and stakeholders on timing and loan positioning.
Loan Officer - Production Partner
FAIRWAY INDEPENDENT MORTGAGE CORPORATION
05.2021 - 10.2022
- Promoted business to new accounts by overseeing marketing efforts of the company including marketing collateral creation and distribution across social media, direct mailers, pop-bys, weekly email, etc. Maintained a strong industry network with title companies, insurance agents, realtors, builders, Attoneys, and referral networks to generate and sustain new business.
- Instrumental in reducing mortgage application timelines from 30 to 14 days by identifying, securing, and implementing cutting-edge technologies to streamline the entire loan process and secure new business.
- Oversaw loan origination setup, transactional assistance, and resolution of underwriting conditions leading to securing $4.5M in loan volume in last 8 months of 2021.
- Contributed to 25-35% of branch's total production and significantly impacting branch's overall output and performance.
- Assisted in amplifying total loan volume YOY by $390M with personal production notably doubling the expected quota including attaining 150% to targeted quota in 2021 and 2022.
Loan Officer Assistant - Production Partner
FAIRWAY INDEPENDENT MORTGAGE CORPORATION
11.2020 - 05.2021
- Worked collaboratively with loan officers and assisted in multifaceted operations encompassing doc collection and guideline assistance. Provided necessary guidance and advise to newly hired loan officers to support their professional growth.
- Supported the branch manager in effective loan pipeline and client relations management, contributing to $40M production.
- Assisted loan officers with processing and preparing loan applications for approval.
- Coordinated communication between clients, lenders, and third-party vendors to ensure smooth transactions.
Education
Bachelor of Science - Agricultural Business And Management
COLORADO STATE UNIVERSITY
Fort Collins, CO05-2020
Skills
- Cash Flow Analysis & Forecasting
- Market Trend Evaluation
- Microsoft Excel (VLOOKUP, PivotTables)
- SQL Fundamentals
- Power BI & Tableau
- CRM Management
- Financial Consultation
- Strong Problem-Solving Skills
- Process Improvement
- Solution Selling
- Account Management
- Professional networking
- C-Suite reporting & Stakeholder Engagement
- Written & Verbal Communication
- Goal-oriented mindset
Accomplishments
Eagle Scout - Class of 2013
Certification
- NMLS – Mortgage Loan Originator License (NMLS ID #1998297) Licensed in: AZ, CO, FL, ID, IN, TN, TX, WA
- Data Analytics (Google) – Completion Expected September 2025
- Business Analyst (IBM) – Completion Expected September 2025
- Microsoft Office Suite Certification (2015)
- Eagle Scout – Boy Scouts of America
Timeline
Senior Loan Officer/Investment Mortgage Specialist
EMPIRE HOME LOANS INC.
09.2023 - Current
Loan Officer – Non-QM Specialist
ASLAN HOME LENDING CORP
10.2022 - 09.2023
Loan Officer - Production Partner
FAIRWAY INDEPENDENT MORTGAGE CORPORATION
05.2021 - 10.2022
Loan Officer Assistant - Production Partner
FAIRWAY INDEPENDENT MORTGAGE CORPORATION
11.2020 - 05.2021
Bachelor of Science - Agricultural Business And Management
COLORADO STATE UNIVERSITY