Hailey Kennedy

Role
Senior Lending Sales Specialist - Eagle Lending at First Republic
Location
San Diego, CA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Senior Lending Sales Specialist - Eagle Lending

    First Republic

    Aug 2021 — Present · San Diego, CA, US

    Acquire new HNW clients and strengthen existing relationships with innovative unsecured lending\\\\noptions offered through bank’s fintech sector, booked $17MM in loans of $70k-$350k in 2022\\\\n\\\\n- Educate clients on loan product structure, features, applicable uses, qualifications, rate and payment\\\\noptions\\\\n\\\\n- Meticulously collect and review array of financial documents to underwrite against rigorous qualifying\\\\nstandards, analyzing borrowers’ income, balance sheet, credit report, tax returns, and financial assets\\\\n\\\\n- Leverage Salesforce CRM to manage outreach of active leads and deals in process through loan life\\\\ncycle\\\\n\\\\n- Present risks, merits of loan approval to Executive Credit Committee to finalize credit decision\\\\n \\\\n\\\\n \\\\n \\\\n\\\\n \\\\n

Education

  • Golden Gate University

    Master of Science - MS, Finance

    2017 — 2021

  • University of California, Santa Cruz

    BA, Business Management Economics

    2007 — 2011

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