David Donnelly Email and Phone Number

• Review and analyse financial information for mortgage requests with an emphasison attention to detail and compliance with policies.• Provide excellent face to face customer service to direct retail customers.• Operate to specific targets, through converting enquiries into sales opportunities whilst ensuring the highest service levels throughout the process.• Generate retail cross sales leads.

• Planned and designed a risk management process to support the boards strategy to develop and grow the credit unions’ loan book in a compliant manner.• Assisted the board of directors in the implementation of credit union policy and strategy. • Provided support and direction to staff and directors to achieve arrears reduction and loan growth targets.• Responsibility for corporate governance and reporting to stakeholders.

• I successfully managed a portfolio of 90 clients comprising of SME’s, personal borrowers, and cash flow businesses.• Completed in depth financial analysis and tailored appropriate financial solutions. • Prepared and presented credit and strategy reports to senior management and credit committees• Identified and maximised potential cross sales opportunities by promoting products such as leasing finance, invoice discounting and home mortgages.• Proactively identified risk issues… Show more • I successfully managed a portfolio of 90 clients comprising of SME’s, personal borrowers, and cash flow businesses.• Completed in depth financial analysis and tailored appropriate financial solutions. • Prepared and presented credit and strategy reports to senior management and credit committees• Identified and maximised potential cross sales opportunities by promoting products such as leasing finance, invoice discounting and home mortgages.• Proactively identified risk issues and undertook detailed analysis to formulate sustainable solutions.• Developed and managed excellent working relationships with third parties. • Managed and mentored staff to facilitate and promote their development. Show less

Operated a significant personal lending discretion.Facilitated broker and intermediary visits at their premises to exceed targets and differentiate ourselves from other institutions in an extremely competitive market.Acted as point of contact for brokers and intermediaries, providing support through the mortgage process in order to close new business. Responsible for monitoring the Lending Units performance against our agreed SLA to the business, highlighting any deficiencies and… Show more Operated a significant personal lending discretion.Facilitated broker and intermediary visits at their premises to exceed targets and differentiate ourselves from other institutions in an extremely competitive market.Acted as point of contact for brokers and intermediaries, providing support through the mortgage process in order to close new business. Responsible for monitoring the Lending Units performance against our agreed SLA to the business, highlighting any deficiencies and working with the team to resolve.Maximised opportunities to grow the Bank’s loan book through identifying opportunities to refinance non AIB borrowings to secure quality new business. People manager for a team of five staff (junior management and graduates). Responsible for managing performance, coaching and development in addition to ensuring completion of performance reviews for each team member.Established effective working relationships with colleagues throughout the organisation and became a natural point of contact for all staff in order to influence the structuring of complex credit proposals in a risk focused & balanced manner. Show less