Keith Conner Email & Phone Number

New York, NY, US

New York, New York, US

- Partnership Development: Build and maintain strong relationships with financial advisors, CPA’s, private bankers, and wealth managers to source residential and commercial lending opportunities.- Tailored Financing Solutions: Providing customized lending solutions for UHNW and Non-US domiciled families, addressing high DTIs, LTVs, and liquidity.

• Partnered with financial advisors and bankers in New York, New Jersey, and Colorado to source residential lending opportunities.
• Focused on financial advisors in our independent channel who have not incorporated lending into their practice management.
• Role requires upfront underwriting of W2, Self-Employed income earners as well as borrowers relying on interest and dividend income.
• Proactive cross selling of securities-based lending and construction lending solutions.
• Recipient of numerous “un-solicited” client experience reviews evidencing superior client engagement skills.

New York, NY, US

• Partner with wealth advisors and bankers in the World Financial Center office of Merrill Lynch to source residential lending opportunities.
• Pre-Underwriting of employed, self employed and retired borrowers which included the spreading of cash flows from business financials, corporate returns, personal returns and K1s.
• Led and managed client-processing teams throughout the entire loan life cycle including loan servicing.
• Role requires upfront underwriting of all transactions including self-employed as well as borrowers relying on interest and dividend income and those requiring the use of an asset depletion underwriting.
• Extensive knowledge of investment products, asset classes and UHNW income sources including hedge fund principals and commercial real estate owners.
• Proactive cross selling of wealth products, securities-based lending, unsecured lending and a variety of structured financing solutions.

• Lead and manage both client facing and processing team in the origination of super jumbo residential loans to UHNW families within the Law Firm Group.
• Provided lending solutions to senior Partners from amongst the top 50 law firms in the U.S.
• Created extensive tailored loan structuring proposals customized to a Partner’s cash flow, liquidity, debt management and estate planning objectives.
• Proactively cross sold wealth products, securities-based lending, unsecured lending and a variety of structured financing solutions.
• Provided liability management and loan structuring best practices to wealth managers and private bankers.
• Wholesale marketing coverage responsibilities included New York and Boston markets.

Frankfurt Am Main, Hessen, DE

• UHNW Residential Real Estate Lender
• Responsible for marketing UHNW loan products to wealth advisor clients, prospective clients and family offices.
• Proactive cross selling of wealth products, securities based lending and variety of structured financing solutions.
• Wholesaling coverage responsibilities include the Boston, Manhattan, Atlanta, Palm Beach & Miami wealth offices.
• Recipient of written client experience and advisor feedback evidencing superior engagement skills.
• Developed analytical sales tools designed to re-engineer product positioning.

Cottonwood Heights, UT, US

UHNW Mortgage Sales to independent advisor market segment

Keith Connor, CEO of US Affordable Home, discusses a new company initiative aimed at helping homeowners facing foreclosure. The program offers financial assistance to those who are struggling with their mortgage payments but are capable of managing through temporary financial crises, such as unemployment.The assistance works by providing homeowners with.

London, GB

New York, NY, US

New York, NY, US

Mba, Corp Finance

Education record