Paul Reilly LIB QFA

Business & Mortgage Underwriter at Credit Union Plus Ltd.
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Contact Information
us****@****om
(386) 825-5501
Location
Navan, County Meath, Ireland, IE

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Experience

    • Ireland
    • Financial Services
    • 1 - 100 Employee
    • Business & Mortgage Underwriter
      • Jul 2021 - Present

      Undertake the analysis, evaluation and underwriting of proposed credit facilities for members and prospects for Personal, Business and Mortgage applications.Responsible for preparing in-depth credit packages. Making decisions in the best interest of the members.Responsibility to support the delivery of strategic objectives.Personal, community and business (SME) engagement and promotion in line with business development needs.Identify key risks and structure alternatives with relationship managers and credit officers

    • Ireland
    • Banking
    • 700 & Above Employee
    • Branch Lead
      • Jun 2019 - Jun 2020

      • Deliver on Sales & Business Growth Targets. • Comply with all regulatory, legislative and compliance requirements • Develop & deliver customer plan and attain customer satisfaction targets.• Deliver on performance management & succession planning for staff.• Manage costs & manpower within agreed limits. • Deliver on Sales & Business Growth Targets. • Comply with all regulatory, legislative and compliance requirements • Develop & deliver customer plan and attain customer satisfaction targets.• Deliver on performance management & succession planning for staff.• Manage costs & manpower within agreed limits.

    • Ireland
    • Banking
    • 700 & Above Employee
    • Project Implementation
      • Oct 2016 - Jul 2018

      Implementation and training of staff, in 14 Branch in the Louth/Meath area, in new systems and initiatives for the Banking Made Easy program.Role Overview:Delivering effective trainingIdentifying training needs and devising training plans where requiredActing as an agent for change by communicating and driving the change culture in the branchesEffective coaching

    • Implementation Manager
      • Sep 2011 - Oct 2016

      Delivery of new concept in Self Service banking in retail network throughout Ireland. This involved presentations to manager and staff in branches, coaching and training sessions and implementation of new processes on site. I also provided post implementation support to staff. Direct involvement with the reviewing of presentation and training packs to enhance and improve the process. Direct involvement with the design of the layout of branches utilising my knowledge and experience of branch banking to ensure best practices were implemented going forward.

    • Manager
      • Aug 2010 - Sep 2011

      Similar duties to branch managers role in Oldcastle.

    • Manager
      • Aug 2007 - Jul 2010

      Deliver on Sales, Income & Business growth targets. Manage costs and manpower within agreed limits. Develop and deliver customer plan. Attain Customer Satisfaction targets. Deliver on performance management and succession planning for staff. Comply with all regulatory, legislative and compliance requirements

    • Ireland
    • Banking
    • 700 & Above Employee
    • Service Management
      • Jun 1997 - Dec 2000

      • Design and implementation of new processes and procedures for the branch network. This involved analysing and measuring the different activities in the branches and devising more efficient processes to save time and money.• Visiting branches to implement these changes and monitor them on an ongoing basis.• Production of reports for senior management detailing the results of the above changes.

    • Administration, Lending and Saving officer , Senior Bank Official
      • Feb 1984 - Jun 1997

      • Full responsibility for the operational running of a large commercial branch including staff scheduling, management and annual staff reviews. Full regulatory and compliance responsibility. Successfully passed 2 audits while in this role.• Advising customers on the products that best suited their requirements and processing loan and saving applications. Also dealing with customer issues and queries. All targets were exceeded.• General cash keeping duties, and dealing with customer queries and problems. Offering advice on products and services.

Education

  • University College Dublin
    Joint Financial Services Diploma, Banking and Financial Support Services
    -
  • Institute of Bankers
    Certificate in Credit & Lending, Banking and Financial Support Services
    -
  • Institute of Bankers
    Perfessional Certificate in Financial Advice, Banking and Financial Support Services
    -
  • The Institute of Bankers
    Certificate in Front Line Management
    -
  • St Marys College Dundalk
    1977 - 1982

Community

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