Summary
Overview
Work History
Education
Skills
Timeline
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Kaitlyn Carter

New Castle,IN

Summary

Results-driven professional with a proven track record in sales, financial services, and business ownership. Demonstrated success as a top-performing Mortgage Loan Officer, generating over $44 million in loan volume across two years, and as a Bank Manager leading branch operations and growth. Currently leveraging entrepreneurial skills as the owner of a growing catering business, achieving over $150,000 in first-year revenue. Recognized for building strong client relationships, driving revenue growth, and delivering exceptional service.

Overview

13
13
years of professional experience

Work History

Owner

Katy's Kitchen LLC
2025.01 - Current
  • After acquiring the proper licensing, I began offering corporate and event catering within a 50 mile radius of my commercial kitchen location.
  • In 2025, there was $156,000 in sales, most of which were from corporate gatherings in the Greater Indianapolis area, which allowed for excellent networking opportunities and return clients.
  • Focused on providing only made-from-scratch meals with locally-sourced ingredients such as pastas, soups, salads, etc.

Mortgage Loan Officer

NVR
2021.12 - 2025.01

- Recognized as a top performer in 2023 and 2024 for both sales capture and loan volume.
- Originated $23.2 million in loan volume in 2023 and $44.7 million in loan volume in 2024.
- Developed strong relationships with Ryan Homes sales representatives to acquire new clients and maintain a substantial loan pipeline.
- Led customer experience surveys in Indiana for both 2023 and 2024, demonstrating a commitment to exceptional service.

BANK MANAGER

BMO HARRIS BANK
2019.08 - 2021.09
  • Consistent top performer in deposit and loan balance growth
  • Worked closely with branch partners to ensure branch referral success
  • Oversee daily branch operations
  • Provided leadership and direction to grow team portfolio and increase revenue.
  • Interviewed and hired talented individuals with top-level strengths, improving organizational talent and skill set.

RETAIL RELATIONSHIP BANKER

BMO HARRIS BANK
2017.06 - 2019.08
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Provided advice on different bank products and financial options.
  • Developed tailored solutions to meet individual banking needs.

CUSTOMER SERVICE REPRESENTATIVE

FIRST MERCHANTS BANK
2013.06 - 2016.05
  • Processed customer transactions accurately and efficiently.
  • Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
  • Educated customers on use of banking website and mobile apps.

Education

BACHELOR'S - DOUBLE MAJOR: HISTORY AND POLITICAL SCIENCE

BUTLER UNIVERSITY
Indianapolis, IN
2017-05

Skills

  • Team coaching
  • Strategic Planning
  • Business Development
  • Strategic and financial planning
  • Customer service
  • Detail-oriented

Timeline

Owner

Katy's Kitchen LLC
2025.01 - Current

Mortgage Loan Officer

NVR
2021.12 - 2025.01

BANK MANAGER

BMO HARRIS BANK
2019.08 - 2021.09

RETAIL RELATIONSHIP BANKER

BMO HARRIS BANK
2017.06 - 2019.08

CUSTOMER SERVICE REPRESENTATIVE

FIRST MERCHANTS BANK
2013.06 - 2016.05

BACHELOR'S - DOUBLE MAJOR: HISTORY AND POLITICAL SCIENCE

BUTLER UNIVERSITY