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
New Castle, IN
01.2025 - 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
Indianapolis, IN
12.2021 - 01.2025

- 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
CARMEL, INDIANA
08.2019 - 09.2021
  • 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
NOBLESVILLE, INDIANA
06.2017 - 08.2019
  • 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
INDIANAPOLIS, IN
06.2013 - 05.2016
  • 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
05-2017

Skills

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

Timeline

Owner

Katy's Kitchen LLC
01.2025 - Current

Mortgage Loan Officer

NVR
12.2021 - 01.2025

BANK MANAGER

BMO HARRIS BANK
08.2019 - 09.2021

RETAIL RELATIONSHIP BANKER

BMO HARRIS BANK
06.2017 - 08.2019

CUSTOMER SERVICE REPRESENTATIVE

FIRST MERCHANTS BANK
06.2013 - 05.2016

BACHELOR'S - DOUBLE MAJOR: HISTORY AND POLITICAL SCIENCE

BUTLER UNIVERSITY