Kaitlyn Carter

- 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.

- Achieved $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.

• NMLS Licensed Sales Manager Program
• Assisted clients in selecting correct loan product and terms to meet needs and financial goals.

• 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
• Coached and mentored staff to improve job performance, resulting in higher productivity and employee retention.
• Led efforts for branch growth, successfully achieving targeted loan portfolio expansion while maintaining credit quality.
• Delivered consistent revenue growth through effective sales strategies, promoting banking products and services tailored to client needs.

• 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