Kate Ryan
Middletown,OH
Summary
Offering strong analytical and interpersonal skills, eager to learn and develop in banking environment. Brings foundational understanding of financial principles and client support, contributing to collaborative and service-focused approach. Ready to use and develop strong communication and problem-solving skills.
Overview
9
9
years of professional experience
Work History
Small Business Banker
US Bankcorp
Montgomery, Ohio
08.2025 - Current
- Assisted clients in identifying suitable banking products to meet personal and business financial goals.
- Provided exceptional customer service by addressing inquiries and resolving account-related issues promptly.
- Conducted thorough evaluations of client financial needs to recommend tailored solutions and services.
- Supported team in processing loan applications, ensuring compliance with regulatory standards and internal policies.
Financial Sales Consultant
PNC Bank
Sharonville, OH
05.2023 - 08.2025
- Developed customized financial plans to meet client needs and goals.
- Analyzed client portfolios and provided strategic investment recommendations.
- Built strong relationships with clients through regular follow-ups and personalized support.
- Educated clients on various financial products, enhancing their understanding of options available.
Mortgage Loan Officer
PNC Bank
West Chester, OH
02.2020 - 05.2023
- Evaluated borrower creditworthiness and financial profiles to determine loan eligibility.
- Guided clients through mortgage processes, ensuring understanding of terms and requirements.
- Developed customized mortgage solutions based on individual client needs and market trends.
- Collaborated with underwriting teams to streamline approval processes and enhance efficiency.
Mortgage Loan Officer
Guardian Savings Bank
West Chester, OH
10.2017 - 02.2020
- Implemented strategies to improve customer satisfaction ratings through enhanced communication channels.
- Led initiatives to refine loan processing workflows, reducing turnaround times for approvals.
- Assisted clients in selecting the correct loan product and terms to meet needs and financial goals.
- Analyzed market data to adjust pricing strategies, maximizing competitiveness in loan offerings.
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
Education
Bachelor of Science - Financial Analysis
Purdue Global University
West Lafayette, IN11-2028
Skills
- Relationship management
- Loan origination
- Cash flow forecasting
- Credit assessment
- Deal structuring
- Problem-solving
- Time management
- Attention to detail
- Excellent communication
- Customer service excellence
Timeline
Small Business Banker
US Bankcorp
08.2025 - Current
Financial Sales Consultant
PNC Bank
05.2023 - 08.2025
Mortgage Loan Officer
PNC Bank
02.2020 - 05.2023
Mortgage Loan Officer
Guardian Savings Bank
10.2017 - 02.2020
Bachelor of Science - Financial Analysis
Purdue Global University