Katie McCravy
Summerville,SC
Summary
Senior Vice-President — Multi-talented Senior Executive knowledgeable about sales, operations and personnel management. Successful at stepping into diverse positions and making immediate positive contributions. Focused on optimizing operations and motivating employees while establishing market dominance.
Overview
23
23
years of professional experience
Work History
SVP, Market President
Optus Bank
Current
- Lead public relations efforts for a Charleston Market
- Responsible for the strategic execution of commercial and retail production and profitability
- Manage Market Operations
- Direct and oversee the production activities of commercial and consumer lenders
- Represent the Bank with public relations outreach in the market
- Leads implementation of Bank’s marketing programs to support market strategies and initiatives
- Business development of loans and Bank product and services referrals to other lines of business
- Serve on various Bank Committees
- Ensure objectives of the Bank’s CRA program are supported within assigned market
- Provide excellent customer service to existing and potential clients and internal stakeholders
- Responsible for staff hiring, development, coaching, performance management, recognition, and disciplinary actions.
Vice President, Branch Manager
United Bank
01.2018 - 01.2021
- Manage Branch Operations of $70 million in receivables
- Recruited to drive growth with new business and develop relationships with high-net-worth individuals to provide bank services and wealth management solutions
- Cultivate and maintain relationships with key stakeholders; uphold and share corporate standards
- Create and implement plan while strategically collaborating with financial advisors, commercial bankers, and private mortgage bankers to deliver positive client experiences
- Achieved profitability goals with creation, implementation, and execution of client acquisition plan and maintaining relationships within the community, which generate referrals
- Utilized extensive experience in reviewing, analyzing, and providing recommendations on clients' financials in preparation of complex credit and loan packages
- Uncovered opportunities and gained new clients with in-depth discovery conversations, philanthropic donation reviews, and engaging presentations that provided solutions for clients to reach goals
- 2021 Appointed to Diversity and Inclusion Council.
Regional Manager
SC Department of Employment and Workforce
01.2017 - 01.2018
- Strengthened collaboration among a variety of businesses within the community and agency relationships
- Communicated with internal teams, provided audit and solutions to clients, and met agency goals
- Managed and implemented audit processes of SC businesses to determine unemployment tax liability
- Managed 10 Field offices
- Responsible for achieving agency goals by meeting Department of Labor Federal regulations
- Identified opportunities and worked with team to better serve clients; proactively initiated and conducted agency meetings
- Expanded opportunities referring clients to other internal partners to capture additional partnerships.
AVP Business Banking Center Manager
PNC Bank
01.2015 - 01.2017
- Oversaw branch in executive management capacity, communicated vision, managed resources and staff, and built positive culture
- Achieved revenue goals annually and established long-term strategic relationships within community with government, corporations/businesses, nonprofits, and school districts
- Hired, managed, trained, and evaluated staff
- Met and exceeded growth goals by motivating and leading team to deliver customer service excellence
- Managed originating loans and marketing of products, programs, and services
- Prepared and presented reports and proposals to clients and executives
- Directed and implemented systems and compliance changes
- Increased deposits and loans in branch to $40M+; developed and maintained relationships with clients and community leaders, which led to low turnover with employees and high ratings in customer satisfaction surveys
- Handpicked by corporate to oversee multifaceted management role, which led to 100% of associates hitting goals
- Recognized for driving operational changes, boosting productivity, and decreasing turnover in industry with high turnover; analyzed engagement data to organize and plan events with management and employees to foster positive experiences and productive employees
- Engaged and led public-relation efforts in community, sponsored and attended events, and capitalized on social media to market events, expand reach, and increase attendance at events
- Advanced relations and communicated with partners, served on boards, and leveraged network and alliances.
Assistant Vice President, Branch Manager, Business Banker
REGIONS BANK
01.2010 - 01.2014
- Managed banking operations and small business portfolio
- Oversaw all financial processes, internal regulatory reporting issues, and banking cash management
- Responsible for the productivity of a variety of lending, deposit, and consumer banking services
- Responsible for growing current book of business by calling on local business owners
- Organized the cash management logistics for the Annual Carolina Children’s Charity Telethon (Past Board Member, Carolina Children’s Charity 2012-2014)
- Selected Achievement: Reorganized and restored a failing banking center to be a top competing branch in State
- Received the first and only perfect Compliance Score in the state
- Top Branch in Checking Units for the years 2010, 2011, 2012, 2013, and 2014.
Regional Sales Manager
Allergy Corp Pharmaceutical
01.2009 - 01.2010
- Supervised 12 pharmaceutical sales representatives
- Set annual sales goals and measurement
- Designed the company’s Sales Management program to Track daily sales and new leads
- Reorganized operations by implementing cost controls policies to control escalating expenses
- Coordinated training for all Pharmaceutical Representatives in the Region
- Selected Achievement: Increased Regional Production by 40%.
Area Manager
Wells Fargo Financial
01.1998 - 01.2009
- Awarded Top Sales Performer
- Consistently held top Branch Performer 8 years in a row
- Number 1 leader in Sales Finance Contracts in Charleston Market
- 11 Years of Managing Consumer Lending Branches
- Reviewed, underwrote, and approved credit application directly
- Reduce area compliance risk by 60%
- Managed the sales process and underwriting of 1st and 2nd mortgage loans, HELOCs, collateral loans, unsecured loans, dealer direct auto loans, and sales finance contracts from local businesses
- Trained, and developed over 20 Credit Managers through the manager trainee program to management
- Won numerous awards and trips for top performance
- Doubled accounts receivables from 5 million to over 10 million in revenue, while maintaining high closing rate
- Served on Wells Fargo Financial National Task Force to develop goals, test products, and create new lending policies
- Received the honor of being National Star Performer with the highest annual sales in the Division.
Education
MA, Business and Management -
School of Business, Webster University
Charleston, SC01.2006
BS, Business Administration -
School of Business and Economics, College of Charleston
Charleston, SC01.1998
Skills
- Department Management
- Personnel Management
- Financial Management: P&L
- Business Development
- Revenue Stream Generation
- Process Improvements
- Corporate Presentations
- Strategic Plans
- Operations Management and Leadership
- Partnership Development
- Market Growth
- Risk Mitigation Strategies
- Strategic and Financial Planning
- Internal Controls and Reporting Systems
Websites
Board And Community Leadership Experience
- City of Charleston, Appointed Member, Minority Women Business Enterprise Council, 2023, Current
- Trident United Way, Board Member, 2023, Current
- Summerville Chamber of Commerce, Member, 2018, Current
- Charleston Chamber of Commerce, Member, 2015, Current
- Summerville Rotary Club, Club President, 2022, 2023
- Low Country Opportunity Center, Member of Advisory Task Force, 2019, 2023
- SBA, Women Business Center, Advisory Board Member, 2020, 2023
- Dorchester Children's Advocacy Center, Board Member, 2020, 2023
- Commercial Real Estate Women (CREW), Board Member, 2021, 2022
- Future Business Leaders of America, Member, 2021, 2022
- Summerville, Cultural Arts Center, Board Member Secretary, 2020, 2022
- United Bank, Board Member/Area Trainer, Diversity, Equity, and Inclusion Council, 2020, 2022
- Summerville YMCA, Board Member, Chair Financial Development Committee, 2019, 2021
- Greater Business Networking Group, Member, 2019, 2021
- Charleston Leaders, Member, 2021, 2021
- YMCA of Greater Charleston, Past Board Chair, 2012, 2019
- Oceanside Collegiate Academy, Elected Board Member, 2016, 2019
- Increasing Hope Financial Literacy, Past Board Chair, 2016, 2018
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
There’s no shortage of remarkable ideas, what’s missing is the will to execute them.
Seth Godin
Timeline
SVP, Market President
Optus Bank
Current
Vice President, Branch Manager
United Bank
01.2018 - 01.2021
Regional Manager
SC Department of Employment and Workforce
01.2017 - 01.2018
AVP Business Banking Center Manager
PNC Bank
01.2015 - 01.2017
Assistant Vice President, Branch Manager, Business Banker
REGIONS BANK
01.2010 - 01.2014
Regional Sales Manager
Allergy Corp Pharmaceutical
01.2009 - 01.2010
Area Manager
Wells Fargo Financial
01.1998 - 01.2009
MA, Business and Management -
School of Business, Webster University
BS, Business Administration -
School of Business and Economics, College of Charleston
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