KATIE MOODY
Woodstock
Summary
Financial professional with comprehensive background in lending, financial solutions and sales. Expertise in client relationship management and portfolio growth. Highly regarded for collaborative teamwork and adaptability to shifting priorities. Known for problem-solving abilities, analytical thinking and effective communication. Knowledgeable in full credit process. Devoted and passionate in fostering business and client development.
Overview
19
19
years of professional experience
Work History
Small Business Lender
MSU Federal Credit Union
Chicagoland, IL
09.2024 - Current
- Facilitated seamless execution of business loan operations, encompassing intake underwriting and booking for loans up to $500,000.
- Engaged in interviewing and assisting larger loan prospects through strategic partnerships with senior lenders.
- Leveraged SBA 504, 7A and internal start-up business programs
- Supported testing, implementation and customer service of customer core platform for two customer populations
- Community involvement to source new loans, referral resources and relationships
Business Relationship Private Banking Manager
McHenry Savings Bank
McHenry, IL
09.2023 - 09.2024
- Maintain relationships with high value individuals and businesses by building long‑term trust with priority clients through proactive outreach, tailored financial solutions, and consistent follow‑through
- Cultivated strategic referral partnerships within the bank to drive customer acquisition.
- Engaged with local businesses and organizations to foster referral partnerships and increase visibility within the community.
- Evaluated and managed lending portfolio, ensuring alignment with organizational goals and risk management strategies.
Business Relationship Manager
JP Morgan Chase
Barrington, IL
11.2018 - 08.2023
- Managed and grew portfolio to $35mm in balances and $2.4mm in lending, average of 10% growth year over year
- Onboarded 10 prospects in 2021 and brought over $4mm in deposits to the bank
- Collaborated with banking partners to establish comprehensive investment and home lending relationships.
- Maintain 80% of credit penetration compared to company average of 63%
- Created and implemented a plan to lend more than $5MM in PPP loans during a pandemic
- Contributed insights to support development and implementation of innovative system enhancements for high-impact projects.
- Customized innovative cash management and credit solutions to influence strategic functional decisions for high-net-worth business clients
- Prioritized Diversity, Equity, and Inclusion by actively participating in Business Resource Groups
- Facilitated onboarding of new clients with perfect audit scores for branch risk, lending operations, and company ethics
- Analyzed market trends to identify opportunities for business growth and client engagement.
Medical Office Assistant
Wolf Podiatry
Elk Grove Village, IL
08.2013 - 04.2015
- Executed patient scheduling and intake to optimize office workflow and minimize wait times.
- Coordinated interactions with staff, doctors, patients, vendors, and medical representatives to ensure seamless information flow.
- Digitized paper files into electronic formats to enhance document retention efficiency.
- Recognized for creating a comfortable, positive, and friendly environment to improve and maintain patient relations
Lingerie Category Manager
Victoria’s Secret
Gurnee, IL
06.2007 - 08.2013
- Advanced from sales associate to backroom lead and subsequently to beauty supervisor, culminating in a managerial role.
- District leader in numerous sales initiatives
- Developed category strategies to optimize product assortment and enhance customer experience.
- Grew new store to $9mm in sales when was only slated to do $5mm by their 3rd year
- Generated a 20% increase in Beauty Department sales year over year
- Led large-scale holiday credit initiative resulting in Gold Award
Education
Bachelor of Science - Anthropology, Sociology minor
Purdue University
West Lafayette, IN05-2008
Skills
- Community Minded
- Credit analysis
- Cash flow analysis
- Loan origination
- Portfolio management
- Customer service-focused
- Documentation review
- Team building
Timeline
Small Business Lender
MSU Federal Credit Union
09.2024 - Current
Business Relationship Private Banking Manager
McHenry Savings Bank
09.2023 - 09.2024
Business Relationship Manager
JP Morgan Chase
11.2018 - 08.2023
Medical Office Assistant
Wolf Podiatry
08.2013 - 04.2015
Lingerie Category Manager
Victoria’s Secret
06.2007 - 08.2013
Bachelor of Science - Anthropology, Sociology minor
Purdue University