Katie Roach

Houston

Overview

years of professional experience

Work History

Relationship Manager

Capital Farm Credit

08.2014 - Current

Communicateregularly with clients to understand needs, evaluate current product use and cross-sell new products.

Develops and cultivates lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.

Crafts and implements targeted sales approaches for high-value clients to maximize retention and portfolio performance.

Contributes to training initiatives for entry- and mid-level relationship managers and credit teams.

Credit Representative, Assistant Secretary-Treasurer

Farm Credit East, ACA

06.2012 - 04.2014

Managed $40,000,000 portfolio through thorough analysis of financial conditions, management abilities and economic trends
Increased loan portfolio by means of company product knowledge, superior marketing abilities and timely customer service
Prepared 20 Federal Income Tax Returns for clients through gained knowledge of the agriculture tax reporting standards

Commercial Lending Intern

Tompkins Bank of Castile

06.2008 - 08.2008

Prepared and analyzed financial statements, loan applications and Farm Service Agency guarantees for customers
Maintained and created client portfolios on over 150 new and existing bank clients
Worked in field, traveling to customers to collect appropriate paperwork and signatures

Education

Bachelor of Science - Animal Science, Agribusiness Minor

Cornell University–College of Agriculture and Life Sciences-Ithaca, NY

Ithaca, NY

05.2012

Community Service

Moriches Pa-Qua-Tuck Squaws, Member, 2012-10, 2014-04, Non-Profit organization devoted to operations and maintenance of Camp Pa-Qua-Tuck, a camp for children with disabilities, Organized and hosted 12 fundraiser events yearly, with the most successful event raising $125,000+ annually

LEADERSHIP EXPERIENCE

Senior Dairy Fellows Program- Cornell University August 2011-May 2012
Evaluated whole farm scenarios through use of knowledge and experience gained from previous classes
Interacted and worked with progressive dairy producers, industry leaders and agribusiness professionals
Performed production and financial analysis of dairy businesses and participated in numerous industry tours and seminars
Farm Credit Fellows Program- Cornell University April 2011-May 2012
Developed a better understanding of agricultural credit system and further explored area of agricultural finance
Completed one week internship at a Farm Credit Association office to observe roles of credit lenders and analysts
Conducted farm financial analysis, and prepared consulting and credit reports to present to farm managers and lenders
Cornell University Dairy Club, Treasurer April 2011-May 2012
Oversaw financial standing of club and sought out funding opportunities to support the club’s educational activities
Provided and promoted educational enrichment of dairy industry for current members and Cornell Community
Willard Straight Hall-Student Union Building, Cornell University Campus, Manager on Duty August 2009-December 2010
Prepared, distributed and collected cash banks for various offices throughout building
Monitored co-workers’ cash handling skills and reported any discrepancies
Conducted frequent rounds of the Student Union facility in order to ensure proper use and safety
Cornell University College of Agriculture and Life Sciences Student Advisory Council, Member January 2009-December 2010
Served as student liaison by gathering consensus of student feedback and communicating with College Dean
Communicated with Dean to relay concerns to the student body
Organized networking opportunities among students, administration and Dean of the College of Agriculture and Life Science
Delta Gamma Fraternity, Cornell University, Director of House Management December 2009-May 2010
Reviewed the chapter house standing rules and all fraternity housing policies on an annual basis
Acted as liaison between the House Corporation and chapter member policies on a continual basis

Organizations

Houston Livestock Show and Rodeo - Judging Contest Comittee

West End Church - Houston, TX -

Timeline