Hi, I’m
KATRINA N. TAYLOR
GRAND PRAIRIE,TEXAS
Summary
Results-driven business developer and marketer with a strong focus on cultivating and nurturing relationships with community partners to drive growth and brand awareness. Experienced in creating and executing impactful marketing strategies that resonate with diverse audiences and foster long-term partnerships. Passionate about developing collaborative initiatives that enhance brand visibility and promote community engagement, while delivering measurable outcomes. Adept at leveraging creative content and targeted campaigns to elevate brand presence and establish meaningful connections.
Overview
18
years of professional experience
Work History
CarePatrol Of Arlington
Owner
05.2020 - Current
Job overview
- Conduct day to day operations, Lead business planning, develop market strategy and establish a network of referral partners and service providers.
- Develop and negotiate contracts with service providers.
- Maintain relationships with the network of referral sources and service providers, and lead marketing campaigns with network partners.
- Assist families with locating assisted living, memory care, independent senior living, and nursing home facilities.
- Conduct care discovery interviews with new clients and tour families to recommended communities.
- Establish relationships with potential clients and monitor the sales process through the CRM system.
Fairway Independent Mortgage Company
Pricing Specialist
03.2018 - 02.2020
Job overview
- Provide transition support to loan officers as it pertains to loan pricing, resolution of issues relating to price quotes, locking rates in the loan origination systems, and facilitating price exception process utilizing Optimal Blue
- Update investor locks and register loans with investors requested by branches.
- Communicates rate lock expiration reports to Branch Managers to ensure all active mandatory locks remain in the hedge (or best efforts locks are extended) or any inactive locks are canceled utilizing Encompass.
- Ensures all loans below certain pricing thresholds are properly documented and have received concession approval when necessary.
- Utilize Optimal Blue and Encompass
Paramount Residential Mortgage Group
Loan Officer Assistant/Jr. Processor
09.2017 - 02.2018
Job overview
- Conducted comprehensive analysis of client financial/credit data, determining level of risk and matching customer needs with the appropriate loan program.
- Leveraged extensive communication skills in gathering client conditions, assembling files, reviewing appraisals, securing documents, and reviewing fees on closing statements.
- Analyzed and evaluated client's financial analysis/ budget which included tax returns, social security numbers, bank statements and other sensitive information.
- Liaison between clients, mortgage consultants, title, closing department and underwriting to ensure quick and clean closings.
Bank of America
Mortgage Lending Officer
11.2016 - 08.2017
Job overview
- Originated loan applications and monitored the loan application through the closing process.
- Built and maintained customer relationships throughout the lending process to ensure strong customer satisfaction.
- Promoted Conventional and Government programs to prospective customers.
- Prequalified based on income, debt, employment history, and other credit data.
Bank of America
Mortgage Loan Coordinator
05.2014 - 11.2016
Job overview
- Provided support to the assigned Mortgage Loan Officer.
- Analyzed income calculation and debt ratio data and used expertise to determine borrower risk.
- Notified originator and borrower of credit decision within regulatory time frames reviewing final conditions for compliance, and accurately documenting the file.
- Provided the closing department with the necessary legal and loan-specific documentation to enable them to prepare the paperwork for residential real estate closing.
First Convenience Bank
Assistant Branch Manager
09.2007 - 04.2014
Job overview
- Ensured compliance with audit and operational regulations and guidelines.
- Compared financial and sales reports to improve efficiency and profit margins.
- Trained and coached a successful team and motivated staff to achieve personal and branch sales goals.
- Generated sales through quality customer interactions that increased profit margins for the company.
Education
Midwestern State UniversityWichita Falls, TX
Bachelor of Science from Business Administration
05.2020
Skills
- Business Development
- CRM (SalesForce, Optimal Blue, Encompass)
- Business Operations
- Financial Auditing
- Personnel Management
- Marketing Strategies
- Goal Setting
- Focus and Follow-Through
- Customer relations
Timeline
Owner
CarePatrol Of Arlington
05.2020 - Current
Pricing Specialist
Fairway Independent Mortgage Company
03.2018 - 02.2020
Loan Officer Assistant/Jr. Processor
Paramount Residential Mortgage Group
09.2017 - 02.2018
Mortgage Lending Officer
Bank of America
11.2016 - 08.2017
Mortgage Loan Coordinator
Bank of America
05.2014 - 11.2016
Assistant Branch Manager
First Convenience Bank
09.2007 - 04.2014
Midwestern State University
Bachelor of Science from Business Administration
Similar Profiles
Evan BelmudezEvan Belmudez
Intake Coordinator at CarePatrolIntake Coordinator at CarePatrol
EVAN K. DUBROEVAN K. DUBRO
Care Senior Advisor at CarePatrolCare Senior Advisor at CarePatrol
Rob GrahamRob Graham
Owner at CarePatrol of Central KentuckyOwner at CarePatrol of Central Kentucky