Katy Krueger

• Qualify and originate customized loans based on the borrower's credentials and individual goals.
• Develop and maintain relationships with customers, Realtors and other third parties.
• Evaluate loan requests and documents to verify accuracy and determine which loan program will be appropriate for the situation.
• Analyze the big picture and financial position in order to problem solve the best outcome for each client.
• Assist Realtors to negotiate the best strategy and offer for our clients.
• Monitor pipeline to track and log status of loans.
• Explain very technical financial information to applicants in easy to understand language.
• Obtain copies of applicants' credit histories and review their documents to determine feasibility of granting loans.
• Analyze potential risks and evaluate loan products to identify suitable options for customers.
• Approve loan applications based on customer creditworthiness and provide detailed financial advice.
• Proactively identify solutions for customers experiencing credit issues.
• Create strategies to develop and expand existing customer sales, resulting in increase in annual sales.
• Negotiate loan terms and conditions with customers to secure the best deal.
• Assist clients with improving financial health by counseling on issues such as excessive spending and borrowing.
• Establish plans and payoffs for customers' loans, prioritizing control of overall costs.

• Sold Business January 2019.
• Processed and maintained timely payroll.
• Processed and paid federal and state taxes, as well as

worker’s compensation.
• Balanced the business checkbook and reconciled

QuickBooks.
• Hired, coached and delegated responsibilities to the

general manager.

• Built, maintained and grew relationships with key

business influences.
• Coached sales representatives, including ride-a-longs for

new hires.
• Recognized nationally top 5% osteoporosis sales results,

2008.
• Awarded Pacific Northwest osteoporosis district sales in

leadership, 2005.