Kathleen "Kat" Cunningham

Plan, organize, motivate, and control resources to achieve specific goals for client base. Manage a muli-million dollar portfolio to plan. Daily client contact and be responsible for guiding all aspects of client implementation process, sales, marketing including project planning, analysis and requirements gathering, managing project scope, design/build, secure authentication integration, testing and deployment. Introduce various products and pricing to achieve customer growth for client. Coordinate and facilitate training for clients on systems, pricing and products. Interact regularly with existing or potential clients to determine their needs and to develop plans for improving delivery.

Youngest Residential Loan Manager in the U.S. Bank organization. Responsible for hiring and training loan officers for outlined territories. Developed sales and marketing strategies. Created and implemented business plan for loan officers. Managed profit and loss to plan. Consistently exceeded sales goals for assigned territories. Reported sales production and profit/loss figures to senior management on a monthly and quarterly basis. Developed oral and written presentations for internal and external marketing efforts.

Held retail Account Manager position which involved managing customer portfolios, service relationships and cross-sell all products and services. Provide broad base of financial and credit services with the goals of acquiring 100% of the customers' business. Develop and maintain relationships with Wells Fargo partners to maximize sales opportunities and achieve maximum sales standards.

• Led branch in sales and profit proxy
• Award recipient for excellence in customer service

Managed the activities of a multi million dollar product line. Determined which customers will mutually benefit from engagement with Indymac Bank. Introduced clients to bank products, features and pricing engines for offering in the retail market. Increased revenues through sales presentations to executive level decision makers. Originated and pre-approved client credit request for warehouse lines of credit ranging from 3MM to 25MM. Facilitate customer training sessions to increase customer knowledge of products, underwriting guidelines, pricing and submission procedures.