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Kathleen "Kat" Cunningham

Kathleen "Kat" Cunningham

Correspondent Account Executive

MSI, Inc.

Experienced Business Development Executive


MSI, Inc.

Correspondent Account Executive

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.

Career medium 06
Career medium 03

Greenpoint Funding Corporation

Sr. Account Executive

Account Manager for wholesale bank assigned to the Southern Idaho territory. Promoted to Senior Account Manager and reassigned to Montana and Wyoming territory. Increased top line revenue with current business relationships through excellent customer service and on-going client education of Greenpoint’s products and services. Sought new business through sales and marketing efforts to include presentations and cutting edge marketing technology. Consistent in introducing bank products, features, underwriting and pricing to new and existing customers to increase sales. Increased high profit margin by structuring and pricing loans for secondary markets on behalf of the client. Provide on-going support and assistance to clients. Additional responsibilities included the training and sales activities of the Jr. Account Executive assigned in my territory.


U.S. Bank

Regional Sales Manager

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.

Career medium 05
Career medium 01

ACH Federal

National Sales Director

Cultivate and direct business development and marketing initiatives for Chattanooga based payment processing company. Organization provides fully functional web-based payment platform for corporations, governments, universities, and non-profit entities. Manage, plan, organize, leads to control balanced sales growth, continued account penetration, and customer satisfaction. Act as primary liaison between client and ACH Federal, understands client's needs, including financial expectations and restrictions. Demonstrate product and industry knowledge including various solutions, market strategies, and competitive intelligence. Manage projects to clients needs and expectations.


Wachovia Bank, a Wells Fargo Company

Account Manager

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

Career medium 04
Career medium 02

Sterling Savings Bank

Financial Services Account Manager

Developed, established and retained relationships with existing and new customers in the community to achieve branch sales goals. Offered financial solutions ranging from deposit to lending products to consumer and business customers. Facilitated all aspects of the financial transaction from inception to close. Responded to customer inquiries, resolved issues, and recognized and referred cross sale opportunities to bank partners.


Indymac Bank

Sales and Marketing Manager

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.

Career medium 05

Boise State University

The University of Montana

Business Economics