Katherine Bowles Email & Phone Number

Boston, Ma

For the Indirect Auto Finance division of $5.3 billion regional bank, directed booking and funding activities of new loan originations, with significant contributions to multi-department operations:Managed over 400 active dealer accounts, responsible for set-up, updates, payments and collection activities; resolved dealer disputes. Oversaw title perfection and coordinated follow-up title efforts.Participated in new hire process.Trained new staff for contract verification and funding related activities. Updated Dealer Agreement contract.Experience with system conversions for both Loan Originations (Indirect Auto) and Cash Management (separate Brookline Bank department).Pitched idea for 10th Anniversary of Indirect Auto Division and outlined marketing program.Proposed Telephone Payments fee resulting in generated revenue of $4-$5 millionIdentified software program with negligible capital expenditure to replace manual process of telephone payments.Conducted customer interviews in support of 3 person Credit Department.

Denver, Colorado

For Fortune 500 global commercial real estate services company: handled commercial office property real estate research in support of 100 person regional office, ranked second largest for commercial real estate in Denver metro area. Utilized CoStar, Xceligent and other industry sources. Analyzed market data and prepared quarterly statistics.

Clinton, New Jersey

For three different divisions of global engineering company engaged in power component and plant operations: provided all administrative support to executive and mid-level managers, as well as forty person Information Technology Department. Actively contributed to business planning for the Power Systems' Services and Contracts Group by originating sources for plant operations management consulting venture. Assisted with coordination and management of advertising campaign for consulting venture, including printed corporate brochure production and website banner placement.

Houston, Texas

For real estate brokerage and investment firm: identified properties in Houston metropolitan area suitable for listing potential. Performed demographic and financial analyses on developed and undeveloped properties. Presented findings in oral format to President of Company.Maintained and organized data base of real estate information.

Armonk, New York

As Real Estate Representative for largest owner and operator of self-storage facilities in the U.S.: located and identified properties in metro New York/New Jersey area for self storage mini-warehouse facilities and evaluated for location, development, financial and management criteria. Negotiated Purchase and Sale Agreement; crafted contract and amendment language. Met management goals for new sites under contract. Collaborated with Project Management division to draw up detailed design plans and to resolve any secondary issues. Presented to city Zoning Boards for project development approval. Successfully cultivated real estate broker network. Received high praise for managing collaborative in-house team of professionals from Project Management and Escrow Administration departments.

Framingham, Ma

For $1.4 billion discount department store chain with market presence in eastern half of the U.S.: during expansion and acquisition period, responsible for site location studies for new store development. Conducted market research using retail and demographic data. Quantified market data to produce sales volume projections using SAS analog selection and statistical regression forecasting model. Presented findings in oral and written format. Analyzed customer data for market share studies and advertising program development. Maintained databases. Have strong qualitative and quantitative skills. Was selected by Senior Vice President to undertake market research and prepare acquisition study for presentation directly to Chief Executive Officer.

Chicago, Il

Independent real estate consulting firm in business 8 years in 1982 specializing in site location and retail market studies for client base including shopping center developers, investors and department stores. Conducted market research, analyzed data, prepared and presented feasibility studies. Also skilled in consumer intercept survey research and analysis. Invaluable corporate experience in cultivating and retaining business clientele, and striving to deliver a product that exceeded expectations. Small office setting gave appreciation for the reality rather than just the concepts of business viability, staying progressive, and maximizing opportunities.

Certified Financial Planning Program

Bachelor Of Arts (B.A.), Economics