Katie Wolfson
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Katie Wolfson Email & Phone Number

Business Support Lead II, Officer Bank of America at Bank of America
Location: Cumming, Georgia, United States 3 work roles 1 school
1 work email found @bankofamerica.com 1 phone found area 404 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email k****@bankofamerica.com
Direct phone (404) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Business Support Lead II, Officer Bank of America
Location
Cumming, Georgia, United States
Company size

Who is Katie Wolfson? Overview

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Quick answer

Katie Wolfson is listed as Business Support Lead II, Officer Bank of America at Bank of America, a with 250057 employees, based in Cumming, Georgia, United States. AeroLeads shows a work email signal at bankofamerica.com, phone signal with area code 404, and a matched LinkedIn profile for Katie Wolfson.

Katie Wolfson previously worked as Sr. Retail Loan Processor at Bank Of America and Account Service Coordinator at Tcf Inventory Finance, Inc.. Katie Wolfson holds High School from Durant High School.

Company email context

Email format at Bank of America

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{first}.{last}@bankofamerica.com
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AeroLeads found 1 current-domain work email signal for Katie Wolfson. Compare company email patterns before reaching out.

Profile bio

About Katie Wolfson

I am a great problem solver and have been the escalation support processor for many years. My positions, thus far, included working with consumers, clients, sales, and officers to gather necessary documentation, process to create utmost customer satisfaction. Previously, I was in the commercial lending dealer floor plan business for 7 years, including accounts receivable. My primary focus was providing excellent customer service to dealers by working as a Collateral Administrator III. My position involved over 300 dealers to gather a floor plan for the betterment of net dealers associated with Bank of America. In 2013, I switched my position title to Sr. Retail Loan Processor/Escalation Processor where I was consistently on the top 5 out of 50 processors in the nation. I was also training new and current employees (Alpharetta team) while I was on the top processor’s list. From 2006-2010, I worked as a Credit Administrator for 4 years where I was responsible for the preparation of new prospects, buyouts and annual reviews of dealers. I was responsible for generating, distributing and tracking legal documentation as conditioned by credit analyst. I mainly helped setup dealers in the database. I was leading our team for managing division’s accounts with the secretary of state website for the Universal Commercial Code (UCC).I have been an Account Service Coordinator for both MTD products and Briggs & Stratton. I worked with both dealers and manufacturer to collect unpaid balances. This position brought the best in me. I was in charge with assisting dealers with any inquires they may have about their account; also resolved any issues that arose. Managing 750 dealers in 7 states brought me to learn new processes, as well as function of the products the company offered. I work best under any given circumstance. I’m very efficient and precise with all duties given. I work well under any pressure and constructive criticism.

Listed skills include Commercial Lending, Loans, Citrix Magellan, Microsoft Office, and 11 others.

Current workplace

Katie Wolfson's current company

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Bank of America
Bank Of America
Business Support Lead II, Officer Bank of America
charlotte, north carolina, united states
Employees
250057
AeroLeads page
3 roles

Katie Wolfson work experience

A career timeline built from the work history available for this profile.

Sr. Retail Loan Processor

Current

Alpharetta, Ga

• Coordinated with Customers, Loan Officers and Underwriters to gather necessary documentation to create and fulfill loan packages. • Maintained office systems, customer file organization and current workflow procedures. • Facilitated informative and highly participatory onsite training 12 associates, focusing on quality and policy adherence. • Introduced new processes to improve efficiencies, reduce operational risk, and increase customer satisfaction. • Collaborated with multiple departments on new software and system developments.

Oct 2011 - Present

Account Service Coordinator

Alpharetta, Ga

Managed 750 dealers accounts in 8 states, generating reports daily • Assist with support on past due & legal accounts by sending out Demand & Default letters for Account Executives • Answered any inquiries customers had and maintained maintenance on their accounts • Called dealers regarding sold and unpaid units and unpaid interest charges. • Received inspection calls on accounts, instructed auditor on coding status items, and collection issue.

Aug 2009 - Oct 2011

Credit Administrator

Texton Financial Corporation

Alpharetta, Ga

• Responsible for integrity of legal documents to ensure that TCF Bank is financially secured as a creditor • Generate, distribute and track legal documents • Complete internal audits to ensure accuracy and compliance relating to risk/legal policy and procedures • Coordinated with Customers, Loan Officers and Underwriters to gather necessary documentation to create and fulfill loan packages • Prepare and ensured all UCC1, UCC3 and UCC11 Searches and Purchase Money Security Interest • Evaluate Business Financial Statements, Personal Financial Statements and Tax Returns as part of the credit review process to assess applicant's risk as a debtor • Facilitated informative and highly participatory onsite training 12 associates, focusing on quality and policy adherence.

Sep 2006 - Jun 2009
Team & coworkers

Colleagues at Bank of America

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1 education record

Katie Wolfson education

  • Durant High School
    Durant High School
    High School
FAQ

Frequently asked questions about Katie Wolfson

Quick answers generated from the profile data available on this page.

What company does Katie Wolfson work for?

Katie Wolfson works for Bank of America.

What is Katie Wolfson's role at Bank of America?

Katie Wolfson is listed as Business Support Lead II, Officer Bank of America at Bank of America.

What is Katie Wolfson's email address?

AeroLeads has found 1 work email signal at @bankofamerica.com for Katie Wolfson at Bank of America.

What is Katie Wolfson's phone number?

AeroLeads has found 1 phone signal(s) with area code 404 for Katie Wolfson at Bank of America.

Where is Katie Wolfson based?

Katie Wolfson is based in Cumming, Georgia, United States while working with Bank of America.

What companies has Katie Wolfson worked for?

Katie Wolfson has worked for Bank Of America, Tcf Inventory Finance, Inc., and Texton Financial Corporation.

Who are Katie Wolfson's colleagues at Bank of America?

Katie Wolfson's colleagues at Bank of America include Natalie Krasinski, Shefali Saxena, Kyle Stinson, Hitesh Koshti, and Maxine Heddad.

How can I contact Katie Wolfson?

You can use AeroLeads to view verified contact signals for Katie Wolfson at Bank of America, including work email, phone, and LinkedIn data when available.

What schools did Katie Wolfson attend?

Katie Wolfson holds High School from Durant High School.

What skills is Katie Wolfson known for?

Katie Wolfson is listed with skills including Commercial Lending, Loans, Citrix Magellan, Microsoft Office, Customer Service/Lien Holder Service, Title And Mso Work, Uniform Commercial Code Specialist, and Auto Loan Funding Specialist.

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