Katy M.

Katy M. Email and Phone Number

Project Manager @ Matrix USA
Sioux Falls, SD, US
Katy M.'s Location
Tampa, Florida, United States, United States
Katy M.'s Contact Details

Katy M. work email

About Katy M.

Executive Leader | Problem Solver | Project Management Expert | Relationship BuilderI’ve been a natural problem-solver and organizer since childhood—it’s in my DNA. I’m the friend, peer, and leader people turn to for guidance in challenging situations, and I’ve built a career rooted in this strength. Over the last 8+ years, I’ve thrived in project management within the banking industry, supporting tax operations and product development with a proven track record of success.My experience spans leading large-scale company migrations, spearheading technology buildouts, and designing processes that drive efficiency and growth. Along the way, I’ve tackled countless critical issues with a strategic and solutions-oriented approach. Whether working as an independent contributor or leading a team of 60+ managers and associates, I’m all about fostering connections, building trust, and creating an environment where people feel empowered to succeed.I believe work should be enjoyable—even when it’s not “fun”—and I lead by example, jumping into the trenches alongside my team. I’m the leader you can count on for collaboration, innovation, and unwavering support.On the personal side, I’m rediscovering life through the eyes of my four-year-old son. I’m a purple belt in Brazilian Jiu-Jitsu and active competitor, a lover of mountain views, and forever devoted to my mother’s cooking.Let’s connect—I’m always open to collaborating and exchanging ideas!

Katy M.'s Current Company Details
Matrix USA

Matrix Usa

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Project Manager
Sioux Falls, SD, US
Katy M. Work Experience Details
  • Matrix Usa
    Project Manager
    Matrix Usa
    Sioux Falls, Sd, Us
  • Gracie Apollo Beach
    Program Director
    Gracie Apollo Beach Jul 2023 - Present
    Florida, United States
    • Led cross-functional teams to design, implement, and evaluate programs, ensuring alignment with organizational goals and measurable outcomes.• Managed program budgets, resource allocation, and financial tracking, ensuring cost-efficiency and compliance with industry standards.• Built strong partnerships with stakeholders, driving collaboration and program sustainability through strategic growth initiatives.
  • Citi
    Vp Tax Operations
    Citi Aug 2014 - Jun 2024
    Tampa, Fl
    • Lead cross-functional teams in executing complex tax operations projects, ensuring adherence to regulatory requirements and alignment with organizational goals.• Spearhead process improvement initiatives to streamline workflows, enhance accuracy, and expand operational capabilities.• Successfully led high-risk projects supporting private banking and wealth management, ensuring seamless execution while mitigating potential risks and aligning with organizational objectives.• Oversee the implementation and integration of tax technologies to support strategic objectives.• Collaborate with senior leadership to provide project updates, manage risks, and deliver actionable insights through data analysis.• Manage budgets, resources, and change initiatives to ensure successful project delivery and stakeholder alignment.• Conducted regular risk assessments and implemented control measures to identify and address vulnerabilities within operational processes, ensuring compliance with regulatory standards. Led initiatives to close operational gaps by developing and executing corrective action plans to mitigate identified risks effectively.
  • Bank Of America
    Avp Of Mortgage Operations
    Bank Of America Aug 2011 - Aug 2014
    Plano, Texas
    • In my initial three months as a Unit Manager, I improved the quality of associate calls by 16%, significantly enhancing our organization's overall performance.• I consistently improved associates' adherence to their schedules.• I led a team of 4 Unit Managers and over 65 associates in quality control and enhancement within the Servicing Line of Business.• I excelled in a high-volume, deadline-driven, and production-focused environment.• I handled escalated issues related to the quality review process of post-foreclosure sales.• I provided daily coaching and feedback to both associates and managers.• I created team and departmental performance reports utilizing Word and Excel.• I managed the employment interview and selection process.• I allocated and supervised team workflows across multiple teams.• I oversaw the execution of transactions and responses to customer, investor, or third-party inquiries.• I had an extensive understanding of the regulations pertaining to foreclosures and short sales.
  • Bank Of America
    Mortgage Servicing Team Manager
    Bank Of America Apr 2010 - Jul 2011
    Dallas/Fort Worth Area
    • Managed a team of 20-30 associates in a call center for mortgage servicing. • Scheduled and oversaw workflow to align with departmental requirements. • Delivered counseling, coaching, and constructive feedback. • Ensured adherence to state and federal regulations and company policies to reduce losses and legal issues. • Performed performance evaluations. • Administered on-the-job training within the Home Retention Division. • Organized and implemented training for new employees.
  • Bank Of America
    Senior Mortgage Underwriter
    Bank Of America Apr 2008 - Apr 2009
    Plano, Texas
    • Evaluated loan risk through verification of loan application information.• Verified application information against loan criteria guidelines and standards.• Clarified risk by requesting additional information.• Identified and recorded application deficiencies required for rejecting mortgage loans. • Provided rejected application back to loan officer.• Responded to questions, queries, and request with suitable information. • Evaluated residential mortgage loans risk on timely basis based on sound underwriting decisions.• Provided prompt, quality service to originating branches and correspondents professionally.• Upgraded information on processing and underwriting systems to verify, add, delete or waive conditions.• Recommended areas of improvement to staff and loan officers.• Authorized to underwrite all conventional and jumbo loans to delegated authority.• Responded to product questions and scenarios with suitable answers.• Assisted with needs of Production Coordinators, Closers, Document Drawers and Funders.• Ensured compliance with underwriter market standards.• Assisted in training new underwriters and origination staff members.

Katy M. Skills

Loans Mortgage Lending Process Improvement Mortgage Banking Vendor Management Relationship Management Management Call Centers Customer Service Financial Analysis Fha Refinance Business Process Improvement Team Building Team Leadership Customer Satisfaction Finance Performance Management Residential Mortgages Strategic Planning Budgets Cash Management Customer Experience Operational Risk Management Team Management Leadership Financial Risk Portfolio Management Change Management Consumer Lending Operations Management Credit Analysis Risk Management Banking Project Management Financial Services Credit Business Analysis Business Strategy Business Development Negotiation Financial Modeling Analysis

Katy M. Education Details

  • Devry University
    Devry University
    Business Administration, Management And Operations

Frequently Asked Questions about Katy M.

What company does Katy M. work for?

Katy M. works for Matrix Usa

What is Katy M.'s role at the current company?

Katy M.'s current role is Project Manager.

What is Katy M.'s email address?

Katy M.'s email address is ka****@****ail.com

What schools did Katy M. attend?

Katy M. attended Devry University.

What are some of Katy M.'s interests?

Katy M. has interest in Human Rights.

What skills is Katy M. known for?

Katy M. has skills like Loans, Mortgage Lending, Process Improvement, Mortgage Banking, Vendor Management, Relationship Management, Management, Call Centers, Customer Service, Financial Analysis, Fha, Refinance.

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