Katie Kofler
vice president commercial portfolio manager at truist bank@ Truist
Savannah, Georgia, United States
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Katie Kofler is an experienced Portfolio Manager with 13.8 years of work experience in the banking industry. She has a strong background in commercial lending, credit analysis, mortgage lending, and retail banking. Katie has worked at various reputable institutions such as Truist, SouthState Bank, Park Sterling Bank, BB&T, and BB&T, where she held positions such as Vice President, Commercial Portfolio Manager, Assistant Vice President, and Mortgage Loan Officer. She is skilled in commercial credit underwriting and holds a Bachelor of Business Administration (BBA) degree in Finance from the University of Georgia - Terry College of Business. Katie is currently based in the United States.
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Emails and Phone Numbers

@suntrust.com
+1 202903****
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About

Experienced Portfolio Manager with demonstrated 12 year history in the banking industry. Skilled in Management, Commercial Lending, Credit Analysis, Mortgage Lending, and Retail Banking. Strong Commercial Credit Underwriting background with 5 years of experience and a Bachelor of Business Administration (BBA) focused in Finance, General from University of Georgia - Terry College of Business.

Work Experience

Charlotte, North Carolina, 28202, US

Financial Services

23700
Phone
+1 2029032585
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Katie Kofler's Professional Milestones

  • Financial Center Leader (2011-10-01~2013-08-01): Driving operational excellence and ensuring a seamless financial experience for all employees.
  • Mortgage Loan Officer (2013-08-01~2014-06-01): Provided exceptional financial support, ensuring a safe and secure lending environment for all clients.
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Education

University of Georgia - Terry College of Business
University of Georgia - Terry College of Business

Finance,

Finance, General

2005-01-01-2009-01-01