Katy Gilster
Relationship Manager at Strategy Financial Group- Claim this Profile
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Bio
Experience
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Strategy Financial Group
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United States
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Financial Services
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1 - 100 Employee
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Relationship Manager
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Mar 2023 - Present
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New York Life Insurance Company
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United States
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Financial Services
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700 & Above Employee
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Insurance Underwriter
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Sep 2022 - Mar 2023
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Better
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United States
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Financial Services
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700 & Above Employee
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Mortgage Underwriter
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May 2021 - Mar 2022
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PENNYMAC
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United States
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Financial Services
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700 & Above Employee
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Mortgage Underwriter
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Aug 2020 - May 2021
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JPMorgan Chase & Co.
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United States
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Financial Services
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700 & Above Employee
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Mortgage Underwriter
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Jul 2019 - Aug 2020
Underwrite purchase and refinance requests while verifying client's income, assets and credit meets required guidelines.
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Home Equity Underwriter
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Sep 2018 - Jul 2019
Render decisions on home equity requests by reviewing credit reports, assets, and client specific criteria.
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Loan Processor
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Apr 2016 - Sep 2018
Responsible for processing new home equity applications, closing packages, and answering client inquiries throughout the loan process.
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Masters Gallery Foods, Inc.
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United States
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Food and Beverage Manufacturing
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100 - 200 Employee
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Line Attendant
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May 2014 - Mar 2016
Worked with engineer on technical and structural modifications to equipment. Ensured product met manufacturer standards. Packed cases with finished product from fast-paced working environment. Worked with engineer on technical and structural modifications to equipment. Ensured product met manufacturer standards. Packed cases with finished product from fast-paced working environment.
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Beast Editorial
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United States
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Broadcast Media Production and Distribution
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1 - 100 Employee
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Client Services Representative
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Aug 2013 - May 2014
Collaborated with management and clientele on project financials to ensure all budget and time management needs were met. Responsible for mailing, billing and coordination of sales throughout the editing process. Collaborated with management and clientele on project financials to ensure all budget and time management needs were met. Responsible for mailing, billing and coordination of sales throughout the editing process.
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Link 'N Hops
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Los Angeles, California
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Bartender
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Sep 2013 - Apr 2014
Serving craft beer and delicious food with a smile. Serving craft beer and delicious food with a smile.
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Aurora Health Care
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United States
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Hospitals and Health Care
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700 & Above Employee
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Lab Assistant
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Jul 2012 - Mar 2013
Prepared and labeled specimens for testing. Responsible for insurance billing and data entry. Prepared and labeled specimens for testing. Responsible for insurance billing and data entry.
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Marketing Manager
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Sep 2009 - Aug 2012
Responsible for all store social media (Facebook, Twitter, radio). Researched marketing trends for promotions. Designed and ordered in-store advertising signs. Planned and coordinated wine tasting events and store samplings with vendors. Responsible for all store social media (Facebook, Twitter, radio). Researched marketing trends for promotions. Designed and ordered in-store advertising signs. Planned and coordinated wine tasting events and store samplings with vendors.
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Education
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University of Wisconsin-Milwaukee
Bachelor's degree, Psychology