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Katy Meyers is a seasoned mortgage banking professional with over 20 years of experience in mortgage lending, strategic planning, and management. She has a strong background in customer service, marketing, and sales, with expertise in loan origination, real estate, and social media marketing. Katy has held various leadership positions, including President of Casa Gran Real Estate Inc and VP of Finance at Padre Commerce Mortgage Inc.

Credentials

  • Mortgage broker
    California Association of Mortgage Professionals
  • Mortgage broker
    National Association of Mortgage Professionals (NAMP)
  • Realtor
    CALIFORNIA ASSOCIATION OF REALTORS®
  • Realtor
    National Association of REALTORS®

Experience

    • President
      • Feb 2004 - Present
      • Encinitas

      Mortgage Banker with over 15 years of experience designing operational and technology infrastructure and implementing best practices for mortgage operations. Consistently achieve P&L goals and provide exceptional service to clients through resourcefulness and adaptability to changing market conditions. Manage the loan process for wholesale and retail clients encompassing FHA, VA, USDA, 203K, conversion, and Jumbo products. Exceptional abilities developing client relationships and providing comprehensive service throughout the entire process from initial contact to funding of loan. Create strategic partnerships with realtors and other industry professionals to regularly receive a high volume of warm leads. Build relationships with lenders and title, escrow, appraisers, and home inspection companies to facilitate timely funding.

  • CGREINC
    • Encinitas, CA
    • Executive Manager
      • May 2013 - Present
      • Encinitas, CA

      Promoted as brand manager on new entrepreneurial e-Commerce business development team, leading e-Commerce, online retailing and digital shopper marketing strategy planning and tactical execution for all household, electronics, sporting goods, and mobile phone accessories.

    • Loan broker
      • Jun 2001 - Present

      Mortgage loan broker

    • VP of Finance
      • Feb 2000 - Feb 2005

      Manage daily operations including business development activities and loan management of all loans from initial qualification, to lock and funding. Manage a rapidly growing customer base with a high conversion rate for leads, averaging $130 million personally each year. Work with a team including sales, underwriting, funding and management to ensure loans are processed and funded ensuring accuracy, timeliness, and compliance with RESPA.

Education

  • 1989 - 1994
    San Diego State University
    Bachelor's degree, Finance, General

Suggested Services

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Industry Focus. “Financial Services”

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