Kate Walton Email & Phone Number
VP, Sr. Relationship Manager @ Needham Bank
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Kate Walton Location
- California, United States
Kate Walton Work
- 2026 -now VP, Sr. Relationship Manager @
- 2011 -2024 VP, Sr. Relationship Manager, Structured Mortgage Finance @
- 2011 -2024 Vice President , Sr. Relationship Manager @
- 2011 -2012 Vice President, Relationship Manager @ Everbank fka MetLife Bank
- 2005 -2011 Lending Director, Western Region @
- now Vice President, Regional Manager @
- 1992 -2005 Vice President, Regional Manager @
Kate Walton Education
- California State University - East Bay (Hayward)
Bachelor of Business Administration (B.S.) (Accounting and Finance)
- CMB - School of Mortgage Banking
Graduate
Kate Walton Skills
- Cross Sell
- Customer Retention
- Contract Negotiation
- Small Business Lending
- Accounting
- Negotiation
- Account Management
- Business Development
- Customer Service
- New Business Development
- Swaps
- Mortgage Lending
- Sales
- Credit
- Banking
- Loan Origination
- Loans
- Risk Management
- Mortgage Banking
- Finance
- Underwriting
- Portfolio Management
- Real Estate
- Securities
- FHA
- CRM
- Executive Management
- Investments
- Commercial Lending
- Credit Risk
- Residential Mortgages
- Asset Management
- Funding
- Credit Analysis
- Reverse Mortgages
- Relationship Management
- Financial Analysis
- Refinance
- Financial Services
- Financial Risk
- Structured Finance
- Capital Markets
Kate Walton Summary
- Kate Walton, based in California, United States, is currently a VP, Sr. Relationship Manager at Needham Bank. Kate Walton brings experience from previous roles at TIAA Bank, EverBank, Everbank fka MetLife Bank and GMAC Bank (fka RFC). Kate Walton holds a Bachelor of Business Administration (B.S.) in Accounting and Finance @ California State University - East Bay (Hayward). With a robust skill set that includes Cross Sell, Customer Retention, Contract Negotiation, Small Business Lending, Accounting and more. Kate Walton has 3 emails and 3 mobile phone numbers on RocketReach.
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