Katherine Mathis
Market Growth and Development Consultantmarket @Wells Fargo
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WORK HISTORY
Market Growth and Development Consultantmarket @Wells Fargo
US
Development consultant supporting two national divisions in dual channel model comprised of local in branch and centralized telesales mortgage sales force. Focused primarily on driving residential mortgage referral activity from Wells Fargo Advisors Financial Advisors to Home Mortgage Consultants. Assist in implementing national initiatives. Acts as a liaison between various levels of leadership across WFHM and WFA focused on planning and executing activities and projects that directly impact the referral of mortgage products and programs to clients of Wells Fargo Advisors. Focused on relationship management and collaboration to drive participation in lending. Duties include developing sales strategies and working with business line partners to implement those strategies. Analyze key metrics to identify training needs and trends. Perform program on boarding to selected individuals. Acts as a consultant to key regional stakeholders and uses knowledge of business to influence referral activity performance, initiatives and uncover needs specific to two of four divisions. Develops communication methods to keep constituents informed on performance and initiatives impacting the Wells Fargo Advisors - Wells Fargo Home Mortgage partnership; maintains knowledge of product & platform delivery channels. Meets regularly with regional senior management to report on performance, opportunities and to gain sponsorship for initiatives.
EDUCATION
University of Illinois Urbana-Champaign
B.S., M.A.
ABOUT KATHERINE MATHIS
I am a professional consultant for Wells Fargo\'s market growth and development, focusing on turning complex market trends and competitor analysis into easy and enjoyable strategies! I develop effective market strategies by deeply studying customer needs to make the company thrive in specific markets.In my work, I am like a detective, identifying and developing new customers and business opportunities to drive the company\'s growth. At the same time, I also attach great importance to the relationship with key customers, and strive to ensure that they are not only satisfied, but also happy to cooperate with us for a long time. After all, a good relationship is like delicious coffee, the longer it lasts, the more fragrant it is!In addition, I assist in the development and implementation of market growth plans, ensuring that these plans complement the company\'s overall strategy, just like carefully blended spices to make each strategy just right. I will monitor the effectiveness of market activities, analyze performance data, and make suggestions for improvement to ensure that we are always on the right track.In short, I am passionate about driving business development, happy to find opportunities in challenges, and strive to achieve excellent market results. I look forward to creating more brilliant stories with the team on the market stage!
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