Katie Maynard

At PNC Bank, I serve as the primary contact for a high-volume advisor client base, guiding requests from intake through resolution while maintaining documentation and data validation in accordance with bank policy.

Previously at Gateway Services Group, I increased advisor production 72%—from $756K to more than $1.3M in GDC—by improving client operations workflows and removing manual administrative bottlenecks. I built reporting spreadsheets, authored SOPs and process maps, and managed high-volume claims administration and asset transfers with a focus on accuracy and regulatory compliance.

At ANB Bank, I led operational analysis and timeline execution for a 10-month account relocation project involving more than 1,000 data-sensitive units. I partnered with vendors and executive leadership to track issues, route requirements, and standardize transition processes.

Across banking, title, insurance, and financial services, I've supported claims, loan documentation, account retention, and investment referrals, including more than $1M in referred assets. I bring a practical, client-centered approach to resolving pain points, improving visibility, and helping cross-functional teams deliver reliable service.