Katie Miller

Katie Miller
Education: Dartmouth College
Location: Bethany Beach, DE
Expertise: Banking, Credit Cards, Personal and Auto Loans, Mortgages, Personal Finance
  • Member of The Balance’s Financial Review Board
  • Consumer financial services industry expert with nearly two decades of experience
  • Expertise in leadership, strategy, and operations of mortgage, credit cards, savings, credit unions, and data analysis
  • Uses her leadership and work experience to help friends, former colleagues, and financial industry small businesses make strategic changes in pursuit of growth


Experience

Katie has worked in almost every part of consumer financial services over an 18-year period. She started out developing new credit card products, leading her organization from a “metal line” (silver, gold, platinum) of credit cards to rewards cards during the early 2000s.

She spent the years throughout the recession leading consumer, credit card, and collections analytics, risk, and training teams to identify and minimize risk while maximizing consumer opportunities to obtain credit. Following the recession, she was recruited to lead a large mortgage team where she implemented the significant regulatory changes resulting from Dodd-Frank regulations (QM and TILA-RESPA) amid continual real estate economic and regulatory upheaval. During this time, she more than doubled her portfolios and was featured on the cover of MLife (a mortgage industry) magazine. Katie has been quoted in numerous publications as an industry expert.

She managed an operational and strategic team handling savings, checking, IRA, CD, and trust products and is passionate about financial education and ensuring that every person understands their financial options. She finished her corporate career by leading the implementation of a corporate cloud data repository, data governance, data privacy, and AI solution, revolutionizing consumer insight opportunities.

Education

Katie received her Bachelor of Arts in Math and Economics from Dartmouth College and was a NAFCU-certified compliance officer, maintaining comprehensive understanding of the rules and regulations that govern the credit union industry.

About The Balance

The Balance, a Dotdash Meredith brand, makes money easy to understand. We give people tools they need to not only make smart financial decisions but also prepare for the experiences they will have along the way. Our team of expert writers and editors have extensive qualifications in the topics they cover, and many of them have MBAs, PhDs, CFPs, and other advanced degrees and professional certifications. We require our writers to use primary sources in their articles, which are also approved by our Financial Review Board and fact-checked. You can learn more about the standards we follow in producing accurate, unbiased content in our editorial policy.