Krista Lotto
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Krista Lotto

Linkedin Profile
Financial Consultant at Freelance | San Francisco, California, United States
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About Krista Lotto

  • Krista Lotto is a seasoned financial consultant and certified gerontologist, uniquely positioned to advocate for seniors' rights while leveraging her extensive expertise in financial planning. Currently, Krista is on a five-year sabbatical dedicated to family caregiving, during which she has embraced the opportunity to engage...
    Krista Lotto is a seasoned financial consultant and certified gerontologist, uniquely positioned to advocate for seniors' rights while leveraging her extensive expertise in financial planning. Currently, Krista is on a five-year sabbatical dedicated to family caregiving, during which she has embraced the opportunity to engage in passion projects that align with her commitment to enhancing the financial well-being of older adults. Her role as a resourceful financial advisor allows her to remain at the forefront of emerging trends in the financial sector, including market research, competitive intelligence, and compliance with evolving regulations. Krista's deep understanding of financial analysis and risk management equips her to provide tailored solutions that empower seniors to maintain autonomy and control over their financial decisions. She is particularly adept at navigating complex financial landscapes, including refinancing options, commercial mortgages, and small business lending, which are crucial for families seeking to optimize their financial resources. Her skills in underwriting and credit assessment further enhance her ability to guide clients through the intricacies of real estate transactions, whether for residential homes or investment properties. In her current projects, Krista focuses on developing educational resources that inform seniors and their families about financial strategies that promote long-term stability and security. By integrating her knowledge of gerontology with financial consulting, she aims to foster stronger social and family relationships while addressing potential conflicts that may arise in financial decision-making. Krista Lotto is committed to making a meaningful impact in the lives of seniors, ensuring they have the tools and knowledge needed to navigate their financial futures with confidence.
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  • Krista Lotto Work

    • Financial Consultant at Freelance in October 2014 to Present
    • Intern at PREPARE for Your Care in August 2021 to May 2022
    • In-House Mortgage Consultant - Alain Pinel at PRIVATE MORTGAGE ADVISORS, A Wells Fargo Affiliate in April 2008 to October 2014
  • Krista Lotto Skills

    • LoansMortgage BankingRefinance
      Mortgage LendingCommercial MortgagesReal EstateFHAFinanceSingle Family HomesReal Estate EconomicsCustomer ServiceInvestment PropertiesBankingCommercial LendingSellingFirst Time Home BuyersCredit AnalysisCreditLoan OriginationMortgage MarketingResidential HomesUnderwritingREOInvestorsInvestmentsSmall Business LendingCreative Problem SolvingSalesLoan Origination, Mortgage Underwriting, Mortgage Consultation, Financial Advisement, Cross-Functional Team Leadership, Client Relations Management, Stakeholder Relations Management, Loan Processing, Loan Closing, Customer Service, Customer Engagement, Customer Retention, Documentation, Records, Financial Reporting, Financial Analysis, Risk Assessment, Strategic Planning, Continuous Process Improvements, Regulatory Compliance, Quality Assurance, Internal Controls, Market Research, Competitive Analysis, Communications, Presentations, MS Office, QuickBooksCertified yoga instructor

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  • About Krista Lotto's Current Company

  • Frequently Asked Questions about Krista Lotto

    • What is Krista Lotto email address?
      Email Krista Lotto at k***o@gmail.com. This email is the most updated Krista Lotto's email found in 2024.
    • What is Krista Lotto phone number?
      Krista Lotto phone number is +1.4152792147 and +1.2086768072.
    • How to contact Krista Lotto?
      To contact Krista Lotto send an email to k***o@gmail.com. If you want to call Krista Lotto try calling on +1.4152792147 and +1.2086768072.
    • What company does Krista Lotto work for?
      Krista Lotto works for Freelance
    • What is Krista Lotto's role at Freelance?
      Krista Lotto is Financial Consultant
    • What industry does Krista Lotto work in?
      Krista Lotto works in the Banking industry.

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