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Loan Officer
NMLS # 38035
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- Click to email 401.418.0205 401.414.4554
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Middletown
02842
25 Enterprise Center
Middletown, RI 02842
About Kate
Kate works with Ameriprise advisors who are located in the following state(s): CA, DC, HI, IA, ID, IN, OK, NC, NJ, NV, SC, UT and is able to assist clients with their home financing needs nationwide.
Kate began her career at Embrace Home Loans in December of 2001 and in 2020, she was asked to join in on the new partnership between Embrace and Ameriprise Financial. As Kate approaches nearly two decades in the mortgage industry — most of which she’s spent with Embrace — she feels extremely privileged to have the opportunity to work with financial advisors and their clients to achieve their homeownership goals.
As of March 30, 2020, she is now a dedicated Loan Officer for Ameriprise clients who are interested in buying a home, refinancing their mortgage, or just getting an annual mortgage check-up.
Kate is frequently recognized as a top-producing sales professional and has been inducted into Embrace’s President’s Club year after year. She’s an ambitious go-getter, driven by a genuine need to take care of her borrowers and values providing honest, personalized guidance.
She graduated from Providence College with a Bachelor of Science in Marketing and she also has a Certification in Professional Cooking from the Culinary Academy of Long Island.
Kate grew up in Morristown, NJ and currently lives in Narragansett, RI with her husband, Todd. She loves living near the beach and staying active, so she always makes time for tennis, yoga, and barre. When she’s ready to relax and hang out at home, she enjoys watching sports and having a nice seafood dinner. She’s also a member of General Federation of Women’s Club (GFWC) of South County.
Testimonials(443)
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5
5 Survey completed on March 25, 2024
Review By Nicole H. for Kate Pezzi
Completed transaction in March 2024
Kate went out of her way to help me through this process. I would highly recommend her and your company to all of my employees. Extremely satisfied, excellent customer service.
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5
5 Survey completed on March 24, 2024
Review By Rebecca P. for Kate Pezzi
Completed transaction in March 2024
Even though nothing was handled in person, Kate made the whole experience VERY personable.
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5
5 Survey completed on March 07, 2024
Review By Gretchen J. for Kate Pezzi
Completed transaction in March 2024
KATHERINE PEZZI is a great communicator and she returns calls quickly, which is HUGE! She is extremely knowledgeable and efficient She explains the loan process(es), language, calculations, options, etc., clearly and concisely She is proactive rather than reactive - SHE contacted us! She has a delightful, cheery personality; a very positive demeanor Katherine treated us like family and we felt that she was part of our family! Katherine is an extremely valuable individual in the EMBRACE community and we hope she is recognized as such.
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5
5 Survey completed on January 29, 2024
Review By Cynthia M. for Kate Pezzi
Completed transaction in January 2024
I am thrilled with the outstanding service provided by Kate Pezzi during my clients' recent loan. Kate's professionalism and unwavering dedication were evident, seamlessly guiding my clients through the process. She tailored the loan to their unique needs, ensuring favorable terms. Communication was excellent, marked by proactive problem-solving. In summary, Kate Pezzi offers an exemplary partnership for financial success, and I wholeheartedly recommend her services. Moreover, Kate demonstrated a profound understanding of market trends and swiftly adapted strategies to secure the most advantageous loan terms for my clients. Her meticulous attention to detail and adept navigation of the ever-changing financial landscape reassured both myself and my clients throughout the process. Kate's commitment to staying ahead of industry developments not only showcases her expertise but also underscores her dedication to achieving the best possible outcomes. This foresight significantly contributed to the overall success of the transaction, reinforcing my confidence in recommending Kate Pezzi for a top-tier lending experience.
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5
5 Survey completed on December 10, 2023
Review By Lindsy F. for Kate Pezzi
Completed transaction in December 2023
I appreciate that Kate and her team could keep up with the speed with which I like to expedite transactions! There was never a moment that I felt like I was not supported through this very accelerated home closing process! I could text Kate or email the team at any point to ensure that we were all on the same page! I love that I felt like I was dealing with a real person, not just a system ,and that they had my best interests at heart! I truly loved working with Kate, Christen, and team!! Thank you!