Tracy Baatz
Savage,MN
Summary
Highly experienced professional with a strong background in managing and executing production, ensuring adherence to timelines, cost, and quality standards. Adept at collaborating with cross-functional teams to define product objectives, opportunity, and service. Proven track record in monitoring production performance and implementing corrective action to change course. Skilled in building and maintaining strong relationships with customers and team members, providing guidance and support to program teams, and fostering a culture of collaboration and continuous improvement. Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Sr Underwriter/Various Roles
Wells Fargo Bank
Minneapolis, MN
05.2009 - 08.2023
- Led and managed Ultra High Net Worth customers, ensuring all programs met timelines, budgets, and quality standards
- Collaborated with senior leadership, legal, wealth management, and sales teams to meet product objectives, and service standards
- Monitored program performance, identified risks, and implemented corrective action plans to ensure successful outcomes
- Built and maintained strong relationships with customers and team members, ensuring their needs and expectations were met
- Provided guidance and support to teams, fostering a culture of collaboration and continuous improvement
- Partnered with cross-functional teams to review and approve loan applications, providing expert judgment on credit risk
- Developed and implemented strategies to improve process efficiency and customer satisfaction
- Managed complex underwriting products, ensuring compliance with credit policies and risk management standards
- Mentored junior underwriters, enhancing team performance and professional growth
- Achieved 100% Net Promoter Score (NPS) and 100% close on-time completion rates
- Maintained zero Audit material findings
Education
High School Diploma -
Skills
- Team Management
- Leadership & Team Building
- Program Execution
- Risk Management
- Analytical & Problem Solving
- Business Development
- Portfolio Management
- Credit analysis
- Cross-Functional Collaboration
- Strategic Planning
- Performance Monitoring
- Quality Assurance
- Customer & Team Member Relations
- Continuous Improvement
- Coaching & Mentoring
- Multitasking
Certification
- Real Estate - 2023/2024
- Becoming a Product Manager: A Complete Guide - 2024
- Business Analysis Foundations - 2024
- Leveraging Generative AI in Finance and Accounting - 2024
- How to Make Strategic Thinking a Habit - 2023
- Skills to Build Stronger Work Relationships - 2023
Professionalattributes
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal abilities
- Goal-oriented multi-tasker with a focus on continuous improvement
- Adept at working in competitive, innovative, and creative environments
Timeline
Sr Underwriter/Various Roles
Wells Fargo Bank
05.2009 - 08.2023
High School Diploma -
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