Daniel Bauer Email & Phone Number

Chicago, Il, Us

• Lead the retail, direct, correspondent and indirect channels for the Residential Lending division originating $3.5+ billion in annual first and second lien production with direct responsibilities for: strategy, sales, operations, credit, secondary markets, loan trading, compliance and servicing• Responsible for the buy / sell strategy, performance and direct contribution of a 1-4 family residential lending portfolio with $7.5+ billion in assets -Designed, lead, and executed a key enterprise transformation initiative that overhauled a legacy residential platform by implementing new loan origination systems and the supporting tech stack while building a full cycle, in-house, sales, operations. credit and secondary markets first mortgage business that significantly increased direct lending originations, non-interest income and other direct financial contribution targets by 100%+ year-over-year for two consecutive years• Growing the Residential Lending business with a relationship and digital strategy yielding a best-in-class national lending experience

Chicago, Illinois, Us

• Responsible for the overall direct contribution of the mortgage line of business Including a team of 100+ employees that delivered 100% year-over-year growth in originations scaling from $400 million to $1.7 billion in annual production yielding $100+ million in annual interest income, $30+ million in annual non-interest income and substantial net interest margin growth to a 1-4 family residential balance sheet of nearly $3.3 billion in assets• Lead a senior mortgage management team that provided direct oversight of sales, operations, credit, compliance, special projects and secondary marketing responsibilities•Oversaw the hiring of several top producing mortgage lenders with an established track record of yielding nationally recognized production volume through a diversified product mix• Developed an enhanced credit and secondary delivery model that capitalized on the flexibility of the mortgage asset through revised 1-4 family portfolio guidelines, an enhanced saleable investor mix and a transition to best execution / mandatory delivery models providing greater gain on sale• Built a new sales vertical that provided mortgage direct origination volume through a sophisticated e-commerce delivery channel • Enhanced operations, credit and secondary platforms with third party integrations to measurably improve efficiency and the client experience within targeted profitability metrics

Columbus, Ohio, Us

• Oversaw the transition from the First Merit acquisition of eight in-market loan officers to a sophisticated market build out that included over 90 new hires withinthe sales and operations departments of the IL/WI/IN region• Led the sales and operations teams to an annualized origination production budget of $1 billion in closed volume• Facilitated the leasing and coordination of a new 10,000 sq foot office space to serve as an organizational hub in Chicagoland• Assisted with the national integration of a new loan origination system through the Net Oxygen platform- Coordinated the implementation of a national operations delivery model, notable for the separation and organization of task specific functions by department / area

• Built a de novo mortgage sales, operations and credit team in the western suburbs of Chicago that yielded over $350 in annual production during its first full year of business• Responsible for the integration of the Encompass loan origination system (from Mortgage Bot) while adding other third-party vendors: Optimal Blue, Ellie Mae CRM and Velocify to the organization’s technology stack• Developed notable builder and large real estate relationships in the Chicago market providing a path for cross functional lending by the commercial and wealth division

San Francisco, California, Us

• Led Wells Fargo's flagship lending production office in Chicago that originated over $600 million in annual production• Oversaw the mortgage partnership with the Wells Fargo Advisor's downtown Chicago location that maintained over $10 billion in AUM• Managed the national transition from a centralized processing model to a decentralized (in branch) processing partnership

Pittsburgh, Pennsylvania, Us

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