Client Services Manager
Current
Aug 2024 - Present
AeroLeads people directory · profile
Kate Bailey Email & Phone Number
Client Services Manager
at
Kindred Spirits Wealth Management
3 work emails found
@wellsfargo.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Client Services Manager
Location
Minneapolis, Minnesota, United States
Who is Kate Bailey? Overview
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Quick answer
Kate Bailey is listed as Client Services Manager at Kindred Spirits Wealth Management, based in Minneapolis, Minnesota, United States. AeroLeads shows a work email signal at wellsfargo.com and a matched LinkedIn profile for Kate Bailey.
Kate Bailey previously worked as Sales Assistant at Cetera Financial Group and Consumer Loan Underwriter at Wells Fargo. Kate Bailey studied at Virginia Secondary School.
Company email context
Email format at Kindred Spirits Wealth Management
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{first}.{last}@wellsfargo.com
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AeroLeads found 3 current-domain work email signals for Kate Bailey. Compare company email patterns before reaching out.
Profile bio
About Kate Bailey
SkillsExcellent organization and prioritizing skillsExtensive Experience collaborating and facilitating resolution between multiple partiesExcellent at adapting communication and training styles to fit the specific needGallup StrengthsRestorativeInputRelatorDeveloperArranger
Listed skills include Mortgage Lending, Loans, Customer Service, Banking, and 6 others.
Current workplace
Kate Bailey's current company
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12 roles · 29 years
Kate Bailey work experience
A career timeline built from the work history available for this profile.
Sales Assistant
May 2023 - Aug 2024
Consumer Loan Underwriter
Aug 2020 - Jul 2022
Area Processing Manager
Oct 2017 - Aug 2020
Home Loan Processor
Oct 2015 - Oct 2017
Chief Project Manager, Fun Coordinator, Pb & J Chef, And Toddler Wrangler
Bailey Household
Nov 2012 - Oct 2015
Loan Administration Manager 2, Wells Fargo Advisors Division
- Managed the workflow of 11 mortgage specialists and underwriters that processed and closed conventional, non-conforming and government loans
- Held team members accountable for providing quality service to our internal and external customers
- Hired, coached and developed team members to be compliant with corporate and governmental standards
- Participated in the formulation of work procedures, efficiencies, and policies that directly affected my team
Jul 2010 - Nov 2012
Priority Pool Manager, Wells Fargo Advisors Division
- Assisted in creation of this position to address needs of the non-conforming process and customer service needs
- Partnered with internal and external business partners ensure that all portfolio clients’ experienced the highest level of service
- Created, maintained, and analyzed a database of all mortgage applications
- Created and implemented processes to more effectively process and close the portfolio loans
- Researched and resolved any service issues analyzing root cause to prevent issues in the future
Feb 2011 - Apr 2011
Team Lead Wells Fargo Advisors Division
- Assisted the loan administration manager in identifying and addressing the needs of the team
- Compiled and analyzed multiples reports and managed workflow of the team
- Resolved customer escalations and maintained relationships with the sales teams and financial advisors across the country
- Identified and addressed workflow coaching opportunities to my manager
Nov 2009 - Jul 2010
Integration Team, Wells Fargo Advisors Division
- Helped lead ramp up, integration and training efforts in Wilmington
- Created and updated training and process materials for facilitators
- Assisted in leading the integration of the Wells Fargo Advisors business line
- Cultivated relationships with RBCs and FAs while dealing with escalations and issues
- Served as leader and mentor to legacy team members that were helping with integration
Apr 2009 - Sep 2009
Sr. Mortgage Loan Specialist, Corporate Relocation Division
- Processed and closed conventional mortgages of various types for high priority corporate clients
- Coordinated business arrangements with multiple vendors and clients
- Managed a work flow of 90 – 100 customers
- Provide a high level of service achieving an average of 90%
- Assisted in the transition to process and close government loans
- Collaborated with other government teams to provide a smooth transition and continued excellence in customer service
Jul 2003 - Apr 2009
Trainer / Internal Help Desk
Ge Capital Its
- Provided first-level tech support for employees
- Compiled call center statistics
- Assembled monthly reports for the VP of Service
- Trained and supported 40 newly hired employees
- Developed procedures and training manuals for a new national support center
1997 - 2000
~3 yrs
1 education record
Kate Bailey education
-
Virginia Secondary School
FAQ
Frequently asked questions about Kate Bailey
Quick answers generated from the profile data available on this page.
What company does Kate Bailey work for?
Kate Bailey works for Kindred Spirits Wealth Management.
What is Kate Bailey's role at Kindred Spirits Wealth Management?
Kate Bailey is listed as Client Services Manager at Kindred Spirits Wealth Management.
What is Kate Bailey's email address?
AeroLeads has found 3 work email signals at @wellsfargo.com for Kate Bailey at Kindred Spirits Wealth Management.
Where is Kate Bailey based?
Kate Bailey is based in Minneapolis, Minnesota, United States while working with Kindred Spirits Wealth Management.
What companies has Kate Bailey worked for?
Kate Bailey has worked for Kindred Spirits Wealth Management, Cetera Financial Group, Wells Fargo, Wells Fargo Home Mortgage, and Bailey Household.
How can I contact Kate Bailey?
You can use AeroLeads to view verified contact signals for Kate Bailey at Kindred Spirits Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Kate Bailey attend?
Kate Bailey studied at Virginia Secondary School.
What skills is Kate Bailey known for?
Kate Bailey is listed with skills including Mortgage Lending, Loans, Customer Service, Banking, Mortgage Banking, Management, Finance, and Employee Training.
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