Kathy Bakke

Inspirer
DISC Type : id

Retirement at Career Break

Winston-Salem, North Carolina, United States

Overview

Kathy Bakke is a retired insurance and commercial real estate loan specialist with a long career at Wells Fargo, where she rose to VP Lead Commercial Loan Closing Specialist. Described as a trustworthy and focused mentor, she holds a BS from Rasmussen College and has deep expertise in FDPA quality control.

Since retiring, Kathy pursues numerous artistic hobbies. She is an avid quilter and also enjoys mosaicing, embroidery, cross-stitching, and cooking. People who know her describe her as extremely kind, generous, talented, and fun, with a passion for various forms of crafting.

Unique fact: Her passion for quilting is so specific that she owns 15 pairs of scissors dedicated solely to fabric.

Personality Overview

Confident & Optimistic

Charming & Persuasive

Decisive

They usually prefer to drive the conversation.  They respond well to objective pitches but also attach some value to relationships. They don’t mind taking a stand if they believe in something.

Topics They Care About

Commercial Real Estate
Her career at Wells Fargo was centered on managing insurance and quality control for commercial real estate loans.
Loan & Insurance QC
Specialized in pre-close quality control, serving as an FDPA and private flood insurance approver for commercial loans.
Quilting & Crafting
A primary passion in retirement, she is a featured quilter who also enjoys mosaicing, embroidery, and cross-stitching.

Media Appearances

Kathy has no verified media appearances

Work History

9-2024
Retirement at Career Break
11-2021 - 9-2024
VP Lead Commercial Loan Closing Specialist at Wells Fargo
9-2016 - 11-2021
Quality Assurance. AVP at Wells Fargo
9-2009 - 8-2016
CRE-Real Estate Records Management Dept Manager, AVP at Wells Fargo - Wholesale Banking
Underwriting Manager at ShurPen Group

Education

2009 - 2012
BS from Rasmussen College

More Information

Social Presence :

Prographics :

Exp : 16 Location : Winston-Salem, North Carolina, United States Job Level : Middle Designation : Retirement at Career Break
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Insights For Selling To Kathy

During A Call Or A Meeting

DO's

  • Refer to testimonials from well known people to highlight the value of your product
  • Focus on the big picture and the strategic value of your product
  • Look like someone who is on top of their game

DONT's

  • Don’t be too verbose or overly friendly; a little bit, however, is fine
  • Don’t keep repeating the same information, it could make them impatient
  • Don’t be very informal even if they are being so themselves

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kathy is

  • Belief in the value of the product, relationship and a sense of accomplishment matter the most.
  • Will you ever get a clear answer from Kathy

  • They are not shy of saying no if they do not develop trust in your product.

Insights For Deal Planning

    How fast (or slow) will Kathy move?

  • They can take fast decisions if they develop conviction in the product and find you trustworthy.
  • Can Kathy take some risk or not?

  • They have the capability of taking risky decisions if necessary.

You And Kathy

Personality Compatibility


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