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Tanner Stewart

@tannerstewart

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I lead customer operations teams, building compliant workflows, training, and high-performing teams.

United States

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What I'm looking for

I'm looking to lead customer or business operations teams where I can build scalable workflows, develop people, improve compliance and performance, and partner across functions to deliver strong client outcomes.

At Upgrade, I lead Home Improvement operations, developing company-wide policies and procedures with Legal, Compliance, IT, Sales, Risk, and Underwriting teams.

I relocated to build a new team from scratch, establishing workflows, onboarding training, and client relationships with top-tier partners. I manage a team of seven and coach two remote teams totaling 17 members while driving KPI and SLA performance.

Previously at Upgrade, I led Merchant Onboarding and Zendesk upskilling, resolved client issues, and processed high volumes of personal and auto loan applications. I also proposed workflow and policy-documentation improvements in Confluence.

My earlier work at Wells Fargo included fraud and claims operations, training strategy across more than eight sites, agent-performance coaching, frontline banking support, and risk management.

Experience

Work history, roles, and key accomplishments

Current

Senior Supervisor, Home Improvement

Current

Upgrade

Nov 2023 - Present (2 years 10 months)

Spearheaded the development and rollout of comprehensive product-wide policies and procedures by cross-collaborating with Legal, Compliance, IT, Sales, Risk, and Underwriting teams. Relocated to lead the creation of a new team, establishing workflows and successful onboarding training from scratch.

Leadership Policy Development Cross Functional Collaboration Compliance Workflow Improvement SLA Management KPI Management Team Management Training Program Design Customer Relationship Management Data Integrity Operational Metrics

Team Lead, Home Improvement

Upgrade

Aug 2022 - Nov 2023 (1 year 3 months)

Upskilled team members in Merchant Onboarding and Zendesk, and supported calls and emails to resolve client issues. Ran team times, one-on-ones, and skill-refining meetings to drive growth and quality.

Team Leadership Merchant Onboarding Zendesk client support Performance Management Coaching Cross Functional Collaboration

New Accounts Specialist, Auto

Upgrade

Nov 2021 - Aug 2022 (9 months)

Processed high volumes of personal and auto loan applications with exceptional accuracy and customer service. Proposed workflow improvements and contributed to policy updates and documentation enhancements in Confluence.

Loan Processing Customer Service Workflow Improvement Policy Updates Documentation Confluence

Fraud & Claims Ops Analyst – Transition Analyst

Wells Fargo Bank, N.A.

Mar 2020 - Nov 2021 (1 year 8 months)

Reviewed and updated training content in line with new policies. Designed onboarding strategies and facilitated new hire training across 8+ sites, including international.

Training Content Development Onboarding New Hire Training Policy Compliance Performance Analysis Coaching

Personal Banker 1

Wells Fargo Bank, N.A.

Jan 2019 - Mar 2020 (1 year 2 months)

Supported frontline staff with solutions and improvements in account maintenance. Acted as business advocate for 'Wells at Work,' enhancing customer business relations.

Account Maintenance Client Relations Business Advocacy Problem Solving

Lead Teller

Wells Fargo Bank, N.A.

Feb 2017 - Dec 2019 (2 years 10 months)

Provided leadership and guidance to team members during complex transactions. Leveraged risk management to prevent fraudulent activities and ensure compliance.

Leadership Risk Management Fraud Prevention Compliance team guidance