Christina Baer
Clinton,USA
Summary
Hard-working and diligent professional with 12 years of experience in commercial lending support and 20+ years of experience in customer service. Skilled in loan documentation, financial collection, reporting and regulatory compliance. Known for reliability, adaptability problem-solving, and team collaboration. Motivated to work toward exceeding objectives and driving team success in achieving organizational goals.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Senior Commercial Sales Associate
TD Bank
03.2023 - Current
- Partners with Regional Vice President and Relationship Managers in managing the day to day commercial loan support.
- Provide leadership, coaching, and training to team members
- Verifies work is complete and accurate of assigned staff's work and provides training when necessary.
- Approve timesheets of assigned staff bi-weekly for payroll.
- Collects data and prepares and/or monitors several monthly and quarterly reports. (e.g. Forecasts, Unfunded Commitments, Financial Collection Monitoring, Delinquencies, Maturities. etc.
- Coordinates and runs monthly commercial team meeting to review procedural updates or issues, new policies, best practices and work flow.
Commercial Sales Assistant III
TD Bank
03.2017 - 03.2023
- Serves as a resource and mentor for Commercial Sales Assistants I & II
- Provides administrative support to Relationship Managers (e.g. reporting, aiding in loan closing, credit requests, data input, overdrafts, monetary transactions, etc.)
- Provides proficient customer service to external and internal customers.
- Researches and resolves more complex issues
- Develop recommendations to improve procedures and work flow
- Responsible for more complex payment, advance and wire transactions
- Provide notary services to customers as needed
Commercial Sales Assistant II
TD Bank
03.2013 - 03.2017
- Provide professional service to internal and external customers
- Support Relationship Managers with portfolios
- Monitor daily and monthly reports
- Collect required financial documentation from customers
- Process payments, advances, wires and line of credit adjustments
- Assist in resolving exceptions
- Research and resolve issues
Assistant Comptroller
Legacy Publishing Group
04.2003 - 03.2013
- Assist management in several accounts receivable and payable tasks
- Work with collection agency to collect past due receivables
- Provide customer service on billing questions
- Process & adjust monthly sales rep commissions
Customer Service Representative
Legacy Publishing Group
10.2002 - 04.2003
- Complete data and sales order entries
- Provide customer service via phone
- Attend trade shows to introduce new product line to customers
- Complete other office duties as needed including: filing, preparing outgoing mail, and assisting management with special projects
Department Lead/Liz Claiborne Consultant
Filene’s Department Store
12.2000 - 10.2002
- Assist customer with purchases and returned merchandise
- Display merchandise on sales floor according to store guidelines
- Adjust pricing signage for merchandise on a weekly basis
- Assist customers as a personal shopper
Education
MA Real Estate Salesperson Licensure
Assabet Community Education
Marlboro, MA01-2016
Business Administration -
Fitchburg State College
Fitchburg, MA05-2000
Business Administration -
Burdett College
Worcester, MA01-2000
High School Diploma -
Clinton High School
Clinton06-1999
Skills
- Client Support
- Teamwork and collaboration
- Team leadership
- Financial Transactions
- Strong Attention to Detail
- Proficient Time Management
- Experienced in MS Word, Excel & PowerPoint
- Problem-solving abilities
- Multitasking
- Effective communication
- Accounts Payable & Receivable Management
Certification
MA Real Estate Salesperson License
Notary Public (not current but able to renew)
Software
Salesforce | nCino | Fidelity | Shaw | ACBS/Weblinks | Titan Web Client | Outlook | Webex | Teams | RIMS | Sharepoint | Filenet | SAP Business Objects BI Platform | Maestro | Sage Mas 500 |
Timeline
Senior Commercial Sales Associate
TD Bank
03.2023 - Current
Commercial Sales Assistant III
TD Bank
03.2017 - 03.2023
Commercial Sales Assistant II
TD Bank
03.2013 - 03.2017
Assistant Comptroller
Legacy Publishing Group
04.2003 - 03.2013
Customer Service Representative
Legacy Publishing Group
10.2002 - 04.2003
Department Lead/Liz Claiborne Consultant
Filene’s Department Store
12.2000 - 10.2002
MA Real Estate Salesperson Licensure
Assabet Community Education
Business Administration -
Fitchburg State College
Business Administration -
Burdett College
High School Diploma -
Clinton High School
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