CHRISTINE E. COLASURDO
New England Total Energy
Greenwich,CT
37
years of professional experience
Assisted in managing client relationships and providing customer service support.,Performed administrative duties and data entry with attention to detail.,Supported consultative selling efforts and contributed to team objectives.
Work History
Customer Service / Sales Representative
1 Year 6 Months- Managed territory to support client growth across Greenwich and Greater New England by selling energy products and services to residential and commercial accounts.
- Assisted customers at various levels by addressing service inquiries and scheduling oil and propane deliveries.
- Facilitated new business acquisition through participation in BNI networking groups, community event planning, and targeted cold calling initiatives.
- Conducted field assessments to understand client requirements, recommending energy-efficient upgrades and conservation solutions that fit within client budgets and sustainability goals.
- Acted as primary liaison for contractors, building owners, and end-users, promoting high retention rates and customer satisfaction.
- Tracked sales activities and managed leads using CRM software, providing competitor insights to senior management.
Portfolio Administrator and Lending Support
18 Years- Commercial and consumer loan portfolio administration also supported the President & CEO with coordination of schedule, including heavy interaction with customer base, senior Bank management and staff. Portfolio administration duties include loan officer and client support, and file maintenance.
- Provided client engagement and functional support for lending areas, including fielding incoming loan requests (direct and via the retail bank), coordinating the onboarding of loan applications, processing loan application packages, and assisting lenders through the approval stage.
- Maintained confidential client and bank information in cooperation with established Bank policies.
- Partnered with loan servicing to provide all required documentation for new loan closings, extensions, renewals, and related modifications. Oversaw departmental compliance with BSA, OFAC, Reg B, flood insurance, CRA, and all applicable regulatory requirements.
- Managed loan credit and legal files, annual covenants, including the collection of required annual financials and insurance, and tracked/maintained/monitored on a continual basis.
- Directed lenders in preparation of annual audits and loan reviews, including organizing loan files and monitoring information between the Bank and auditors/loan reviewers.
- Managed lender-approved construction advances, served as the liaison between loan officers, clients, third-party inspectors, field examinations, and loan operations; monitored future loan and line maturities and followed up with borrowers/loan officers to complete renewals/extensions of maturities supporting the underwriting and approval process.
Customer Accounts Representative
8 Years- Sales Analysis: Analyzed client buying patterns to identify opportunities for upsells and improved inventory management.
- Order Management: Communicated directly with buying accounts to process complex orders, transfers, and promotional requests.
Account Executive & Brokerage Support
8 Years- Supported Account Managers with list recommendations and billing, facilitating negotiations between list brokers and owners.
- Managed client correspondence and coordinated general administrative logistics for marketing campaigns.
Assistant Account Executive
5 Years- Supported Account Manager on list recommendations, order processing, and billing information.
- Facilitated negotiations between both list brokers and owners.
- Coordinated general administrative duties such as correspondence, and travel planning.
Education
Office Administration Certification
Coursework
Skills
Assisted with territory management through proactive lead generation and cold calling activities.
Supported clients by providing customer service with an emphasis on account retention and identifying needs.
Performed data entry for CRM software while ensuring regulatory compliance and facilitating event planning.
Timeline
Customer Service / Sales Representative
New England Total Energy
02.2025 - CurrentRead More
Portfolio Administrator and Lending Support
Greenwich Bank & Trust
01.2006 - 01.2024Read More
Customer Accounts Representative
UST, Inc. (US Tobacco)
01.1998 - 01.2006Read More
Account Executive & Brokerage Support
Direct Media
01.1990 - 01.1998Read More
Assistant Account Executive
A-Z Marketing Services, Inc.
01.1990 - 01.1995Read More
Norwalk Community College
Coursework
Read More
Katherine Gibbs School
Office Administration Certification
Read More