Christine Littmann
Clayton
Summary
Professional with robust background in client relations and customer service, ready to deliver exceptional support and drive impactful results. Skilled in managing client accounts, addressing inquiries, and resolving issues efficiently while maintaining strong focus on team collaboration and adaptability. Known for excellent communication, problem-solving abilities, and client-centered approach that fosters trust and satisfaction.
Overview
2026
2026
years of professional experience
Work History
Office Manager / Client Specialist / Sales Support
Ag Resource Management
2023 - Current
- Responsible for overseeing the daily operations of the office, managing administrative tasks, and supporting the team to enhance productivity and efficiency along with assist the Area Managers and Loan Officers in the preparation and processing of loans.
- Led and executed the Notice to Buyer project (Security Interest) with buyers, ensuring successful completion and compliance.
- Updated the procedures manual for payment and disbursements to align with the implementation of the new Synthesis 2.0 computer system.
- Building relationships with clients.
- Identify and assess clients’ needs.
- Verifying and submitting client transactions for processing.
- Facilitated communication between departments to ensure project alignment and resource sharing.
- Support lenders with loan origination by assisting in obtaining required underwriting documents, along with any follow-up documentation.
- Create and maintain loan files using Synthesis, Nortridge and/or SharePoint.
- Assist with processing loan applications, verifying financial information, maintaining accurate records, closing and execution of loan documents.
- Coordinate with underwriters involved in the loan process.
- Filing and submission of other key loan documents: i.e. UCC Liens, Assignment of Indemnity, Assignment of Payment for FSA.
- Responsible for location management, and administrative support.
- Handle incoming and outgoing correspondence, including emails, phone calls, and mail.
- Handle multiple tasks simultaneously.
- Training new hires
Treasury Solutions Analyst / Proposal Consultant
Truist Bank (Formally BB&T Bank)
01.2021 - 01.2023
- Leveraged depth of proposal experience and product knowledge to lead the deal team through the RFP response process. Reviewed incoming RFP opportunities and evaluate to identify any potential issue related to 1) Truist’s ability to fully meet our clients’ needs, 2) items those pose increased or unusual legal or other risks and 3) evaluate Truist’s likelihood of a win based on a variety of criteria. Interpreted Truist’s policies and procedures relevant to proposals and ensure compliance.
- Developed a strategy with the deal team for responses that best highlights Truist strengths and thoroughly addresses client’s questions and concerns.
- Established timelines for response completion and managed various contributing partners to ensure timely submission of completed responses.
- Built relationships with internal partners (SME’s) to build institutional knowledge to support proposal strategy.
- Represented Truist’s Purpose, Mission and Values through behaviors and activities each day.
- Developed successful solutions tailored to clients’ specific needs with a win rate around 20%.
- Met proposal deadlines by establishing priorities and target dates for information gathering, writing, review, and approval; enter and monitor tracking data in Salesforce and SharePoint; coordinate requirements with contributors; contribute proposal status information to review meetings; transmit proposals.
- Researched, wrote, and edited proposal responses that incorporate “win” themes, discriminators, and value propositions.
- Composed comprehensive training materials for staff members on the use of new technologies and software programs.
- Lead the Proposal Library clean up efforts to make the library more efficient and user friendly for the Proposal team.
Treasury Sales Specialist
BB&T Bank
01.2018 - 01.2021
- Worked closely with Treasury Solutions teammates to provide analytics, presentation preparation and other support.
- Partnered with Business Deposit Specialist and Treasury Sales Consultants to complete pricing Proforma’s by mapping over Treasury services using deposit and analysis statements: completed over 100 Proforma’s per year for clients.
- Prepared the Treasury Region Report monthly on behalf of the NC and Virginia East Regions for the Regional Presidents to display Treasury sales numbers, monthly revenue for the district and Relationship Manager revenue for the regions.
- Provided Treasury Client reviews for the Treasury Sales Consultants to present to their clients using flowcharts, account diagrams, and service recommendations: completed an average of 110 reviews per year.
- Supported Treasury Consultants and clients with scheduling Treasury product training on the Treasury Management Client Training calendar.
- Served as centralized point of contact for the Central District team and the “go-to” person for difficult questions, tasks, problem resolution, and projects.
- Created, managed, and maintained weekly, monthly, and annual reports for the District Manager and team.
- Completed around 23 Request for Proposal (RFP) bids from various companies and municipalities.
Commercial Sales Assistant II
BB&T Bank
01.2015 - 01.2018
- Assisted Relationship Managers with the initial stages of the loan origination process. Supported the sales process and portfolio growth through recognition of referral opportunities. Provided superior client service as related to business loan and deposit services, taking ownership of client needs, problems, and requests, following through to ensure timely and accurate resolution including completion of necessary forms and documentation, verifying accuracy of account openings on the Bank’s deposit system, and pulling reports.
- Managed documentation exception errors and maintained the Bank’s policy exception rate of less than 6%.
- Developed relationships with internal partners to increase referrals.
- Consulted with a client through various methods of communication in an effective manner.
Certified Senior Teller / Teller Mentor
BB&T Bank
01.2013 - 01.2015
- Ensured compliance with all applicable laws and regulations related to banking operations. Analyzed customer needs based on individual conversations for cross-selling opportunities.
- Trained new tellers on BB&T’s Mission and Values, teller machines, rules and regulations, and operations.
- Assisted in developing operational efficiency initiatives that improved the teller line workflow.
- Resolved complex customer complaints in a professional manner while adhering to bank policies.
Retail Service Assistant/Relationship Banker / Certified Senior Teller/ Teller Mentor
BB&T Bank
01.2006 - 01.2013
- Provided support to Financial Center Leader in the lending department. Assisted lenders with the loan origination process, specifically including legal and supporting loan documentation. Conducted written or verbal communication to third parties, such as attorneys, insurance agents, surveyors, appraisals, etc.
- Followed credit approval and commitment from client, assist lender with coordinating closing loan documents and accurate disbursement of loan proceeds.
- Supported the sales process by recognizing opportunities for bank referrals.
- Researched and solved client issues with loan inquiries, including research and resolving issues with closing loan documentation.
Teller Supervisor
BB&T Bank
01.2001 - 01.2006
- Oversee and participated in daily operational function of branch Tellers. Delivered superior quality service while adhering to corporate, regulatory and audit guidelines. Ensured timely and efficient completion of client transactions by Teller staff, while acting as a role model and service leader for branch personnel. Led in Branch Audit function as delegated by Area Operations Officer.
- Assisted Tellers with complex transactions/client issues ensuring timely and professional resolution.
- Assisted Financial Center Manager (FCM) in the following Teller related duties: a) Screening/Selection of new hires (with assistance from Human Systems Employment Consultant). b) Gathering data, providing feedback, and making recommendations regarding all areas of Teller performance.
- Cross-sold bank products to existing customers while meeting sales goals set by management.
Education
Associate Degree - Advertising And Graphic Design
Wake Technical Community College
Raleigh01-2014
Skills
- Sales Solutions
- Document Organization
- Client Relations Skills
- Cash Management
- Microsoft Office proficiency
- Time Management
- Adobe Pro
- Salesforce
- SharePoint
- Problem Solver
- Resourceful
- Computer skilled
- Organizational skills
- Customer relations
Section name
- Leadership 1 and 2
- Coaching
- Teller Supervisor
- M.I.R (Managing interpersonal relationships)
Timeline
Treasury Solutions Analyst / Proposal Consultant
Truist Bank (Formally BB&T Bank)
01.2021 - 01.2023
Treasury Sales Specialist
BB&T Bank
01.2018 - 01.2021
Commercial Sales Assistant II
BB&T Bank
01.2015 - 01.2018
Certified Senior Teller / Teller Mentor
BB&T Bank
01.2013 - 01.2015
Retail Service Assistant/Relationship Banker / Certified Senior Teller/ Teller Mentor
BB&T Bank
01.2006 - 01.2013
Teller Supervisor
BB&T Bank
01.2001 - 01.2006
Office Manager / Client Specialist / Sales Support
Ag Resource Management
2023 - Current
Associate Degree - Advertising And Graphic Design
Wake Technical Community College
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