Summary
Overview
Work History
Education
Skills
Interests
Timeline
Generic

Tracy Baker

Surrey,BC

Summary

Accomplished Director of Administration and Finance at Gracepoint Community Church, adept in organizational leadership and budget development. Streamlined operations, enhanced employee morale, and negotiated cost-saving contracts, leading to significant overhead reductions. Expert in policy implementation and relationship building, with a proven track record in improving financial health and operational efficiency.

Overview

31
31
years of professional experience

Work History

Director of Administration and Finance

Gracepoint Community Church
01.2013 - Current
  • Streamlined administrative processes by implementing new software and organizational systems.
  • Spearheaded initiatives to improve employee morale and workplace culture through recognition programs and special events planning.
  • Established strong relationships with vendors, negotiating favorable contracts for office supplies, equipment, and services.
  • Implemented effective policies for data privacy compliance, ensuring the protection of sensitive information.
  • Generated reports and uploaded documents into digital storage.
  • Oversaw payroll processing and benefits administration.
  • Created standardized procedures for document storage and retrieval, increasing efficiency in accessing critical files.
  • Reduced overhead costs through efficient budget management and vendor negotiation.
  • Maintained internal accuracy and transparency controls in accounting and bookkeeping.
  • Developed and tracked progress of annual operations budget of $1M
  • Prepared quarterly financial statements in Quickbooks for meeting presentations.
  • Organized and updated databases, records and other information resources.
  • Created organized filing system to manage department documents.
  • Identified opportunities to streamline processes and improve office operations and efficiency.
  • Coordinated staff office events, seminars and meetings
  • Negotiated and executed contracts on behalf of the church.
  • Optimized organizational systems for payment collections, AP/AR, deposits, and recordkeeping.
  • Developed internal requirements and standards to minimize regulatory risks and liability across programs.
  • Oversaw Facility Rentals and contracts.
  • Trained other staff members in supporting administration roles.
  • Oversaw donor management system and reporting.

Lending Specialist

Coast Capital Savings Credit Union
03.1994 - 11.2012
  • Educated clients on various lending products available, helping them make informed decisions that best suited their financial goals.
  • Developed strong relationships with clients, fostering trust and loyalty to maintain a high retention rate of satisfied customers.
  • Enhanced loan application approval rates by conducting thorough credit analyses and evaluating borrower''s financial status.
  • Maximized revenue generation by identifying opportunities for upselling or cross-selling additional financial products during client interactions.
  • Provided exceptional customer service by addressing client inquiries promptly and professionally.
  • Processed loan applications and monitored progress from start to finish.
  • Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing.
  • Approved loan applications based on customer creditworthiness and provided detailed financial advice.


Education

No Degree - Investment And Lending Management

Coast Capital Educational Courses (In House)
Vancouver, BC

Skills

  • Organizational leadership
  • Relationship building
  • Office management
  • Account reconciliation
  • Document management
  • Policy implementation
  • Payroll and budgeting
  • Budget development
  • Meeting facilitation
  • Expense reporting

Interests

  • Volunteering for community initiatives to give back to local communities and make a positive impact
  • Music
  • Fundraising Events
  • Youth mentor, providing guidance and support to empower the next generation of leaders
  • Reading

Timeline

Director of Administration and Finance

Gracepoint Community Church
01.2013 - Current

Lending Specialist

Coast Capital Savings Credit Union
03.1994 - 11.2012

No Degree - Investment And Lending Management

Coast Capital Educational Courses (In House)

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Tracy Baker