Claudia Santana
Symple Lending
Huntington Beach,CA
37
years of professional experience
Results-driven sales professional with expertise in client retention and business development. Proven ability to guide clients through complex financial processes, ensuring compliance while achieving sales goals.
Work History
10 Months
10.2025 - Current
10 Months
Client Enrollment Specialist
Symple Lending | Irvine, CA
10.2025 - Current
- Conduct financial education sessions for clients, empowering them with knowledge and tools to make informed financial decisions.
- Communicate with clients over the phone with a mix of inbound and outbound calls to generate sales.
- Guide debt consolidation strategies to our clients, evaluating their financial situations and tailoring solutions to meet their specific needs, while overcoming objections and closing sales within calls.
9 Months
01.2025 - 10.2025
9 Months
Financial Solution Specialist
Ladder Loans | Lake Forest, CA
01.2025 - 10.2025
- Enrolled High Debt Loan Clients to assist in financial solution.
- Worked with affiliates in network including Beyond Finance, Five Lakes, Alperstein & Associates, ClearOne and Freedom Debt Relief. Met Sales Goals on a consisted basis while maintaining 95% to100% compliance guidelines with affiliates
1 Year 11 Months
01.2023 - 12.2024
1 Year 11 Months
Financial Solutions Consultant
Amricor
01.2023 - 12.2024
- Consult with clients to assess their finances and determine if debt settlement is a viable option. Handled inbound calls while also proactively reaching out to leads provided by the company.
- Educate clients on the debt settlement process, including how it works, potential risks, and benefits. Outline debt settlement terms & conditions, including monthly payments and the timeline for resolution.
4 Months
08.2022 - 12.2022
4 Months
Mortgage Loan Officer
Carrington Mortgage | Anaheim, CA
08.2022 - 12.2022
- Licensed NMLS mortgage loan originator assisted existing clients and . customer-sourced leads, advised clients on purchase or refinance options, and guide borrowers through the lending process while following federal and state regulations.
3 Years 11 Months
08.2018 - 07.2022
3 Years 11 Months
Retention Manager, Sales Manager Asst & Trainer
LoanDepot | Foothill Ranch, CA
08.2018 - 07.2022
- Led Sales Team of 20 Loan Officers to retain and grow existing mortgage portfolio. Interface with processing Management Team to move production in a high volume environment with a conversion ratio of over 95%+ funding.
- Focus on compliance and underwriting guidelines to meet NMLS guidelines. Assisted Retention Managers for Sales and Support of two sales Teams. Interface with department guidelines while maintaining a positive communication with Upper Management, Loan Officers, Borrowers and Processing Business partners.
- Facilitated training for new mortgage bankers, developed curriculum, training guides, provided technical training on system, scripts, and provided one on one coaching to keep new loan officers within compliance guidelines.
1 Year 3 Months
09.2018 - 12.2019
1 Year 3 Months
Warehouse Associate Fullfillment Troubleshooter
Amazon | Buena Park, CA
09.2018 - 12.2019
- Packs, sorts, and ships items in large fulfillment centers. Trouble Shooter Problem Solver to assist Team Lead and help to damage and return orders in high volume production environment
7 Years
05.2012 - 05.2019
7 Years
Senior Loan Officer
OTTNO Inc, National Auto Loan Network | Newport Beach, CA
05.2012 - 05.2019
- Evaluated loan applications to determine eligibility and risk factors.
- Developed customized financing solutions to meet client needs and enhance satisfaction. Streamlined loan processing procedures, improving turnaround times and efficiency.
3 Months
02.2012 - 05.2012
3 Months
Insurance Sales Broker
Freeway Insurance | Santa Ana, CA
02.2012 - 05.2012
- Negotiated insurance policies, maximizing client satisfaction and retention. Educated clients on coverage options, ensuring informed decision-making.
- Developed tailored insurance solutions to meet diverse client needs. Collaborated with underwriters to streamline policy approval processes.
1 Year 10 Months
04.2010 - 02.2012
1 Year 10 Months
Insurance Sales Representative
Automobile Club of Southern California | Anaheim, CA
04.2010 - 02.2012
- Developed customized insurance solutions to meet client needs and enhance satisfaction. Conducted thorough policy reviews, ensuring compliance with regulatory standards and company guidelines.
- Represent and sell Auto Club membership, auto, homeowners, watercraft, and renters Insurance policies as a licensed insurance agent.
4 Months
08.2010 - 12.2010
4 Months
Accounts Payable & Business Development Director
OTTNO Inc, National Auto Loan Network | Costa Mesa, CA
08.2010 - 12.2010
- Interface with financial institutions to develop lending platform for automotive lending platform.
- Marketing position to sell lending portfolio to franchise dealerships. Secure and sign marketing and finance contractors with General Managers and Car Dealership Owners.
- Coordinate contracts, collect payment and manage co-op advertising with manufacturers.
1 Year 3 Months
05.2009 - 08.2010
1 Year 3 Months
Director of Enrollment
North American Relief | Costa Mesa, CA
05.2009 - 08.2010
- Managed a Team of Credit Counselors to enroll clients in Debt Relief Programs with Affiliate Lexington Law Firm
- Trained Team, wrote scripts, generated lead source, supervised enrollment retainers, packaged all enrollment, statements and documents and payment agreements
- Managed marketing, budget and lead generation to purchase leads from Experian
1 Year
05.2008 - 05.2009
1 Year
Certified Credit Counselor
The Credit Exchange | Santa Ana, CA
05.2008 - 05.2009
- Completed Credit Counseling & Debt Relief Programs
1 Year 5 Months
12.2006 - 05.2008
1 Year 5 Months
Marketing Representative & Junior Director
North American Acceptance / OpenCheck | Costa Mesa, CA
12.2006 - 05.2008
- Marketing Position to sell lending portfolio and advertising in the automotive lending sector.
- Team Lead to the Sales Director to assist in accounts payable, training, and accounts payable to collect payment on signed contracts. Complete Co-op advertising documents with manufacturing companies in the automotive sector.
5 Years 6 Months
11.2002 - 05.2008
5 Years 6 Months
Customer Service Agent
Verizon Information Services | Los Alamitos, CA
11.2002 - 05.2008
- Telephone Sales Department focus on past due credit issues in the advertising department for Verizon Yellow Pages and Super Pages internet advertising. Interact with collection department to bring accounts current to acceptable levels to reinstate ad campains.
12 Years 7 Months
09.1989 - 04.2002
12 Years 7 Months
Assistant Vice President
Bank of America | Brea, CA
09.1989 - 04.2002
- Investment Banker Licensed Series 6 & Series 63. Client Manager in the Premier Banking Division in North and South Orange County with multiple Banking Centers assigned as a bi-lingual licensed banker. Received awards and recognition for Branch Growth of the Sunny Hills Branch top branch quarterly. Managed Portfolio of $5million+ to focus on growth in investment, real estate, small business and bank portfolios of high net worth clients and business owners.
- Assistant Vice President as a Lease Portfolio Manager Bank of America Leasing handing Dealership Multi-million dollar portfolios.
- Loan Officer in Loan By Phone Spanish Team. Received Excellence award for 90% conversion ratio quarterly performance.
- Collection Specialist, Customer Service Agent and Bank Teller
Education
Bachelor of Science - Political Science Emphasis in Public Law
California State Univeristy, Long Beach | Long Beach, CA | 05-2001
Skills
Work Experience includes 36 years of experience in Finance
Sales
Management
and Client Retention.
Experience in finance
investment banking
automotive finance
licensed loan officer position
Timeline
Client Enrollment Specialist
Symple Lending
10.2025 - CurrentRead more
Financial Solution Specialist
Ladder Loans
01.2025 - 10.2025Read more
Financial Solutions Consultant
Amricor
01.2023 - 12.2024Read more
Mortgage Loan Officer
Carrington Mortgage
08.2022 - 12.2022Read more
Warehouse Associate Fullfillment Troubleshooter
Amazon
09.2018 - 12.2019Read more
Retention Manager, Sales Manager Asst & Trainer
LoanDepot
08.2018 - 07.2022Read more
Senior Loan Officer
OTTNO Inc, National Auto Loan Network
05.2012 - 05.2019Read more
Insurance Sales Broker
Freeway Insurance
02.2012 - 05.2012Read more
Accounts Payable & Business Development Director
OTTNO Inc, National Auto Loan Network
08.2010 - 12.2010Read more
Insurance Sales Representative
Automobile Club of Southern California
04.2010 - 02.2012Read more
Director of Enrollment
North American Relief
05.2009 - 08.2010Read more
Certified Credit Counselor
The Credit Exchange
05.2008 - 05.2009Read more
Marketing Representative & Junior Director
North American Acceptance / OpenCheck
12.2006 - 05.2008Read more
Customer Service Agent
Verizon Information Services
11.2002 - 05.2008Read more
Assistant Vice President
Bank of America
09.1989 - 04.2002Read more
California State Univeristy, Long Beach - Bachelor of Science, Political Science Emphasis in Public Law
Read more
Sigma Kappa, Assistant Vice President
Assistant Vice President of Membership. Position included recruiting new members within guideline of scholarship requirements, coordinating Rush Events, organizing dinners and interviewing potential members on campus events.