Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
Generic

Ercilia Santos

Fate,TX

Summary

Business-minded with exemplary skills in customer service, time management, and service coordination. Bringing over 10 years of related experience combined with superior mathematical abilities.

Overview

7
7
years of professional experience

Work History

Sr. Claim Analyst

Bank Of America
02.2021 - Current
  • Reduced claim processing time by streamlining workflow and implementing efficient case management strategies.
  • Enhanced overall team performance by providing mentorship, guidance, and training to junior claims analysts.
  • Increased accuracy in claims assessment through thorough investigation and diligent documentation of claim details.
  • Improved customer satisfaction by consistently resolving complex claims in a timely and professional manner.

Mortgage Specialist

Bank Of America
06.2020 - 02.2021
  • Improved client satisfaction by efficiently processing mortgage applications and providing timely updates.
  • Reduced loan approval time by streamlining the application review process and collaborating with underwriters.
  • Enhanced team productivity by mentoring junior mortgage specialists and sharing best practices.
  • Achieved high customer retention rate through exceptional relationship management and personalized service.

Relationship Manager

Bank Of America
05.2019 - 02.2020
  • Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
  • Collaborated with cross-functional teams for seamless management of high-profile accounts, resulting in improved customer satisfaction.
  • Implemented effective communication strategies to maintain ongoing dialogue with clients, fostering long-term partnerships.
  • Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.

Relationship Banker

Bank Of America
03.2018 - 05.2019
  • Strengthened client relationships by providing personalized banking solutions and excellent customer service.
  • Expanded client base through effective networking and referral generation, leading to increased business opportunities.
  • Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
  • Collaborated with branch team members to improve overall performance and achieve sales targets consistently.

Teller

Bank Of America
11.2016 - 03.2017
  • Improved customer satisfaction by providing efficient and accurate transaction processing.
  • Enhanced branch security through vigilant monitoring of suspicious activities and timely reporting to supervisors.
  • Streamlined teller operations by maintaining organized workspaces and adhering to policies and procedures.
  • Assisted customers with account inquiries, resolving issues promptly and professionally.

Education

MBA - Finance

DeSales University
Center Valley, PA
11.2024

Skills

  • Interpersonal Skills
  • Fraud Detection Techniques
  • Organizational Skills
  • Policy Interpretation Proficiency
  • Relationship Management
  • Issue Resolution
  • Customer Education and Consulting
  • Excellent Communication

Affiliations

  • Kids' ministry coach at Lakepointe Church

Timeline

Sr. Claim Analyst

Bank Of America
02.2021 - Current

Mortgage Specialist

Bank Of America
06.2020 - 02.2021

Relationship Manager

Bank Of America
05.2019 - 02.2020

Relationship Banker

Bank Of America
03.2018 - 05.2019

Teller

Bank Of America
11.2016 - 03.2017

MBA - Finance

DeSales University

Similar Profiles

CREATE PROFILE
Ercilia Santos