Fatima Santos
Rutledge,TN
Summary
I am a motivated and dependable professional with hands-on experience in lending and helping clients navigate their financial needs. I’m known for being a quick learner who easily adapts to new systems, guidelines, and challenges. I take pride in making the lending process clear and comfortable for clients while staying detail-oriented and compliant. I also enjoy supporting and training team members, helping them build confidence and succeed in their roles. As a bilingual professional, I’m able to connect with a diverse range of clients and provide service that feels both personal and trustworthy.
Overview
3
3
years of professional experience
Work History
Client Relationship Specialist
USBANK
2024.01 - Current
- Explained and clearly articulated benefits of specific credit card and available credit levels and executed application process from start to finish in compliance with regulations.
- Managed end to end home loan applications processing, including client intake, application completion, and documentation verification
- Assisted customers with opening new accounts, ordering checks, and setting up online banking services.
- Maintained cash handling procedures to ensure compliance with company policies.
- Supported team members by providing training on tools and processes.
Salesperson
Home Design
2023.01 - 2024.01
- Worked to build relationships with customers and built potential for additional sales
- Developed relationships with clients for increased loyalty
- Met with customers to discuss and ascertain needs, tailor solutions and close deals
- Boosted sales by consistently engaging with customers and addressing their needs effectively
- Collaborated with team members to reach collective sales goal, fostering a supportive work environment
Skills
- Client onboarding
- Loan processing
- Account management
- Customer Service
- Bilingual Proficiency
- Quick Learner
Timeline
Client Relationship Specialist
USBANK
2024.01 - Current
Salesperson
Home Design
2023.01 - 2024.01