Hi, I’m
Gina L. Santi
Iron Mountain,MI
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. I thrive best in a challenging environment pushing for training excellence. Executing and implementing the company business strategic plan. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
19
years of professional experience
Work History
Personal Goal
Career Break
07.2020 - Current
Job overview
- 2 yrs 10 mos
- Online learning platforms
- Improving knowledge and skills in Finance
- Prioritizing goals
- Networking
Nicolet National Bank
Retail Banker
10.2019 - 07.2020
Job overview
- 10 mos
- Protecting the institution's credibility
- Demonstrated an in-depth knowledge of relevant rules and regulations
- Identified and reported suspicious patterns of activity to reduce money laundering.
- Probed to understand customer banking and credit card needs to integrate marketing promotions and programs into conversations and offer strategic advice.
- Engaged customers in needs-based conversations to identify opportunities and address banking plans and credit card needs.
- Complied with regulatory, legal and ethical requirements to protect bank assets.
- Welcomed customers warmly to meet banking service and transactional needs with seamless execution.
- Kept current with financial services marketplace and legal and regulatory environment to uphold highest ethical requirements of industry.
- Followed through on risk and compliance processes and policies to safeguard customer assets, maintain privacy and act in best interest.
- Offered clients advice and guidance on digital and self-serve options to make banking easy, simple and fast.
- Identified, marketed and recommended bank products and services to achieve individual sales.
- Executed wire transfers, stop payments and account transfers.
- Received loan and utility payments, sending funds to correct destinations.
- Calculated fees due, interest and change for customer transactions.
Eagle Tool Company
Administrative Assistant to CEO
12.2018 - 07.2019
Job overview
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Executed record filing system to improve document organization and management.
- Scheduled office meetings and client appointments for staff teams.
- Sorted and distributed office mail and recorded incoming shipments for corporate records.
- Interacted with vendors, contractors and professional services personnel to receive orders, direct activities and communicate instructions.
- Developed and updated spreadsheets and databases to track, analyze and report on performance and sales data.
- Processed invoices and expenses using QuickBooks to facilitate on-time payment.
- Maintained staff directory and company policy handbook for human resources department.
- Responded to emails and other correspondence to facilitate communication and enhance business processes.
- Streamlined operations and prioritized tasks, allowing senior staff to increase productivity.
- Prepared meeting agendas and briefing papers for members of board of directors and executive team.
- Used QuickBooks to produce monthly invoices, reports and other deliverables.
- Organized envelopes, postage and mail correspondence for staff and management, maintaining postage meter and coordinating with delivery and courier services.
- Researched, proposed and implemented vendor agreements to decrease costs and improve services.
- Screened calls and emails and initiated actions to respond or direct messages for managers.
- Worked collaboratively with auditors throughout reviews, offering assistance and clerical support.
Gina L. Brooks
Stay at Home Mother
04.2008 - 03.2012
Job overview
- 4 yrs
- Managed schedules for two daughters under the age of 5
- Carried out day-day-day duties accurately and efficiently.
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
- Worked flexible hours; night, weekend, and holiday shifts.
- Maintained energy and enthusiasm in fast-paced environment.
- Attended weekly story time sessions at the library; with stories, songs, and crafts to build early literacy skills
- Scheduled and attended all Well Child visits; promoting their physical, mental and social health development
- Member and bookkeeper for the local Moms Club; playgroups meeting weekly
- Volunteering at local events to promote Mom's Club membership benefits.
- Oversaw day-to-day activities of residents in Brook's facility.
- Improved my children's coping with routine life activities such as food budgeting.
Affinity Mortgage
Wholesale Mortgage Loan Officer
08.2006 - 04.2008
Job overview
- 1 yr 9 mos
- Licensed in Michigan, Wisconsin, and California for home purchase, cash out re-finance and home equity loans.
- Sales Pipeline involving a series of discrete stages involving consistency Networking
- Preparing loan package documentation
- Evaluating client eligibility for loans or mortgage
- Communicated with originator and applicant concerning progress of loan file.
- Checked daily reports each morning to identify priorities or issues for escalation to supervisor.
- Handled any conditions sent from underwriting departments.
- Set up and completed loan submission packages.
- Received on-going, comprehensive training on home loan products and mortgage process.
- Upheld complete confidentiality of all submitted information according to release guidelines.
- Interviewed clients regarding loan needs and financial histories and conveyed information regarding application processes.
- Maintained compliance with privacy and security requirements, as well as federal statutes covering FHA loans.
- Completed denial and cancellation procedures on applicable files.
- Coordinated closing process with attorneys, title companies and government clerks.
- Evaluated approvals against established bank and government lending standards.
- Oversaw file input in mortgage software and grant-specific software.
- Reviewed and validated details of loan applications and closing documentation.
- Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
- Consulted with outside vendors to identify and resolve loan closing issues.
First Bank Upper Michigan
Retail Banker
10.2004 - 08.2006
Job overview
- 1 yr 11 mos
- Engaged customers in needs-based conversations to identify opportunities and address banking plans and credit card needs.
- Identified and reported suspicious patterns of activity to reduce money laundering.
- Complied with regulatory, legal and ethical requirements to protect bank assets.
- Reached out, generated appointments and built new relationships to grow business.
- Maintained friendly and professional customer interactions.
- Identified, marketed and recommended bank products and services to achieve individual sales.
- Established rapport with new clients to increase satisfaction and loyalty.
- Conducted regular proof work and followed up on chargebacks and deposit corrections.
Education
Central Michigan UniversityMount Pleasant, MI
Bachelor of Science from Business Administration in Corporate Finance
Skills
- Due Diligence
- Quality Focus
- Strategic Thinker
- Problem-Solving
- Multitasking Abilities
- MS Office
- Analytical and Critical Thinking
- Critical Thinking
- Teamwork and Collaboration
- Organization and Time Management
Timeline
Career Break
Personal Goal
07.2020 - Current
Retail Banker
Nicolet National Bank
10.2019 - 07.2020
Administrative Assistant to CEO
Eagle Tool Company
12.2018 - 07.2019
Stay at Home Mother
Gina L. Brooks
04.2008 - 03.2012
Wholesale Mortgage Loan Officer
Affinity Mortgage
08.2006 - 04.2008
Retail Banker
First Bank Upper Michigan
10.2004 - 08.2006
Central Michigan University
Bachelor of Science from Business Administration in Corporate Finance
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