Jeremy Santana
Palm Beach,FL
Summary
Dynamic professional with extensive experience in customer service and financial analysis at Click N Loans. Proven track record in enhancing client satisfaction through effective communication and relationship building. Skilled in resource management and problem resolution, consistently delivering results while fostering a collaborative team environment. Adept at multitasking and optimizing operations for improved efficiency.
Strong communicator with excellent organizational and time management skills. Efficiently manages multiple projects simultaneously while adhering to strict deadlines. Possesses excellent problem-solving skills and ability to think and act quickly to find creative solutions.
Experienced individual providing high-quality administrative support to various departments. Highly organized and detail-oriented with great multitasking and task prioritization skills.
Overview
2026
2026
years of professional experience
Work History
Assistant
Family Business
- Contributed to a positive work environment with strong interpersonal skills and proactive teamwork attitude.
- Greeted guests in with friendliness and professionalism.
- Answered incoming phone calls to process requests, transfer calls, or relay messages to appropriate personnel.
- Worked closely with management to provide effective assistance for specific aspects of business operations.
- Assisted manager in all aspects of business operations.
- Strengthened client relationships through consistent follow-up communication and efficient problem resolution.
- Enhanced team communication through effective scheduling, meeting coordination, and correspondence management.
- Expedited project completion times due to the ability to multitask effectively under tight deadlines.
- Streamlined communication within team, scheduling and coordinating meetings for all members.
Valet Parking Supervisor
Ameristar Parking Solutions
10.2019 - Current
- Coordinated with security personnel to mitigate potential risks and ensure a safe environment for guests, employees, and their vehicles.
- Upheld exceptional standards of cleanliness throughout valet areas, contributing to a positive impression on guests.
- Ensured high levels of service quality by conducting thorough employee training and emphasizing the importance of attention to detail.
- Managed resource allocation effectively, including scheduling staff shifts and maintaining inventory of supplies and equipment.
- Maintained a safe and secure work environment by enforcing strict safety protocols and regularly inspecting equipment.
- Increased revenue generation by implementing effective upselling strategies that promoted additional services offered by the establishment.
- Improved team performance through regular coaching, feedback sessions, and professional development opportunities.
- Collaborated with other departments to ensure efficient coordination of guest arrivals and departures, enhancing overall guest experience.
- Continuously monitored parking lot capacity to optimize space utilization and minimize congestion during peak hours.
- Handled escalated customer complaints professionally and effectively, implementing solutions that resulted in improved guest satisfaction scores.
- Developed strong relationships with repeat customers through attentive service and personalized interactions, fostering loyalty to the establishment.
- Enhanced customer satisfaction by efficiently managing valet operations and addressing concerns promptly.
- Delivered guest vehicles smoothly and met diverse needs of valet customers.
Financial Consultant
Click N Loans
04.2023 - 10.2024
- Built strong relationships with clients through consistent communication and exceptional customer service.
- Analyzed market trends and identified investment opportunities, resulting in enhanced portfolio performance.
- Provided ongoing support for clients experiencing financial challenges, offering guidance on debt management and budgeting techniques.
- Managed a diverse range of client portfolios, consistently outperforming benchmark indices.
- Expanded client base through targeted marketing efforts and referrals from satisfied customers.
- Reviewed existing client portfolios, identifying opportunities for diversification and risk mitigation.
- Educated clients on various investment options, empowering them to make informed decisions about their finances.
- Collaborated with team members to develop strategies for optimizing client portfolios and managing risk.
- Coordinated closely with legal advisors to ensure full compliance with all applicable laws governing financial transactions and account management procedures.
- Increased client satisfaction by providing personalized financial advice and investment recommendations.
Education
High School Diploma -
Monarch High School
Cocount Creek06-2021
Skills
- Resource management
- Customer service
- Team leadership
- Risk assessment
- Financial analysis
- Client relationship management
- Upselling strategies
- Market trend analysis
- Effective communication
- Problem resolution
- Coaching and mentoring
- Fast learner
- Time management
- Computer skills
- Team collaboration
- Relationship building
- Verbal and written communication
- Data entry
- Problem-solving
- Support services
- Workload management
- Basic mathematics
- Administrative duties
- Schedule and calendar management
- Office administration
- Microsoft Office Suite
- Operations support
- Expert in [type] software
- Flexibility and adaptability
- Product and service sales
- Inventory management
- Email correspondence
- Documentation and filing
- Multitasking
- Reporting and documentation
- Organizational skills
- Active listening
- Strong problem solver
- Excellent communication
- Team building
- Professional and mature
- Excel spreadsheets
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Portuguese
Full Professional
Timeline
Financial Consultant
Click N Loans
04.2023 - 10.2024
Valet Parking Supervisor
Ameristar Parking Solutions
10.2019 - Current
Assistant
Family Business
High School Diploma -
Monarch High School
Similar Profiles
Sokmonyrita SrengSokmonyrita Sreng
Assistant to the Store Owner at Family BusinessAssistant to the Store Owner at Family Business
Aron BaleAron Bale
Kitchen Hand at Family BusinessKitchen Hand at Family Business
Morgan CtiborMorgan Ctibor
Babysitter at Family BusinessBabysitter at Family Business
Ifeoma EzeorakweIfeoma Ezeorakwe
After-school Tutor at Family BusinessAfter-school Tutor at Family Business
Emily GattiEmily Gatti
Personal Trainer at Self-employeedPersonal Trainer at Self-employeed