Summary
Overview
Work History
Education
Additional Information
Timeline
Generic

Luis Santos

Aurora,CO

Summary

I bring 12 years experience working in finance, sales, and customer service. A Certified Loan Signing Agent and Colorado Notary Public. Operating as a Mobile Notary for 3 years performing purchase, sales and refinance loan signing for Colorado counties. Enjoy empowering customers to reach their financial goals and to offer them a positive experience. Organized and work well under pressure and am very reliable and dependable.

Overview

12
12
years of professional experience

Work History

Wholesale Sales Representative

Galaxy Express Inc
Denver , CO
07.2024 - Current
  • Provided every customer with comprehensive assistance upon entering store through merchandise selection and completion of purchases.
  • Identified opportunities for cross-selling additional products and services.
  • Coordinated with other departments to ensure timely delivery of orders.
  • Identified customer needs by asking questions and advising on best solutions.

Car Sales Manager

Car Zone
Denver , CO
07.2022 - Current

The Automobile Sales Manager is expected to:

  • Protect the legal, financial and moral well-being of Car Zone dealership;
  • Understand and adhere to group sales process to promote sales and customer service satisfaction;
  • Be a teacher to support the efforts of other employees to be successful.
  • Seek ways to improve business operations efficiencies and customer service.1. Maximum productivity, customer service and profitability
  • Adhere to Car Zone sales process to achieve or exceed standards such as sales production, gross profit and applicable benchmarks which result in profitability and customer service satisfaction.
  • Maintain thorough knowledge of current automotive products, features, benefits, specifications, prices, options, models and equipment to effectively communicate with customers and exceed customer satisfaction benchmarks.
  • Accurately review sales orders and invoices for proper completion and calculations.

Certified Notary Signing Agent

Mile High Notary
Denver, CO
03.2019 - Current

Mile High Notary - Denver, CO

  • Assure borrower understands loan documents and obtain signatures.
  • Perform 60-80 loan signing assignments monthly
  • Print, prepare, and notarize loan documents.
  • Review closing documents for accuracy in names, address and legal information.
  • Promptly fax or e-mail documents required by the signing companies after signing completed.
  • Fedex or UPS documents back to signing company the following day as directed.

Insurance Sales Agent

AG Agency With Allstate Insurance
Denver, CO
10.2018 - 03.2020
  • Interviewed prospective clients to gather information regarding needs and existing coverage.
  • Drove client retention by increasing savings opportunities and identifying premium discounts.
  • Offered policy guidance and management to promote asset protection.
  • Pursued continued professional development through insurance workshops, courses and webinars.

Bilingual Relationship Banker

Colorado State Bank and Trust
Denver, CO
02.2017 - 10.2018
  • Assisted clients in reaching their financial goals by providing education about auto, home, and personal loans.
  • Built, expanded and retained client relationships while providing exemplary levels of client experience.
  • Provided account service and maintenance requests, problem resolution and other transactional needs.
  • Marketed a diverse line of banking products to clients and prospects through interactions in the banking center, outbound phone calls, business visits and presentations in front of groups.

Universal Banker

US Bank
Aurora, CO
11.2012 - 03.2017
  • Provided quality customer service and sales.
  • Educated customers on the variety of loan products and available credit options.
  • Opened, maintained and closed multiple banking products including checking accounts, savings accounts, lines of credit, credit cards, IRAs and safe deposit boxes.
  • Complied with federal and state guidelines relative to retail mortgage lending.
  • Interviewed an average of ten mortgage loan applicants per month.
  • Performed daily maintenance of the loan applicant database.
  • Analyzed financial status, credit and property evaluation to determine feasibility of granting loans.
  • Determined appropriate rate locks, issuance of disclosures, overage and underage-waivers and fee waivers.
  • Assembled, prepared and verified closing documents for auto, personal and quick loans for small business and mortgage refinance loans.
  • Processed sales referrals and promoted bank services and products.
  • Balanced daily cash deposits and bank vault inventory with a zero error rate.

Education

GED -

Additional Information

  • Bilingual (Spanish/English)
  • Energetic work attitude
  • Customer service expert
  • Detail Oriented
  • Excellent Multi-tasker
  • Ability to manage high pressure deadlines
  • Time management

Timeline

Wholesale Sales Representative

Galaxy Express Inc
07.2024 - Current

Car Sales Manager

Car Zone
07.2022 - Current

Certified Notary Signing Agent

Mile High Notary
03.2019 - Current

Insurance Sales Agent

AG Agency With Allstate Insurance
10.2018 - 03.2020

Bilingual Relationship Banker

Colorado State Bank and Trust
02.2017 - 10.2018

Universal Banker

US Bank
11.2012 - 03.2017

GED -

Luis Santos