Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
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Luzdary Santos

Summary

Enthusiastic candidate with extensive experience in interdisciplinary work. Strong background of working in teams and working independently. Highly-motivated and hardworking professional dedicated to exceeding company goals and standards.

Overview

13
13
years of professional experience

Work History

Retail Banker II

TD Bank, NA
01.2022 - Current
  • Welcomed customers warmly to meet banking service and transactional needs with seamless execution.
  • Identified, marketed and recommended bank products and services to achieve individual sales.
  • Engaged customers in needs-based conversations to identify opportunities and address banking plans and credit card needs.
  • Offered clients advice and guidance on digital and self-serve options to make banking easy, simple and fast.
  • Complied with regulatory, legal and ethical requirements to protect bank assets.
  • Followed through on risk and compliance processes and policies to safeguard customer assets, maintain privacy and act in best interest.

Victim Services Community Resource Coordinator

Amanecer Counseling Center
04.2017 - 03.2022
  • Provided leadership, guidance and support to staff members.
  • Referred clients to appropriate team members, community agencies and organizations to meet treatment needs.
  • Monitored program performance and outcomes for successful delivery of services.
  • Participated in community events to promote services and engage with public.
  • Partnered with local organizations to expand access to social and community services.
  • Created and managed budgets, efficiently allocating resources for social and community service projects.
  • Coordinated individual referrals to obtain community services, advocate for client needs and resolve roadblocks.
  • Supervised Bachelor's level internship program

Legal Assistant

Roeberg Moore & Friedman, PA
08.2013 - 04.2017
  • Organized documents to manage paper and electronic filing systems of clients.
  • Prepared and drafted correspondence and legal forms to maintain smooth communications.
  • Managed accounts and client records of clients, observing confidentiality, and extreme discretion.
  • Handled office scheduling and made notes for deadlines, motions, and other important dates.
  • Created spreadsheets to track client progress and document billable hours.
  • Contacted clients to schedule appointments and discuss progress of cases.
  • Created weekly, monthly and quarterly expense reports.

Lead Processor Specialist

First Data
10.2010 - 08.2016
  • Multi-tasked to keep all assigned projects running effectively and efficiently.
  • Utilized established methods for data processing and analysis for consistency and accuracy.
  • Identified data errors and discrepancies and implemented swift corrections.
  • Sorted and processed incoming reports before putting data into processing software.
  • Processed high volume of remittance payments in a deadline driven environment.

Education

Associate of Science - Human Services, Drug & Alcohol Counseling

Delaware Technical And Community College - Owens
Georgetown, DE

Bachelor of Arts - Interdisciplinary Studies

Wilmington University
New Castle, DE
05.2025

Skills

  • Fraud Prevention
  • Bilingual in Spanish
  • Team collaboration
  • Financial planning
  • Customer service excellence
  • Conflict resolution
  • Team Leadership
  • Staff Supervision
  • Recordkeeping
  • Project Management

Affiliations

Board Member of Delaware Community Reinvestment Action Council

Timeline

Retail Banker II

TD Bank, NA
01.2022 - Current

Victim Services Community Resource Coordinator

Amanecer Counseling Center
04.2017 - 03.2022

Legal Assistant

Roeberg Moore & Friedman, PA
08.2013 - 04.2017

Lead Processor Specialist

First Data
10.2010 - 08.2016

Associate of Science - Human Services, Drug & Alcohol Counseling

Delaware Technical And Community College - Owens

Bachelor of Arts - Interdisciplinary Studies

Wilmington University

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Luzdary Santos