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
Wilmington, DE
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
Wilmington, DE
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
Wilmington, DE
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
Newark, DE
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, DEBachelor of Arts - Interdisciplinary Studies
Wilmington University
New Castle, DE05.2025
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