Summary
Overview
Work History
Education
Skills
Websites
Accomplishments
Timeline
Generic

Michael Santos

Centereach,NY

Summary

Hardworking employee enthusiastic about learning and growing, day in and day out. Pursues opportunities to learn new skills and contribute to the success of my team and myself. Offers strong administrative, relationship-building, and problem-solving abilities. Driven to provide superior quality customer service. Innovative in leveraging extensive knowledge of products and services as well as creating solutions for customers to drive loyalty, retention, and revenue.

Overview

6
6
years of professional experience

Work History

Sales Representative

Big Think Capital
09.2021 - Current
  • Managing a personal sales pipeline, specifically originating and selling business loans.
  • Responsible for over $5,000,000 in Loan Volume and $500,000 in Company Revenue in less than 2 years.

Financial Analyst

GreenTree Billing Solutions
11.2020 - 09.2021
  • Leader of financial analysis and scheduled reporting for four medical practices involving 15+ medical providers.
  • Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability, and expense forecasts.
  • Performed complex financial and budget analyses to determine requirements and justify requested funding.
  • Used relevant financial technology to generate reports and recommended courses of action to upper management.
  • Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.

Financial Assistant

HouseMD
03.2020 - 11.2020
  • Prepared reports used in making key decisions.
  • Explained and documented types of services to be provided for clients, and responsibilities to be taken by personal financial advisor.
  • Supported executives by conducting research, reporting and documentation.
  • Documented fiscal budget and established procedures for tracking expenses.

Front Desk and Sales

Unique Fitness
10.2019 - 03.2020
  • Answered questions and addressed, resolved, or escalated issues to management personnel to satisfy customers.
  • Stocked merchandise, clearly labeling items, and arranging according to size or color.
  • Answered customer questions about products and services, helped locate merchandise, and promoted key items.


Food Runner

View
09.2017 - 03.2020
  • Kitchen Expeditor for three consecutive summers in charge of all menu items leaving the kitchen.
  • Accomplished kitchen manager that executed the delivery of hundreds of thousands of dollars worth of food with a three out of four star dining rating.
  • Maintained speed of service for food orders while minimizing errors and complaints.
  • Greeted customers and provided outstanding customer service.

Education

Master of Arts - Business Management

Farmingdale State College
Farmingdale, NY
2020

Advanced Regents Diploma -

Centereach High School
Centereach, NY
2016

Skills

  • Competitive athletic mindset
  • Trainable and Dependable
  • Customer Retention Abilities
  • Business to Business Sales
  • Proficient in all applications in Microsoft Suite Well versed in Excel & Google Sheets
  • Well organized and well developed time management skills
  • Consultative Sales Approach

Accomplishments

  • Successfully launched Big Think Capital Miami
  • Relocated to Miami for 3 months to help build out a new office. Led and conducted product knowledge training & sales training for all new hires in Big Think Capital’s 3rd and newest location. Proceeded to travel back and forth month to month to help conduct trainings, motivate and aid in sales with active prospects for new hires.

Timeline

Sales Representative

Big Think Capital
09.2021 - Current

Financial Analyst

GreenTree Billing Solutions
11.2020 - 09.2021

Financial Assistant

HouseMD
03.2020 - 11.2020

Front Desk and Sales

Unique Fitness
10.2019 - 03.2020

Food Runner

View
09.2017 - 03.2020

Master of Arts - Business Management

Farmingdale State College

Advanced Regents Diploma -

Centereach High School
Michael Santos