Santiago Garcia

• Processed financial transactions while maintaining strict regulatory compliance and accuracy.

• Assisted members with account services, documentation, and financial inquiries.

• Maintained precise cash balancing and transaction reconciliation daily.

• Ensured adherence to internal banking procedures and audit standards.

• Provided client-focused service while handling sensitive financial information.

• Supported branch operations in a fast-paced environment requiring attention to detail and accountability.

• Generated off-market real estate opportunities through strategic cold outreach, digital marketing, and investor networking.
• Negotiated purchase terms with property owners to structure profitable investment deals.
• Analyzed property values and After Repair Value (ARV) to present competitive offers.
• Built and managed a pipeline of qualified buyers and sellers to accelerate transaction timelines.
• Coordinated with investors, title companies, and stakeholders to ensure smooth closings.

• Conducted financial consultations explaining long-term energy investment options.

• Managed client agreements and contract documentation through closing stage.

• Built trust with homeowners by providing clear financial guidance.

• Overcame objections and built trust quickly with clients to drive conversion opportunities.