Yesmari Santoro
Pembroke Pines,USA
Summary
HARD-WORKING, DETAILED ORIENTED, AND TECHNICALLY SKILLED SALES/MORTGAGE PROFESSIONAL. Marketing/sales professional with 15 years of experience in B2C and B2B channels, including real estate, mortgage, title processor, local marketing, social media, email acquisition and integrated marketing. Solid credentials and proficiencies in generally accepted sales and mortgage practices. Experienced Closing & Post-Closing Specialist with 8+ years in real estate, mortgage, and title operations. Skilled in preparing, reviewing, and finalizing loan packages, closing disclosures, and settlement statements with accuracy and compliance. Adept at coordinating with lenders, title companies, attorneys, and clients to ensure smooth closings while meeting tight deadlines. Known for strong problem-solving skills, exceptional attention to detail, and a commitment to maintaining regulatory compliance and client satisfaction.
Overview
14
14
years of professional experience
Work History
Closing and Post Closing Specialist/Transaction Coordinator
Select Home Loans
05.2024 - Current
- Review contracts, loan instructions, title commitments, and closing disclosures
- Prepare settlement statements, deeds, and other closing documents
- Coordinate with buyers, sellers, lenders, agents, and attorneys to ensure timely closings
- Disburse funds and oversee wire transfers in compliance with company and state guidelines
- Verify the accuracy of loan and title packages before and after closing
- Handle post-closing audits, record documents with the county, and deliver final packages
- Identify and resolve discrepancies in closed files to ensure compliance with RESPA, TRID, and state regulations
- Manage the entire transaction process from start to finish
- Prepare and review documents, such as contracts and addenda
- Coordinate with clients, agents, lenders, title company representatives, attorneys, inspectors and other parties involved in the transaction
- Ensure compliance with legal and regulatory requirements
- Maintain accurate and up-to-date records
- Track deadlines and ensure timely completion of tasks
- Utilize transaction management software (e.g., Dotloop, SkySlope, Transaction Desk, Form Simplicity, Command etc.)
- Provide excellent customer service and communication
- Consult with clients to provide product recommendations
- Facilitate closing process including contract review to resolve issues prior to closing
- Streamlined post-closing processes by implementing efficient document management strategies.
- Understand client’s goals to identify, negotiate and upsell opportunities accordingly
- Analyze and negotiate commercial, residential and lease contracts to maintain client retention
Real Estate Sales Associate/Transaction Coordinator
EXp Realty, LLC
09.2021 - 05.2024
- Created a global brand marketing function which supported Exp's developing and emerging markets
- Planned, created and executed innovative and engaging multi-channel marketing campaigns across all paid
media channels - Led the ideation of field marketing activities that create brand awareness, generate new pipelines and
influence new & existing opportunities - Facilitated closing process including contract review to resolve issues prior to closing
- Oversaw content creation for seasonal initiatives to be used on all channels including email marketing, digital, social, and paid search advertising
- Built lasting relationships with real estate agents and other professionals, increasing referral business opportunities.
Real Estate Sales Consultant
Keller Williams Realty
05.2017 - 06.2021
- Provided exceptional service through all steps in the buying and selling process while cultivating excellent customer relations
- Developed a wide variety of reports for clients including but not limited to comparative market analysis and trend analysis
- Generated individual sales volume in excess of half a million dollar within the first six months in Real State
- Identified properties for particular clients as well as determine client’s needs and financial abilities to propose solutions that suit them
- Acquired new customers, counseled clients and identified purchasing needs to deliver relevant real estate investments
- Built rapport with industry leaders through communication and industry expertise
- Maintained current and accurate CRM database of prospective customers
- Expanded new business with implementation of networking and marketing strategies and generation of sales collateral
Senior Digital Marketing Specialist
ADT Security Services
04.2016 - 04.2017
- Developed and managed comprehensive marketing plans programs, both short and long term for all lines of business to support sales and revenue goals
- Worked with multiple business areas, design process and information flows within and across functional areas
- Managed and optimized budget and media mix of over $70MM related to paid/non-paid search, display, local digital, native advertising, affiliates and social media
- Directed strategic digital marketing plans to achieve acquisition and retention objectives such as lowering subscriber acquisition cost for all lines of business
- Responsible for over $30M or over 40% of the digital budget delivering 60% or 20,000+ of ADT’s Online lead generation in collaboration with the UX team leaders
- Lead the ideation, development, & execution of new creative ideas to invigorate ADT’s email acquisition, remarketing, and category search channels while driving sales & conversions for all lines of business
- Managed agencies and affiliates on a day-to-day basis to create winning online media campaigns to market ADT’s value propositions and promotional offers
- Measured, analyzed, and reported on the performance of all key marketing campaigns to allow the business to make informed decisions
- Lead media planning and contract negotiations for major vendors, and services
Digital Marketing Specialist
ADT Security Services
10.2012 - 04.2016
- Supported overall lead generating campaigns, email and execution, and operation integration, including data analysis
- Expedited and managed media tracking requests and ensure fulfillment
- Drove campaign execution across all digital media channels
- Maintained campaign calendar and developed strategy briefs for MARCOM teams
- Coordinated content requirement gatherings from various departments to ensure websites are within all established business rules
- Organized creative assets to help maintain consistent online presence
- Responsible for Media and agency liaison with other ADT functions, including NSC, Sales Reps, IT and MARCOM teams
- Managed digital agency communication to align programs and campaigns
eMarketing Production Specialist, Field Alignment, Marketing Operations
Citrix Systems, Inc
02.2012 - 08.2012
- Managed the production of inbound and outbound demand-gen campaigns
- Leveraged enterprise tools such as Epiphany, Marketo and SFDC to manage campaigns
- Setup campaigns to test key elements and optimize campaign response
- Conducted quality assurance to ensure accurate campaign flow and lead data capture
- Analyzed and reported on key performance metrics for demand-gen campaigns
- Responsible for troubleshooting campaigns on Return Path to ensure proper campaign deliverability
Marketing Analyst, World Wide Channel Marketing
Citrix Systems, Inc
10.2011 - 02.2012
- Managed web content, marketing collateral, and sales tools for Citrix Syndication for Citrix Solution Advisors and Distributors
- Support partners to offer accurate Marketing Strategies to improve lead generation
- Analyzed and prepared reports to track lead generation, partner adoption, partner interest, and trending for Citrix Syndication
- Maintained weekly metrics for CRN Launch Pad Campaign on traffic driving performance
Education
Bachelor - Marketing, Sales
Florida International University
Miami, FL08.2010
Associates - Criminal Justice Law
Miami Dade College
Miami, FL04.2006
Skills
- Closing and post-closing specialist
- Proficiency with closing software Qualia
- Mortgage Loan Operations
- MS Office Suite
- Customer Success Strategist
- Multi-channel marketing
- Campaign execution
- Familiarity with RESPA & TRID
- Strong organizational skills with high attention to detail
- Excellent communication and customer service abilities
- Account management
- Client relationship management
- Proficient in Form Simplicity, Dotloop, Transaction Desk, SkySlope, Command, DigiSign
- Salesforce
LANGUAGES
Skilled bilingual sales professional
Timeline
Closing and Post Closing Specialist/Transaction Coordinator
Select Home Loans
05.2024 - Current
Real Estate Sales Associate/Transaction Coordinator
EXp Realty, LLC
09.2021 - 05.2024
Real Estate Sales Consultant
Keller Williams Realty
05.2017 - 06.2021
Senior Digital Marketing Specialist
ADT Security Services
04.2016 - 04.2017
Digital Marketing Specialist
ADT Security Services
10.2012 - 04.2016
eMarketing Production Specialist, Field Alignment, Marketing Operations
Citrix Systems, Inc
02.2012 - 08.2012
Marketing Analyst, World Wide Channel Marketing
Citrix Systems, Inc
10.2011 - 02.2012
Bachelor - Marketing, Sales
Florida International University
Associates - Criminal Justice Law
Miami Dade College
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