With over a decade of experience spanning various roles in the banking and logistics industries, I have consistently demonstrated my ability to drive results and exceed expectations. As a Project Manager at Article in Carson, CA, I have been responsible for providing technical support for Descartes Route Planner, resolving critical incidents, and coordinating cross-functional teams to implement enhancements. My proactive approach to problem-solving and dedication to continuous improvement have been instrumental in ensuring the efficient operation of logistics networks.Prior to this, as a Branch Manager at Butlers Delivery in Los Angeles, CA, I oversaw operations for South Los Angeles, managed office administration, and contributed to project development and administration. My leadership skills were further honed during my tenure, where I negotiated contracts, managed payroll, and maintained inventory.During my time as a Licensed Relationship Banker and Small Business Specialist at JP Morgan Chase Bank N.A/ Chase Investment Services Corp. in Torrance, CA, I actively managed banking relationships, consistently achieving top performance rankings. My expertise in financial services, combined with my commitment to delivering exceptional customer service, allowed me to excel in promoting products and services and identifying opportunities for portfolio consolidation.As a Consumer Real Estate Sales Representative/Inbound Call Center at Bank of America N.A in Brea, CA, I provided effective and timely resolution of customer inquiries, demonstrating a customer-centric approach and striving for one-call resolution. My proficiency in managing various financial accounts and converting home equity lines of credit into fixed-rate loans contributed to enhanced customer satisfaction and retention.Throughout my career, I have prioritized continuous learning, collaboration, and delivering value to customers and stakeholders. My track record of success and commitment to excellence make me well-equipped to excel in any role within the banking or logistics sectors.
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RealtorExp RealtyKaty, Tx, Us -
System SpecialistArticle Aug 2018 - Mar 2024Katy, Texas, United StatesAs a key liaison for technical support of the Descartes Route Planner, I assumed the pivotal role of promptly resolving incidents and acting as the primary responder for severe issues. My responsibilities extended to providing expert technical advice and guidance, collaborating seamlessly with various departments to elevate the experience for Routing/Dispatch and logistical teams alike. Additionally, I directly engaged with Descartes support and integration teams, driving the resolution of technical issues and ensuring seamless upgrades for continuous improvement.I took charge of resolving critical incidents, conducting thorough root cause analyses, and maintaining transparent communication with teams throughout the process. Active participation in Descartes educational seminars enriched my knowledge base, while my coordination with cross-functional teams facilitated the seamless implementation of Descartes and integration enhancements, always adhering to IT change and release management protocols.Steering numerous tasks and projects concurrently, including the establishment of new stations and warehouses for the network, demanded precision and efficiency. In addition, my role involved extensive research, testing, and implementation of new enhancements to bolster operational effectiveness.Prioritizing assigned tasks was paramount in ensuring the seamless progression of daily responsibilities and projects within designated timelines. Unfortunately, due to company-wide layoffs, my position, along with that of my department, was regrettably eliminated. -
Branch ManagerButlers Delivery Aug 2014 - Aug 2018Carson, California, United StatesAs the operational director for South Los Angeles, I led and supervised all aspects of operations, supporting a fleet of 12 delivery vehicles. I took the lead in developing comprehensive project proposals, implementation plans, and communication packages, while also establishing performance metrics and crafting training materials.Through adept negotiation skills, I ensured the maintenance of a lean and profitable operation. This involved efficiently navigating contract negotiations, diligently completing contract requirements, and submitting all necessary documentation. My strategic approach to contract management was instrumental in optimizing operational efficiency and fostering financial success.
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Licensed Relationship Banker, Small Business Specialist (Crd# 5748267)Jpmorgan Chase & Co. Nov 2011 - Aug 2014Torrance, California, United StatesAs an experienced banker, I adeptly managed relationships with business, mortgage, and investment banking clients to ensure they received tailored products, services, and competitive rates that met their unique needs. With a proven track record of consistently achieving top performer rankings, I excelled in promoting a wide range of products and services to drive business growth. Utilizing a proactive approach, I generated pre-set appointments by reaching out to marketing lists and business leads. My advice-driven approach to product recommendations ensured clients received personalized solutions to achieve their financial goals.In my role, I collaborated closely with Investment Advisors, Mortgage Bankers, and Business Bankers to deliver comprehensive banking solutions to clients, leveraging a team-based approach. I identified opportunities to consolidate balances into JPMorgan Investment Portfolio, working alongside Investment Advisors to enhance branch profitability. I also maintained strong relationships with business banking relationship managers to facilitate client referrals and promote cross-selling opportunities.Furthermore, I ensured clients had access to a wide range of convenience products and assisted in opening various FDIC insured products and referring clients to SIPC insured accounts when appropriate. Through diligent follow-up routines, I ensured regular communication with clients to provide exceptional customer service and addressed any inquiries or concerns promptly. -
Consumer Real Estate Mortgage Sales Representative/ Inbound Call CenterBank Of America Aug 2005 - Nov 2011Brea, California, United StatesPlayed a crucial part in swiftly resolving diverse customer inquiries, always aiming for one-call resolution to prioritize satisfaction. Active participation in ongoing training sessions ensured I stayed updated on the latest products and policies, guaranteeing customers received accurate and current information. Fostering a positive and collaborative atmosphere, I consistently exercised sound judgment in transactions, adhering to established guidelines and protocols to uphold integrity and fairness.Notably, I achieved recognition as a top producer in sales, consistently exceeding targets and driving revenue growth, showcasing my dedication to delivering exceptional results and surpassing expectations.Enhancing the overall customer experience involved proactive product recommendations and effective management of various financial accounts, including Auto loan accounts, Home Equity Lines of Credit, and Home Equity Loans. With meticulous attention to detail, I ensured compliance with regulatory requirements and internal policies, maintaining precision and accuracy in all transactions.Playing a pivotal role in executing the conversion of Home Equity Lines of Credit into Fixed Rate Loans, I leveraged incentives to drive customer retention and satisfaction. Additionally, I facilitated timely communication by promptly faxing payoffs to authorized dealerships and financial institutions upon request, demonstrating a commitment to efficient service delivery.In addition to managing financial transactions, I prepared personalized letters to customers on behalf of Bank of America for various purposes, reflecting professionalism and attentiveness to customer needs. This aspect of my role honed my skills in effective communication and customer engagement, further enhancing the overall customer experience.
Danny Santos Education Details
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Project Management -
Business Administration And Management, General
Frequently Asked Questions about Danny Santos
What company does Danny Santos work for?
Danny Santos works for Exp Realty
What is Danny Santos's role at the current company?
Danny Santos's current role is Realtor.
What schools did Danny Santos attend?
Danny Santos attended California State University, Long Beach, Project Management Institute, El Camino College.
Who are Danny Santos's colleagues?
Danny Santos's colleagues are Ndeye K., Sonia R Mccleary, Jorge Montilla, Kimberly Clark, Abhi Saha, Julianne Rasmussen, Therese Moses.
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Danny Santos
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Danny Santos
Practice Manager @ The University Of Pennsylvania Medical Center In The Penn Transplant InstituteLansdowne, Pa12gmail.com, bellsouth.net, hotmail.com, yahoo.com, cs.com, psu.edu, gmail.com, aol.com, gmail.com, gmail.com, uphs.upenn.edu, uphs.upenn.edu -
3state.or.us, willamette.edu, comcast.net
1 +150350XXXXX
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Danny Santos
Principal, Managing Director Of Operational Due Diligence At F.L.Putnam Investment Management CompanyNew York, Ny3atratoadvisors.com, stern.nyu.edu, flputnam.com2 +121258XXXXX
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