Alberto Santos

Experience

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  Omega All Services Inc

  Nov 2007 - May 2013

  Manager
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  Regions Financial Corporation

  Mar 2010 - Jun 2013

  AVP Branch Manager - 2011 & 2012 Chairman's Club Winner

  As Branch Manager at Regions Bank, I oversaw branch operations with a focus on the sales growth, customer service, and community engagement. I implemented effective business development strategies that increased deposit and loan bases and managed comprehensive human resources responsibilities to ensure high level of staff training and performance.Key Achievements:* Leadership Excellence: Guided the branch to receive the Chairman's Club Award for three consecutive years, recognizing our exceptional sales achievements and customer service excellence. * Growth Through Engagement: Significantly increased branch deposits and loans by employing aggressive marketing and robust relationship-building strategies. Show less

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  BMO Harris Bank

  Jul 2013 - Jun 2014

  Senior Banker

  As a Senior Banker at BMO Harris Bank, I served as the main liaison between the bank and its clients, delivering tailored financial solutions and fostering strong relationships. I expanded banking services to meet specific needs by conducting strategic meetings at client business locations, which facilitated a deeper understanding and better alignment of services. My efforts drove new business acquisition through targeted outreach and personalized banking solutions.Key Achievements:* Top Performer Recognition: Achieved a ranking among the top 10 senior bankers for driving significant growth in accounts and loans, contribution to the downtown branch's top-tier performance.* Service Excellence Initiative: Led a customer service enhancement program that increased client retention through personalized service and proactive financial management. Show less

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  Capta Business Consulting

  Jun 2014 - Jan 2015

  Commercial Director

  As the Commercial Director at Capta Business Consulting, I steered commercial clients through Strategic business planning tailored for market entry and financial establishment in the U.S. I led detailed consultations to educate clients on credit building, financial services, and the U.S. Banking system, enhancing their preparedness for investment. Additionally, I coordinated seamless integration services with internal and external partners to aid clients in navigating the complexities of the U.S business landscape.Key Achievements:* Rapid Growth Strategy: Effectively tripled loan production withing six months by refining client advising and bolstering support services. * Customized Client Care: Created and implemented a concierge program that significantly improved client retention and satisfactions by aiding personal and professional integration into the U.S. market.* Market Expansion: Developed targeted strategies for foreign nationals, substantially expanding the company's reach and profitability. Show less

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  Banco do Brasil Americas

  Jan 2015 - now

  AVP, Residential Mortgage Originator

  In my role at BB Americas Bank, I lead branch operations and play a crucial role in the facilitation of mortgage loans. My daily activities include initiating mortgage applications, where I assess candidate eligibility, explain diverse loan programs, and detail required documentations before handing off to our lending team in Miami. I also collaborate closely with various internal departments to elevate the overall customer experience throughout the loan process.In addition, I work and manage a pipeline of generated mortgage business through the whole sale channel, working side by side with Mortgage Brokers and their teams in the US, Brazil and Europe.Key Achievements:* Impactful Growth: Spearheaded initiatives that increased the bank's loan production by $15M in the first year, setting a robust foundation that increased to an average of $35M to $40M closed loan production consistently in the past 4 years.* Volume of Transactions: Originated an average between 80-to-100-unit loan annually, demonstrating a strong and steady output in loan facilitation. Show less