Talk to sales Try for Free
Teresa Santana

Teresa Santana

Small Business Loan Officer

Followers of Teresa Santana1000 followers
location of Teresa SantanaFort Lauderdale, Florida, United States

Connect with Teresa Santana to Send Message

Connect

Connect with Teresa Santana to Send Message

Connect

  • Timeline

  • About me

    Broker Associate/Team Leader at Compass

  • Education

    • Christopher Newport University

      -
      Bachelor of Applied Science (BASc) Accounting and Finance Cumlaude

  • Experience

    • Export Import Bank

      Jan 1993 - Dec 1997
      Small Business Loan Officer

      Evaluates loan applications and documentation by confirming credit worthiness.•Improves loan applications and documentation by informing applicant of additional requirements.•Rejects loans by explaining deficiencies to applicants.•Approves loans by issuing checks or forwarding applications to loan committee.•Completes loan contracts by explaining provisions to applicant; obtaining signatures and notarizations; collecting fees.•Helps customers by answering questions; responding to requests.•Maintains customer confidence by keeping loan information confidential.•Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.•Accomplishes bank mission by completing related results as needed. Show less

    • RBC

      Jan 1999 - Dec 2001
      Business Development Manager

      *Responsible for the development of the small business loan department for a specific target market of small to medium size businesses * Ensuring superior level of customer relations and service; and ensuring compliance with Bank policies and procedures. *Responsible for attaining established individual, department and Bank goals through active participation in sales management and officer call programs. * Attending conferences and exhibitions.*Presenting organization at seminars *Developing and delivering the business plans by carrying out research, formulating market analysis and delivering accurate business reports. Show less

    • Remax Premier Associates

      Jan 2002 - Feb 2014
      Real Estate Agent

      REMAX HALL OF FAME 2010- presentCertified Luxury Marketing Home Specialist (CLMHS)Million Dollar Guild award100% Million Dollar ClubRanked top 3rd agent in office Ethics CertifiedRanked top 2% Remax Agent nationwideRanked 3th Remax Agent in State of Florida 8/2010Certificate of Achievement 2009-presentMember Remax 100% club 2003-presentMember of National Association of RealtorsMember of Florida Association of RealtorsMember Board of Miami Realtors

    • Charles Rutenberg Realty

      Feb 2014 - Feb 2018
      Broker Associate

      Previews International Specialist for luxury marketCertified Luxury Home Marketing SpecialistMillion Dollar Guild award

    • Coldwell Banker

      Feb 2018 - Nov 2019
      Team Leader of Santana Group/Broker Associate

    • Compass

      Nov 2019 - now
      Broker Associate/Team Leader

  • Licenses & Certifications

    • Certified Luxury Home Marketing

      The Institute for Luxury Home Marketing
      Mar 2013

    • Previews Internation Specialist

      Coldwell Banker Previews International
      Mar 2014

  • Honors & Awards

    • Awarded to Teresa Santana
      Best of Zillow Zillow May 2019 The Best of Zillow program is designed to help Zillow Premier Agents build a brand known for providing a superior customer experience and stand out in a crowded real estate landscape. Agents with an experience score of 90+ are considered Best of Zillow agents and are among the top 10% of Zillow Premier Agents in providing exceptional customer service.
    • Awarded to Teresa Santana
      Coldwell Banker Florida Top 100 Coldwell Banker Jan 2019 Ranked among the top 100 Coldwell Banker NRT sales professionals in Florida. Recognized professionalism, integrity and dedication to customer satisfaction as a valued member of the Coldwell Banker team.
    • Awarded to Teresa Santana
      International Sterling Society Team Coldwell Banker Jan 2019 Coldwell Banker Top producer team with production over $450,000 in Gross Commission Income
    • Awarded to Teresa Santana
      Remax Platinum Club Member REMAX Dec 2013
    • Awarded to Teresa Santana
      Certified Luxury Home Marketing - Mar 2013
    • Awarded to Teresa Santana
      Million Dollar Guild Institute Luxury Home Marketing Mar 2013
    • Awarded to Teresa Santana
      Remax Hall of Fame - Nov 2010

  • Volunteer Experience

    • Member

      Issued by Autism Speaks on May 2012
      Autism SpeaksAssociated with Teresa Santana

    • Member

      Issued by Autism Society of America on Jan 2012
      Autism Society of AmericaAssociated with Teresa Santana

    • Volunteer

      Issued by Cystic Fibrosis Foundation on Jan 2014
      Cystic Fibrosis FoundationAssociated with Teresa Santana