David M. Santos
Analyst / Project Coordinator
Highland,CA
Summary
Results-driven sales and operations leader with a strong background in business development, client relations, and process optimization. Proven ability to identify sales opportunities, effectively manage teams, and streamline workflows to enhance operational efficiency and drive customer satisfaction. Well-regarded for exceptional leadership skills, problem-solving capabilities, and successful implementation of revenue growth strategies.
Overview
19
19
years of professional experience
Work History
Project Coordinator
Title365
San Francisco (Remote), California
02.2021 - 10.2024
- Managed and trained a team of 11, overseeing the loan closing process for refinance transactions while ensuring accuracy, compliance, and efficiency.
- Led team operations, including CD preparation, loan document reviews, scheduling, and post-closing audits, ensuring regulatory adherence and seamless closings.
- Drove team performance and process improvements by mentoring staff, resolving complex title issues, and enhancing customer satisfaction through proactive leadership and problem-solving.
Billing/Customer Service Supervisor
Yrc Worldwide Inc.
Rialto, CA
04.2019 - 02.2021
- Managed and trained a team of 20, overseeing billing operations and customer service to
- Ensure accuracy, efficiency, and compliance with company policies.
- Supervised billing processes, reviewing high-volume EDI & Mainframe data while implementing audits to maintain an error rate below 4%.
- Led customer service operations, resolving escalated inquiries, overseeing order processing, and improving team performance in pricing, scheduling, and claims investigations.
Founder & Owner
Unique Motorcars Inc.
Highland, California
07.2016 - 04.2019
- Founded, owned, and operated a fully licensed automotive dealership, ensuring compliance with city, county, and state regulatory requirements for sales, financing, and operations.
- Managed all aspects of business operations, including inventory acquisition, sales strategy, budgeting, accounting, P&L forecasting, compliance, safety, and marketing.
- Led customer relations and sales negotiations, securing profitable deals, overseeing final approvals, and implementing strategic growth initiatives to maximize revenue and market presence.
Analyst / Project Supervisor
First American Title Insurance Co
Santa Ana, CA
12.2005 - 07.2016
- Supervised audits and workflow evaluations to ensure compliance with regulatory guidelines, safeguarding the company's quality management certification.
- Resolved complex title issues such as encroachments, IRS liens, bankruptcies, and judgments by collaborating with legal counsel and state underwriters.
- Led contract coordination and vendor relations, overseeing the execution of 1,000+ monthly residential and auction contracts while managing an 8-person team.
- Developed and implemented a proprietary biometric signature system, enhancing efficiency, reducing costs, and streamlining digital documentation processes.
Skills
Team Leadership
Effective Communication Skills
Customer-Centric Service Management
Data Accuracy
Process Improvement Strategies
Accomplishments
Received multiple company-wide accommodations for exceptional performance in project management and customer service, consistently exceeding company expectations and service standards.
Cited by external clients and vendors for exceptional project delivery, with clients praising dedication, timeliness, and proactive solutions, resulting in long-term partnerships and increased business.
Received recognition for driving operational excellence, achieving notable improvements in productivity and accuracy, directly contributing to departmental and organizational growth.
Timeline
Project Coordinator
Title365
02.2021 - 10.2024
Billing/Customer Service Supervisor
Yrc Worldwide Inc.
04.2019 - 02.2021
Founder & Owner
Unique Motorcars Inc.
07.2016 - 04.2019
Analyst / Project Supervisor
First American Title Insurance Co
12.2005 - 07.2016
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