Samantha Galindo
Personal Banker at Gulf Coast Business Bank- Claim this Profile
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Topline Score
Bio
Credentials
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25 Ton Master Captain's License
U.S. Coast GuardDec, 2019- Nov, 2024 -
Florida Mortgage Loan Originator
NMLSJan, 2023- Nov, 2024
Experience
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Gulf Coast Business Bank
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United States
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Banking
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1 - 100 Employee
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Personal Banker
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Apr 2023 - Present
• Open, close, and service various types of accounts, e.g. checking, savings, CDs, and individual retirement accounts. • Conduct financial consultations to assess customers' financial goals and needs then provide advice and guidance on banking and financial products, such as loans, credit cards, and investment options. • Identify opportunities to cross-sell and promote bank services, educating customers on the benefits of products like credit cards and investment accounts. •… Show more • Open, close, and service various types of accounts, e.g. checking, savings, CDs, and individual retirement accounts. • Conduct financial consultations to assess customers' financial goals and needs then provide advice and guidance on banking and financial products, such as loans, credit cards, and investment options. • Identify opportunities to cross-sell and promote bank services, educating customers on the benefits of products like credit cards and investment accounts. • Consistently meets or exceeds sales targets and goals, including deposit growth, cross-selling quotas, and customer acquisition. Show less • Open, close, and service various types of accounts, e.g. checking, savings, CDs, and individual retirement accounts. • Conduct financial consultations to assess customers' financial goals and needs then provide advice and guidance on banking and financial products, such as loans, credit cards, and investment options. • Identify opportunities to cross-sell and promote bank services, educating customers on the benefits of products like credit cards and investment accounts. •… Show more • Open, close, and service various types of accounts, e.g. checking, savings, CDs, and individual retirement accounts. • Conduct financial consultations to assess customers' financial goals and needs then provide advice and guidance on banking and financial products, such as loans, credit cards, and investment options. • Identify opportunities to cross-sell and promote bank services, educating customers on the benefits of products like credit cards and investment accounts. • Consistently meets or exceeds sales targets and goals, including deposit growth, cross-selling quotas, and customer acquisition. Show less
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Equitable Mortgage
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United States
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Banking
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1 - 100 Employee
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Mortgage Loan Officer
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Jun 2020 - Mar 2023
• Conducted client meetings to discuss financial goals and real estate needs while educating clients on available mortgage options. • Assisted multiple loan officers concurrently in reviewing, processing, and closing real estate mortgage loans, totaling over $85mn. • Monitored local and national real estate and mortgage market trends to provide valuable insights to clients and led marketing communication efforts for a national database. • Analyzed financial conditions and collection… Show more • Conducted client meetings to discuss financial goals and real estate needs while educating clients on available mortgage options. • Assisted multiple loan officers concurrently in reviewing, processing, and closing real estate mortgage loans, totaling over $85mn. • Monitored local and national real estate and mortgage market trends to provide valuable insights to clients and led marketing communication efforts for a national database. • Analyzed financial conditions and collection trends on client credit reports, mitigating risk as it was identified and ensured compliance with all federal and state requirements. Show less • Conducted client meetings to discuss financial goals and real estate needs while educating clients on available mortgage options. • Assisted multiple loan officers concurrently in reviewing, processing, and closing real estate mortgage loans, totaling over $85mn. • Monitored local and national real estate and mortgage market trends to provide valuable insights to clients and led marketing communication efforts for a national database. • Analyzed financial conditions and collection… Show more • Conducted client meetings to discuss financial goals and real estate needs while educating clients on available mortgage options. • Assisted multiple loan officers concurrently in reviewing, processing, and closing real estate mortgage loans, totaling over $85mn. • Monitored local and national real estate and mortgage market trends to provide valuable insights to clients and led marketing communication efforts for a national database. • Analyzed financial conditions and collection trends on client credit reports, mitigating risk as it was identified and ensured compliance with all federal and state requirements. Show less
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Sanibel Sea School
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Non-profit Organization Management
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1 - 100 Employee
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Environmental Educator
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May 2017 - Jun 2020
• Led a diverse team of individuals through rigorous outdoor and marine settings while maintaining a commitment to excellence in teaching field programs. • Conducted biological assessments, including taxonomic analysis of freshwater, estuarine, and marine flora and fauna, and water quality sampling. • Operated and maintained a USCG inspected vessel in accordance with Coast Guard regulations. • Led a diverse team of individuals through rigorous outdoor and marine settings while maintaining a commitment to excellence in teaching field programs. • Conducted biological assessments, including taxonomic analysis of freshwater, estuarine, and marine flora and fauna, and water quality sampling. • Operated and maintained a USCG inspected vessel in accordance with Coast Guard regulations.
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Education
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2015 - 2019
Florida Gulf Coast University
Bachelor of Science - BS, Marine Sciences
Community
