Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Brandi Jordan

Ardmore,OK

Summary

Accomplished Loan Office Manager at C&J Accounting, adept in office management and customer service, significantly enhanced client satisfaction and loyalty. Leveraged financial accounting skills and a proactive approach to streamline operations, achieving notable efficiency improvements. Excelled in fostering team productivity and maintaining rigorous compliance, demonstrating exceptional organizational and interpersonal abilities.

Professional with high standards and results-driven approach, prepared for role of Office Manager. Skilled in team collaboration, adaptable to changing needs, and reliable. Proficiencies include administrative management, scheduling, budgeting, and staff coordination. Known for effective communication, problem-solving, and organizational skills.

Experienced with office administration, including managing daily operations and ensuring smooth workflows. Utilizes organizational and leadership skills to maintain efficiency and support team productivity. Knowledge of office software, scheduling, and resource allocation to drive operational success.

Office management professional with track record of optimizing administrative functions and fostering productive work environment. Recognized for strong focus on teamwork and achieving operational success. Reliable and adaptable, with skills in office software, scheduling, and resource management to meet changing needs.

Organized Office Manager with noted experience in administrative management. Prioritize projects and multitask effectively to achieve project goals. Methodical and detail-oriented team player with expertise in team leadership. Offering these skills and strong work ethic.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Loan Office Manager

C&J Accounting
08.2022 - 11.2024
  • Conducted regular inventory assessments of office supplies, ordering necessary items proactively to prevent stock shortages.
  • Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
  • Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
  • Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
  • Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
  • Coordinated office events and meetings, ensuring timely execution and optimal scheduling for all participants.
  • Defined clear targets and objectives and communicated to other team members.
  • Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
  • Facilitated smooth communication between departments, addressing concerns promptly to maintain harmonious work relationships.
  • Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
  • Enhanced customer satisfaction with timely and accurate loan assessments, providing clear communication throughout the process.
  • Strengthened relationships with clients by providing personalized service and addressing concerns promptly.
  • Ensured compliance with federal regulations by maintaining up-to-date knowledge of lending guidelines and consistently updating company policies.
  • Developed strategies for effective risk assessment, minimizing default rates on loans issued.
  • Collaborated with underwriting teams to ensure thorough evaluation of loan applications, resulting in fewer errors and faster approval times.
  • Consistently met sales targets through proactive client outreach and relationship building efforts.
  • Reduced loan processing time by implementing efficient workflow management systems.
  • Proactively identified solutions for customers experiencing credit issues.

Assistant Store Manager

Progressive Energy
02.2018 - 11.2022
  • Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
  • Monitored daily cash discrepancies, inventory shrinkage and drive-off.
  • Tracked employee attendance and punctuality, addressing repeat problems quickly to prevent long-term habits.
  • Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
  • Processed payments for credit and debit cards and returned proper change for cash transactions.
  • Managed cash registers efficiently, ensuring accurate transactions, balancing drawers daily, and minimizing discrepancies.
  • Developed a loyal customer base through personalized interactions, increasing repeat business in-store visits.
  • Trained and guided team members to maintain high productivity and performance metrics.
  • Assisted in recruiting, hiring and training of team members.
  • Reconciled daily sales transactions to balance and log day-to-day revenue.
  • Rotated merchandise and displays to feature new products and promotions.
  • Managed opening and closing procedures and recommended changes to enhance efficiency of daily activities.
  • Verified inventory counts remained within monthly tolerance levels and compiled financial data in compliance with budget.
  • Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
  • Walked through store areas to identify and proactively resolve issues negatively impacting operations.
  • Enhanced store appearance for increased sales by maintaining cleanliness and implementing strategic merchandise displays.
  • Fostered a positive work culture by promoting teamwork and recognizing individual achievements among staff members regularly.
  • Implemented loss prevention tactics to deter thefts while maintaining a welcoming environment for all customers.
  • Created and maintained safe and secure work environments for employees.
  • Assisted the Store Manager in analyzing sales data to identify trends and make informed decisions for improving overall store performance.
  • Resolved escalated customer issues effectively leading to improved customer satisfaction rates.

Customer Service Representative

Dollar General Store
03.2017 - 01.2018
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
  • Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
  • Exhibited high energy and professionalism when dealing with clients and staff.
  • Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
  • Monitored cash drawers in multiple checkout stations and maintained adequate cash supply.
  • Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.
  • Recommended, selected and helped locate and obtain out-of-stock product based on customer requests.
  • Provided excellent customer care by responding to requests, assisting with product selection and handling ordering functions.
  • Responded to customer requests for products, services, and company information.
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Trained new personnel regarding company operations, policies and services.
  • Responded proactively and positively to rapid change.
  • Cross-trained and provided backup support for organizational leadership.

Education

GED -

Ardmore Family Literacy
Ardmore, OK
05-2017

Skills

  • Customer service
  • Office management
  • Organizational skills
  • Office administration
  • Data entry
  • Customer relations
  • Account reconciliation
  • Mail handling
  • Operations management
  • Employee training
  • Financial accounting
  • Facility management

Certification

  • BAI- Working Ethically C&J Accounting October 2024
  • BAI- Diversity And Inclusion C&J Accounting October 2024
  • BAI- UDAAP: Mitigating Risk C&J Accounting October 2024
  • BAI- Regulation Z CLosed- End Credit Disclosures C&J Accounting July 2024
  • BAI- Regulation Z: The Basics C&J Accounting July 2024
  • BAI- Cybersecurity C&J Accounting October 2024
  • BAI- TCPA C&J Accounting October 2024
  • BAI- Code of Conduct And Ethics Policy C&J Accounting October 2024
  • BAI- Information Security Acknowledgement C&J Accounting October 2024
  • BAI- Clean Desk Policy C&J Accounting October 2024

Timeline

Loan Office Manager

C&J Accounting
08.2022 - 11.2024

Assistant Store Manager

Progressive Energy
02.2018 - 11.2022

Customer Service Representative

Dollar General Store
03.2017 - 01.2018

GED -

Ardmore Family Literacy
Brandi Jordan