Cassidy Jordan
6364 W Tobi Ln Boise,ID
Summary
I am an analytical and detail-oriented Pipeline Manager with vast experience in sales, customer service, project management and operations. Including, but not limited to, experience in managing finances, documenting contracts, compiling forcasts, managing projects, and client communication. I'm experienced in Office Management and Administration with an emphasis on optimizing productivity, efficiency and service quality with business partners and internal departments. I work effectively with cross-functional teams in ensuring operational and service excellence.
Overview
3
3
years of professional experience
Work History
Office / Pipeline Management and Sales
Recon Roofing And Solar
02.2022 - Current
- Streamlined office operations by implementing efficient filing systems and organizational strategies.
- Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
- Facilitated smooth communication between departments, addressing concerns promptly to maintain harmonious work relationships.
- Coordinated office events and meetings, ensuring timely execution and optimal scheduling for all participants.
- Implemented new software tools for streamlined project management, increasing efficiency in task completion across teams.
- Assisted in the recruitment process, conducting interviews and onboarding new employees to promote a seamless integration into the team dynamic.
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Served as a liaison between upper management and staff members, facilitating open channels of communication to address concerns or issues promptly.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Supported department heads in accomplishing their goals through administrative assistance with report generation and data analysis.
- Maintained procedures via computer and physical filing systems.
- Developed successful business relationships with vendors, suppliers and contractors.
- Scheduled appointments for department managers.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Managed sales team of 25 representatives in local and Oregon offices.
- Continued ability to sale through lead generation systems and extensive personal net work
Marketing Representative and Project Manager
Bartlett Roofing Company LLC
09.2021 - 03.2022
- Seek out potential leads, secure jobs, oversee all perspective tasks including but not limited to inspecting the roof, attending adjusting and engineering meetings, follow up with the client and insurance carrier to secure estimate and ensure productivity
- Create upgrade addendums, pick up and deliver checks, negotiate terms of estimate and upgrades, attend installations, and continually communicate with all parties to maintain a continuance of understanding between each person and or company
- Developed compelling marketing materials for product launches, resulting in heightened consumer interest and sales growth.
- Routinely participate in team building and teach new members how to be successful in the roofing industry.
Loan Officer's Assistant - Receptionist
Willamette Valley Bank
09.2020 - 08.2021
- Influenced borrowers and clients to work with our team of insurance agents and recommendations
- Analyzed applicants' financial status, credit, and property evaluations to determine feasibility of granting loans
- Obtained and compiled copies of loan applicants' credit histories, corporate financial statements, and other financial information
- Met with applicants to obtain information for loan applications and to answer questions about processes
- Reviewed loan agreements to ensure that we are complete and accurate, according to policy
- Handled customer complaints and took appropriate action to resolve them
- Reviewed and updated credit and loan files
- Conferred with underwriters to aid in resolving mortgage application problems
- Supervised loan personnel
- Operated communication systems, such as telephone, switchboard, intercom, two-way radio, and public address
- Answered incoming calls, greeted callers, provided information, transferred calls, and took messages as necessary
Education
High School Graduate -
Boise Senior High School
Boise, ID06.2012
Skills
- Industry leader who can research, advise, hire and train
- Operations Management including B2B partnerships and training
- Contract negotiations personalized to meet the needs of the customer
- Expertise in Microsoft Office (Word, Excel, Powerpoint)
- Process improvement through project management workflows
- Strategic Planning managing budget and forcasts
Timeline
Office / Pipeline Management and Sales
Recon Roofing And Solar
02.2022 - Current
Marketing Representative and Project Manager
Bartlett Roofing Company LLC
09.2021 - 03.2022
Loan Officer's Assistant - Receptionist
Willamette Valley Bank
09.2020 - 08.2021
High School Graduate -
Boise Senior High School
Similar Profiles
Chelsey MurchisonChelsey Murchison
Office Manager/Assistant Manager at Recon Roofing & ConstructionsOffice Manager/Assistant Manager at Recon Roofing & Constructions
Brayan Sneider Roa LugoBrayan Sneider Roa Lugo
Solar Project Coordinator at Penfold’s Roofing & SolarSolar Project Coordinator at Penfold’s Roofing & Solar
Alan GonzalezAlan Gonzalez
Permitting Manager at EZ Solar & RoofingPermitting Manager at EZ Solar & Roofing