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

years of professional experience

Work History

Office / Pipeline Management and Sales

Recon Roofing And Solar

2350 S Vista Ave Boise Idaho 83705

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, ID

06.2012

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