COURTNEY GORDON
Jacksonville
Summary
Compassionate professional motivated to positively impact program operations and participant success with diligent support. Well-trained the field with dedication to continuously enhancing strategies and optimizing assistance. Highly organized and hardworking with strong attention to detail.
Overview
6
6
years of professional experience
Work History
Intake Specialist/Resource Coordinator
Family Foundations of Northeast Florida
05.2022 - Current
- Develop and maintain accurate prospective client and community partner database/spreadsheet
- Manage client intake process and conduct initial analysis of client situations
- Connect clients with available resources in the community to address needs
TRIO EOC Enrollment Coach
Florida State College at Jacksonville
12.2021 - 05.2022
- Provided students with resources to help them overcome barriers to success
- Assisted students with college applications, financial aid, and GED completion
- Conducted financial literacy workshops and recruited students
Financial Services Advocate
Prudential
08.2019 - 12.2021
- Provided clients with information on retirement and benefit plans
- Processed financial transactions and demonstrated professionalism and trust
- Identified risks and opportunities to improve customer experience
Education
Bachelor’s - Financial Services
Florida State College at Jacksonville
Honors High School Diploma -
Duncan U. Fletcher High School
Skills
- Financial Services
- Business Analysis
- Microsoft Office
- NFCC Certified Credit Counselor
- NFCC Certified Financial Educator
- Attention to detail
- Problem solving
- Critical thinking
- Adaptability to change
- Client intake
Additional Information
Skillfully created presentations and maintained over 95% participation through innovative retention practices, Delivered and communicated varying budget reports to internal and external customers, Member of Phi Theta Kappa National Honor Society exemplifying educational leadership and excellence
Certifications And Skills
- Financial Services
- Business Analysis
- Microsoft Office
- NFCC Certified Credit Counselor
- NFCC Certified Financial Educator
Timeline
Intake Specialist/Resource Coordinator
Family Foundations of Northeast Florida
05.2022 - Current
TRIO EOC Enrollment Coach
Florida State College at Jacksonville
12.2021 - 05.2022
Financial Services Advocate
Prudential
08.2019 - 12.2021
Bachelor’s - Financial Services
Florida State College at Jacksonville
Honors High School Diploma -
Duncan U. Fletcher High School