DIANDRA JORDAN
Tomball
Summary
Dynamic Personal Banking Associate with a strong 6 year background in financial services and customer care. Recognized for fostering lasting client relationships while delivering tailored lending solutions and exceptional service. Proficient in regulatory compliance, loan processing, and financial product knowledge.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Lending Specialist
Home Bank
Tomball
03.2026 - Current
- Evaluated loan applications to determine creditworthiness and risk factors.
- Reviewed financial documents for accuracy and compliance with regulations.
- Prepared and submitted loan documents to relevant parties for review and approval.
- Coordinated with underwriting teams to facilitate timely loan processing.
Branch Operations Lead
Cadence Bank
Houston
06.2024 - 03.2026
- Advised clients on risks, consequences, and benefits of alternative lending solutions.
- Maintained operational records and reported on key metrics to identify improvement opportunities.
- Ensured compliance with lending policies and regulations across all operations.
- Managed branch financial activities, including budgeting and forecasting against performance targets.
- Oversaw daily branch operations to ensure adherence to company policies and banking regulations.
Customer Support Team Lead
Wells Fargo
Birmingham
01.2020 - 06.2024
- Provided proactive, personalized support to bank customers, ensuring satisfaction and long-term success.
- Acted as trusted advisor, offering financial guidance while resolving account-related concerns.
- Established and nurtured strong customer relationships by comprehending financial objectives.
- Executed regular check-ins to deliver exceptional service and recommend tailored banking solutions.
Property Manager
Extra Space Storage
Fort Lauderdale
02.2019 - 01.2020
- Interacted with potential and existing customers, providing exceptional customer service and addressing inquiries, concerns, and lease agreements
- Conducted property tours, effectively communicated storage unit options and pricing, and assisted customers in selecting the appropriate storage solutions to meet their needs
- Managed financial aspects of the property, including rent collection, billing, and budgeting
- Monitored accounts receivable, processed payments, and addressed delinquencies
- Prepared financial reports, analyzed revenue and expenses, and developed strategies to optimize financial performance and maximize profitability.
Quality Assurance Specialist
Global Response
US
06.2016 - 02.2019
- Collected and analyzed quality data, including product and process metrics, defect rates, and customer feedback, to inform quality improvement strategies
- Prepared comprehensive reports and presentations to communicate findings and trends to management, highlighting concerns and recommending corrective actions to address issues
- Actively participated in continuous improvement initiatives and quality enhancement projects
- Collaborated with stakeholders to identify and implement process optimization opportunities, enhancing efficiency and supporting cost reduction efforts
- Implement best practices, provide training, and support quality improvement efforts across the organization.
Education
High School Diploma -
Mavericks High School
Fort Lauderdale, FL10-2013
Bachelor of Science - Business Administration
Florida State College At Jacksonville
06-2026
Skills
- Loan processing and credit analysis
- Loan evaluation
- Regulatory compliance
- Risk assessment
- Document preparation
- Financial auditing and consultation
- Time management
- Time management
- Financial auditing and consultation
Certification
NMLS#2832072
Timeline
Lending Specialist
Home Bank
03.2026 - Current
Branch Operations Lead
Cadence Bank
06.2024 - 03.2026
Customer Support Team Lead
Wells Fargo
01.2020 - 06.2024
Property Manager
Extra Space Storage
02.2019 - 01.2020
Quality Assurance Specialist
Global Response
06.2016 - 02.2019
High School Diploma -
Mavericks High School
Bachelor of Science - Business Administration
Florida State College At Jacksonville