JONDAVID (JD) HENRY
Aurora,CO
Summary
Extensive background in customer service and management experience. Strong communication skills and leadership capabilities. Diverse background in several fields, both team and individual-oriented. Able to learn new tasks quickly and proficient in growing key customer relationships. Represent the company with professional demeanor at all times. Skilled Associate with solid understanding of various workplace intricacies. Polished in navigating complex environments to meet and exceed company/department goals.
Overview
11
11
years of professional experience
Work History
Treasury Management Operations Representative
Firstbank Of Colorado
Lakewood, CO
01.2024 - Current
- Processed maintenance requests for customer profiles in a timely manner
- Answered customer calls in regards to password resets and a variety of questions pertaining to the treasury management department
- Processed daily reports and updated checklists to stay up to date with the high demand of the role
- Collaborated with other departments to develop solutions that addressed operational issues across Treasury Management.
- Managed daily operational tasks to ensure department efficiency and productivity.
- Reduced process lags and trained team members on best practices and protocols.
Stay-at-Home Dad
Self-employed
Bend, OR
07/01/21 - Current
- Cared for my two sons (2 years old and 4 months old) so that my wife could pursue her new career as a pharmacist
- Successfully balanced the demands of childcare, household responsibilities, and personal development
- Effectively managed household budgets, schedules, and activities for optimal family functioning
- Developed creative solutions to address challenges and unexpected issues
- Thrived in a dynamic and ever-changing domestic setting, demonstrating flexibility and resilience
Financial Advisor
Iliad Wealth Solutions
Denver, CO
08.2023 - 01.2024
- Developed financial plans and strategies tailored to clients' individual needs.
- Conducted detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning.
- Reviewed existing client accounts to identify any gaps or areas needing improvement.
- Provided advice on tax-advantaged investment opportunities.
Manager, Finance Department
1stClass Medical
Englewood, CO
09.2018 - 12.2021
- Recommended process changes to management, improving margin results
- Qualified clients and addressed specific needs to determine financial capabilities
- Built trust and rapport with clients to facilitate long-term, loyal relationships
- Approved and qualified applications for financing, closed sales contracts and cross-sold insurance products while complying with state laws
- Reviewed financial projections relating to business and industry trends and identified areas requiring improvement.
Accounts Payable Specialist
Firstbank Colorado
Lakewood, CO
01.2016 - 09.2018
- Reconciled monthly statements and transactions to keep records accurate and current
- Assisted with month-end and year-end closings to support accounting system accuracy
- Coded invoices and other records to maintain organized and accurate records
- Analyzed invoice and expense reports, identified variances and researched issues to correct problems and maintain financial compliance.
Manager
Kwik Car Wash
Parker, CO
07.2013 - 01.2016
- Maintained supply inventory and monitored cleaning equipment and machinery for proper operation and maintenance
- Completed thorough opening, closing and shift change functions to maintain operational standards each day
- Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
Education
Chaparral High School
05.2011
Skills
- Customer relations
- Conflict mediation
- Adaptive team player
- Administration and Management
- Financial analysis
- Team Building
- Yearly reporting
- Interpersonal communication
- Database record keeping
- Problem-solving abilities
- Organization and Time Management
Timeline
Treasury Management Operations Representative
Firstbank Of Colorado
01.2024 - Current
Financial Advisor
Iliad Wealth Solutions
08.2023 - 01.2024
Manager, Finance Department
1stClass Medical
09.2018 - 12.2021
Accounts Payable Specialist
Firstbank Colorado
01.2016 - 09.2018
Manager
Kwik Car Wash
07.2013 - 01.2016
Stay-at-Home Dad
Self-employed
07/01/21 - Current
Chaparral High School
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