Jordan Adams
Washington
Summary
Highly motivated banking professional dedicated to making a positive impact through academic excellence and community involvement. I am eager to utilize my skills and passion for helping others to contribute meaningfully to my community.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Tribal Banking Loan Assistant
Sovereign Bank
05.2025 - 05.2026
- Collaborated with commercial lenders to collect corporate entity information and complete required loan documentation, including title and UCC searches, flood determinations, appraisals, credit data, and collateral verification.
- Prepared, reviewed, and coordinated loan documents throughout the closing process; served as liaison with legal counsel, borrowers, and third‑party vendors to ensure timely and accurate closings.
- Managed the loan documentation pipeline by updating lenders and borrowers, conducting post‑closing reviews, disbursing loan funds, imaging files, and maintaining ongoing loan records.
- Monitored technical exceptions, maturing loans, and renewals while supporting client relationships through responsive communication and product recommendations.
- Communicated with internal departments such as Appraisal and Loan Operations to facilitate efficient loan processing and maintain compliance with bank policies, BSA/AML requirements, and regulatory standards.
- Collected and analyzed customer financial and insurance documentation for underwriting and ongoing loan maintenance; processed and approved wire transfers within authority limits.
Interim Chief Executive Officer
Cheyenne and Arapaho Community Development Corporation
01.2025 - 05.2025
- Provided organizational leadership by guiding strategic planning, implementing institutional goals, and overseeing day‑to‑day operations; advised the CACDC Board of Directors and Tribal leadership with recommendations and activity updates.
- Supervised, mentored, hired, and evaluated staff, ensuring development of technical and customer‑service capabilities that supported independent performance and career progression.
- Directed functional and operational activities to achieve institutional objectives, including development and execution of short‑ and long‑term lending and financing strategies.
- Prepared and presented detailed written and verbal reports, resolutions, and organizational updates to the Board, Tribal Government, community partners, and public stakeholders.
- Represented CACDC at regional and national meetings with government agencies, organizations, and community partners to discuss lending issues and opportunities.
- Stayed current on emerging practices and technologies by conducting research and attending training, seminars, and workshops.
- Managed all compliance and reporting requirements for the organization’s $3.2M SSBCI grant, ensuring accurate quarterly and annual submissions to the U.S. Treasury.
Commercial Loan Officer
Cheyenne and Arapaho Community Development Corporation
05.2023 - 05.2025
- Provided loan program information to prospective clients and assisted them throughout the application process; maintained ongoing communication to address questions, concerns, and client needs.
- Pulled credit reports, completed OFAC and UCC searches, and underwrote new commercial loans; built complete loan files and entered new loans into tracking and monitoring systems.
- Maintained organized loan files by preparing scheduled loan reviews, tracking insurance and documentation exceptions, and managing delinquency communications, extensions, and deferrals.
- Prepared all commercial loan documentation, verified loan accuracy in the DownHome system, and processed paid‑in‑full loans including collateral release and final documentation.
- Supported daily operations by preparing bank deposits, managing client correspondence, and resolving customer issues to maintain strong client relationships.
- Marketed CACDC programs, represented the organization at events, conducted site visits, and built partnerships with Native CDFIs, banks, and private investors.
- Oversaw compliance and reporting requirements for the organization’s $3.2M SSBCI grant, completing quarterly and annual submissions to the U.S. Treasury.
Personal Banker
BancFirst
07.2021 - 05.2023
- Greeted customers and maintained a welcoming, service‑focused environment while building strong relationships to identify suitable financial products and services.
- Opened a wide range of account types (personal, business, trust, IRA) and processed consumer, commercial, and mortgage loan applications.
- Handled daily customer requests, including account maintenance, IRA withdrawals, loan payments, fraud research, dispute resolution, and domestic/international wire requests.
- Maintained accurate legal documentation and supported branch sales efforts through cross‑selling treasury management, merchant services, and insurance products.
- Completed daily and weekly sales reporting to support branch performance tracking.
Senior Assistant Branch Manager
Heights Finance
01.2020 - 07.2021
- Processed credit applications, refinances, and loan documentation, including electronic refinancing (e‑refis) for remote customers.
- Supported branch growth by assisting with community marketing and new business solicitation.
- Managed delinquent accounts through in‑person visits and professional phone outreach, ensuring timely resolution of past‑due issues.
- Handled daily customer payments, maintained an accurate cash drawer, and assisted with branch close‑out procedures and daily deposit drops.
- Delivered consistent customer service while supporting overall branch operations.
Education
Master of Business Administration - Finance
University of Chicago
Chicago, Illinois06-2017
Bachelor of Science - Economics
University of Illinois
Champaign, Illinois06-2015
Skills
- Financial Analysis
- Risk Management
- Portfolio Management
- Corporate Finance
- Client Relationship Management
- Financial Modeling
Certification
- Certified Corporate Banker - Financial Industry Regulatory Authority
- Chartered Financial Analyst (CFA) - CFA Institute
Languages
Spanish
Beginner (A1)
French
Intermediate (B1)
German
Beginner (A1)
Timeline
Tribal Banking Loan Assistant
Sovereign Bank
05.2025 - 05.2026
Interim Chief Executive Officer
Cheyenne and Arapaho Community Development Corporation
01.2025 - 05.2025
Commercial Loan Officer
Cheyenne and Arapaho Community Development Corporation
05.2023 - 05.2025
Personal Banker
BancFirst
07.2021 - 05.2023
Senior Assistant Branch Manager
Heights Finance
01.2020 - 07.2021
Master of Business Administration - Finance
University of Chicago
Bachelor of Science - Economics
University of Illinois