Overview
Work History
Education
Skills
Timeline
Generic

Jordan Bartzen

Overview

7
7
years of professional experience

Work History

Bank officer - Loan Servicing Care Coach II

Truist
10.2019 - Current
  • Loan servicing coach partners with the Team Manager with the coaching and development of teammates within the team
  • Coaches review individual teammate and team performance to uncover core behavior's that are responsible for driving performance metrics
  • Engage in one-on-ones, as well as with groups of teammates to drive change and deepen skill levels on the team.

Loan Servicing Specialist

SunTrust
07.2017 - 10.2019
  • Handles inbound service calls from clients, while looking for sales referral opportunities for personal banking products and services
  • Answers client questions within set standards
  • Resolves problems and complaints clients may have about banking products and services.

Customer service Representative

Faneuil
12.2016 - 07.2017
  • Review insurance policy to determine coverage
  • Receiving inbound calls
  • Check to ensure that appropriate changes were made to resolve customers' problems
  • Review and verify data, such as age, name, address, and principal sum and value of property on insurance applications and policies.

Education

Diploma -

Cypress Creek High School

Associate of Science - Medical Administration

Growths – Valencia College
Orlando Fl
09.2024

Skills

  • Leadership
  • Banking
  • Complex Scenarios
  • Computer Knowledge/skills ie, Excel, Word, PowerPoint
  • Written/verbal skills

Timeline

Bank officer - Loan Servicing Care Coach II

Truist
10.2019 - Current

Loan Servicing Specialist

SunTrust
07.2017 - 10.2019

Customer service Representative

Faneuil
12.2016 - 07.2017

Diploma -

Cypress Creek High School

Associate of Science - Medical Administration

Growths – Valencia College
Jordan Bartzen