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 Fl09.2024
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