Jordan Beach
Summary
Relationship Manager always finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with over 10 years of assisting borrowers with excellent customer service.
Overview
11
11
years of professional experience
Work History
Relationship Manager III
Capital Farm Credit
10.2016 - Current
- Managed a diverse portfolio of loans while maintaining strong relationships with borrowers and referral partners.
- Educated potential borrowers on various loan options, guiding them towards informed decisions that fit their financial goals.
- Maintained an extensive knowledge of current market trends and industry changes to provide accurate advice to customers.
- Developed strong partnerships with real estate agents, generating a consistent pipeline of referrals and new business opportunities.
- Delivered exceptional customer service by promptly addressing borrowers concerns and resolving issues as they arose during the lending process.
- Assisted customers in understanding loan terms and conditions to make informed decisions.
- Developed strong relationships with customers through high levels of customer service.
- Cultivated lasting relationships with satisfied customers that led to repeat business as well as referrals from friends or family members.
- Negotiated favorable loan terms with borrowers, increasing overall profitability for the company.
Loan Officer
Oklahoma AgCredit
05.2013 - 10.2016
- Managed a diverse portfolio of loans while maintaining strong relationships with borrowers and referral partners.
- Educated potential borrowers on various loan options, guiding them towards informed decisions that fit their financial goals.
- Contributed to the growth of the organization by actively participating in various marketing initiatives aimed at promoting its loan products and services.
- Delivered exceptional customer service by promptly addressing borrower's concerns and resolving issues as they arose during the lending process.
- Assisted customers in understanding loan terms and conditions to make informed decisions.
- Developed strong relationships with customers through high levels of customer service.
Education
Bachelor of Science - Agricultural Economics
Oklahoma State University
Stillwater, OK05.2013
Skills
- Customer Service
- Relationship Management
- New Business Development
- Customer Relationships
- Team collaboration
- Strong communication
- Active listening
- Team Leadership
- Consultative Selling
- Product Knowledge
- Relationship Building
Accomplishments
2019 Capital Farm Credit CaRT graduate.
10 years of service dedicated to Capital Farm Credit and the Farm Credit System.
2024 Graduate of Capital Farm Credit's Grow Your Leadership Class.
Timeline
Relationship Manager III
Capital Farm Credit
10.2016 - Current
Loan Officer
Oklahoma AgCredit
05.2013 - 10.2016
Bachelor of Science - Agricultural Economics
Oklahoma State University
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