Jordan Echevarria
Shelbyville,TN
Summary
Customer focused professional with experience in supporting financial services and office operations. Skilled at assisting customers, managing communications through Outlook, organizing information in Excel, and maintaining accurate records. Brings strong attention to detail, reliability, and a commitment to excellent service.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Financial Services Officer
Ascend Federal Credit Union
Murfreesboro, TN
01.2025 - Current
- Processed loan applications and verified member financial information, facilitating timely approvals.
- Educated members on financial products and services available at the credit union.
- Ensured compliance with federal regulations and internal policies, safeguarding member interests.
- Processed and managed IRA accounts ensuring compliance with financial regulations
- Supported the opening and maintaining of new and current accounts, providing guidance on financial products and services
- Maintained accurate records and ensured confidential handling of sensitive financial information
- Provided high-quality customer service by resolving account inquiries and assisting with financial needs, enhancing member satisfaction.
- Collaborated with team members to ensure efficient daily branch operations and regulatory compliance
Teller
Liberty Federal Credit Union
Murfreesboro, TN
10.2024 - 01.2025
- Processed customer transactions accurately and efficiently to enhance customer satisfaction.
- Assisted members with account inquiries and product information.
- Managed cash and ensured balanced cash drawers to maintain operational integrity.
- Educated members about bank services and promotional offers.
- Executed member transactions, including deposits, withdrawals, and loan payments, to support seamless banking operations.
Sterile Processing Technician
Ascension Saint Thomas Rutherford
Murfreesboro, Tennessee
11.2023 - 10.2024
- Sterilized surgical instruments using autoclaves and chemical solutions.
- Inspected equipment for cleanliness and proper functioning before use.
- Organized and labeled instruments for efficient retrieval during procedures.
- Collaborated with surgical staff to ensure timely instrument availability.
- Trained new staff on sterilization procedures and equipment operation.
- Prepared trays, instrument packs and surgical sets.
- Operated steam sterilizers, washer-disinfectors, ultrasonic cleaners, dry heat ovens, and other related equipment.
Inventory Coordinator
Ascension Saint Thomas Rutherford
Murfreesboro, TN
05.2021 - 11.2023
- Ensured product availability and compliance standards by managing inventory levels effectively.
- Coordinated supply chain activities with vendors and internal departments, resulting in streamlined operations.
- Monitored stock movements through inventory management software, maintaining precise records.
- Trained staff on inventory handling best practices and safety procedures, ensuring adherence to compliance standards.
- Conducted regular audits to verify inventory accuracy, promptly identifying and resolving discrepancies.
- Communicated with cross-functional teams to resolve inventory-related issues efficiently.
Lead
FedEx
Smyrna, TN
05.2020 - 05.2021
- Collaborated with diverse coworkers to achieve goals and resolve product-related issues.
- Organized and prioritized tasks to efficiently meet service objectives.
- Assisted in preparing shifts to ensure smooth operations.
- Utilized Excel spreadsheets to track operational data.
- Maintained communication with supervisors and other locations via email correspondence.
Operations Coordinator
Ingram Content Group LLC
La Vergne, Tennessee
02.2019 - 04.2020
- Coordinated daily operations to optimize workflow across departments.
- Implemented process improvements to enhance operational efficiency and accuracy.
- Collaborated with cross-functional teams to resolve operational challenges.
- Supported development of operational strategies to enhance process efficiency.
- Organized and executed operational processes to improve overall functionality.
Cashier
Thorntons Gas Station
Smyrna, Tennessee
08.2018 - 02.2019
- Processed customer transactions quickly to enhance customer satisfaction in high-traffic retail environment.
- Maintained accurate cash drawer and balanced registers daily, ensuring financial integrity.
- Ensured store cleanliness and organized merchandise displays consistently.
- Collaborated with team members to enhance customer service experience, fostering a welcoming atmosphere.
- Monitored inventory levels and reported shortages to management regularly.
Retail Stocker
Walmart
Smyrna, TN
05.2018 - 09.2018
- Organized stockroom for efficient access to supplies and products, improving restocking process.
- Assisted customers in locating items and answering inquiries, enhancing customer satisfaction.
- Maintained cleanliness of sales floor, contributing to a more inviting shopping environment.
- Collaborated with team to restock shelves efficiently throughout store hours.
- Utilized inventory management systems to track stock levels accurately.
- Monitored product expiration dates and removed outdated items from shelves.
- Received merchandise shipments and verified contents against packing lists.
Host
O'Charley's Restaurant & Bar
Smyrna, TN
03.2016 - 05.2018
- Greeted guests warmly upon arrival, creating a welcoming atmosphere.
- Managed seating arrangements to enhance guest flow and comfort.
- Provided menus and explained daily specials to enhance dining experience.
- Coordinated events and reservations for large parties to maximize guest satisfaction.
- Collaborated with servers to deliver timely service and improve overall dining experience.
- Supported team members during busy shifts to ensure smooth operations.
Education
High School Diploma -
Smyrna High School
Smyrna, TN05-2018
Some College (No Degree) - Surgical Technology
Tennessee College Of Applied Technology
Murfreesboro, TNSkills
- Loan processing and financial compliance
- Customer education and account management
- IRA administration and regulatory knowledge
- Relationship management and team collaboration
- Risk assessment
- Effective communication and problem solving
- Attention to detail and investment strategies
- Efficiency with Outlook and Excel
- Customer relationship building
Certification
Central Sterile Technician Certification
Timeline
Financial Services Officer
Ascend Federal Credit Union
01.2025 - Current
Teller
Liberty Federal Credit Union
10.2024 - 01.2025
Sterile Processing Technician
Ascension Saint Thomas Rutherford
11.2023 - 10.2024
Inventory Coordinator
Ascension Saint Thomas Rutherford
05.2021 - 11.2023
Lead
FedEx
05.2020 - 05.2021
Operations Coordinator
Ingram Content Group LLC
02.2019 - 04.2020
Cashier
Thorntons Gas Station
08.2018 - 02.2019
Retail Stocker
Walmart
05.2018 - 09.2018
Host
O'Charley's Restaurant & Bar
03.2016 - 05.2018
High School Diploma -
Smyrna High School
Some College (No Degree) - Surgical Technology
Tennessee College Of Applied Technology