Jordan Kendrick
Charlotte,NC
Summary
Successful financial service professional with 6+ years of experience in lending, sales, and consulting. Formerly registered with both the National Mortgage Licensing System and FINRA. Developed strong customer relationships by assisting customers with various lending products. Provided clients with financial planning services suitable for their needs.
Overview
7
7
years of professional experience
Work History
Fraud & Claims Operations Representative
Wells Fargo
09.2023 - Current
- Address inquiries, resolving issues, and assisting customers with account-related matters.
- Identify potentially fraudulent activities during customer interactions and escalated cases for further investigation.
- Assist customers in filing claims and guide them through the claims process.
- Implement preventative measures and monitored transactional data to identify potential fraud trends.
- Manage a high-volume caseload of fraud and claims cases, ensuring timely resolution and adherence to company policies and industry regulations.
- Collaborate with cross-functional teams, including legal, compliance, and customer services to gather information and evidence for fraud cases.
Customer Service Representative
Brenntag
03.2023 - 09.2023
- Provided exceptional customer service by offering products and services within the chemical sales industry.
- Quoted maintenance and pricing correspondence, as directed by sales representative and or sales management.
- Resolved customer issues by collaborating with sales and various departments; maintain records of interactions, transactions, and complaints.
- Processed customer orders, establish new accounts, and manage customer requests.
- Was responsible for order management for inside sales representatives, expediting, backordering, and order amendments.
MSS Financial Service Officer I
State Employees’ Credit Union (SECU)
08.2019 - 10.2022
- Completed the Financial Services Trainee program and the Lending Certification courses; registered with the National Mortgage Licensing System.
- Evaluated loan applications while conducting effective analyzation of financial statements, credit reports, debt to income and loan to value ratios when determining creditworthiness and mitigating risks.
- Managed work plans, allocated resources, and ensured seamless activity execution.
- Guided and advised borrowers through the lending process from origination to underwriting and booking.
- Promoted diversity and inclusion within the company, planning and execution of team building activities, volunteer opportunities within the community and training/mentoring of new employees.
- Showed proficiency in negotiating loan structure, terms and budgets while maintaining local, federal and company guidelines, practices, and regulations.
Financial Services Representative
State Employees’ Credit Union (SECU)
01.2018 - 08.2019
- Performed account maintenance and handled inquiries about products and services.
- Provided direction and support in the development and review of information technology policies, procedures, risk assessments, and documentation.
- Consulted with members over the phone and in person to understand their financial needs and prepare individualized proposals such as investments and estate planning.
- Frequently worked collections/delinquency reports by notifying members of past due loans and collecting if necessary.
- Ensured compliance with the Bank Secrecy Act (BSA), by training quarterly to identify and detect money laundering.
Education
Bachelor of Arts in Political Science, Public Administration Concentration -
THE UNIVERSITY OF NORTH CAROLINA AT PEMBROKE
12.2017
Skills
- Workload prioritization
- Operational Efficiency
- Process Management
- Cross-Functional Communication
- Customer Service
- Account Maintenance
- Analytical Skills
- Data Entry
Timeline
Fraud & Claims Operations Representative
Wells Fargo
09.2023 - Current
Customer Service Representative
Brenntag
03.2023 - 09.2023
MSS Financial Service Officer I
State Employees’ Credit Union (SECU)
08.2019 - 10.2022
Financial Services Representative
State Employees’ Credit Union (SECU)
01.2018 - 08.2019
Bachelor of Arts in Political Science, Public Administration Concentration -
THE UNIVERSITY OF NORTH CAROLINA AT PEMBROKE