Jordan Kendrick
Charlotte,NC
Summary
Financial services and business analysis professional with 8+ years of experience across banking, consumer lending, credit and risk analysis, fraud and claims operations, financial performance, and business operations. Experienced in analyzing financial and operational data, identifying trends and performance drivers, conducting root-cause analysis, and translating complex business issues into actionable recommendations. Proven ability to collaborate across Risk, Compliance, Operations, Finance, and leadership teams while managing competing priorities in highly regulated environments. Strong background in credit decisioning, customer financial analysis, process improvement, performance monitoring, and data-driven problem solving.
Overview
9
9
years of professional experience
Work History
Management Assistant
Enterprise Rent-A-Car
Charlotte, NC
08.2025 - Current
- Support day-to-day branch operations while balancing customer needs, fleet activity, financial performance, and internal procedures.
- Review operational performance metri
- Translate financial and operational findings into actionable recommendations designed to improve revenue performance, cost efficiency, customer experience, and operational execution.
- Monitor key performance indicators and business results, identifying emerging issues and escalating performance risks to leadership.
- Conduct root-cause analysis of operational and financial discrepancies and recommend corrective actions.
- Support execution of branch initiatives by coordinating priorities across employees, customers, fleet resources, and operational requirements.
- Partner with leadership to assess business performance and implement process improvements based on financial and operational trends.
Fraud & Claims Operations Representative
Wells Fargo
Charlotte, NC
09.2023 - 08.2025
- Analyzed transaction activity, account records, customer information, and case data to identify trends, discrepancies, risk indicators, and appropriate business outcomes.
- Conducted detailed fact-finding and root-cause analysis to resolve complex financial and operational issues.
- Monitored recurring case patterns and processing trends to identify emerging risks, control weaknesses, and opportunities for process improvement.
- Reconciled financial activity across multiple enterprise systems to ensure data accuracy and books-and-records integrity.
- Developed recommendations based on analytical findings and escalated material risks and operational issues to leadership.
- Partnered with Risk, Compliance, Legal, and Operations teams to evaluate issues, resolve complex cases, and support regulatory requirements.
- Prepared detailed documentation and analytical findings to support audits, controls testing, management reviews, and business decisions.
Customer Service Representative — Special Project / Temporary Assignment
Wells Fargo
Charlotte, NC
10.2024 - 01.2025
- Selected for a specialized financial claims initiative supporting high-volume analysis and resolution activities while remaining in the Fraud & Claims organization.
- Processed and reconciled more than 5,000 financial claims within four months while maintaining accuracy and regulatory compliance.
- Analyzed case data and system behavior to identify recurring trends, processing issues, and potential control weaknesses.
- Conducted data validation and system reviews to identify discrepancies and support accurate financial outcomes.
- Documented root causes and developed recommendations for process and control enhancements.
- Managed pre-mediation and settlement workflows, including payment issuance, recovery reconciliation, and case documentation.
Customer Service Representative
Brenntag
Charlotte, NC
03.2023 - 09.2023
- Analyzed order discrepancies, pricing variances, backorders, and customer issues to reduce operational and financial risk.
- Partnered with Sales, Operations, and Finance to resolve issues and support timely execution of customer and business needs.
- Maintained accurate system records and utilized Salesforce to support reporting integrity, audit readiness, and process visibility.
- Identified recurring process gaps and resolution trends and supported continuous improvement efforts.
MSS Financial Service Officer I
State Employees’ Credit Union (SECU)
Charlotte, NC
08.2019 - 10.2022
- Conducted credit, income, debt-to-income, collateral, and financial risk analysis to support consumer lending decisions and appropriate loan structuring.
- Evaluated customer financial profiles and credit information to identify risk factors, borrowing capacity, and appropriate financial solutions.
- Managed lending activities from application through underwriting coordination, documentation, approval requirements, and funding.
- Analyzed account and transaction information to identify discrepancies, operational risks, and opportunities for resolution.
- Reviewed lending documentation and financial records for accuracy, completeness, regulatory compliance, and audit readiness.
- Applied structured problem-solving techniques to identify process gaps, reduce errors, and strengthen operational controls.
- Partnered with internal stakeholders to resolve complex lending, credit, compliance, and customer issues.
- Trained and mentored employees on banking products, lending processes, financial analysis, risk requirements, and operational procedures.
Financial Services Representative
State Employees’ Credit Union (SECU)
Fayetteville, NC
01.2018 - 08.2019
- Executed and reconciled ACH, wire, check, loan disbursement, and account transactions while maintaining strong accuracy and control standards.
- Researched and resolved account discrepancies, transaction exceptions, and customer issues through system analysis and detailed fact-finding.
- Ensured adherence to IRS requirements and internal policies for IRA contributions, rollovers, and distributions.
- Supported securities-related accounting and recordkeeping activities and maintained accurate financial records for compliance and audit readiness.
Education
Bachelor of Arts - Political Science, Public Administration Concentration
University of North Carolina at Pembroke
Pembroke, NC12-2017
Skills
- Business Analysis
- Financial Analysis
- Credit Risk
- Consumer Lending
- P&L Analysis
- Performance Analysis
- Data Analysis
- Root Cause Analysis
- Strategic Problem Solving
- KPI Monitoring
- Risk Management
- Process Improvement
- Financial Services
- Cross-Functional Collaboration
- Customer Insights
- Regulatory Compliance
- Microsoft Excel
- Salesforce
- SECU Financial Services Trainee Program
- SECU Lending Certification
- National Mortgage Licensing System (NMLS) registration (prior)
- EPIQ Facilitator
- SVP
- DIPR
- Microsoft Word
Timeline
Management Assistant
Enterprise Rent-A-Car
08.2025 - Current
Customer Service Representative — Special Project / Temporary Assignment
Wells Fargo
10.2024 - 01.2025
Fraud & Claims Operations Representative
Wells Fargo
09.2023 - 08.2025
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 - Political Science, Public Administration Concentration
University of North Carolina at Pembroke