Jordan Kuno
Keller,TX
Summary
Motivated professional with a diligent eye for detail that has led to management and leadership opportunities in all previous employment. A passion for coaching and development that fosters building strong relationships with customers and peers alike. Fast learner and committed to continuous, self-directed learning.
Overview
7
7
years of professional experience
Work History
Hotline Estates Specialist
Charles Schwab
06.2023 - Current
- Consistently meet or exceed call volume and quality targets, recognized by both clients and peers for delivering clear, compassionate, and solution-focused phone support.
- Serve as a senior representative within the Hotline Processing Group, handling complex and high-priority estate-related inquiries with efficiency and accuracy.
- Regularly step into informal and formal leadership roles, assisting management with team oversight, performance trends, and process improvement initiatives.
- Lead or contribute to cross-functional projects aimed at improving workflow, communication, and the overall hotline service
Retirement Services Representative
Charles Schwab & Co
09.2021 - 06.2023
- Researched and evaluated potential retirement products for clients.
- Updated clients on changes in tax laws and other regulations affecting investment retirement accounts.
- Assisted and educated internal and external clients on various small business retirement plans and accompanying procedures.
- Developed and maintained strong relationships with clients to maximize satisfaction.
Specialty Truck Collection Agent
Mercedes-Benz Financial Services
06.2020 - 09.2021
- Directed day-to-day collections functions, including recruiting, training and developing high-performing teams.
- Trained new collections representatives on collections processes and incentivized team members to achieve production
- Managed delinquency cycle, including past due collection calls, skip tracing, outside collections agency coordination and litigation activities.
High Balance Truck Collection Agent
Mercedes-Benz Financial Services
10.2018 - 06.2020
- Worked in call center environment handling manual and automatically dialed outbound calls.
- Processed payments and contracts on accounts.
- Researched, analyzed and settled 35 disputes per week.
Education
Associate of Arts - General
Rochester Community And Technical College
MinnesotaSkills
- Analytical and Critical Thinking
- Payment Scheduling
- Problem Investigation
- Time Management
- Clear Communication
- Training and Teaching
- Microsoft Office
- Spreadsheet Tracking
Skills
- Retirement Needs
- Inbound Calling
- Client Relationships
Timeline
Hotline Estates Specialist
Charles Schwab
06.2023 - Current
Retirement Services Representative
Charles Schwab & Co
09.2021 - 06.2023
Specialty Truck Collection Agent
Mercedes-Benz Financial Services
06.2020 - 09.2021
High Balance Truck Collection Agent
Mercedes-Benz Financial Services
10.2018 - 06.2020
Associate of Arts - General
Rochester Community And Technical College
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