Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Jordan Langston

Whitsett

Summary

Detail-oriented professional with 10+ years of customer and client service experience. Successfully supported high-level global clients in warehousing, finance, health & wellness, and relocation industries. Managed projects with subject matter expertise, demonstrating strong analytical thinking skills. Possesses significant knowledge in healthcare, finance, warehousing, and moving industries. Motivated leader, team member and individual decision maker, known for creative problem-solving abilities. Highly proficient in utilizing company resources to resolve issues and effectively coordinate and manage projects in time-sensitive environments. Exhibits strong organizational, interpersonal, customer service, and communication skills. Proven talent for swiftly adapting to new environments and technologies.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Financial Customer Associate II Multiproduct

Fidelity Investments
06.2022 - 01.2025
  • Handled customer service inquiries while mitigating risk and adhering to all company SOPs.
  • Analyzed and utilized a variety of internal systems including Participant Enrollment Tool, Salesforce, Net Benefits, Associate Benefits Library, Focus Point , and Defined Contribution Workstation to effectively fulfill interaction requirements.
  • Maintained high efficiency & accuracy while processing 401k and health & wellness-related transactions per SOP guidelines.
  • Adhered diligently to plan procedures set by Clients and Fidelity.
  • Used data analytics via Medallia and Tableau to analyze team KPIs, & assist management with highlighting areas of success and/or identify areas of improvement in weekly reports.
  • Collaborated with other Financial customer associates, team leads and management on workshops to promote good practices of company SOPs and update on any minor/major updates to protocols.
  • Processed and tracked client invoices ensuring accuracy and completion of payment and other transactions.

Seasonal Driver Helper

United Parcel Service, UPS
11.2018 - 12.2022
  • Loaded and unloaded trucks efficiently, minimizing damage to goods and optimizing space utilization.
  • Exhibited good attendance, work habits, and willingness to learn job functions.
  • Prevented damage to packages and products by correctly securing loads.
  • Improved customer satisfaction by providing timely and efficient delivery assistance to drivers.
  • Upheld company values through excellent customer service skills while addressing client inquiries or concerns regarding their deliveries.
  • Maintained vehicle organization and cleanliness and reported any issues to driver.
  • Followed workplace and on-truck safety guidelines and regulations to prevent accidents and mishaps.

Owner/Operator

Langston Labor & Relocation, LLC
05.2018 - 01.2022
  • Coordinated incoming shipments for labor and workload estimates across North Carolina, Virginia, and South Carolina.
  • Dispatched appropriate labor specialists to job sites and ensuring adherence to client/company guidelines and standard procedures.
  • Oversaw workflow for team during shipment unloading and inventory tasks on household/warehousing job sites.
  • Handled loading and unloading of trucks, storage units, and warehouses per established industry procedures.
  • Completed documentation for any potential damages, move finalization, overall jobsite success.
  • Oversaw risk, finances, payroll, and clientele to enhance operational efficiency.
  • Designed tailored job site solutions ensuring time and cost efficiency in response to client needs and industry conditions.
  • Safeguarded participant's finances and personal belongings from harm using company SOPs.

Sales Associate

Food Lion, Inc
11.2015 - 08.2017
  • Delivered timely, precise and cordial customer service by adhering to Food Lion standards.
  • Maintained a collaborative and professional rapport with store associates.
  • Responsible for maintaining standards according to the Front-End Standard Practice Manual, maximizing sales through excellent customer service and minimizing shrinkage through proper utilization of Standard Practices
  • Oversaw order processing, including scanning and transaction management.
  • Enhance shopping experiences via customer engagement.
  • Follow procedures in handling cash, checks, coupons, gift cards, partner cards, food stamps and WIC vouchers
  • Ensured precise cash management and control.
  • Adhere to all company guidelines, policies and standard practices

Education

Bachelor Of Arts - Communications And Media

Fayetteville State University
Fayetteville, NC
05.2021

Skills

  • MS Word
  • Excel
  • PowerPoint
  • Acrobat
  • Outlook
  • Tableau
  • Medallia
  • Focus point
  • Genesys
  • Java systems
  • Salesforce
  • Jira
  • Scrum
  • Data Analytics
  • Logistics
  • Warehousing
  • Project Management
  • Detail Oriented

Certification

  • Certified Scrum Master, Scrum Alliance, 10/15/23
  • North Carolina Insurance Producers License, 02/01/22

Timeline

Financial Customer Associate II Multiproduct

Fidelity Investments
06.2022 - 01.2025

Seasonal Driver Helper

United Parcel Service, UPS
11.2018 - 12.2022

Owner/Operator

Langston Labor & Relocation, LLC
05.2018 - 01.2022

Sales Associate

Food Lion, Inc
11.2015 - 08.2017

Bachelor Of Arts - Communications And Media

Fayetteville State University
Jordan Langston