Summary
Overview
Work History
Education
Skills
Certification
Timeline
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JORDAN L. KENDRICK

Financial Services Consultant
Charlotte,NC

Summary

Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated to leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Financial Services Consultant

TIAA
Charlotte, N.C.
10.2022 - 12.2022
  • Completed SIE and Series 6 courses and study material through Kaplan Financial
  • Prepped for SIE and Series 6 exam
  • Advised clients on favorable investment opportunities to meet established financial goals.
  • Developed and delivered financial presentations to drive client engagement.
  • Conducted market research and analysis to identify investment opportunities.
  • Maintained updated records of all financial transactions to support traceability.
  • Negotiated agreements with clients and suppliers to cultivate favorable terms.
  • Developed and implemented financial strategies to maximize returns on investments.

MSS Financial Service Officer I

State Employees’ Credit Union, SECU
Charlotte, N.C.
01.2018 - 10.2022
  • Successfully completed the Financial Services Trainee program, the Lending Certification courses and registered with the National Mortgage Licensing System
  • Provided direction and support in the development and review of information technology policies, procedures, risk assessments, and documentation
  • Consulted with members 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
  • Evaluated loan applications while conducting effective analyzation of financial statements, credit reports, debt to income and loan to value rations when determining creditworthiness and mitigating risks
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
  • Ensured compliance with the Bank Secrecy Act (BSA), by training quarterly to identify and detect money laundering
  • Guided and advised prospective borrowers through the lending process (origination, underwriting and booking)
  • Served as a resource to other departments by cultivating and promoting diversity and inclusion within out company, planning and execution of team building activities, volunteer opportunities within the community and training/mentoring of new employees
  • Maintained proficiency in negotiating loan structure, terms and budgets while maintaining local, federal and company guidelines, practices, and regulations

Sales Advisor

H&M Hennes & Mauritz AB
Fayetteville, N.C.
05.2017 - 01.2018
  • Developed business plans to meet established objectives, and implement sale processes
  • Balanced cash drawers and assisted with the completion of cash office operational functions
  • Calculated figures and amounts in relation to sale discounts and percentages
  • Managed operational risks by following company rules and procedures such as returns and damaged products
  • Expressed knowledge of current sales, promotions, business practices and company policies to customers and employees
  • Initiated quarterly reviews alongside managers and management personnel to promote business growth and career opportunities within the company

Legal Assistant

UNCP Office of Student Conduct, University of North Carolina
Pembroke, N.C.
08.2017 - 12.2017
  • Provided benchmark reports within the, system
  • Provided legislative updates from the Department of Education concerning Title IX, The Clery Act, and The Dear Colleague Letter from the Office of Civil Rights
  • Compiled data reports while executing individual research and assessment

Education

Bachelor of Arts - Political Science, Public Administration Concentration

THE UNIVERSITY OF NORTH CAROLINA

Skills

Cash handling expertise

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Certification

CNP - Certified Notary Public

Timeline

Financial Services Consultant

TIAA
10.2022 - 12.2022

MSS Financial Service Officer I

State Employees’ Credit Union, SECU
01.2018 - 10.2022

Legal Assistant

UNCP Office of Student Conduct, University of North Carolina
08.2017 - 12.2017

Sales Advisor

H&M Hennes & Mauritz AB
05.2017 - 01.2018

Bachelor of Arts - Political Science, Public Administration Concentration

THE UNIVERSITY OF NORTH CAROLINA

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JORDAN L. KENDRICKFinancial Services Consultant