Overview
Work History
Skills
Timeline
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Jourdan Ochoa

Redding,CA

Overview

10
10
years of professional experience

Work History

Director of Partner Relations

Custom Pro Roofing & Solar
Chandler, AZ
06.2023 - Current
  • Developed and implemented recruitment strategies to attract qualified Sales Partners.
  • Conducted initial phone screens of potential Sales Partners to assess their qualifications.
  • Liaised between senior management, project team members and Sales Partners to ensure effective communication throughout the duration of the project.
  • Prepared multiple contracts necessary for formal agreements between the organization and its Sale Partners.
  • Provided guidance to team members on how to overcome obstacles during the course of a project.
  • Conducted regular audits of financiers, and provided feedback on areas of improvement.
  • Direct contact with over 100 sales representatives to ensure adequate onboarding and training.
  • Director of Contract Review. Ensuring 300+ new projects are within Financial Institutions' guidelines and procedures.

Partner Relations Manager

Titan Solar Power
Chandler, AZ
07.2021 - 06.2023
  • Created team objectives and roles with specific production goals outlined for 8+ Liaisons.
  • Developed solutions with VP's and Legal Team to project risks and issues, meeting quality, timeline goals and objectives, according to industry standards.
  • Led meetings with Internal Operations, Sales Partners and contractors to provide updates on projects and operations.
  • Trained and mentored newly hired top talent to fill key positions and maximize productivity.
  • Attended product training, workshops, and conferences to maintain a current understanding of industry trends and advancements.
  • Developed long-term strategic partnerships with 80+ Sales Partners, vendors and contractors through effective communication and relationship-building.

Personal Lending Team Lead

Wells Fargo & Company
Chandler, AZ
04.2016 - 06.2021
  • Compiled analytical data into reports.
  • Created PowerPoint presentations to illustrate business performance against goals for weekly team meetings.
  • Lead of 20 team members portfolios and pipeline management.
  • Conducted ongoing evaluations to determine effectiveness of programs and make recommendations for necessary modifications.
  • Prepared and led new employee orientation to familiarize with company policies, procedures, culture and campus.
  • Communicated with supervisors to plan and review employee evaluations.
  • Forecasted, scheduled and monitored project timelines, personnel performance and cost efficiency.
  • Brought in well-qualified, multifaced job candidates to fill open positions.
  • Communicated duties, benefits and working conditions to potential candidates, enabling solid understanding of job expectations.

Administrative Assistant

Capitol Advocacy
Sacramento, CA
10.2015 - 04.2016
  • Organized and maintained filing and document management systems by coordinating, archiving and purging files.
  • Developed administrative processes to achieve organizational objectives and improve office efficiency.
  • Tracked and submitted employee timesheets to accounting department for payroll processing.
  • Planned events and department activities by acquiring venues, developing guest lists and organizing catering services.
  • Verified operation of office equipment by completing preventive maintenance requirements and calling for repairs.
  • Detailed and arranged travel arrangements and venue reservations for conferences and seminars.
  • Set up meeting and event logistics for senior management and updated calendars.

Assistant Manager

Amazing Tans
Sacramento, CA
03.2015 - 10.2015
  • Delegated daily tasks to team members to optimize group productivity.
  • Mentored staff to enhance skills and achieve daily targets, using hands-on and motivational leadership.
  • Trained team of 8 to deliver outstanding customer service, boosting customer satisfaction and revenue by 63%.
  • Conducted job interviews, led employee performance evaluations.
  • Enforced company policies and procedures to strengthen operational standards across departments.

Skills

  • Talent Recruitment
  • Relationship Building
  • Collaborative Problem Solving
  • Partner Development
  • Business strategy
  • Client Retention
  • Excellent Cross-Cultural Communication
  • Portfolio Management
  • Contract negotiation
  • Strategic planning

Timeline

Director of Partner Relations

Custom Pro Roofing & Solar
06.2023 - Current

Partner Relations Manager

Titan Solar Power
07.2021 - 06.2023

Personal Lending Team Lead

Wells Fargo & Company
04.2016 - 06.2021

Administrative Assistant

Capitol Advocacy
10.2015 - 04.2016

Assistant Manager

Amazing Tans
03.2015 - 10.2015
Jourdan Ochoa