Lucrecia Jordan
Indianapolis,IN
Summary
Enthusiastic Customer Service Representative who follows policies and procedures, while offering a friendly customer environment.
Results-driven finance professional with proven track record in managing client accounts and optimizing financial processes. Skilled in financial analysis, customer service, and problem-solving. Strong focus on team collaboration and driving outcomes. Reliable and adaptable to changing business needs.
Overview
23
23
years of professional experience
Work History
Account Specialist II - TELLER RECON SERVICE CENTE
JPMorgan Chase
Indianapolis, IN
07.2025 - Current
- Serve as key point of contact for clients and internal teams by managing inbound calls addressing banking-related inquiries.
Deliver prompt, accurate solutions while identifying when to escalate issues to specialized departments.
Focused on enhancing customer satisfaction, improving resolution times, and supporting overall operational efficiency.
Transaction Specialist II Retirement Services
JPMorgan Chase
Indianapolis, IN
05.2023 - 07.2025
- Processed high-volume transactions with precision and attention to detail.
- Implemented workflow improvements to enhance transaction processing efficiency.
- Analyzed transaction data for discrepancies, ensuring accuracy in reporting.
- Collaborated with cross-functional teams to streamline operations and resolve issues.
Personal Banker/Manager on Duty/Branch Operations Lead/ Retirement Transactions Specialist II
Chase Bank
Indianapolis, IN
09.2012 - 05.2023
- Started as a teller and soon moved on to the Lead Teller Operations Specialist role where my main responsibilities was to ensure a satisfactory audit rating by ensuring that our policies and procedures were being followed to avoid any risks and losses, also to maintain high standards for security and account opening activities and to make sure the entire branch staff is trained and follows policies and operate within the company guidelines, I moved into the Personal banker role a year ago in which part of my duties are to assist customers with all of their banking needs, I assist behind the teller line in processing teller transactions, assist with ATM’s and also meet with customers in person or via phone, refer customers to our partners and to provide excellent customer service. In absence of the Branch manager I would oversee the entire branch. I joined the Retirement Service Department in 2023 as a transaction specialist II, were my priority is ensure transfer request are in good order to process payment to third party. In my role in RSO I have been learning different aspects of the department in order to grow in knowledge and for a better opportunity in the near future.
Customer Service Representative
ChemDry by Kevin Jones
03.2008 - 05.2013
- As a Customer Service Representative my main duty was to answer a multiple line switchboard telephone and assist customers with any questions they had regarding their carpet cleaning needs, I was also responsible for daily invoicing and process payment transactions, provide estimates and set up appointments, process mail, email and call reminders, general data entry and communication with technicians during the day with any questions and concerns regarding the customers needs.
Office Manager Assistant
A&L Drywall Inc.
01.2003 - 01.2006
- I was responsible for different office projects including payroll, assist in translating and interpreting between office staff and contractors, assisted in answering phones, set up job site appointments, invoices and maintain customer files.
Education
Vocational School -
Escuela de Ciencias Comerciales
Gualan, Zacapa, GuatemalaHigh School - undefined
Instituto de Educacion Basica
Gualan, Zacapa, GuatemalaSkills
- Exceptional customer service
- Bilingual in Spanish
- Strong sense of banking ethics
- Cash handling, Vault and ATM operations
- Reliable and flexible
- Friendly and energetic
Timeline
Account Specialist II - TELLER RECON SERVICE CENTE
JPMorgan Chase
07.2025 - Current
Transaction Specialist II Retirement Services
JPMorgan Chase
05.2023 - 07.2025
Personal Banker/Manager on Duty/Branch Operations Lead/ Retirement Transactions Specialist II
Chase Bank
09.2012 - 05.2023
Customer Service Representative
ChemDry by Kevin Jones
03.2008 - 05.2013
Office Manager Assistant
A&L Drywall Inc.
01.2003 - 01.2006
High School - undefined
Instituto de Educacion Basica
Vocational School -
Escuela de Ciencias Comerciales