Shawnise Jordan
Romulus,MI
Summary
Highly organized and motivated Account Executive with demonstrated track record of building relationships with clients, developing successful sales campaigns, and managing teams of account managers. Skilled in financial analysis, customer service and problem-solving. Experienced in coordinating activities with various departments to achieve strategic objectives. Established Account Executive gifted at lead generation and resolving customer issues. Engaging and personable and increasing business opportunities through dynamic marketing strategies, sharp communication skills and dedication to customer service.
Overview
7
7
years of professional experience
Work History
Account Executive
Public Services Credit Union
2023.09 - Current
- Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
- Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
- Qualified leads, built relationships and executed sales strategies to drive new business.
- Boosted client satisfaction by developing and maintaining strong relationships through effective communication.
- Built and strengthened relationships with new and existing accounts to drive revenue growth.
- Conducted regular check-ins with existing clients to assess their needs and identify upselling opportunities.
- Managed sales cycle to maintain solid customer base.
Social Worker Intern
Community Living Services
2023.04 - 2023.09
- Improved family dynamics through mediation and conflict resolution techniques during home visits and meetings.
- Acted as a liaison between clients and healthcare providers, facilitating communication and coordination of care to optimize overall treatment outcomes.
- Participated in ongoing professional development opportunities to stay current with best practices within the field of social work, enhancing service delivery quality.
- Developed tailored treatment plans for clients with diverse mental health diagnoses, contributing to their overall recovery process.
Financial Advisor
Michigan First Credit Union
2022.08 - 2023.03
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
Mortgage Loan Processor
Rocket Mortgage
2020.10 - 2022.05
- Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
- Managed a high volume of loan applications, consistently meeting or exceeding established processing timeframes for both new loans and refinancing.
- Handled any conditions sent from underwriting departments.
- Contributed to the success of the mortgage team by providing essential support in the areas of loan documentation review, data entry, and client communication.
Chief of Police Intern
Romulus Police Department
2017.05 - 2018.06
- Leveraged social media platforms for effective communication with the public about important safety alerts, events, and department news updates.
- Implemented community-oriented policing initiatives, strengthening trust between officers and citizens.
- Developed comprehensive training programs to ensure officer preparedness, resulting in increased professionalism and performance.
- Managed a multi-million-dollar budget, consistently delivering services within fiscal constraints while maximizing available resources for crime prevention efforts.
Branch Relationship Banker
TCF National Bank
2017.06 - 2020.10
- Made introductions to partners to help meet customer's broader financial needs.
- Grew book of business through proactive outreach.
- Conducted needs-based conversations to identify customer credit, deposit and investment requirements.
- Collaborated with team members to achieve monthly sales targets and improve overall branch performance.
- Increased branch revenue by cross-selling bank products and services to new and existing clients.
- Resolved customer concerns quickly and efficiently, maintaining a high standard of service quality.
- Monitored daily cash transactions at the branch, reconciling discrepancies promptly for accurate record-keeping purposes.
Education
Bachelor of Science - Criminal Justice
Wayne State University
Detroit, MI12.2021
High School Diploma -
Bradford Academy High School
06.2016
Skills
- Client Relationship Building
- Account Management
- Relationship building and management
- Pipeline Management
- Written and verbal communication
- Customer Service
- Account Servicing
- Financial Reporting
Timeline
Account Executive
Public Services Credit Union
2023.09 - Current
Social Worker Intern
Community Living Services
2023.04 - 2023.09
Financial Advisor
Michigan First Credit Union
2022.08 - 2023.03
Mortgage Loan Processor
Rocket Mortgage
2020.10 - 2022.05
Branch Relationship Banker
TCF National Bank
2017.06 - 2020.10
Chief of Police Intern
Romulus Police Department
2017.05 - 2018.06
Bachelor of Science - Criminal Justice
Wayne State University
High School Diploma -
Bradford Academy High School
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