Financial Services Case Management
Resume:
Greetings Hiring Manager,
My name is Gary Jordan, I would like to submit my resume for review to your organization. Below is a brief synopsis of my qualifications and experience.
Innovative, creative, enthusiastic, motivated, and detail-oriented are my top 5 words for describing myself. My skills and capabilities fit your organization. I have over 10 years of successful work experience in banking, financial services, customer relations, and case management.
My experience as a Facilitator for the Wraparound Program at the Los Angeles Child Guidance Clinic demonstrates my ability to work with at-risk youth and their families in programs designed to specifically address the needs and challenges of youth within the inner city in a case management capacity. I was responsible for planning, arranging, and being available 24/7/365. A successful case manager requires being detail-oriented, organized, effective at communicating (written and verbal), and a team player. In my role, I demonstrated these core skills daily while utilizing the family-centered practice model.
As a Financial Services Officer in the Banking Industry, I understand the importance of leadership in team collaboration to meet goals and expectations. I have a strong background in managing both external and internal demands. I have trained employees, improving customer relations using practical training tools while maintaining accounts and relationships with internal and external affairs. My most outstanding personal achievements are my interpersonal and communication abilities and the incorporation of the various tools and skill level recognition that I have learned in my organizational management courses. As a result, I have earned a solid reputation for effective and strategic alliance-building. Under my guidance, my team(s) have been recognized for the following achievements:
•Building a more robust management team
•Establishing new accounts
•Maintaining existing accounts
I want to bring my creative talents, managerial expertise, and resourceful insight as a member of your organization. Indeed, my skills and experience, when allied with your company’s vision, will create impressive profitable results.
I seek a position within an organization that can visualize that change management is essential, visionary leaders can be developed with guidance, and an organization can become a global leader in any industry with the proper key talent in place to help foster a culture of progression, learning, and cooperative collaboration.
As there is significantly more to convey, I look forward to our meeting and discussion regarding how I might assist the sales/management needs and further the advancement of your company.
Sincerely,
Gary D. Jordan
ad3xu5@r.postjobfree.com
Gary D. Jordan
Palm Springs, CA
ad3xu5@r.postjobfree.com
Professional Experiences
Children’s Hospital of Orange County, Security Officer, August 2022 – Present.
As a security officer with CHOC, I am responsible for the safety and security of the facilities they protect. I serve as a visible deterrent to crime and client rule infractions, as well as detect and report suspicious, unsafe or criminal acts at or near their assigned posts, which may be a threat to the property, clients, guests or employees at the site. I assist in lifting patients as needed to either assist nursing staff or help transport expired patients. I am also responsible for restraining violent/combative patients to prevent injuries to themselves and others.
Denny’s Restaurant, Server, March 2022 – August 2022.
As a server, I would provide direct customer service by taking food orders, keeping drinks filled, and ensuring that the guests’ meals and experiences were exceptional.
Western Dental Customer Service Representative, Member and Sales Services, 2021.
As a Customer Service Sales Representative in Dental Services, I would bring my expertise to a best-in-class organization that is passionate about delivering legendary service to our members.
As a Representative
Exceed member expectations by providing first-call resolution with empathy and product knowledge.
In a fast-paced call center environment, engage with members who will look to my expertise for solutions and advice on their insurance policies and memberships.
Educate members on products and services that are relevant to their needs.
Be successful by meeting or exceeding performance-based goals.
Be available to work evenings and some Saturdays.
Apple One Temporary Agency, Independent Consultant, 2020 -2021
As an independent consultant, I was responsible for various job duties as needed or contract. I was mainly contracted to customer and sales organizations and financial organizations. As an independent consultant, I performed the following job duties:
Engaged with customers in a high pace call center environment.
Assisted customers with financial concerns and issues in a fast-paced call center environment.
Worked collaboratively in a remote team environment to ensure that high levels of customer satisfaction were achieved.
Trouble-shooted customer complaints in a remote team environment.
Los Angeles Child Guidance Clinic, Wraparound Program, Facilitator, 2017 – 2020.
As a facilitator, I am responsible for arranging and participating in 24/7 coverage needed to provide high risks children and their families in a program designed to provide “whatever it takes” to be successful in school, home, and their communities.
As a Facilitator
I convene the team and ensure the continuity of care and that all identified services in the Plan of Care are provided
I utilized the Family-centered practice model
Serve as a point of contact for children, their families, service providers and the community
Ensure there is continuous input and feedback between service providers and the community
I complete mental health assessments, perform crisis intervention, and case management
AAA Customer Service Representative, Insurance/Member Services, 2016 – 2017
As a Customer Service Representative in Insurance/Membership Services, I would bring my expertise to a best-in-class organization passionate about delivering legendary service to our members.
As a Representative
Exceed member expectations by providing first-call resolution with empathy and product knowledge.
In a fast-paced call center environment, engage with members who will look to my expertise for solutions and advice on their insurance policies and memberships.
Educate members on products and services that are relevant to their needs.
Be successful by meeting or exceeding performance-based goals.
Be available to work evenings and some Saturdays.
PCM Account Executive, 2015 – 2016
As an Account Executive, I worked with field-based Solutions Architects and Technology Subject Matter Experts to help customers choose the right technology products and services to meet their needs.
As an Account Executive
Understand each target customer’s business model, map their organization, and identify their unique technology needs.
Engage local vendor field representatives from Cisco, HP, EMC, and NetApp.
Coordinate with PCM’s Field Solution Architects Category Specialists via joint sales calls and on-site assessments based on customer’s specific needs.
Collaborate with PCM’s Inside Sales Representatives to develop, document and execute account penetration strategies for assigned target accounts.
Identify new accounts and introduce the PCM value proposition to key decision makers within the account.
Kid Zone Learning Facility, Facilitator, 2016 – 2017
Responsible to monitor social services and site activities for minor children.
Meet with social workers.
Teach children how to maintain and cope with daily life challenges and assessments.
Gave parents resources to childcare programs to help pay for childcare.
Provide children with learning activities for delayed children.
Union Bank, Financial Services Officer, 2000 – 2015
Sales and Networking
Develop new business by researching and analyzing community markets, analyzing, and prioritizing clients to target, planning, and executing business development strategies, and calling on existing and potential clients, whether in person or over the phone.
Proactively assess clients' financial information by completing a Needs Assessment to determine total current and future financial needs. Summarize and discuss the opportunities
Uncovered; recommended, presented, and sold appropriate products and services.
Interview loan applicants to elicit information, determine appropriate loans, cross-sell opportunities, or communicate decisions or recommendations; obtain and/or send proper documentation and resolve related customer issues. Make face-to-face sales calls to the local community businesses.
Responsible for managing, retaining, and growing the Priority/ Signature portfolio.
Cross-sell additional services or products.
Proactively contact and consult with clients regularly to update the Needs Assessment information and educate them on changes in the financial industry that would affect them and their current products and services.
Proactively solicit and obtain referrals from existing clients, internal departments, and community contacts.
Conduct monthly in-house products/services seminars for branch employees and coordinate seminars for bank clients.
Perform Merchandising and Marketing activities as required, including functions such as leadership support in promotional campaigns, product/service training sessions, and lobby merchandising materials display.
Risk Management
Responsible for following and adhering to all bank operational and security policies and procedures, including compliance and privacy policies and procedures to maintain customer confidentiality.
Ensures customer information meets bank and regulatory documentation.
Responsible for maintaining customer accounts by making necessary account and signature card changes and securing additional account information.
Inputs all related data into a computer and pulls daily reports to verify the information.
Assist the Branch Manager and Lead Customer Service Supervisor in daily branch operations.
Customer Service
Assured proper handling of service requests and resolution of customer problems.
Maintain established customer service level expectations following the Bank’s and Manager’s overall goals and objectives.
Accountable for customer satisfaction and retention.
Provide work guidance to lower-level sales staff.
Training and Professional Development
Training lower-level sales staff in the use of OASIS, RUMBA, and SMART
Assist with training in operational systems as required due to system upgrades
Participate in professional development training and opportunities as presented to senior relationship bankers and senior branch operations personnel.
Triangle Christian Services, Case Manager, 1997 – 2000
Responsible to monitor social services and site activities for minor children. Report writing, updating files, and working with clients and parents on progress. Meet with social workers and probation officers. Teach children how to maintain and cope with daily life challenges and assessments.
Education
Master of Organizational Management, Springfield College (2009)
Bachelor of Science in Human Services, Springfield College (2006)
Special Skills
Project management skills in image building and financial management. Competitive, organized and goal oriented.
Team player
Skilled in multi-tasking within the confines of a fast-paced work environment Excellent Customer Service Skills
Inside/Outside Sales
College level courses completed in algebra, economics, and statistics with an emphasis on ROI, NPV, RFP planning and analysis
Expert in financial banking and investment products and portfolio maintenance
Contact this candidate