Jared Bordin Email & Phone Number

Boca Raton, Florida, United States

Delivering exceptional service, I specialize in identifying and fulfilling the financial needs of our members. I bring a comprehensive understanding of consumer lending, transaction processing, and account management, ensuring that every member interaction is efficient and aligned with Credit Union policies and procedures.**Key Responsibilities:**- **Member Service:** Consistently deliver personalized financial solutions tailored to meet individual member needs.- **Consumer Lending:** Manage the end-to-end process of consumer loan applications, including making informed loan decisions.- **Transaction Processing:** Handle teller transactions and account updates with accuracy and adherence to established protocols.- **Product Knowledge:** Provide up-to-date and accurate information on Credit Union products and services, helping members make informed decisions.

Boca Raton, Florida, United States

Washington Dc-Baltimore Area

Rapid Settlement Funding is a factoring company offering settlement owners lump sums of cash in exchange for the rights to future payments. There I managed a team of 4-6 people and oversaw a departmental budget of $450,000.• Measured, reported on, and analyzed the number of leads created, lead conversion rate and profitability in order to optimize outcomes, resulting in a 20% increase in newly created leads.• Supported the sales department by identifying their training needs, delivering in person and virtual training to 5-7 people, on topics including the research process, how leads are created and customer service.• Served as the primary communication facilitator between the COO, sales and the research department on projects such as establishing a nationwide vendor network to retrieve leads unavailable via the Internet, and removing duplicate files.• Utilized Salesforce CRM to analyze the number of leads created daily, weekly and monthly and then utilized Westlaw to locate new potential leads resulting in a 5% increase in sales.• Supported the resolution of losing clients to competitors for the sales team through weekly video meetings resulting in a 10% increase in customer retention.• Created, implemented, analyzed, and improved an annual communication plan that addressed the lead creation process and how to generate more leads in less time resulting in a 30% increase in leads.

Lake Worth, Florida, United States

Get Liquid Funding is a foreclosure assistance company that helps homeowners, currently in foreclosure, recover any surplus of funds after their home has been sold at auction. There I managed a portfolio of $850,000, 6-8 employees and a departmental budget of $600,000.• Measured, reported on, and analyzed the number of leads created, lead conversion rate and profitability in order to optimize outcomes, resulting in a 5% increase in sales.• Supported the research department by identifying their training needs, delivering in person and virtual training to 7-9 people, on topics including the foreclosure process, how to find and qualify leads, and how to identify liens.• Served as the primary communication facilitator between the CEO, Sales and Marketing on projects such as sending out direct mailers, tracking inbound calls as it correlated to the mailer campaign and database training.• Utilized Microsoft Excel to analyze the number of leads created monthly, per employee, and then implemented a third-party application increasing leads by 10%. • Lead weekly management meetings with the CEO and COO on the performance of the department, as well as any new procedures or techniques that can be used to increase production and cut costs.• Leveraged surveys and focus groups to gather feedback internally to improve services; including a change to the CRM so that we can improve the time it takes to enter leads resulting in switching from Pipeline CRM to Salesforce increasing lead production by 10%.• Supported the resolution of negative company reviews by following up with clients by phone and/or video at the conclusion of their deal resulting in an A+ grade from the BBB.

Boca Raton, Florida, United States

Highpoint Funding is a factoring company offering settlement owners and lottery winners lump sums of cash in exchange for the rights to future payments. There I managed a team of 3-5 people in the research department and oversaw a departmental budget of $500,000.• Measured, reported on, and analyzed the number of leads that turned into deals based on the documents and information the research team provided in order to optimize outcomes, resulting in a 15% increase in revenue for the company.• Supported the research department by identifying their training needs, delivering in person and virtual training to 3-5 people, on topics including where to look for prospective clients, what documents are needed to facilitate a deal and how to find phone numbers for the sales team.• Served as the primary communication facilitator between the COO, CFO as well as the Sales Manager and Marketing on projects such as addresses for direct mailers and keeping production while cutting costs. • Utilized Microsoft Excel to analyze the states and counties where the most deals and most money were made and then implemented a plan to focus primarily on those areas resulting in a 20% increase in revenue from the previous year.• Lead monthly workshop meetings for the research department as well as the COO and Sales Managers on the processes and tools used by the research department to get a better understanding of how leads are generated and input into the database. • Supported the resolution of missing documents for the sales team through daily meetings by establishing a database of county clerks' names and phone numbers nationwide resulting in a 15% increase in sales.• Created, implemented, analyzed, and improved an annual communication plan that addressed the lack of leads generated by the lottery division resulting in a 25% increase in revenue after only 6 months.