Jordan Lanie Email & Phone Number

Texas, United States

Dallas-Fort Worth Metroplex

Responsible for Lead Analyst duties including but not limited to Special projects, VMS systems expert, and auditing bill rates and MSP clients as assigned byleadership. Collaborating, auditing, developing metrics, and creating proactive solutions to our auditfindings. Developing Weekly, Monthly, and Quarterly goals for the teamand self. Various auditing and checks and balance duties including but not limited to oversight of processing corrections, scrubbing weekly reports, dataentry, and building reports and updates.Responsibilities:- Ensuring successful delivery of QA Department project deliverables, on time with high quality, and proper follow-up.- Project Delivery and Oversight of auditing, data entry, and process development.- Utilize Standard & Ad Hoc Reporting to develop predictive, diagnostic & comparative analytics.- Develop Data Validation and Review of Financial Processes that affect Quality Assurance procedures directly for better efficiency.- Collaborate with Technical Teams to Automate new CRM/ERP (AdvantisOne) integrations.- Provide support to team members and Leads to ensure they have the knowledge necessary to fulfill their duties.- Work with Leads on ensuring on-time weekly uploads including completion of weekly upload and import from GP/ADP for the Mis-Match while assisting with Mis-Match to Master Document (future = A1) uploads as needed.- Train new hires in the department of billing processes, SOP’s, and teaching VMS systems.

Dallas-Fort Worth Metroplex

Duties/Responsibilities: Perform and lead weekly audit for Pay vs bill errors/inefficiencies. Identifies vulnerabilities in the financial process and develops new processes and procedures to prevent further difficulties. Collaborate with Dev team to develop new technological solutions to complex institutional and financial challenges Collaborate with Recruiting team to prevent delays in the ability to bill for services. Research/Develop new practical and technical solutions Lead, educate and train team members in new process and assist in development of new skills Performs other duties as assigned. Skills/Abilities: Extensive knowledge of software & data validation methods to maintain data integrity, identify errors, recover lost or corrupted Data. Excellent organizational skills and attention to detail. Ability to create test plans and cases from specifications or verbal communications. Excellent interpersonal skills with the ability to serve as a liaison with developers, project managers, and other teams. Strong analytical and problem-solving skills. Proficient with Microsoft Office Suite or related software. Familiarity with Power BI and Coding languages and tools

Dallas-Fort Worth Metroplex

United States

LoanCare, one of the leading national providers of full service subservicing and interim subservicing in the mortgage industry, seeks an individual with a history of progressive experience delivering service that exceeds expectations in a growing and inspiring industry. Day to DayAssist homeowners with routine or complex issues and requests, in a call center environmentUse an advanced telephony systemExplain mortgage based process informationMake decisions to resolve customer issuesNavigate and enter data on a computer platformProvide exceptional customer serviceResponsibilitiesHandle inbound and outbound calls from customers in a fast-paced environment, while maintaining established performance metrics expectations and delivering quality service to our customersTake ownership of the Customer Experience, as well as demonstrate attributes in accordance with the LoanCare brand experience expectationsUtilize good judgment and understanding of process and procedures to effectively make decisions to resolve customer issuesObtain and evaluate all relevant information to handle inquiries and complaints accurately and efficientlyAccurately track and document all communications with customers to provide a detailed history of contactAssist with identifying root causes and explain the best solution to resolve customer concerns in an expedient mannerAchieve monthly individual and team based targeted performance goalsFollow escalation procedures to address customer concerns requiring additional research or resources to resolveDirect requests and unresolved issues to the designated resourceAll other duties as assigned

Dallas/Fort Worth Area

As a Loan Officer for the U.S. Small Business Administration (SBA), Office of Disaster Assistance (ODA), I am responsible for a variety of duties all related to providing disaster assistance to homeowners, renters and businesses seeking funds for repair, rehabilitation or replacement of disaster damaged personal, real or business property.My duties include but are not limited to:- Investigate and evaluate credit history to determine credit worthiness of businesses and/or their principal owner(s).- Process home and/or business loans and make recommendations on collateral needed to secure loans.- Apply accepted financial procedures to analyze financial resources to determine an applicant's ability to repay requested loans.- Review all pertinent facts needed to make eligibility determinations by analyzing such factors as the nature and cause of damage, intended use of proceeds, legislative and administrative loan limits, and disposition of insurance and other recoveries.- Ensure loan files contain all pertinent documentation to include conversations with applicants and written recommendations or justifications for conclusions.- Respond orally and/or in writing to applicants or their representatives.- Meeting production and efficiency quotas.

Arlington, Texas

- Develop growth strategy(5 year program goals accomplished in just 3 years, 10 year programs goals are evolving)- Coordinate program development(Multi-week English language program, Home-stay Program and Spring Break "Haru No Boken" Exchange)- Oversee marketing material design and production(promotional T-shirts, pamphlets, flyers)- Lead cultural insight programs(over 300 participants in the programs to date)- Advise program participants in safety procedures in the weeks leading up to international Travel and Home-stay

Lewisville, Texas

- Aid staff with resident care/maintenance- Emergency First Responder- Various support duties

Dallas/Fort Worth Area

- Client outreach - Business development.

Dallas/Fort Worth Area

- Preform compliance audits of financial documents and sales contracts- Process warranty claims and cancellations.- Ensures correct flow of documents from the Finance department to business office. Reviews vehicle deals for accuracy and missing documents.- Maintains sold log for the department ensuring deals are recorded promptly and correctly.- Performs general office duties such as ordering supplies, maintaining record management systems, and performing basic bookkeeping work.- Answers phones and takes messages for all routine and non-routine questions.- Provides back up support for finance managers staff in areas of faxing documents, locating vehicles, setting up appointments with guests or vendors.- Prepares special reports, memorandums, transcribing, and word processing; composes letters and routine correspondence, and researching information.- Files and retrieves documents, records, and reports. Manages and maintains F&I Management schedules.- Performs other specific administrative functions as directed by management.

Dallas/Fort Worth Area

- Performing daily operations (teaching, deck management, etc)- Customer service- Calmly, positively and proactively responding to student challenges- Lead swim and safety instruction for Infants through Adults.

Mansfield, Texas

- Utilizes and adheres to merchandise presentation standards in regards to the 5 Basics: replenishment, signing, sizing, clearance and clean store.- Provides consistent communication and follow through with the E3's on any signing opportunities.- Maintains proper funds in register and calls for change or cash pick-ups as needed.- Follows Company policies and procedures in handling void transactions, even exchanges, over and short situations, etc.- Opens and closes the register and counts out register drawers. Records appropriate information on the balance sheet to prevent cash losses.- Maintains a neat, clean and organized register area. Calls for and assists with carry-outs, hanger pick-ups, trash pick-up, and other assistance as needed. Fills boxes, bags, applications and other supplies as needed.- Utilizes appropriate size bags and other supplies in a cost-effective manner.- Assists with department recovery, fitting room recovery, housekeeping duties, preparation and taking of inventory and stock room organization.- Recovers and replenishes POS endcaps in accordance with merchandising directives and standards.- Builds strong customer relationships through delivering excellent Customer Service- Actively listens to customers’ needs to provide appropriate and timely resolution- Builds customer confidence through creative problem solving - Delivers consistent customer experience through attention to detail- Handle incoming and outgoing calls to customers to establish acceptable payment arrangements through an automatic dialer and manual calling.

Lake City, Colorado

- Back-country guide intern for large groups and leading team building exercises.- Provide age and developmentally-appropriate instruction in activities which may include backpacking, mountain biking, rock climbing, kayaking, canoeing, stand-up paddle-boarding, Leave No Trace principles, and team-building.- Serve as a role model in appropriate behavior, language, attitudes, and activities.- Provide guidance, supervision, safety and comfort for participants during all activities.- Maintain orderliness of equipment, and report any damages to Camp Director.- Maintain excellent communication between campers, parents, and staff.- Adhere to all of the policies and procedures of the American Camp Association.Other duties as requested by the Camp Director.

Arlington, Texas

- Supervisor general staff during day to day operations- Process daily deposits across multiple revenue streams- Perform safety inspection of the Ice rink and maintenance equipment and perform regular maintenance.- Assists the Manager with the overall operation.- Manages and monitors the development and coordination of all facility rentals and events.

Dallas/Fort Worth Area

- Manage correspondence between the specialist and Primary care physicians and/or state agencies.- Prepare periodic reports.- Maintain files that detail correspondence activity.- Receive and routes correspondence to appropriate people or departments.- Review letters for accuracy and report if necessary.- Ensure correct patient information is included.

Dallas/Fort Worth Area

- Prepare food and beverages to standard recipes or customized for customers, including recipe changes such as temperature, quantity of ingredients or substituted ingredients.- operate cash register- perform operation maintenance and upkeep on equipment- general custodial duties