Jordan Roess
Sault Ste. Marie ,ON
Summary
Dedicated and results-driven professional with over ten years experience in the financial services industry. Adept at combining strategic thinking with hands-on execution to achieve organizational objectives. Known for strong analytical and problem-solving skills, I consistently deliver high-quality work in dynamic and challenging environments. Proven ability to collaborate effectively with cross-functional teams, fostering positive relationships to drive collective success. Demonstrated adaptability and a quick learner with a commitment to continuous improvement. Excited for new opportunities to leverage my skills and contribute to the success of a forward-thinking organization.
Overview
9
9
years of professional experience
Work History
Branch Representative Operations- Mortgages
Northern Credit Union
03.2022 - Current
- Lead and motivate the Special Services Mortgage department
- Plan, develop, and manage all special services, programs, and support throughout the enterprise
- Oversee the implementation, deployment and operation of information systems and technology solutions for business needs
- Assist senior management with the direction and facilitation of strategic and tactical planning
Mortgage Clerk
Northern Credit Union
11.2019 - 03.2022
- Provide mortgage administration services to ensure compliance with Northern Credit Union policies and procedures, while maintaining a high degree of professionalism with internal and external parties.
- Attend to the accurate and prompt preparation of all assigned reports, status checking, audits, remittances and internal accounting reports
Special Services Representative
Northern Credit Union
08.2016 - 11.2019
- Responsible for the on-going maintenance of the department’s knowledge centre and assists branches with support services in specialized areas including, but not limited to: Estates, Trusts, RRSPs, 3rd party demands, retirement income options, and mortgage administration services to ensure compliance with Northern Credit Union policies and procedures, laws and the Credit Union Act.
Branch Concierge
Northern Credit Union
11.2014 - 08.2016
- Recommended loan approvals and denials based on customer loan application reviews.
- Maintained friendly and professional customer interactions.
Education
Social Service Worker -
Sault College of Applied Arts And Technology
Sault Ste. Marie, ON04.2012
Skills
- DNA
- Criterion
- ASAPP
- Microsoft Excel, Word
- Smartsheet
- Operational improvement
- Process improvement
- Problem resolution
- Project organization
- Team management
Timeline
Branch Representative Operations- Mortgages
Northern Credit Union
03.2022 - Current
Mortgage Clerk
Northern Credit Union
11.2019 - 03.2022
Special Services Representative
Northern Credit Union
08.2016 - 11.2019
Branch Concierge
Northern Credit Union
11.2014 - 08.2016
Social Service Worker -
Sault College of Applied Arts And Technology
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