Jordan Lanie

Provide data-driven insights and recommendations to optimize financial processes, improve quality assurance, and drive measurable operational improvements for client organizations.

Led accounts receivable and QA efforts, designed financial SOPs, automated CRM/ERP integrations, and developed audit metrics that reduced discrepancies by 98.8%.

Conducted weekly audits to identify pay-vs-bill discrepancies, implemented process improvements to increase financial accuracy, and partnered with development and recruiting to reduce billing delays.

Managed and processed employee time records ensuring accuracy and compliance, coordinated with payroll and HR to resolve discrepancies and streamline timekeeping workflows.

Assisted homeowners with routine and complex mortgage inquiries in a call center environment, streamlining communications and improving customer understanding of mortgage processes.

Evaluated financials and collateral for disaster loan applications, performed comprehensive financial analysis, and guided applicants through recovery loan terms to ensure regulatory compliance and timely disbursement.

Developed and executed growth strategy that met five-year program goals in three years, coordinated multi-week cultural exchange programs, and oversaw marketing materials and participant safety initiatives for 300+ attendees.

Provided resident care and maintenance, acted as an emergency first responder, and supported healthcare staff to ensure resident well-being and safety.

Led client outreach and business development initiatives that strengthened client relationships and expanded market reach, contributing to revenue growth.

Performed compliance audits of financial documents and sales contracts, processed warranty claims and cancellations, and maintained accurate department records to ensure transactional accuracy.

Delivered swim and safety instruction across age groups, managed daily operations and deck activities, and provided customer service to address student needs and progress.

Managed merchandising standards, register operations, and customer service tasks including cash handling and store presentation to support sales and store cleanliness.

Managed daily staff operations, performed safety inspections and routine rink maintenance, and ensured operational efficiency and adherence to procedures.

Managed communications between specialists, PCPs, and agencies, prepared reports, and maintained comprehensive correspondence files to support clinical workflows.

Prepared customized food and beverages, performed equipment maintenance and custodial duties, and delivered customer service to ensure a clean and efficient store environment.

Completed a Bachelor of Science in International Sport, Event and Recreation Management in 2013, focusing on program development and event operations.