Jordan Nelson

Vice President | Private Client Branch Manager | JPMorgan Chase & Co.

Role
Vice President, Private Client Branch Manager at JPMorganChase
Location
Sioux Falls, SD, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Jordan Nelson

I have over 10 years of experience working in sales and operations management. Experienced finance professional with a strong track record of success in small business financing solutions. Successfully funded over $3.3M in financing for multiple Independent Sales Organizations (ISOs), while providing exceptional customer service and maintaining high levels of satisfaction for both clients and internal support teams. Managed a portfolio of over 200 clients, collaborating with loan officers, managing loan documents, and ensuring streamlined processes to ensure customer satisfaction. Proven ability in identifying and engaging potential clients through persistent outbound prospecting across the U.S, resulting in a promotion and responsibility for originating $1M in new advances and renewing $4M in advances annually. Skilled in cultivating strategic partnerships with ISOs to increase customer acquisition and market share, resulting in a 35% increase in revenue and a 20% increase in customer engagement.

Experience

  1. Vice President, Private Client Branch Manager

    JPMorganChase

    May 2023 — Present · Sioux Falls, SD, US

Education

  • Southeast Tech

    Associate's degree

  • University of Sioux Falls

    Bachelor of Arts - BA

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Jordan Nelson — Vice President, Private Client Branch Manager at JPMorganChase in Sioux Falls, SD, US | Unifers