Lourdes Jordan
Personal Finances Instructor at Women's Enterprise Development Center Inc.- Claim this Profile
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Spanish Native or bilingual proficiency
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English Full professional proficiency
Topline Score
Bio
Credentials
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Series 24 General Securities Principal
FINRAJul, 2012- Oct, 2024 -
Series 66 Uniform Combined State Law
FINRAJul, 2016- Oct, 2024 -
Series 7 General Securities Representative
FINRAApr, 2012- Oct, 2024 -
Advanced Management Program
IESA -
Entrepreneurial Program
Women's Enterprise Development Center Inc.
Experience
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Women's Enterprise Development Center Inc.
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United States
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Professional Training and Coaching
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1 - 100 Employee
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Personal Finances Instructor
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Aug 2018 - Present
Personal Finances Instructor for the 60-Hour Entrepreneurial Training Program as well as individual workshops, developed to assist entrepreneurs with navigating all aspects of starting, running and sustaining their business; hence, helping to create their road map for success. The aim of the program is to increase the formation of new businesses and strengthen the operations of firms during the early stages of development.
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Business Partner
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Jun 2017 - Mar 2019
Business Consultancy services delivered by applying the Coach-Consultant Concept with focus on addressing specific challenges for small businesses: Financing procurement and Compliance, Cost reduction, Organizational design and Customer RetentionOur product is committed to inspire our customers to better achieve their possibilities by working with them on developing the right strategy, planning and problem solving, and helping clients develop business skills and knowledge. We blend knowledge and expertise from our long background in Banking and Finance, leading people, talent management, and optimizing processes/production/quality by procuring financing and evaluating individuals, companies, corporations as credit subjectsAppulse, LLC sells solutions for startups and small corporations with up to 50 employees and revenues up to $50M, located in the State of New York.
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SVP Supervisory Principal
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2012 - Jul 2016
Supervised operational, compliance, service and sales activities for 10 employees: 2 Investment Advisors, 7 Registered Reps from Private Banking, and 1 Administrative Assistant. Reviewed and approved suitability, blotters, trade corrections, new accounts, correspondence, KYC/profile updates, 3rd party wires, recommendations, transactions, phone calls and emails surveillance• For last 3 consecutive years, led 2 out of 3 company’s top producers in terms of velocity and revenues reaching 20% over budget, by mentoring and coaching personnel on compliance and supervision topics, selling techniques, and customer handling• Achieved Satisfactory rating in internal examinations conducted by Compliance and Internal Audit, by ensuring operating policies, procedures and regulatory requirements are current and administered consistently
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SVP New York Regional Manager
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Jun 2006 - Jul 2016
Led Private Banking NY team responsible for growing, advising, and retaining a portfolio of HNW clients. Delivered comprehensive and personalized wealth management solutions and diversified strategies to meet the demands of the clients. Prepared action plans focused on client retention and profitability. Partnered with Marketing, Compliance, Operations, Credit, Legal and Risk to design differentiated private banking products, and ensure adequate service levels in terms of response time (Service Level Agreements). Managed assigned expenses and capital budgets. At the same time, led additional 16 employees at the Banking Center, including the NY Branch.• Augmented customer base in semi-annual average of 5% by effectively managing assigned portfolio and prospect pipeline, developing additional business through referral sources, and implementing sales process specific to individual clients. Ensured current and prospective clients meet all suitability standards• Increased wallet share and deepened customer relationships by identifying, understanding and anticipating their needs, employing know-how to provide tailored service and solutions, and cross selling MSF products• Improved portfolio velocity in 20% over budget, by formulating and executing action plans to achieve AUM and revenue targets. Enhanced profitability levels by implementing expense reduction initiatives, and emphasizing marketing of income-generating products according to client profile and needs• Completed portfolio de-risking and KYC’s/profile-updating project according to regulatory requirements. Managed the Enhanced Due Diligence process under the Customer Identification Program (CIP). Obtained Satisfactory rating from audit, compliance and operations reviews
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New York Representative
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Jun 2006 - Jul 2016
Engaged in traditional representational functions, including acting as a liaison between Mercantil and its correspondent banks, and with existing and prospective customers. Consistently obtained satisfactory ratings from internal audit and compliance reviews, and from NYSBD and NY FED examination, by assuring Rep Office is in compliance with laws and regulations, and by keeping updated budget, procedures manual and managerial reports.
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VP Manager – Corporate Banking New York
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1999 - 2006
Identified potential markets for asset-based lending and pre/post export finance. Prepared and recommended credit proposals to Credit Committee; foreign exchange transactions; placements in Latin America Banks and Corporations. Authorized unsecured loans up to $500K and secured loans up to $1M• Developed $240M portfolio of corporate and syndicated loans, and $100M deposits • Achieved and upheld #1 ranking in asset quality, and satisfactory rating in credit administration and internal audit
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Banco Mercantil C.A.
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Brazil
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Banking
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1 - 100 Employee
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Manager
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1981 - 1999
Corporate Banking Managed 30% of credit portfolio and 25% of deposits in local and foreign currency in Bank’s Corporate Area in Venezuela. Led 5 executives and 4 support employees. Authorized loans up to ($1M). Deputy member of Corporate Credit Committee• Improved asset quality; met and exceeded goals; added new clients. Achieved outstanding ratings in performance evaluationsAccount Manager - Foreign Trade Department Managed and developed assigned portfolio; promote import / export financing transactions• Booked $250M in trade financing deals; added new clients. Successfully arranged national / international events sponsored by MercantilRecipient of scholarships and awards.Credit Analysis program (Developed by Chase)
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Education
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1984 - 1986
Universidad Católica Andrés Bello
Specialist, Financial Institutions -
1977 - 1982
Universidad 'Santa María'
Economist, Economics
Community
