Taylor Ferguson
Senior Financial Services Officer at SECU
- Role
- Senior Financial Services Officer at SECU
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Experience
Senior Financial Services Officer
Apr 2012 — Present · Charlotte, NC, US
Assisted members with establishing new deposit accountso Opened Checking, Share, Money Market Share and Tax-Advantaged Accounts• Analyze financial information and findings, requiring strong excel knowledge & ability to navigate through internal systems• Helped members resolve all issues with their accounts in a branch and a Call Center setting• Took personal loan applications from members and determined the best loan product to improve their financial situationo Originated and closed Open and Closed End Personal Loans, Credit Cards, and Auto Loans • Analyzed loan applications to determine an individual’s willingness and ability to repay the loan using credit experience, affordability guidelines, and logic• Originated and processed mortgage loan applications, and verified all loan documentation was completed accurately before submitting to underwriting for closing• Cross-sold SECU products and services to members on a daily basis
Skills
- Analytical Skills
- Teamwork
- Banking
- Golf
- Time Management
- Credit Risk
- Microsoft Office
- Credit Analysis
- Financial Analysis
- Mortgage Lending
- Finance
- Outlook
- Communication
- Microsoft Word
- Financial Services
- Powerpoint
- Microsoft Excel
- Loans
- Customer Service
- Credit
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