Daniel Everastico Email & Phone Number
Who is Daniel Everastico? Overview
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Daniel Everastico is listed as Member Service Officer at Financial Partners Credit Union, a with 216 employees, based in Orange, California, United States. AeroLeads shows a matched LinkedIn profile for Daniel Everastico.
Daniel Everastico previously worked as Inside Sales Representative at Brandrep and Card Services Specialist at Nationsbenefits. Daniel Everastico studied at Santiago Canyon College.
Email format at Financial Partners Credit Union
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About Daniel Everastico
As a professional leader I have strong team communication and management skills, with the ability to provide direction and strategy to encourage the achievement of our company’s objectives.I am focused on leading, training and empowering my team with an aptitude for recognizing and developing talent. I have remarkable success in driving efficiency and productivity by inspiring the realization of individual staff, team and key client performance targets
Daniel Everastico's current company
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Daniel Everastico work experience
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Inside Sales Representative
nside Sales Opener representative May 2023-current• Sourcing new sales opportunities by answering a high-volume of inbound calls from prospective customers (approx. 150 per day)• Advise prospective and current customers by addressing questions and concerns about purchased products.• Complete forms and record logs to create accurate, detailed files for each customer• Working effectively in a team environment to support achievement of sales goals. Striving to consistently gain sales skills and knowledge to stay agile in today’s competitive market.• Establishing, developing, and maintaining positive business and customer relationship
Card Services Specialist
Card Service Specialist December 2022 - April 2023• Provided account service to members, handled financial transcript and confidential information.• Adhered to banking compliance requirements by remaining confidential with all proprietary and private information and adhering to company, HIPAA, and MCO/Medicare regulations.• Assisted with balance inquiry, followed all bank financial and security regulations and procedures.• Resolved complaints and account discrepancies, while providing dedicated, easy, and efficient service representative of company • Performed tasks and suits with demonstrated timelines and expertise while escalating account errors including wrong balance and load.
Fraud Specialist
Fraud Specialist April 2022 - August 2022● Received inbound calls about fraud activities on client’s statements.● Initiated billing dispute and fraud disputes for debit cards.● Closed out any impacted cards and issued a new one.● Reversed any unrelated fees that were caused by unauthorized transactions.● Efficiently used Synergy and Avaya
Credit Assistance Specialist
Consumer Credit Card Specialist November 2020 - August 2021• Assisted customers going through financial hardship.• Outbound calls made to assist all customer with late credit card payments and set up account on auto pay.• Inbound calls to assist customers with questions about payments not posted correctly, payments made onto the wrong account, fee reversals and credit reporting.• Provided online banking support.• Efficiently used UCRS and Avaya Program to look for customer account.Business Credit Specialist August 2021- April 2022• Outbound calls were made to business owners who took out a PPP loan and have not initiated a payment to the loan.• Provided the clients with the maturity date of the loan.• Set up extensions on payments for which customers were not able to make on current terms.• Advised customers of updated information provided from the U.S treasury.• Inbound calls were received when the client was left a message and provided the status of loan, set up a payment, set up auto, provided any info related to the PPP.• Efficiently used Synergy, Cross, and Avaya to look for customer account
Management Team
Associate/Cook
Colleagues at Financial Partners Credit Union
Other employees you can reach at fpcu.org. View company contacts for 216 employees →
Patrick Shin
Colleague at Financial Partners Credit UnionBrea, California, United States
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Liz Arellano
Colleague at Financial Partners Credit UnionMontebello, California, United States
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Paulette Boone
Colleague at Financial Partners Credit UnionLos Angeles, California, United States
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Joseph Ammendolia
Colleague at Financial Partners Credit UnionSt Petersburg, Florida, United States
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Ivania Hernandez
Colleague at Financial Partners Credit UnionLos Angeles, California, United States
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Lori Reeves
Colleague at Financial Partners Credit UnionNorwalk, California, United States
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Kristen Kleinhans
Colleague at Financial Partners Credit UnionFullerton, California, United States
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Joann Forte
Colleague at Financial Partners Credit UnionDowney, California, United States
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Sharon Eisman
Colleague at Financial Partners Credit UnionLos Angeles Metropolitan Area, United States
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Omar A Garcia
Colleague at Financial Partners Credit UnionCorona, California, United States
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Daniel Everastico education
Education record
Barbering/Barber
Associate Of Arts - Aa, Photography
Education record
Frequently asked questions about Daniel Everastico
Quick answers generated from the profile data available on this page.
What company does Daniel Everastico work for?
Daniel Everastico works for Financial Partners Credit Union.
What is Daniel Everastico's role at Financial Partners Credit Union?
Daniel Everastico is listed as Member Service Officer at Financial Partners Credit Union.
Where is Daniel Everastico based?
Daniel Everastico is based in Orange, California, United States while working with Financial Partners Credit Union.
What companies has Daniel Everastico worked for?
Daniel Everastico has worked for Financial Partners Credit Union, Brandrep, Nationsbenefits, Bank Of America, and Knott'S Berry Farm.
Who are Daniel Everastico's colleagues at Financial Partners Credit Union?
Daniel Everastico's colleagues at Financial Partners Credit Union include Patrick Shin, Liz Arellano, Paulette Boone, Joseph Ammendolia, and Ivania Hernandez.
How can I contact Daniel Everastico?
You can use AeroLeads to view verified contact signals for Daniel Everastico at Financial Partners Credit Union, including work email, phone, and LinkedIn data when available.
What schools did Daniel Everastico attend?
Daniel Everastico studied at Santiago Canyon College.
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