Derek Freeman Email & Phone Number

Vacaville, Ca, Us

Travis Credit Union is one of Solano Counties largest financial institutions, serving individuals, small to middle market businesses with a full range of banking, investing, asset management, and other lending products. The company serves 12 counties approximately in the Northern California region servicing as a community leader, where membership makes a difference in consumers lives and goals. - Resolved complex client service requests by telephone or in person through extensive researching followed up with clients.-Accurately balanced and maintained lending goals for consumer, business, and real estate.-Recommended and opened personal accounts while ensuring processes and paperwork were in compliance with state and federal regulations.-Opened and provided sound information for Traditional or Roth IRA's while processing distributions, rollovers, and contributions while following federal guidelines.-Provided creative methods to enhance business, quality of service, and improved guidelines.

Sacramento, Ca, Us

Golden 1 Credit Union is California's second largest credit union serving over 700,000 individuals with many banking options, investing, and lending products. As one of several credit unions that expand all of California it has grown to become a community leader in a multitude of counties. -Serviced member loans, accounts, and achieved referral goals while maintaining accurate balances of drawers.-Handled complex member issues while servicing 300 plus transactions a day.-Recommended personal accounts and investment choices while ensuring proper paperwork met state and federal guidelines.-Resolved collection transactions when needed.-Fulfilled warm and cold calls to increase business with current and previous memberships.

Richfield, Minnesota, Us

As a Mobile Consultant I provided personalized service for customers while completing contracts, warranties, and tendering transactions of cash, credit, or checks.

Richfield, Minnesota, Us