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A deliberative, connected, and strategic finance services professional. Skilled in training, providing customer service and executing project management.
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Senior Member Services RepresentativeSecu Sep 2022 - PresentRaleigh, Nc, Us -
Financial Services Representative IiSecu Sep 2020 - Sep 2022Raleigh, Nc, Us· Diagnosed and documented technical issues, directing tickets to appropriate personnel for remediation.· Received and addressed customer complaints, investigating root cause and managing related corrective measures.· Used persuasive communication skills to get payments from customers and bring credit accounts, claims balances and loans current.· Reviewed complete loan packages to determine creditworthiness, including assets, income, credit, and collateral.· Analyzed applicant’s financial status, credit, and property evaluations to determine feasibility of granting loans.
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Financial Services Representative ISecu Apr 2019 - Sep 2020Raleigh, Nc, Us· Completes highly accurate, high-volume money counts via both manual and machine-driven approaches. · Provides high levels of customer service through friendly approach, strong professionalism and timely assistance with customer transactions. · Bolstered understanding of credit union products and services by enrolling in available training classes and seminars offered to Financial Service Representatives and Financial Service Officers. · Underwrites, edits, and reviews loan agreements to promote efficiency and accuracy. · Complies with regulatory requirements, including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, and the Privacy Act.
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Financial Services RepresentativeSecu Apr 2018 - Apr 2019Raleigh, Nc, Us· Identified sales opportunities and referred customers to branch partners in financial services. · Executed customer transactions, including deposits, withdrawals, money orders and checks. · Completed special procedures for customers such as ordering new checks, stop payments or investigating identity theft. · Answered telephone inquiries on credit union products including checking, savings, loans and lines of credit. · Upheld strict financial controls by keeping funds secure and accurately transferring monies.
Derick Summers Skills
Derick Summers Education Details
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University Of North Carolina At CharlotteGeneral -
Mitchell Community CollegeGeneral Studies And Humanities
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Catawba CollegePerformance/Popular Music
Frequently Asked Questions about Derick Summers
What company does Derick Summers work for?
Derick Summers works for Secu
What is Derick Summers's role at the current company?
Derick Summers's current role is Senior Member Services Representative at SECU.
What is Derick Summers's email address?
Derick Summers's email address is de****@****ial.org
What is Derick Summers's direct phone number?
Derick Summers's direct phone number is +170449*****
What schools did Derick Summers attend?
Derick Summers attended University Of North Carolina At Charlotte, Mitchell Community College, Catawba College.
What skills is Derick Summers known for?
Derick Summers has skills like Customer Service, Management, Microsoft Excel, Microsoft Word, Public Speaking, Powerpoint, Research, Project Management, Sales, Strategic Planning, Critical Thinking, Microsoft Office.
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