Katie Henderson
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Katie Henderson Email & Phone Number

Moving to Little Rock, AR in the very near future. Eager to join an innovative and dynamic company where I can apply my experience and knowledge to contribute meaningfully to the organization’s success. at SECU
Location: Little Rock, Arkansas, United States 6 work roles
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Moving to Little Rock, AR in the very near future. Eager to join an innovative and dynamic company where I can apply my experience and knowledge to contribute meaningfully to the organization’s success.
Location
Little Rock, Arkansas, United States
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Katie Henderson is listed as Moving to Little Rock, AR in the very near future. Eager to join an innovative and dynamic company where I can apply my experience and knowledge to contribute meaningfully to the organization’s success. at SECU, a company with 3178 employees, based in Little Rock, Arkansas, United States. AeroLeads shows a matched LinkedIn profile for Katie Henderson.

Katie Henderson previously worked as Tax-Advantaged Solutions Specialist I at Secu and Tax-Advantaged Solutions Specialist at Secu.

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SECU

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About Katie Henderson

Katie Henderson is a Moving to Little Rock, AR in the very near future. Eager to join an innovative and dynamic company where I can apply my experience and knowledge to contribute meaningfully to the organization’s success. at SECU.

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Katie Henderson's current company

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SECU
Secu
Moving to Little Rock, AR in the very near future. Eager to join an innovative and dynamic company where I can apply my experience and knowledge to contribute meaningfully to the organization’s success.
raleigh, north carolina, united states
Website
Employees
3178
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6 roles

Katie Henderson work experience

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Tax-Advantaged Solutions Specialist I

Current

Raleigh, NC

When I was promoted to Specialist I, I took on position of Operations Team Lead.In this role I manage a team of 12 wonderful, dedicated, and hard working employees who come together to disburse over $500 million annually in tax-advantaged funds ensuring timely and efficient processing of members’ requests while maintaining adherence to IRS rules and.

Jul 2022 - Present

Tax-Advantaged Solutions Specialist

Promoted from Technician to Analyst, took on position of Beneficiary Relations Team Lead.Assisted beneficiaries in making informed decisions and mitigating potential tax liabilities by utilizing my comprehensive knowledge of IRS regulations and the ability to simplify and articulate complex concepts, making challenging materials easy to understand.Oversaw.

Jan 2021 - Jul 2022

Tax-Advantaged Account Analyst

Raleigh, North Carolina, United States

Provided exceptional service to branches and members alike while gaining a foundational understanding of both the departmental processes and the financial institution rules and practices.Consistently accomplished daily tasks quickly and efficiently ensuring the satisfaction of members and management alike while maintaining a positive and friendly attitude.

Sep 2019 - Jan 2021

Financial Services Supervisor

Baton Rouge, Louisiana, United States

Trained new employees to trouble shoot account issues quickly and accurately while giving assistance to members and maintain a high standard of professionalism. Educated front line staff in fraud prevention by staying up to date on current scams.Attended annual compliance training to research guidelines and statutory requirements to stay updated on new.

Jan 2018 - Aug 2019

Sr. Financial Services Officer

Baton Rouge, LA

Monitored and tracked electronic funds transfers, retirement accounts, personal investments, and death accounts for accuracy and fraud/loss prevention. Prevented monetary losses using awareness, attention to detail and integrity.Used extensive knowledge of institutional procedures to provide exceptional and friendly customer service.Obtain MIP information.

Jan 2010 - Jan 2018

Teller Operations Specialist

Baton Rouge, Louisiana, United States

Processed cash, and check transactions for account and loan payments quickly and efficiently.Provided friendly customer service with honesty and integrity.Prevented fraud by being up to date on, and able to recognize, popular scams. Especially those targeting the elderly and persons of special needs within our membership.Provided assistance to management.

Jun 2007 - Jan 2010
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Colleagues at SECU

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FAQ

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What company does Katie Henderson work for?

Katie Henderson works for SECU.

What is Katie Henderson's role at SECU?

Katie Henderson is listed as Moving to Little Rock, AR in the very near future. Eager to join an innovative and dynamic company where I can apply my experience and knowledge to contribute meaningfully to the organization’s success. at SECU.

Where is Katie Henderson based?

Katie Henderson is based in Little Rock, Arkansas, United States while working with SECU.

What companies has Katie Henderson worked for?

Katie Henderson has worked for Secu and Louisiana Usa Federal Credit Union.

Who are Katie Henderson's colleagues at SECU?

Katie Henderson's colleagues at SECU include Alysia Madrid-Bond, Taylor Russ, Kiva Evans, Kasey Scott, and Mendy Clayton.

How can I contact Katie Henderson?

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