Tara Burgess Email and Phone Number
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Tara Burgess personal email
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Tara Burgess is a Mortgage Loan Officer Assistant at Elevations Credit Union. She possess expertise in customer service, sales, investments, financial analysis, microsoft office and 18 more skills.
Elevations Credit Union
View- Website:
- elevationscu.com
- Employees:
- 533
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Mortgage Loan Officer AssistantElevations Credit Union 2015 - Present
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Appraisal Fulfillment CoordinatorPulte Mortgage Jun 2015 - Aug 2015 -
Transaction ManagerUrban Lending Solutions Appraisals Apr 2011 - Jun 2015 -
AitThe Buckle Oct 2008 - Nov 2010BroomfieldDuring my time in the AIT program, I became a specialist in the men's side of our merchandising and sales. I used this specialization to educate team members on our products, how to cross sell different brands, and how best to assist our customers based on the products we had available. Additionally, I assisted in training new team members, merchandising, and inventory. As part of my role as the management team, I also helped with coaching team members, opening and closing procedures, and relationship building with our customers. -
Financial Services RepresentativeStrategic Financial Partners Mar 2007 - Jul 2008I originally started as an intern to two of the top financial advisors in the firm while finishing my final year of college. Once I graduated, I transitioned into a financial advisor role and focused on assisting new college graduate, young families, young professionals, and teachers with comprehensive life planning between employer provided programs and market instruments. I obtained and held my Series 6, 63, and 65 licenses, as well as my Life and Health license.
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Office AssistantBohling Construction Jan 2001 - Jan 2005Assisted with filing, data prepping, and basic office functions while I completed high school and started college.
Tara Burgess Skills
Tara Burgess Education Details
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Financial Services Management -
Business Administration
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Fort Lupton High School
Frequently Asked Questions about Tara Burgess
What company does Tara Burgess work for?
Tara Burgess works for Elevations Credit Union
What is Tara Burgess's role at the current company?
Tara Burgess's current role is Mortgage Loan Officer Assistant.
What is Tara Burgess's email address?
Tara Burgess's email address is ta****@****scu.com
What is Tara Burgess's direct phone number?
Tara Burgess's direct phone number is +130344*****
What schools did Tara Burgess attend?
Tara Burgess attended Johnson & Wales University, Johnson & Wales University, Fort Lupton High School.
What skills is Tara Burgess known for?
Tara Burgess has skills like Customer Service, Sales, Investments, Financial Analysis, Microsoft Office, Risk Management, Marketing, Financial Planning, Strategic Financial Planning, Financial Services, Microsoft Excel, Outlook.
Who are Tara Burgess's colleagues?
Tara Burgess's colleagues are Vanessa Jaster, Adam Mahan, Lauren Barbary, Sue Bailhache, Jolyn Webb, Cecelia Bachelier, Greg Roller.
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