Derek Gaudreau

Derek Gaudreau

Collector

Followers of Derek Gaudreau250 followers
location of Derek GaudreauSan Diego, California, United States

Connect with Derek Gaudreau to Send Message

Connect

Connect with Derek Gaudreau to Send Message

Connect
  • Timeline

  • About me

    Lead Client Service Manager at Empower Retirement

  • Education

    • Los Angeles Harbor College

      2012 - 2016
    • Los Angeles Recording School

      2006 - 2007
      Audio Engineering Certificate Audio Engineering
  • Experience

    • HSBC

      Jun 2000 - Sept 2005
      Collector

      Manage customer accounts in a queued environmentProcess debt-to-income ratios, determine debt solution, and recommend budget prioritizationMaintain awareness of compliance procedures, FDCPA, and ECOADisplay leadership skills as needed & excel in trainingPre-approve and process extensions, due date changes, payment plans, and workout assistance

    • Decision One Mortgage

      Sept 2005 - Feb 2007
      Funder/Account Manager

      Underwriting courses and modules completedCreate, proof, and condition legal documentsFund loans that are out of escrowVerify accuracy and required legal documentation, final file audit for quality complianceMaintain awareness of mortgage laws and complianceReport control weaknesses and compliance breachesHandle routine partner and processing inquiries and questions by phone

    • MullinTBG, a Prudential Financial company

      May 2007 - Nov 2023
      Account Manager
    • Prudential Financial

      May 2007 - now
      Relationship Manager

      Act as the Client’s and participant’s day-to-day contactGenerating and auditing of Plan, Client specific reports, and ad-hoc reportsEnsure ongoing Client procedures are implemented and kept up to dateManage and Lead efforts related to client conversions and implementations in conjunction with the CRMAct as the internal lead and project manager for Client Services deliverablesMaintain awareness and compliance of Federal IRS 409a rules and regulationsOversee all enrollment activity in conjunction with the CRMCoordinate and lead communications with Clients for services being performed by other internal departmentsEscalate Client issues and communicate potential sales opportunitiesResponsible for in depth knowledge of the Plan, Plan Design Checklist, and legal Plan Document Show less

    • Empower

      Apr 2022 - now
      • Lead Client Service Manager

        Nov 2023 - now
      • Senior Relationship Manager

        Apr 2022 - Nov 2023
  • Licenses & Certifications

    • Audio Engineering

      Los Angeles Recording School
      Jul 2007