Deep Enrich
Laura Thomas
65 followers
Charlotte, North Carolina, United States
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About me
Mortgage Loan Specialist at SECU
Education
College for Financial Planning
2013 - 2016Certified Financial Planner (TM) designationCompleted the Certified Financial Planner(TM) program in January 2016.
Agnes Scott College
2004 - 2008Bachelor's Degree History and Asian Studies
Experience
SECU
Oct 2011 - nowEducated members and gave advice on insurance, retirement accounts, estate planning, and investment services and referred members to appropriate representative for further assistance. Processed transactions and service requests on existing loans and accounts. Recommended additional products and services to benefit members.Two years of experience as a certified tax preparer through the Volunteer Income Tax Assistance program. Supervised and trained new employees.
Sr. Mortgage Loan Specialist
Oct 2022 - nowSr. Financial Services Officer II
Oct 2011 - Oct 2022Financial Services Officer III
Oct 2011 - Oct 2011Sr. Financial Services Officer
Oct 2011 - Oct 2011
Licenses & Certifications
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Accredited Financial Counselor (AFC)
AFCPE® (Association for Financial Counseling and Planning Education®)Feb 2019
Certified Financial Planner (CFP)
CFP BoardOct 2016
NC Personal Lines Insurance License
North Carolina Department of InsuranceFeb 2015
Notary Public
North Carolina Department of the Secretary of StateJun 2012NC Life Insurance License
North Carolina Department of InsuranceOct 2014
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