Taylor Ferguson

Experience

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  Professional Advisory Group

  Jan 2009 - Jun 2009

  Intern

  Assisted with organizing itineraries for PGA player clients, and contributed to flawless setup and operations of events for clients.

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  Carolinas Golf Association

  May 2010 - Aug 2010

  CGA Summer Intern

  Assisted with all aspects of local amateur tournament operations, made player ruling decisions, golf administration etc.

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  SECU

  Apr 2012 - now

  Senior Financial Services Officer

  • Assisted members with establishing new deposit accountso Opened Checking, Share, Money Market Share and Tax-Advantaged Accounts• Analyze financial information and findings, requiring strong excel knowledge & ability to navigate through internal systems• Helped members resolve all issues with their accounts in a branch and a Call Center setting• Took personal loan applications from members and determined the best loan product to improve their financial situationo Originated and closed Open and Closed End Personal Loans, Credit Cards, and Auto Loans • Analyzed loan applications to determine an individual’s willingness and ability to repay the loan using credit experience, affordability guidelines, and logic• Originated and processed mortgage loan applications, and verified all loan documentation was completed accurately before submitting to underwriting for closing• Cross-sold SECU products and services to members on a daily basis Show less