Jesse Ford, CFP®

Senior Vice President at SECU

Charlotte, North Carolina, United States Contact Info
263 followers 258 connections

Join to view profile

Activity

Experience

  • SECU

    SECU

    14 years 10 months

    • SECU Graphic

      Senior Vice President

      SECU

      - Present 5 months

      Charlotte, North Carolina, United States

    • SECU Graphic

      Vice President / City Officer

      SECU

      - 10 years 1 month

      Charlotte, North Carolina Area

    • State Employees' Credit Union Graphic

      Senior Financial Services Officer

      State Employees' Credit Union

      - 4 years 6 months

      Charlotte, North Carolina Area

      Process and underwrite all loan requests from members (unsecured, auto, VISA, 1st and 2nd mortgages, etc.). Responsible for all stages in the loan workflow, from taking the initial application and determining stipulations through funding/closing. Entrusted with discretionary loan approval authority, possess the institutions maximum approval limits. Open and perform maintenance on all types of deposit and tax advantaged accounts. Quote/offer a full range of insurance products to the membership…

      Process and underwrite all loan requests from members (unsecured, auto, VISA, 1st and 2nd mortgages, etc.). Responsible for all stages in the loan workflow, from taking the initial application and determining stipulations through funding/closing. Entrusted with discretionary loan approval authority, possess the institutions maximum approval limits. Open and perform maintenance on all types of deposit and tax advantaged accounts. Quote/offer a full range of insurance products to the membership. Complete tax returns through participation in the IRS’s VITA program.

  • Registered Representative

    SECU Brokerage Services

    - 8 years

  • Investment Advisor Representative

    Credit Union Investment Services

    - 8 years

  • Lockheed Martin Graphic

    Business Development Intern within Enterprise Solutions & Services Division

    Lockheed Martin

    - 3 months

    Washington D.C. Metro Area

    Government agency and competitor analysis; presentation of findings to appropriate personnel.

Education

Licenses & Certifications

View Jesse’s full profile

  • See who you know in common
  • Get introduced
  • Contact Jesse directly
Join to view full profile

Other similar profiles

Explore collaborative articles

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

Explore More

Others named Jesse Ford, CFP®

1 other named Jesse Ford, CFP® is on LinkedIn

See others named Jesse Ford, CFP®

Add new skills with these courses

See all courses