Tracee Makinen

CSR at Deluxe Insurance Group
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Contact Information
us****@****om
(386) 825-5501
Location
Minneapolis, Minnesota, United States, US

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Bio

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Credentials

  • Setting Up Your Small Business as a Legal Entity
    LinkedIn
    Apr, 2019
    - Nov, 2024

Experience

  • Deluxe Insurance Group
    • United States
    • Insurance
    • 1 - 100 Employee
    • CSR
      • Feb 2023 - Present

  • Farmers Insurance
    • United States
    • Insurance
    • 700 & Above Employee
    • Insurance Producer
      • 2022 - Sep 2023

  • SPIRE Credit Union
    • United States
    • Banking
    • 200 - 300 Employee
    • FSO
      • Sep 2019 - Mar 2022

  • Affinity Plus Federal Credit Union
    • United States
    • Banking
    • 400 - 500 Employee
    • Member Advisor II
      • Apr 2017 - Sep 2019

      Underwriting/processing consumer loans, member service, helping members budget their finances and IRA's. Also opening several variety of accounts that include: Personal, Business, Trust, Estate and Legal Guardian. I also take a huge part in our Roseville community. I'm active in the Junior Achievement Program , Best Prep and Financial Avid nights at Roseville High school. Underwriting/processing consumer loans, member service, helping members budget their finances and IRA's. Also opening several variety of accounts that include: Personal, Business, Trust, Estate and Legal Guardian. I also take a huge part in our Roseville community. I'm active in the Junior Achievement Program , Best Prep and Financial Avid nights at Roseville High school.

  • Manatee Community Federal Credit Union
    • Bradenton, FL 34208
    • Business Development/Financial Services Representative
      • Oct 2013 - Apr 2017

      Helping to establish new business growth and membership in Manatee Community. Offering a variety of products and financial tools for our members. Helping to establish new business growth and membership in Manatee Community. Offering a variety of products and financial tools for our members.

  • Grow Financial Federal Credit Union
    • Retail Relationship Specialist
      • Sep 2011 - Sep 2013

      Close/Process Loans, Open variety of accounts, IRA's, Customer service, Sales, Cash handling, etc Close/Process Loans, Open variety of accounts, IRA's, Customer service, Sales, Cash handling, etc

  • SPIRE Federal Credit Union
    • FSR
      • 1999 - Aug 2011

      Open a variety of accounts, process & close loans, IRA's, customer service etc Open a variety of accounts, process & close loans, IRA's, customer service etc

  • TCF Bank
    • TSR
      • 1997 - 1999

      Teller duties, sales and open new accounts. Teller duties, sales and open new accounts.

Education

  • Blaine High School
    1995 - 1998
  • Anoka high school
    1994 - 1995

Community

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