I was overall pleased with my experience. Jessica, our Money Management Officer, was easy going and very professional. She understood my circumstance, had compassion and a genuine, caring, pleasant persona for my situation.
Medallion Signature Guarantee
Selling, redeeming or transferring securities?
A Medallion Signature Guarantee is used for selling, redeeming or transferring securities, such as stocks or mutual funds. The transfer agent requires the signature of the owner(s) of the securities to be “guaranteed” by a financial institution before they will act upon the transaction request. The Medallion Signature Guarantee procedure is more complex than a notarized signature procedure.
Since Somerset Federal Credit Union guarantees that your signature is valid (not a forgery), we are required to verify additional information. Therefore, we ask that you bring the following with you:
We have the ability to process signature guarantees on transactions up to $100,000. If your transaction is larger than this, please contact the issuer of your security to request assistance in finding another local Signature Guarantor to handle your request.
Our Loan Officer, Arlene, was so nice to work with. Her knowledge of the loan process and her ability to listen for what we wanted in a mortgage made the transition go smoothly. A very nice experience.
I have been a member for a very long time. I am always satisfied with whatever I need to do at the Credit Union. The staff is always accommodating and courteous. The hours of operation are also very convenient.
Our friend mentioned how great SFCU was to work with. The staff makes you feel welcome. Working with the mortgage team was great and very helpful.