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Marcus Trent
#441028Consumer Lima Main Trent household (2 members) marcus.trent@example.com (419) 555-0142
Credit742
Cards1(no credit)
Total deposits$51,3512 share accounts
Total loans$18,4201 loan
Products4across the relationship
Member since201610 years
Shares & Deposits
SAVINGS · decoded via AccountTypeNames
| Account | Type | Rate | Last activity | Balance |
|---|---|---|---|---|
| Free Checking | Checking | 0.00% | Oct 3, 2026 | $3,140.22 |
| Regular Savings | Savings | 0.10% | Sep 30, 2026 | $48,210.55 |
Loans
LOAN · servicing + delinquency from LoanDefaults
| Loan | Rate | Payment | Next due | Status | Balance |
|---|---|---|---|---|---|
| Auto — 2022 RAV4 | 5.90% | $512 | Oct 18, 2026 | Current | $18,420 |
Cards
CARD · PAN shown last-4 only (PCI)
debit · Visa ···· 4417
Recent Activity
ACTIVITY · unified across every product
Oct 3, 2026
Payroll — ACME MFG DIRECT DEP
Free Checking
+$2,184.60
Oct 1, 2026
Auto payment
Auto — 2022 RAV4
−$512.33
Sep 30, 2026
Transfer to savings
Regular Savings
+$500.00
Sep 27, 2026
Debit purchase — KROGER #418
Free Checking
−$96.14
Opportunities
2Signals Lenny surfaced from this member's Symitar records. Each one shows its reasoning.
No credit cardOpportunity
Deep member, no Superior credit card
Borrows and banks here but carries no CU card — a natural next product.
Idle depositsOpportunity
$48,211 parked at 0.10%
Sitting in a base share with no certificate — a term-deposit conversation that keeps the funds here.
Credit & Risk
CREDREP · CPWORKCARD
742credit score
No delinquencyNo collectionsDirect deposit on file
Notes
COMMENT · NOTE
A. Munn (MSR)·Aug 12, 2026
Asked about CD rates at the teller line. Follow up when rates move.