Abraham Camargo
Pilot Point
Summary
Client-focused professional with extensive experience in financial services, banking operations, and residential real estate. Demonstrates expertise in building trust and managing complex financial transactions while guiding clients through critical financial decisions. Successfully passed the Securities Industry Essentials (SIE) exam and currently pursuing Series 7 and Series 63 licenses. Skilled at balancing compliance, performance goals, and personalized service in dynamic, fast-paced environments.
Overview
6
6
years of professional experience
Work History
Customer Relationship Advocate
Fidelity Investments
Westlake, TX
10.2025 - 02.2026
- Successfully passed the Securities Industry Essentials (SIE) exam while working full-time; actively prepared for Series 7 and Series 63 licensing exams.
- Balanced rigorous FINRA licensing exam preparation with daily client service responsibilities in a fast-paced financial services environment.
- Participated in weekly team meetings (in-person and via Zoom) for performance metrics, and service strategies.
- Collaborated with leadership in performance and goal-setting discussions aligned with securities licensing progression and long-term advisory career development.
- Demonstrated strong time management and discipline by meeting performance metrics while progressing through securities licensing milestones.
Realtor
Rogers Healy And Associates
Dallas, TX
06.2022 - 10.2026
- Responded promptly to customer inquiries via phone or email regarding available properties.
- Maintained current knowledge of laws governing real estate transactions in order comply with regulations.
- Developed marketing plans to promote properties for sale, including listing ads in newspapers and websites.
- Provided guidance and support throughout the entire purchasing process from initial search through closing.
- Collaborated with colleagues to develop strategies for attracting new clients.
- Organized open houses and other events to promote properties for sale.
- Negotiated contracts between buyers and sellers to reach agreement on price and terms of sales.
- Advised clients on market trends and local real estate conditions, helping them make informed decisions.
- Answered inquiries from potential buyers regarding features of property listings.
- Developed relationships with vendors who could provide services related to the purchase or sale of real estate.
- Coordinated with appraisers, title companies, lenders, home inspectors and other third parties to ensure a successful closing process.
- Generated leads through networking activities, cold calling prospects, referrals.
- Assisted clients in obtaining financing options such as mortgages or loans.
- Maintained accurate records of all transactions from start to finish using specialized software programs.
- Expanded new business with implementation of networking and marketing strategies and generation of sales collateral.
Bank Teller
Point Bank
Pilot Point, TX
05.2020 - 06.2022
- Resolved customer disputes promptly in accordance with bank policies and procedures.
- Assisted customers with basic technical issues related to digital banking platforms.
- Performed cash handling duties including counting currency, coins and checks.
- Identified suspicious activity on account holders' accounts and reported any discrepancies to the supervisor immediately.
- Maintained accurate records of all financial transactions.
- Developed strong relationships with customers to ensure repeat business.
- Processed deposits, withdrawals, transfers, loan payments and other transactions accurately and efficiently.
- Followed strict compliance guidelines when completing financial transactions for customers.
- Verified customer signatures on documents and ensured accuracy of all paperwork before submitting for approval.
- Provided assistance to other tellers during peak business hours as needed.
- Educated customers about different types of banking services available at the branch.
- Provided exceptional customer service to customers by answering inquiries, resolving complaints and processing transactions in a timely manner.
Education
High School Diploma -
Pilot Point High School
Pilot Point, TX05.2018
Skills
- Effective communication
- Customer service
- Market analysis
- Problem solving
- Schedule coordination
- Database management
- Teamwork and collaboration
- Time management
Languages
Spanish
Native or Bilingual
Timeline
Customer Relationship Advocate
Fidelity Investments
10.2025 - 02.2026
Realtor
Rogers Healy And Associates
06.2022 - 10.2026
Bank Teller
Point Bank
05.2020 - 06.2022
High School Diploma -
Pilot Point High School