Overview
Work History
Education
Skills
Leadership And Involvement
Timeline
Generic

Cameron Adams

San Antonio,TX

Overview

3
3
years of professional experience

Work History

Mortgage Quality Assurance Intern

Security Service Federal Credit Union
05.2025 - 08.2025
  • Supported QA reviews across mortgage servicing processes (payment posting, escrow analysis, loss mitigation) to ensure adherence to internal SOPs and regulations (e.g., RESPA, TILA).
  • Performed sample audits of member files; verified documentation, calculated exceptions, and logged findings; contributed to monthly KPI reporting.
  • Partnered with servicing, underwriting, and compliance to remediate exceptions; drafted SOP updates and created checklists to reduce recurring errors.
  • Used Excel (lookups, pivots) to track trends and prepare QA summaries for management.

Amplified Planning Externship

CFP Board
05.2025 - 08.2025
  • Multi‑week virtual program with live client‑meeting simulations and casework (e.g., “Keith & Beth”).
  • Practiced workflows in Redtail CRM (contacts, notes, activities), eMoney Advisor (reports, scenario modeling), MoneyGuide Pro (goal planning), and Holistiplan (tax analysis).
  • Produced deliverables including discovery summaries, risk‑management outlines, college planning scenarios, and tax planning analyses (Roth conversions, QCDs).

Cashier

Academy
06.2023 - 05.2025
  • Handles cash transactions efficiently in a fast-paced environment.
  • Exhibits strong sales skills by driving credit card enrollments during checkout.
  • Achieved district's top credit card sales percentage at a 3.6% acceptance rate.

Grill Master

Chipotle
05.2022 - 08.2022
  • Collaborated effectively to ensure timely and high-quality food preparation.
  • Oversaw line and online orders ensuring all items included and properly cooked.
  • Enhanced efficiency and accuracy by maintaining high operational standards in a fast-paced environment.

Education

Bachelor of Science - Personal Financial Planning, Minor in Organizational Leadership

Texas Tech University
Lubbock, TX
05.2026

Skills

  • Estate Planning
  • Risk Management
  • Individual Tax Planning
  • Retirement Planning
  • Wealth Management
  • Behavioral Finance
  • Legal and Regulatory Aspects
  • Emoney Certified

Leadership And Involvement

Boys and Girls Club of America, 09/22-2024

  • Volunteered to help staff manage activities for children and taught kids the rules of various sports and games, while promoting good character and development.

Kappa Sigma Fraternity, 08/22 - present

  • Involved in philanthropy and volunteer work, with our largest philanthropy event raising hundreds of thousands of dollars a year for disabled veterans.

VITA Tax Preparer, 2/25-5/25

  • Volunteer that prepares taxes for individuals from a multitude of financial backgrounds for experience using tax software and tax preparation skills - completed 46 Tax returns thus far.

Personal Financial Planning Association, 2024-Present

  • A club for students in the personal financial planning program at Tech that promotes education and career readiness through guest speakers and events.

Timeline

Mortgage Quality Assurance Intern

Security Service Federal Credit Union
05.2025 - 08.2025

Amplified Planning Externship

CFP Board
05.2025 - 08.2025

Cashier

Academy
06.2023 - 05.2025

Grill Master

Chipotle
05.2022 - 08.2022

Bachelor of Science - Personal Financial Planning, Minor in Organizational Leadership

Texas Tech University

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Cameron Adams