Cameron Maddocks
Ozark,Missouri
Summary
Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects, accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated ability to leverage a network of customer contacts to increase understanding of customer needs and intuitively employ strategies that grow business and strengthen customer relationships. Skilled at identifying and managing the negotiation tactics used by customers to work towards collaborative relationships.
Overview
9
9
years of professional experience
Work History
Insurance Agent
Allstate
10.2023 - Current
- Built relationships with clients, loan officers, realtors, etc...
- Responded to customer calls swiftly to resolve issues and answer questions.
- Cross-sold insurance products to existing clients to reach sales targets.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Approached potential clients by using direct marketing mailings and phone contacts.
- Generated quotes and proposals for clients to match individual needs.
- Obtained License in 4 days after studying and passing the P/C exam
- Followed up promptly with interested clients to close sales.
Jr. LO
Movement Mortgage
06.2023 - 09.2023
- Coordinated with other departments to maintain smooth and efficient product flow.
- Resolved issues quickly to maintain productivity goals.
- Answered inquiries and provided superior customer service to clients.
- Set up files using loan officer checklist and submitted on-time for processing.
- Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Implemented sales strategies that established relationships with realtors and CPAs.
- Proactively identified solutions for customers experiencing credit issues.
- Monitored pipelines to track and log status of loans.
- Participated in team-building activities to enhance working relationships.
- Received 190 Applications in a Month
Home Loan Specialist
Veterans United Home Loans
06.2020 - 06.2023
- Reviewed loan files and updated to match current standards.
- Fielded customer complaints and provided solutions.
- Explained different types of loans pertaining to client situations.
- Implemented sales strategies that established relationships with realtors and CPAs.
- Proactively identified solutions for customers experiencing credit issues.
- Monitored pipelines to track and log status of loans.
- Participated in team-building activities to enhance working relationships.
- Exceeded goals through effective task prioritization and great work ethic.
- Team closing over 1000 loans and over 2 Billion in volume
Financial Sales Representative
Arvest Bank
01.2017 - 04.2020
- Worked with clients find optimal solutions for financing
- Handle account needs for new and current customers
- Cross sell products to customers (AWM, Mortgage, Commercial and Consumer Loans)
- Uncover needs through meaning-full conversations
- Worked closely with management to strategize sales techniques to increase branch production and customer service
- Created innovative financial solutions to meet customer needs and provide competitive edge
- Built client rapport to ensure consistent satisfaction and loyalty
- Achieved consistent recognition as top sales performer
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs
- Handle all consumer loans to include Construction and Bridge loans
- Successfully closed average of 12 loans per month
- Have received Star Performer Award for 1.4 Million in sales position Bank Wide
- Have received Sales and Service Award for top FSR in Bank Region
Teller
Arvest Bank Group Inc.
05.2016 - 04.2020
- Rapidly and efficiently prepared customer and ATM cash and change orders
- Coordinated daily cash reconciliation in high-volume location
- Executed customer transactions, including deposits, withdrawals, money orders and checks
- Promoted products or services to each customer to consistently achieve sales targets
- Created member account profiles on organization's online banking program
- Answered telephone inquiries on banking products including checking, savings, loans and lines of credit
- Identified sales opportunities and referred customers to branch partners in financial services
- Provided high level of customer service through friendly approach, strong professionalism and timely assistance with customer transactions
- Executed wire transfers, stop payments and account transfers
- Advised clients on mortgage, education and personal loans
- Volunteered for extra shifts during holidays and other busy periods to alleviate staffing shortages
- Opened accounts with cross sale with 50 products sold in 6 months
- Monitored customer behaviors and upheld strict protocols to prevent theft of assets
- Opened accounts with cross sales
Teller
Great Southern Bank
10.2015 - 05.2016
- Promoted products or services to each customer to consistently achieve sales targets.
- Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.
- Processed quarterly Vault and ATM audits with zero error rate.
- Completed special procedures for customers such as ordering new checks, stopping payments or investigating identity theft.
- Executed customer transactions, including deposits, withdrawals, money orders and checks.
- Opened accounts with cross sale ratio of 20 products opened.
- Created member account profiles on organization's online banking program.
Teller
US Bank
05.2015 - 09.2015
- Created member account profiles on organization's online banking program
- Rapidly and efficiently prepared customer and ATM cash and change orders
- Monitored customer behaviors and upheld strict protocols to prevent theft of assets
- Promoted products or services to each customer to consistently achieve sales targets
- Completed special procedures for customers such as ordering new checks, stopping payments or investigating identity theft
- Executed customer transactions, including deposits, withdrawals, money orders and checks
- Answered telephone inquiries on banking products including checking, savings, loans and lines of credit
- Provided high level of customer service through friendly approach, strong professionalism and timely assistance with customer transactions
Education
High School Diploma - undefined
Republic High School
Republic, MO2015
Skills
- Conflict resolution
- Business operations
- Organization
- Product testing
- Strong verbal communication
- Self-motivated
- Data entry
- Budgeting and finance
- Customer Service
- Financial services
- Relationship building and management
- Loan application expertise
- Sales strategy
- Banking
- Nationwide Mortgage Licensing System (NMLS
- Property and Casualty Missouri License
Timeline
Insurance Agent
Allstate
10.2023 - Current
Jr. LO
Movement Mortgage
06.2023 - 09.2023
Home Loan Specialist
Veterans United Home Loans
06.2020 - 06.2023
Financial Sales Representative
Arvest Bank
01.2017 - 04.2020
Teller
Arvest Bank Group Inc.
05.2016 - 04.2020
Teller
Great Southern Bank
10.2015 - 05.2016
Teller
US Bank
05.2015 - 09.2015
High School Diploma - undefined
Republic High School
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