judson

Licensed Oklahoma Property and Casualty Insurance Producer. Managing a diverse portfolio of commercial insurance accounts, ensuring high client retention rates and providing exceptional customer service to meet or exceed company standards. Collaborating with underwriters and insurance carriers to negotiate favorable terms and secure optimal coverage solutions for clients across various industries. Utilizing industry-specific software to efficiently process policy changes, renewals, and claims, maintaining accurate and up-to-date client records.

Effectively managing and analyzing large volumes of data related to railroad and trucking operations, ensuring accuracy and compliance with regulations. Implementing safety procedures and protocols for handling sensitive materials in tanker cars, ensuring compliance with federal regulations and industry best practices.

Embracing the core beliefs of the 'Credit Union Movement' and adopting a member-centric approach in business practices. Attending National Credit Union Association's CCUIP training and pursuing certification as a Certified Credit Union Investment Professional (company COVID policy prevented travel for testing). Ranking number one company-wide for referrals to the Investments Department, contributing millions to the Credit Union's investment portfolio.

Negotiating contracts effectively, resulting in high-dollar royalty revenue for contractors. Utilizing online resources to locate previously deemed 'unlocatable' mineral owners throughout the United States. Establishing rapport with potential sellers nationwide, maintaining constant communication regarding contracts, negotiations, and closings.

Maintaining a comprehensive knowledge of various loans, lines of credit, mortgages, and credit cards while managing clients through the application, approval, and funding processes. Extensively educated in banking regulations and compliance requirements including BSA, KYC, the USA PATRIOT Act, Reg CC, CTR filings, OFAC screenings, and other federal guidelines essential to daily client operations. Earning Credit Counselor certification to assist clients whose creditworthiness may not be ideal for institution’s lending or credit guidelines.