Financial Manager

Terrence V. Mabe

********.*.****@*****.*** 443-***-****

D CAREER PLANS IN TUNE WITH THE NEEDS OF STUDENTS FROM A VARIETY OF ACADEMIC AND SOCIOECONOMIC BACKGROUNDS. EXCELS IN THE DEVELOPMENT OF COLLEGE AND CAREER CURRICULUM AND HAS A PROVEN TRACK RECORD OF GUIDING AND MENTORING STUDENTS FROM THE BEGINNING OF THE COLLEGE APPLICATION PROCESS TO GRADUATION AND BEYOND.DEPT AT DEVELOPING COLLEGE AND CAREER PLANS IN TUNE WITH THE NEEDS OF STUDENTS FROM A VARIETY OF ACADEMIC AND SOCIOECONOMIC BACKGROUNDS. EXCELS IN THE DEVELOPMENT OF COLLEGE AND CAREER CURRICULUM AND HAS A PROVEN TRACK RECORD OF GUIDING AND MENTORING STUDENTS FROM THE BEGINNING OF THE

SUMMARY OF QUALIFICATIONS

Consumer finance expert with more than 8 years’ experience coupled with bachelor’s degree from University of Baltimore.

Self-Starter – Able to organize, establish, and manage an entire service department.

Highly motivated with determination, drive, ability, and willingness to learn new skills, systems, programs, and technologies to quickly thrive and excel on the job.

Proven analytical, critical thinking, and problem solving skills to identify and evaluate risk in order to select & execute most appropriate actions, solutions, and decisions.

PROFESSIONAL EXPERIENCE

RETIREMENT BENEFITS SPECIALIST Sept 2016 – Present

MARYLAND STATE RETIREMENT AGENCY BALTIMORE, MD

Effectively communicate to the participants and their employers' information about the benefits provided by the System, and their rights and responsibilities to receive those benefits.

Rotate on a regular basis between the four teams within the Member Services Unit: Telephone Counseling, Correspondence, Disability Processing, and Face-to-Face Counseling.

Counsel members in a high volume call center environment as well as during group presentations and during one-on-one counseling sessions at the Agency’s headquarters and in the field at the locations of our participating employers

FINANCIAL SERVICES MANAGER/FINANCIAL COACH Dec 2015 – Sept. 2016

JANE ADDAMS RESOURCE CORPORATION - BALTIMORE Baltimore, MD

Financial Opportunities’ Center (FOC) Manager of Financial Services, oversees the design and delivery of services of the Financial Coach(es), Earn Benefits Specialists and Financial Services volunteers and leads the Baltimore centers efforts in financial education, counseling, and coaching.

Leads the agency's Financial Capability strategy, as well as the research and implementation of new and existing financial tools, and credit and asset- building products.

Established JARC Baltimore’s FOC supportive services. Put in place policies and procedures for JARC Baltimore’s Financial Capabilities model.

Forged partnership’s with various agencies, organizations, and financial institutions to organize resources to assist with community outreach

Facilitated 200+ hrs. of classroom Instruction: financial literacy, job readiness training, organized and lead financial workshops, and MVLS legal clinics.

CLINICAL ADMINISTRATIVE COORDINATOR March 2015 – Sept 2015

UNITED HEALTH GROUP/ OPTUM Elkridge, MD

Worked in a busy, highly structured environment, handling a very high volume of inbound customer calls and cases daily.

Collect case preparation documentation, authorizations, referrals and status updates from clinicians and providers, and provide necessary information to Case Managers.

SR. CUSTOMER ACCOUNT REPRESENTATIVE April 2013 – August 2014

COMCAST CABLE, INC. White Marsh, MD

Worked in a busy, highly structured environment, handling a very high volume of inbound customer calls and accounts daily.

Provided business support such as company correspondence, business licensing and permits, research, filing, receiving visitors, and scheduling meetings.

SR. LOAN OFFICER Dec 2011 – April 2013

ONE MAIN FINANCIAL, INC. Randallstown, MD

Collected fees, made corrections to payments due, posted fees & payments to customer accounts, conducted financial interviews with customers, assisted clients in loan modification process, and provided mortgage loan counseling.

Compiled, analyzed, and processed customer information including financial statements, credit histories, property evaluations, and conducted direct customer interviews to complete process of personal loan products.

EDUCATION

BACHELOR OF ARTS

UNIVERSITY OF BALTIMORE

MBA - FOCUS ON ACCOUNTING(ANTICIPATED GRAD 05/2019)

SOUTHERN NEW HAMPSHIRE UNIVERSITY

TECHNOLOGY

Microsoft Word, Excel, Outlook, PowerPoint

PeopleSoft Financial Management and Human Capital Management

QuickBooks Accounting Software and Mortgage Default Early Resolution Software

Lexus Nexus Business Solutions Research Database

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