Financial Services Personal Care

Mary (Betsy) Beasley

**** ******* ******, **** ******, Maryland. 21061 443-***-**** ****************@*****.*** PROFESSIONAL SUMMARY

Financial services professional with over 9 years of a diverse background in residential and consumer finance, banking, mortgage servicing, and loan compliance. Recognized as an effective, dedicated, and goal driven team player with a consistent track record in delivering bottom-line results, improving customer satisfaction, analyzing data, and developing effective problem solving solutions.

*For the past seven years, I’ve been a stay-at-home care giver. PROFESSIONAL EXPERIENCE

Stay at Home Care-Giver.04/2018 - 07/2025

For the past seven years, I have taken care of my father. Which included financial responsibility, medical care, personal care, appointment transfer, and hospitalizations. I acted as his patient advocate and POA.

● Assisting with Basic Triage care taking temperature, blood pressure, pulse, weight and glucose monitoring.

● Setting Dr. appointments and providing transportation to and from

● Securing a safe environment for bathing and using the stairs with assistance of my person and medical equipment.

● Preparing meals and sorting medications.

● Speaking with Health Care Providers and making plans for care such as PT, OT, or in facility care One Main Financial 04/2015 - 04/2018

Branch Account Manager-Baltimore, MD

● Consult with clients about their financial and personal objectives and offer loan solutions to help achieve their goals.

● Effectively Identify customer credit needs and provide appropriate loan products such as home loans or personal lines of credit

● Build strong, trusting relationships with new and existing clients.

● Provide exceptional service to ensure customer satisfaction, transparency, and a continued relationship with One Main Financial.

● Work as an individual contributor and as part of a team to achieve business, personal, and organizational goals.

● Directly working with clients through the entire lending process from the loan application to the loan funding and also servicing their account.

● Ensure that all documents and processes were completed per internal policies and regulatory guidelines.

● Manage collection on slow paying, 30- 90 day delinquent accounts, including payments. Consulting with clients on payments for past due accounts by offering solutions. PNC Bank- (In Store Giant)06/2014 - 03/2015

Financial Sales Consultant-Pasadena, MD

● Opening new accounts, Teller transactions, sell/cross sell bank products and services. Assist with customer service issues.

● Acquire, retain and expand new and existing customer relationships, by uncovering needs, asking for referrals and offering other products and services that benefit the customer with money management and financial wellbeing.

● Approaching shoppers in the aisles to inform and promote bank products and services.

● Conduct Mortgage,Business, and Wealth Management referrals Springleaf Financial 01/2005 - 06/2014

Formerly American General Financial Services

Assistant Manager - Pasadena, MD

● Responsible for all aspects of lending credit and processing loan applications.

● Solicited, approved, and closed consumer and home equity loans to maintain the company’s lending goals.

● Demonstrated skillful communication and negotiation skills on a daily basis by collecting 30 - 60 day past due accounts and renewing loans when necessary to minimize loan delinquency to below 2% by month end.

● Consistently met or exceeded company sales goals in selling credit and non-credit life insurance products.

● Maintain a thorough knowledge of branch staff function. Train and direct the daily activities of branch employees.

● Assist the Branch Manager in compliance with company policies and state and federal laws.

● Providing a great customer experience in office and on the phone with a friendly and professional manner.

● Prepare branch reports and provide analysis and recommendations based on this information on how the branch can be more profitable.

● Apply principles of good cash control, operate cash drawers, process bank deposits, safeguard cash, and maintain records and balances.

Technical Skills

MS WORD MS OUTLOOK MS EXCEL LEGAL SUITE CLASS SYSTEM

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