Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

BETH GARY

Conroe,TX

Summary

Dynamic finance professional with a robust background in financial analysis and management, skilled in collaborating with diverse teams to drive results. Known for quick adaptability to changing environments and maintaining composure under pressure, fostering a positive and productive workplace atmosphere. Proven leader with a strong work ethic, consistently striving for excellence and demonstrating ambition in every endeavor. Committed to continuous learning and development, bringing an upbeat attitude that inspires colleagues and enhances team performance.

Overview

22
22
years of professional experience
1
1
Certification

Work History

President

CSSG, Inc. Dba Southwest Escrow & Construction Services Group
02.2005 - Current
  • Day to day operation of CSSG, Inc.
  • Daily interface with clients to explain the funds disbursement processes
  • Paying & Posting monthly bills
  • Processing accounts receivables
  • Acquired competitor and grew book by 50%
  • Responsible for handling approximately 150-180 funds administration accounts

Credit Analysis

Jeff Davis Bank & Trust Company
06.2004 - 02.2005
  • Reviewed tax returns and financial statements
  • Prepared detailed analysis on clients with a relationship over $250k for the bank.
  • Presented write-ups to the board of trustees on a monthly basis.

Loan Associate

Jeff Davis Bank & Trust Company
05.2003 - 06.2004
  • Process loan for the Executive Vice President of the bank.
  • File mortgages and Uniform commercial codes at the clerk of court.
  • Generate quarterly reports on loans that have been funded and unfunded for all eleven branches and present to the board of directors.
  • Input and generate the necessary documents for the customer to sign.
  • Run the necessary tickets to book the loan on the system.

Education

Bachelor of Arts - Finance

McNeese State University
Lake Charles, LA
05.2003

Skills

  • MS Windows
  • QuickBooks proficiency
  • Outlook
  • Teams
  • Rever

Accomplishments

    Grew CSSG, Inc from 50 accounts to 180 accounts

Certification

General Lines Agent Property and Casualty License

Timeline

President

CSSG, Inc. Dba Southwest Escrow & Construction Services Group
02.2005 - Current

Credit Analysis

Jeff Davis Bank & Trust Company
06.2004 - 02.2005

Loan Associate

Jeff Davis Bank & Trust Company
05.2003 - 06.2004

Bachelor of Arts - Finance

McNeese State University

Similar Profiles

CREATE PROFILE