Summary
Overview
Work History
Education
Skills
Timeline
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Caleb Thomas

Summary

I am interested in applying for a position at your agency where I can utilize my six years of leadership experience, managerial skills, and historical knowledge. I believe my abilities would be a great asset to your team. As an employee, I am detail-oriented, organized, and meticulous. I work at a fast pace to meet tight deadlines and I am an enthusiastic team player who is always ready to contribute to the company's success. My expertise lies in historical research and analysis, and I have a proven ability to interpret and analyze historical documentation with great attention to detail. I have a background in advising on the authenticity of artifacts and specific period details.

Overview

11
11
years of professional experience

Work History

OnBoard Technical Support

Jack Henry
09.2022 - Current
  • Assist Customers with Technical Support for the OnBoard account opening platform
  • Manage a queue of cases that are open and active
  • Communicate with Banks and provide excellent support
  • Work with the Technical and Development teams to create and test Defects.
  • Increased efficiency with comprehensive knowledge of company products and services, allowing for quick issue resolution.
  • Enabled seamless software updates by guiding users through installation processes step-by-step over phone or email communications effectively.
  • Offered assistance in implementing and developing training programs.
  • Collaborated with cross-functional teams to address complex customer issues, ensuring a seamless support experience.
  • Monitored systems in operation and quickly troubleshot errors.
  • Configured and tested new software and hardware.
  • Researched product and issue resolution tactics to address customer concerns.

Construction Portfolio Manager

OakStar Bank
04.2021 - 09.2022
  • Managed 322 million in construction assists
  • Inspect all properties to make sure funds are being used properly
  • Review and scan all advances and inspection forms in Sageworks
  • Document all validations for new appraisals.
  • Analyzed business processes to identify cost savings and operational efficiencies.
  • Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.
  • Participated in internal committees focused on improving firm-wide policies, leading discussions on best practices in portfolio management.
  • Streamlined reporting procedures for greater efficiency in communicating portfolio updates to clients.
  • Communicated market developments, portfolio changes and annual performance information to Financial Institution.
  • Created financial dashboards to provide insights into key performance indicators.

Retail Manager

OakStar Bank
01.2018 - 01.2021
  • Manage timesheets and payroll and create weekly schedules
  • Perform quarterly cash audits
  • Provided excellent customer experience
  • Developed new deposit and loan relationships
  • Cultivated a customer service culture through coaching and educating new and existing staff members.
  • Achieved monthly performance goals by setting clear objectives for employees while providing regular progress updates during team meetings.
  • Identified and qualified customer needs and negotiated and closed profitable projects with high success rate.
  • Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
  • Reported issues to higher management with great detail.
  • Prioritized excellent customer service through continuous monitoring of employee interactions with shoppers.
  • Contributed to company-wide initiatives by participating in regional manager meetings, sharing best practices, and collaborating on strategy development.
  • Oversaw store operations, including opening and closing procedures, cash management, and safety compliance.
  • Streamlined operational processes through the implementation of efficient scheduling systems and task delegation strategies among staff members.
  • Recruited top talent for retail positions by conducting thorough interviews and selecting qualified candidates that aligned with company values.

Personal Banker

OakStar Bank
01.2017 - 01.2018
  • Explaining and recommending types of accounts
  • Certified Kasasa Coach
  • Manage customer bank accounts
  • Problem-solving and account issues resolve
  • Managed and retained customer documentation.
  • Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
  • Explained account terms and conditions to customers.
  • Provided ongoing mentorship to junior bankers, building their skills in sales techniques and customer relations management.
  • Utilized customer relationship management software to provide accurate and complete customer service.
  • Processed deposits, withdrawals and ACH transfers accurately.
  • Streamlined daily operations, ensuring accurate transaction processing and efficient customer service delivery.

Drive Thru Bank Teller

OakStar Bank
06.2017 - 01.2018
  • Improved customer satisfaction by efficiently processing transactions and addressing account inquiries.
  • Provided exceptional customer service, resulting in increased client retention and loyalty.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Educated customers on online banking and mobile banking applications.
  • Assisted with training of new tellers on policies and procedures.
  • Identified fraudulent activities by diligently monitoring transactions and reporting suspicious activity to management.
  • Participated in ongoing professional development programs offered by the bank, staying up-to-date with industry trends and enhancing job performance.

Health and Wellness Coach

Pat Jones YMCA
10.2015 - 06.2017
  • Organized and led local wellness events, promoting community engagement in health initiatives while showcasing services offered.
  • Continually improved knowledge, skills, and performance based on feedback and self-identified professional developmental needs.
  • Assisted and coached clients during physical exercises to promote safety of clients and effectiveness of routines.
  • Implemented creative strategies for overcoming common barriers to change such as time constraints or financial limitations faced by clients.
  • Increased client motivation to achieve their goals through regular check-ins, progress tracking, and positive reinforcement.
  • Served as a positive role model for clients, embodying the principles of health and wellness through personal habits and behaviors.
  • Implemented health promotion campaigns to raise awareness of health-related issues.
  • Established and maintained partnerships with community organizations to promote health education programs.

Truck Transport Lift Captain

Fedex Express
02.2013 - 05.2015
  • Worked flexible hours across night, weekend, and holiday shifts.
  • Resolved problems, improved operations and provided exceptional service.
  • Demonstrated creativity and resourcefulness through the development of innovative solutions.
  • Applied effective time management techniques to meet tight deadlines.
  • Proven ability to learn quickly and adapt to new situations.
  • Worked well in a team setting, providing support and guidance.
  • Acted as a team leader in group projects, delegating tasks and providing feedback.

Education

Bachelor's degree in history of arts - History

SNHU
Southern New Hampshire University
01.2023

Associate of Arts - Transfer Degree -

Ozarks Technical Community College
Springfield, MO
05.2017

Skills

  • Account updating
  • Requirements Definition
  • Error Detection
  • Fact-checking
  • Quantitative Analysis
  • Oral communication
  • Manuscript writing
  • Historical Research
  • Academic publishing
  • Museum education
  • Data Collection
  • Historiography understanding

Timeline

OnBoard Technical Support

Jack Henry
09.2022 - Current

Construction Portfolio Manager

OakStar Bank
04.2021 - 09.2022

Retail Manager

OakStar Bank
01.2018 - 01.2021

Drive Thru Bank Teller

OakStar Bank
06.2017 - 01.2018

Personal Banker

OakStar Bank
01.2017 - 01.2018

Health and Wellness Coach

Pat Jones YMCA
10.2015 - 06.2017

Truck Transport Lift Captain

Fedex Express
02.2013 - 05.2015

Bachelor's degree in history of arts - History

SNHU

Associate of Arts - Transfer Degree -

Ozarks Technical Community College
Caleb Thomas