Summary
Overview
Work History
Education
Skills
Timeline
Generic

TOSCHA HAAS

Pensacola,Florida

Summary

Extensive experience in Customer Service, Banking, Data Entry, and Supervisory roles. 10+ years in Banking, Finance, and Mortgage industry. 6+ years in Insurance Industry. 2+ years in Healthcare industry. Also worked in retail and various other industries. Proficient in data entry, research, Microsoft systems, Jabber, Skype, Outlook, Windows, Dos-Based systems and Excel. Work well with deadlines. I enjoy educating clients and fellow employees. I have excellent communication and problem-solving skills, and I strongly believe in taking ownership of issues for a quick and effective resolution.

Overview

19
19
years of professional experience

Work History

Administrative Assistant

First Charter Financial Corporation
05.2023 - Current
  • Utilize multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
  • Maintain inventory of office supplies and placed orders.
  • Identify and recommend changes to existing processes to improve accuracy, efficiency, and quality of service.
  • Plan office events/parties for clients including catering, staffing, event space, invitations, etc...
  • Assist coworkers and staff members with special tasks on daily basis.
  • Manage filing system, enter data and complete other clerical tasks.
  • Manage phone and email correspondence and handle incoming and outgoing mail and faxes.
  • Volunteer to help with special projects of varying degrees of complexity.
  • Interact with vendors, contractors and professional services personnel to receive orders, direct activities, and communicate instructions.
  • Support company leaders by scheduling appointments and organizing itineraries.

SALES/SERVICE REPRESENTATIVE

TISH P OLEKSY STATE FARM AGENCY
08.2022 - 02.2023
  • Customer service, Billing and payments, Insurance Sales and Marketing
  • Performed policy reviews with customers to explain coverages and discover needs
  • Proficient in the use of county and state websites to research building permits, sales, and property info
  • Participated in weekly and monthly team and one-on-one meetings and collaborated with co-workers for the good of the team

MORTGAGE FUNDER

HOME POINT FINANCIAL CORPORATION
01.2020 - 08.2022
  • Worked on a daily deadline to ensure mortgages were funded on time after a thorough review of closed mortgages to verify accuracy and clearing any approval conditions
  • Balanced funding calculations with escrow docs from the mortgage company
  • Worked in conjunction with Title companies and Mortgage Brokers
  • After review of docs, sent order for wire transfer 

PERSONAL BANKER

WELLS FARGO BANK, NA
06.2018 - 12.2020
  • Assisted customers with processing transactions, such as deposits, withdrawals, and payments, deceased processing, and resolving complaints or account discrepancies
  • Informed/Educated customers and coworkers about bank products and services
  • Tracked, recorded, reported, and stored information related to transactions, bank supplies, and customers, ensuring accuracy
  • Maintained and balanced cash drawers and reconciled discrepancies, handled currency, transactions, and confidential information in a responsible manner
  • Followed all bank financial and security regulations and procedures and used software to track bank information and generate reports

DEPARTMENT HEAD/BULK SPECIALIST

THE FRESH MARKET
09.2016 - 06.2018
  • Responsible for ordering, merchandising, profit/loss, and production for my department and performed quarterly inventory 
  • Packaged and priced goods from bulk
  • Provided customer assistance throughout the store
  • Collaborated with co-workers when needed for the good of the team

LICENSED FINANCIAL SPECIALIST

PNC BANK
08.2013 - 12.2014
  • Same skills as Personal Banker position, above, but Series 6 and 63 licensed.
  • Worked together with the Financial Advisor in the bank branch to assess customer's needs and refer to the advisor.
  • Opened limited investment accounts per my licensing.

PERSONAL BANKER

WELLS FARGO BANK NA
01.2011 - 08.2013
  • Same as Personal Banker position, above

SALES/SERVICE REPRESENTATIVE

RON JONES & ASSOCIATES
09.2010 - 01.2011
  • Same skills as listed above as insurance rep.  Licensed 215 and 440 and also had my Mortgage Broker License.

SALES/SERVICE REPRESENTATIVE

TISH P OLEKSY STATE FARM AGENCY
05.2006 - 09.2010
  • See above for general insurance sales and service duties
  • Drove the banking/mortgage originations for the office by originating mortgages, auto loans, and credit cards to meet agent's goals.
  • Held Mortgage Broker License, along with 215 and 440 and Notary Public.

Education

FASHION MERCH/MKTG -

UNIV OF SO MISSISSIPPI
HATTIESBURG, MS
05-1994

NURSING SCHOOL -

UNIVERSITY OF SOUTH ALABAMA
MOBILE, AL and FAIRHOPE, AL

Skills

  • Skilled in customer service, planning, and problem-solving
  • Reliable and flexible
  • Employ professionalism and superior communication skills
  • Friendly and energetic
  • Maintain strong attention to detail
  • Work well under pressure
  • LICENSES HELD: ACTIVE - NOTARY PUBLIC
  • INACTIVE LICENSES - FL LIFE INC VAR ANNUITY & HEALTH (215), GENERAL LINES (PROP & CAS)(220), FL MORTGAGE BROKER LIC, NMLS, SERIES 6 AND 63, ALABAMA REAL ESTATE LICENSE

Timeline

Administrative Assistant

First Charter Financial Corporation
05.2023 - Current

SALES/SERVICE REPRESENTATIVE

TISH P OLEKSY STATE FARM AGENCY
08.2022 - 02.2023

MORTGAGE FUNDER

HOME POINT FINANCIAL CORPORATION
01.2020 - 08.2022

PERSONAL BANKER

WELLS FARGO BANK, NA
06.2018 - 12.2020

DEPARTMENT HEAD/BULK SPECIALIST

THE FRESH MARKET
09.2016 - 06.2018

LICENSED FINANCIAL SPECIALIST

PNC BANK
08.2013 - 12.2014

PERSONAL BANKER

WELLS FARGO BANK NA
01.2011 - 08.2013

SALES/SERVICE REPRESENTATIVE

RON JONES & ASSOCIATES
09.2010 - 01.2011

SALES/SERVICE REPRESENTATIVE

TISH P OLEKSY STATE FARM AGENCY
05.2006 - 09.2010

FASHION MERCH/MKTG -

UNIV OF SO MISSISSIPPI

NURSING SCHOOL -

UNIVERSITY OF SOUTH ALABAMA

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TOSCHA HAAS