Toscha Gold
Summary
Extensive experience in Customer Service, Banking, Research, Data Entry, and Supervisory roles. 10+ years in Banking, Finance, and Mortgage industry. 6+ years in Insurance Industry. 2+ years in healthcare. Work well with deadlines. Strongly believe in taking ownership of issues for a quick and effective resolution. Persistent and resourceful problem-solver with excellent research skills. Dedicated and adaptable with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills.
Overview
20
20
years of professional experience
Work History
Legal Assistant III
Office of the Atty General-MFCU
Pensacola
08.2025 - Current
- Answer and direct phone calls
- Greet and record visitors
- Correspond with individuals and businesses to schedule appointments
- Responsible for generating and submitting monthly/quarterly vehicle and building inspection logs
- Coordinate scheduled maintenance and repairs on vehicles.
- Create new case physical files
- Archive closed case files which includes researching the evidence to see what needs to be kept and what needs to be destroyed
- Provided administrative support to attorneys by managing calendars; scheduling appointments; organizing files; and preparing correspondence.
- Scanned physical documents into electronic format for storage in a secure database system.
- Processed incoming mail on a daily basis.
- Proofread drafts of legal documents for accuracy in grammar and punctuation.
- Maintained inventory levels of office supplies necessary for day-to-day operations.
- Organize any staff celebrations/ luncheons/meetings
- Step in to handle tasks such as, Hashing evidence and providing the monthly evidence log to the lieutenant when needed.
- Assist the investigators and attorney with what I can
Administrative Assistant
First Charter Financial Corporation
Pensacola
05.2023 - 08.2025
- 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.
- Handled confidential documents in an organized fashion according to established protocol.
- Researched, documented and evaluated client account activity based on specific goals.
Sales/Service Representative
Tish P Oleksy State Farm Agency
Gainesville
08.2022 - 02.2023
- Customer service, Billing and payments, Insurance Sales and Marketing.
- Performed policy reviews with customers by researching all policies and reviewing customer needs in order to effectively 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.
- Resolved customer complaints by researching possible solutions and providing those solutions to the customer promptly.
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.
- Resolved customer inquiries and concerns promptly and professionally by researching their account transactions and timelines.
- Followed operational standards, promoting security, risk management and compliance.
- Identified potential fraud risks on accounts and reported suspicious activities to management.
- Analyzed financial documents provided by customers to determine their needs.
- Met with customers to analyze financial needs and maximize sales opportunities.
- Analyzed customer credit data and other financial information to identify solutions that aligned with customer needs.
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 skills as listed above as insurance rep. Licensed 215 and 440 and also had my Mortgage Broker License.
Sales/Service Representative
Ron Jones & Associates
09.2010 - 01.2011
- 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.
Sales/Service Representative
Tish Poleksy State Farm Agency
05.2006 - 09.2010
Education
Some College (No Degree) - Fashion Merchandising/Marketing
University of Southern Mississippi
Hattiesburg, MS 08.1991 -
Some College (No Degree) - Nursing
University of South Alabama
Mobile, ALSkills
- Planning
- Problem-solving
- Reliability
- Flexibility
- Professionalism
- Superior communication skills
- Attention to detail
- Legal research
- Team collaboration
- Troubleshooting complex problems
- Exceptional telephone etiquette
- Writing and editing
- Administrative support
- Data analysis
- Data entry
- Interpretation of findings
- Quality assurance
Timeline
Legal Assistant III
Office of the Atty General-MFCU
08.2025 - Current
Administrative Assistant
First Charter Financial Corporation
05.2023 - 08.2025
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 Poleksy State Farm Agency
05.2006 - 09.2010
Some College (No Degree) - Fashion Merchandising/Marketing
University of Southern Mississippi
08.1991 -
Some College (No Degree) - Nursing
University of South Alabama