Tosha Gilliam
Gwynn Oak
Summary
Detail-oriented professional with extensive experience in the insurance industry. Skilled in problem-solving, time management, and tailored sales strategies, contributing to enhanced client satisfaction and streamlined operations. Committed to maximizing policy performance and compliance.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Office Sales And Customer Service Manager
Troy A. King, State Farm
Randallstown
03.2008 - Current
- Reviewed health profiles and financial circumstances, guiding clients through medical underwriting process to finalize life policies.
- Conducted detailed insurance financial reviews to assess policy performance and client needs.
- Processed payments and resolved billing inquiries, ensuring accuracy of customer bills.
- Assessed client risks and tailored property and casualty insurance policies to ensure compliance with company standards.
Processor/Administrative Assistant
First Option Mortgage
Windsor Mill
03.2005 - 03.2008
- Process mortgage applications for compliance with company policies.
- Review financial documents to ensure accuracy and completeness.
- Communicated with clients to gather necessary information for accurate and efficient processing.
- Answered phones, ordered supplies, processed appraisals, title work, payoffs, and mortgage histories while ensuring all items were collected and reviewed for proper and timely closing.
Closer, Shipper & Final Documentation Specialist
Fidelity Home Mortgage
Dundalk
08.2002 - 03.2005
- Facilitated seamless mortgage closings for diverse clients and properties.
- Coordinated closing documentation, ensuring compliance with regulatory requirements and smooth transaction flow.
- Reviewed loan files for accuracy and completeness, facilitating successful closing meetings.
- Managed high volume of files daily, maintaining organization and timely processing.
- Preparation of loan documents, funding loans, sending files to investors and retrieving all recorded final documents.
Education
High School Diploma -
Pittsburg High School
Pittsburg, KS05-1993
Skills
- Customer relationship management
- Sales strategy
- Financial documentation
- Compliance review
- Risk evaluation
- Data analysis
- Policy assessment
- Time management
- Problem solving
- Attention to detail
Certification
- Property and Casualty, Kaplan-April 2008
- Life and Health, Kaplan- May 2008
Timeline
Office Sales And Customer Service Manager
Troy A. King, State Farm
03.2008 - Current
Processor/Administrative Assistant
First Option Mortgage
03.2005 - 03.2008
Closer, Shipper & Final Documentation Specialist
Fidelity Home Mortgage
08.2002 - 03.2005
High School Diploma -
Pittsburg High School