Caila Hart

• Act as primary contact for client Human Resources team for day-to-day questions and issues.
• Resolve claim issues and administrative problems.
• Prepare presentations, member flyers, and other client or
  member-facing communications.
• Assist with annual employee benefits education and enrollment.
• Responsible for new client onboarding and carrier implementation.
• Submit RFPs, review proposals, and prepare client presentation
• Renewal and/or product proposal presentations.
• Assist with carrier billing audits.

Volunteer Position.

Volunteer Positions.

Consumer Lender (03/2020-12/2021)

• Met with clients to discuss lending needs.
• Processed loan applications ensuring completeness and accuracy.
• Collected customer's financial information (Income, Bank Statements, and Asset Information)
• Pulled Consumer Credit Report and analyzed debt to income and ability to repay
• Approved or Denied credit requests, notified customer, and maintained records.
• Prepared loan documents and disclosures.
• Ordered title work, appraisal, insurance, verification of income, and tax bill.
• Coordinated with closing agent.
• Prepared and balance closing documents.
• Maintained loan file after closing.

Previous Roles: Teller (10/2015-01/2016), Loan Processor (01/2016-12/2021)

• Spoke to the Faculty and Staff before Open Enrollment & met with each employee for 20 minutes to discuss benefit needs for the upcoming year.
• Took applications in Visions or AFenroll for AFA and Import products (AFA Life, Texas Life, TeleHealth, Disability, Cancer, Accident, Critical Illness, and Hospital Gap).
• Helped employees understand their benefits, locate claim forms, and update beneficiaries.
• Reported Production daily in SalesNOW, and managed client data in SalesForce.

6 Week Contract:

• Assisted Insurance Adjusters & Hancock Technicians with scheduling Ladder Assists and Direct Inspections. Matched dashboards to prevent scheduling errors.
• Entered roof inspections into Blue Folder and Exemplar.

Contract to Permanent through Aerotek:

• Partnered with outside sales force to work with end customers and complete orders accurately.
• Managed back end sales processing of orders.
• Provided customer service, follow up and retention of customers.

• Assisted an average of 80-100 customers a day.
• Helped customers troubleshoot internet banking problems.
• Profiled customer's accounts for products that would benefit them.
• Took applications for Deposit and Credit Accounts.
• Met monthly metrics for sales, handle time, and service quality.