Caleb Hunter Email & Phone Number

Florida, United States

United States

Clermont, Florida, United States

• Reports to CEO and COO. Manages a team of Client Services Representatives • Oversees meetings with leadership and Advisor team on new clients, reviews Post Appointment Sheets, and creates service request action items for service team utilizing Dynamics 365. • Prospects for new clients and businesses, as well as maintaining strong relationships with existing clients and businesses• Prepares all documentation for Advisors and clients to establish new investment portfolios and accounts, whiling adhering to strict policies, creates signature packets utilizing DocuSign• Conducts daily outbound client calls, addresses any client questions about portfolio status and managers, provides excellent services to clients and ensures customer satisfaction• Verify client’s information and updates CRM and AFO databases for 600 clients, representative to multiple financial institutions for service requests• Calculates and completes financial plan pertaining to Required Minimum Distributions for clients, establishes systematic distributions when requested• Manages all client electronic files and records• Coordinates with multiple institutions on compliance policies and procedures and implements with team• Prepares administrative and investments summary packets for Advisors meetings, reviews reports and manager data for accuracy • Schedules Advisor and client appointments

Winter Park, Florida, United States

• Branch Manager at West Winter Park; managed a team in the operations, account openings and maintenance, loans, lines of credit, and 250 transactions daily• Managed all HR functions including administration, interviews, hiring, training, counseling, corrective action, benefits and payroll• Conducted daily outreach calls to build and foster community relationships; provided staff with tools to understand business and consumer financial needs • Prevented fraud by ensuring employees follows policy, procedures and compliance during customer interaction • Coached, mentored and developed the team by utilizing a development plan and constructive feedback to define a path in career progression• Managed a team of Advisors, conducted production meetings on new investment opportunities• Managed account records for over 5,000 business and consumer customers • Assisted customers while providing exceptional service, building relationships, and ensured needs are met• Tracked and analyzed weekly performance trends for deficiencies; developed Plan of Actions memorandums with corrective measures to ensure meeting targets• Collaborated with partners to provide expert financial solutions and investment opportunities• Last quarter on board, directly responsible for obtaining $1.5 million in new financial assets

Greater Chicago Area

District Trainer, developed and implemented a program for 28 Navy offices, and 104 Enlisted and Officer recruiters throughout Illinois, Wisconsin and Indiana• Facilitated classes on full cycle recruiting, prioritizing daily workload, population and market analysis, prospecting for quality applicants, conducting interview processes, and personal goals; conducted 32 office production inspections and evaluations,• Tracked and analyzed trends for performance deficiencies and initiated corrective measures to ensure daily and weekly objectives were achieved; presented monthly briefings to executive branch on current strengths and weaknesses; developed Plan Of Action and Milestones (POAM) with corrective actions• Directly managed eight recruiting offices and a team of 23 personnel, ensuring they achieved their qualifications on time and possessed the abilities to interview applicants; addressed policy and procedural changes to transition a low production division to achieve 150% contract attainment for three consecutive months; efforts also resulted in a 25% production increase in FY-2016• Expert in utilizing online applicant tracking systems RTOOLS/ERPMS/MEPSTRACK; led teams in one of the most diverse recruitment markets, resulted in top 10% performing offices of the organization, and teams receiving numerous awards and accolades.• Recommended multiple program updates, including the Standard Operation Procedures to align with policies; revised administrative practices and spreadsheets, to ensure quality control and mitigate deficiencies; mediated weekly quality assurance phone calls• Provided personnel performance oversight and counseling; executed yearly performance evaluations• Served as Command Managed Equal Opportunity Program manager; moderated units quarterly Equal Opportunity, Sexual Harassment, and conflict resolution training

Greater Chicago Area

•Scheduled and trained military indoctrination, physical fitness, education, administration, and medical requirements for 720 civilians, resulting in their transition ready for service in the Navy•Meticulously tracked and filed hundreds of medical, administrative, and indoctrination records for personnel •Program Manager of NITRAS, created 28 training groups that comprised of 20,592 personnel and 234 divisions while adhering to strict scheduling requirements•Compiled, analyzed, and submitted 672 accession and attrition reports utilizing Microsoft Excel, Word, and PowerPoint; formulated data-driven presentations from statistical reports•Supervised three Federal HR employees; input and submitted schedules, time, and attendance in SLCDA•Served as Command Duty Officer; directly responsible for all emergency and safety transactions of 8,000 staff and training members, provided real-time briefings to executive office along with after action reports•Training Team Inspector during Quality Assurance inspections; collaborated techniques to ensure accuracy within the allotted time, and prevent future deficiencies; accumulated 60 podium hours monthly•Resolved personnel procurement, divisional placement, and in-processing inconsistencies, by strategically adjusting in-processing procedures, to account for an unanticipated 2% increase in Navy female accessions•Adjusted on-boarding procedures to minimize personnel non-training days, resulted in a 1.1% reduction in attrition and a weekly savings of $31,680

Okinawa, Japan

•Manager in charge of two UC-12 Aircraft, and a team of 20 personnel; ensured they possessed the training and abilities to support 3,378 flight hours throughout Region Japan•Researched and drafted correspondence, instructions, and directives; interacted with executive branch with information and advice on utilization and capabilities of personnel, equipment, and materials•Project Manager for six Naval units of 21 aircraft and 425 personnel to Okinawa Japan, in supporting the transfer of 251,506 lbs. of cargo and 1,188 passengers•Tracked and ensured accurate expenditure of FY budget for maintenance, fuel, and travel•Purchase cardholder for hangar and office property, material and supplies, aviator flight gear, and safety gear•Compiled, prepared, and executed yearly performance evaluations, and ensured within conformity of directives; provided personnel performance oversight and counseling•Military liaison to L3 Logistics for aircraft contract agreements and abidance; coordinated with L3 on aircraft availability, daily maintenance, and upcoming phase requirements•Lead Flight Instructor, organized all monthly flight evaluations, written and oral examinations, and units annual operating inspections, ensuring they were proficient and operating within naval aviation policies•Personally flew 603 hours as Crew Chief aboard UC-12 aircraft, responsible for aircraft preflight inspections, weight and balance, fueling, loading passengers and cargo, and in-flight functions•Served as Drug and Alcohol Program Advisor; completed Drug and Alcohol abuse screenings and provided the executive office with policy based recommended actions; conducted annual program inspections

Springfield, Massachusetts Area

•Talent Acquisition Supervisor in charge of Western Massachusetts; provided sufficient numbers of qualified applicants to meet monthly accessions and contract requirements for the Navy, by applying complex and extensive directives and systems •Personally interviewed 432 applicants, utilizing Personal Selling Skills (PSS), contracted 76 of them into the Navy’s most critical and advanced training fields; conducted weekly contact and follow up training to track and prepare them for the Navy; maintained a less than 2% attrition rate•Applied knowledge of instructions and policies, and ensured applicants met qualifying criteria•Led a struggling office from 75% contract attainment to over 210%, its highest production levels in years by utilizing multiple avenues of marketing and networking to obtain interviews •Trained and qualified 12 full cycle recruiters, and provided them with skills for their success•Teams were awarded Region East Honors, Station of the Year, Station of the Month, and the Recruiting Excellence Award 11 times

Naples Area, Italy

•Served as Air Operations Division supervisor and Lead Crew Chief, responsible for 2 UC-26 aircraft and 5 personnel; personally flew 1,039 hours safely transporting 78,401lbs of cargo and 13,788 passengers as Crew Chief aboard the UC-26 aircraft; responsible for aircraft preflight inspections, weight and balance, fueling, loading passengers and cargo, and in-flight functions, and hazardous materials •Coordinated with Quality Assurance division on any maintenance issues found on/or after flights •Organized and planned 646 flight tasking schedules with aircraft availability, flight crew, maintenance, and flight clearances for operations throughout the European Theater •UC-26 Crew Chief Instructor, conducted 216 hours of monthly training and qualification evaluations on aircraft systems, emergency procedures, programs, and policies to flight crews•Knowledge of operations and aircraft systems with meticulous attention to detail resulted in an overall grade of “Excellent” during 3 consecutive unit inspections •Occupational Safety and Health Administration 511 qualified; conducted monthly safety inspections of spaces and organized annual Safety Training

Hawaiian Islands

•Sikorsky UH-3H Helicopter Mechanic. Performed scheduled and unscheduled maintenance on 5 aircraft and their related engine systems (T-58-GE-402) including the induction, cooling, fuel, oil, compression, combustion, turbine, gas turbine compressor, exhaust and propeller, and rotary systems; conducted preflight inspections, troubleshoot and repair engine electrical and pneumatic components; removed and replaced 17 engines, 3 main gearboxes, 13 main rotor blades, 1 tail rotor head, 4 tail driveshafts, 3 intermediate gearboxes, 4 oil coolers, 5 fuel cells, and the completion of 8 major phase inspections •Served as a Collateral Duty Inspector (CDI) within the Quality Assurance team; conducted personnel work inspections and signoffs •Personally flew 539 hours as Crew Chief aboard UC/RC-12 and UC/RC-26 aircraft; responsible for aircraft preflight inspections, weight and balance, fueling, the operation of the APS-504 surveillance radar, loading passengers and cargo, and hazardous materials •UC-26 Crew Chief Instructor, conducted 72 hours of monthly training and qualification evaluations on aircraft systems, emergency procedures, programs, and policies to flight crews; responsible for scheduling and tracking all Crew Chief qualifications; served as key person in the coordination, testing, and implementation of the new flight crew full face oxygen mask for Navy’s C-26 aircraft•Dispersed Technical Publications Librarian (DTPL); ensured all aircraft maintenance publications are current with all technical maintenance changes incorporated