Kayla Ebert Email & Phone Number

San Francisco, California, US

• Trains business managers, subject matter experts, and end users on how to effectively navigate and operate nCino system for loan processing. Assists with facilitating transition and onboarding from previous system to.
• Consults with stakeholders to identify needs and create tailored training programs and documentation aligned with business expectations.
• Develops data staging for hands-on training activities, assigns permissions and test logins, designs FAQ sheets, creates detailed participant guides, and records sessions to build reference database.
• Leads Train the Trainer sessions to ensure leadership has essential knowledge and skills to effectively support teams and implement changes.
• Addresses any user questions providing timely, accurate responses and up-to-date information; delivers tech support for users experiencing difficulties with access or exercises.
• Participates in discovery calls to provide insight on monthly enhancements to continue building out minimal viable product in an Agile manner; demonstrates and communicates changes to end users.

New York, NY, US

• Coordinated and delivered engaging training and communications for new hires regarding processes, procedures, and regulations for use of Equitable systems. Presented complex concepts in an easily understood manner to.
• Educated teams on current federal and state-specific hiring laws and regulations; stayed abreast of changing legislation and requirements impacting the insurance industry, including FINRA registration process, state.
• Updated candidate onboarding forms, resource materials, and checklists to ensure accuracy and clear guidance for team members.
• Reviewed all hiring paperwork for accuracy and completeness; provided constructive feedback to associates to improve performance and minimize errors.
• Oversaw uploading of documentation to online filing system to maintain strict compliance standards.
• Led calls with field team to facilitate training and coaching for onboarding new insurance agents, terminating employee agreements, and resolving other problems.

New York, NY, US

• Processed hiring kits in accordance with compliance requirements. Reviewed all documentation for accuracy and completeness; communicated with branch managers regarding missing or incorrect information. Entered data and.
• Adhered to strict processes and procedures for managing individuals’ records and applying charges.
• Prioritized projects to ensure hiring documentation was completed and approved prior to start date.
• Engaged in regular communication with branch managers to quickly and efficiently resolve problems, maintain client satisfaction, and assure needs were met.

New York, NY, US

• Developed processes and procedures for a newly created position supporting the Associate Hiring and Contract Administration department. Monitored centralized mailbox to ensure all documents and requests were processed.
• Reviewed worklog and sent reminders to associates regarding late, incomplete, or incorrect tasks to facilitate corrections and maintain compliant records.
• Conducted quality reviews to verify that documentation was properly uploaded or updated in Paperclip filing system and required signatures were obtained.
• Processed electronic and physical payments within accounting system; reconciled accounts and submitted records to accounting department.
• Compiled contracts and other documentation for legal team to support pending litigation; requested hard copy files from document storage facility, located requested forms, and scanned into system.
• Trained and mentored new Document Management Coordinator following promotion to Branch Analyst to facilitate a seamless transition.

Cornelius, North Carolina, US

• Spearheaded the migration of more than 24GB of company data from Microsoft Dynamics to SugarCRM. Researched multiple CRM systems before selecting SugarCRM based on company needs and budget; negotiated highly.
• Partnered with internal teams to identifying missing or incorrect information within SugarCRM following transition and collaborated with vendor on corrective actions.
• Trained 50 employees on use of CRM and served as go-to resource for issues and report generation.
• BETA-tested and implemented a new texting feature on SugarCRM through Aavaz; provided regular feedback regarding user friendliness and function allowing product to go live with fewer problems.
• Entered all Web- and seminar-based leads into system and verified information contributing to 28% increase in leads won; generated weekly reports tracking performance and progress.

Charlotte, NC, US

Oklahoma City, OK, US

Bentonville, Arkansas, US

Arlington, Virginia, US