Misti Abplanalp Email & Phone Number

Responsible for proactively managing and directing cases through the three primary phases of the internal underwriting process. Have solid understanding of Case Management functions dependent upon service platform requirements and accountabilities outlined in essential functions. Takes on additional responsibilities in support of Supervisor.

Greater Salt Lake City Area

Maintains primary ownership of cases during the underwriting process which requires engaging in frequent communication and coordination between life insurance agents, life insurance carriers, and internal resources. Responsible for setting their agent's expectations appropriately and providing a World Class Customer Service experience throughout the process. · Receives and reviews new insurance applications for missing information, i.e. forms, signatures, policy… Show more Maintains primary ownership of cases during the underwriting process which requires engaging in frequent communication and coordination between life insurance agents, life insurance carriers, and internal resources. Responsible for setting their agent's expectations appropriately and providing a World Class Customer Service experience throughout the process. · Receives and reviews new insurance applications for missing information, i.e. forms, signatures, policy criteria, etc., prior to submission to the insurance carrier.· Orders and reviews underwriting requirements including APS, Inspection Reports, Motor Vehicle Reports, supplemental forms and other medical requirements for submission to the carrier. · Conducts regular follow-up via phone and/or email, on all outstanding underwriting requirements.· Organizes and prioritizes workload to ensure case is processed, issued, and placed in a timely manner while maintaining frequent communication to manage customer expectations appropriately.· Maintains internal processing database to document work activity and communication on all assigned cases · Acts as a conduit for all issues associated with a case to include coordination with all internal departments· May have responsibility for reviewing issued insurance policy for accuracy before mailing to insurance agent· Follows-up with insurance agents on policy delivery requirements, including application amendments, health statements, insurance premium etc., to ensure policy is placed within specified timeframe · Taking initiative to review other than applied for offers on term cases to determine if alternatives exist Show less

Draper Crossing

Work directly with general management of the branch. Manage Bankers to see and sell more to the customers. Operations Responsibilities ensuring satisfactory audit ratings, managing to minimize risks and losses, maintaining high standards for security and account opening activities, training staff to ensure policies and procedures are followed. Analyze and supervise Tellers to accurately handle paying and receiving transactions and to provide great customer services. Scheduling the teller staff… Show more Work directly with general management of the branch. Manage Bankers to see and sell more to the customers. Operations Responsibilities ensuring satisfactory audit ratings, managing to minimize risks and losses, maintaining high standards for security and account opening activities, training staff to ensure policies and procedures are followed. Analyze and supervise Tellers to accurately handle paying and receiving transactions and to provide great customer services. Scheduling the teller staff based on customer traffic and branch hours and assist with Teller transactions during peak volume periods. Coach tellers to make safe and simple referrals to Bankers.KEY HIGHLIGHTS:• Won $250 for Deposit Growth @ One Utah Financial Center as an Assistant Manager• Letters from Customer’s Thanking me for Customer Service• Many Certificate Awards• Passed all Branch Audits • Scored a Perfect Audit at two branches: South Jordan Town Center & Draper Crossing Show less

West Valley, Utah

Oversaw assisting customers with account needs, research of product that fit the needs, selling of additional products to existing customers, consumer loans, business loans, daily cross-selling and found ways to improve daily cross-selling. Reviewed all banking profiling on a daily basis, contacted customers to thank them for doing business with the company and assisted with any questions they may have had, assisted tellers and back up vault teller. Very knowledgeable in all personal banking… Show more Oversaw assisting customers with account needs, research of product that fit the needs, selling of additional products to existing customers, consumer loans, business loans, daily cross-selling and found ways to improve daily cross-selling. Reviewed all banking profiling on a daily basis, contacted customers to thank them for doing business with the company and assisted with any questions they may have had, assisted tellers and back up vault teller. Very knowledgeable in all personal banking operations.KEY HIGHLIGHTS:• Closed 1 million in Home Equity Loans and Line of Credit• Top 10 in Utah• Balanced teller drawer with 98% accuracy to prevent losses.• Promoted and Sold consumer and business deposit accounts, cross-sold• # 1 Branch in UT01-West Valley and Winner on Frontline• West Valley Branch who went premier Show less

West Valley, Utah

Initiated greeting and assisting customers promptly and courteously. Performed paying and receiving services, complete referrals, cross sell bank products and services, explain various products to customers and contribute to selling bank products. Processed and completed a variety of banking transactions is also done. Contact existing clients to help the FC keep customers and grow new business. Oversaw vault teller and ATM. Trained new employees, assisted existing staff in learning new products… Show more Initiated greeting and assisting customers promptly and courteously. Performed paying and receiving services, complete referrals, cross sell bank products and services, explain various products to customers and contribute to selling bank products. Processed and completed a variety of banking transactions is also done. Contact existing clients to help the FC keep customers and grow new business. Oversaw vault teller and ATM. Trained new employees, assisted existing staff in learning new products along with training and motivating staff sales efforts. Opened new accounts, processing business loans, unsecured loans and funding consumer loans. KEY HIGHLIGHTS:• Ran a teller window with 98% accuracy to prevent losses.• Vault balancing, ordering and selling currency• ATM Balancing• Referrals to Bankers• My cross-sell has been 5.80 or higher. • Three-year Frontline winner. #1 in Utah Show less