Candice Hann
Experienced Data & Service Specialist
Mesa,AZ
Overview
14
14
years of professional experience
Work History
Client Services Representative
Western Alliance Bank
Chandler, Arizona
09.2024 - Current
- Delivered exceptional inbound support to clients regarding new account openings and onboarding processes.
- Troubleshoot and resolve technical issues, ensuring seamless client experiences across digital platforms.
- Perform accurate data entry and maintenance of sensitive client information, including account updates and documentation.
- Develop and update internal procedures in collaboration with management, enhancing team efficiency and compliance.
- Create professional PowerPoint training presentations and desktop procedures to support team development.
- Generate reports and track data trends using Microsoft Excel to support account management and decision-making.
Remote Deposit Analyst
Bank of the West
Tempe , AZ
09.2018 - 09.2024
- Created and maintained system records for complex business entities while ensuring full compliance with regulatory standards.
- Maintained expertise in BSA/AML, KYC, and high-risk entity policies.
- Reduced registration errors through meticulous data entry and attention to detail.
- Maintained comprehensive knowledge of industry-specific software tools for efficient data entry operations.
- Streamlined data management workflows, leading to increased efficiency and reduced data entry errors.
- Supported administrative staff with scheduling appointments, data entry, and document preparation.
- Designed SharePoint resource hubs and developed desktop procedures and legal documentation guides.
Loan Advisor
Bridgecrest Financial
Mesa , AZ
06.2016 - 02.2018
- Managed a portfolio of 100+ auto loan accounts, identifying delinquencies and initiating repayment plans.
- Improved loan processing efficiency by accurately entering and verifying data for various loan types.
- Facilitated strong communication between loan officers, underwriters, and clients by efficiently managing documentation requirements.
- Supported accounts receivable department in reconciling customer accounts, ensuring accurate payment application and prompt resolution of discrepancies.
- Leveraged advanced software tools to efficiently manage large portfolios of overdue accounts, prioritizing efforts based on risk assessment and potential impact on cash flow.
- Accelerated decision-making processes for clients'' loans applications through proficient use of data entry tools and software.
Customer Service Representative
JPMorgan Chase & Co
Tempe , AZ
07.2014 - 06.2016
- Delivered high-quality support for consumer banking clients across checking and savings services.
- Achieved top performance metrics in call handling, compliance, and satisfaction scores.
- Resolved payment disputes and directed call traffic to optimize operational flow.
Center Manager
Ace Cash Express
Mesa , AZ
01.2011 - 03.2013
- Oversaw daily branch operations, inventory, and customer service.
- Boosted store revenue by 15% through strategic upselling and staff coaching.
- Ensured cash handling accuracy and compliance with financial protocols.
- Provided daily supervision, feedback and oversight to direct reports.
- Streamlined data management processes, resulting in improved efficiency and reduced errors.
- Maintained accurate records of all transactions at the center, ensuring transparency in financial reporting for internal stakeholders.
- Streamlined scheduling procedures to optimize resource allocation, resulting in better overall management of the center''s workload.
Education
Associate of Arts - Early Childhood Education
Scottsdale Community College
Scottsdale, AZ 05.2001 -
Skills
Regulatory Compliance (BSA/AML, KYC, High-Risk Entities)
Work Authorization
Authorized to work in the U.S. for any employer
Timeline
Client Services Representative
Western Alliance Bank
09.2024 - Current
Remote Deposit Analyst
Bank of the West
09.2018 - 09.2024
Loan Advisor
Bridgecrest Financial
06.2016 - 02.2018
Customer Service Representative
JPMorgan Chase & Co
07.2014 - 06.2016
Center Manager
Ace Cash Express
01.2011 - 03.2013
Associate of Arts - Early Childhood Education
Scottsdale Community College
05.2001 -
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