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)
Data Entry & Account Management
SharePoint & Microsoft Office Suite
Excel Reporting & Process Optimization
Technical Troubleshooting & Onboarding
Training Documentation & Knowledge Base Creation
Microsoft Office Suite (Excel, PowerPoint, Outlook, Word)
SharePoint Administration
Banking Compliance Systems
Customer Relationship Management (CRM) Tools
Financial data entry
Critical thinking capacity
Banking Compliance Systems
Customer Relationship Management (CRM) Tools
Financial data entry
Critical thinking capacity
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 -