Candice Piercy
Wiggins
Summary
Diligent and resourceful financial professional skilled in client relations that delivers consistency and continuity of operations. Manage and direct programs assigned while carrying out supervision and investigatory processes. Achieves compliance with company policies and regulations in carrying out job functions.
Overview
10
10
years of professional experience
Work History
Onyx Operations Contingent Worker
Insight Global/ Group 1001
01.2024 - Current
- Worked independently and managed assigned projects within Onyx system.
- Organized, sorted, and checked input data against original documents.
- Completed data entry tasks with accuracy and efficiency
- Enhanced data accuracy by meticulously reviewing and correcting errors in spreadsheets and database.
- Created "Step By Step Training Guides" for Contract QC and Data Entry job functions
- Trained multiple staff members, helping them develop their skills and advance within the organization.
Mortgage Loan Assistant
Cadence Bank
09.2020 - 06.2023
- Communicated with customers daily to request information and complete paperwork.
- Monitored key dates to obtain information by deadlines.
- Assembled important paperwork and disclosures for borrower.
- Worked with Loan Officer to create application profile in system and review key information at various stages within process.
- Cultivated productive relationships with clients, realtors, and title/escrow officers to increase profits and expand customer base.
- Uploaded financial history paperwork and loan documents to Encompass.
- Checked loan documents for accuracy prior to closing.
- Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Worked with underwriters to fix application problems and resolve issues.
Head Teller/ Personal Banker I
Cadence Bank
05.2018 - 09.2020
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Cross-sold bank products and services to meet customer needs and provide options.
- Promoted financial products by maintaining excellent service offering knowledge.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Processed deposits, withdrawals and ACH transfers accurately.
- Backed up teller team by handling needs of new and existing customers at main counter.
- Activated new accounts and issued customer identification numbers.
- Maintained customer records and updated account information.
Teller/ Back Up Head Teller
Cadence Bank
08.2014 - 05.2018
- Managed daily bank operations by processing customer transactions and providing exceptional customer service.
- Mentored and trained new tellers on bank procedures and customer service standards.
- Recognized and prevented fraudulent activities and suspicious transactions.
- Answered inquiries regarding checking and savings accounts and other related products.
- Enforced compliance with bank regulations and policies to reduce financial risks.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Replenished ATM funds in empty canisters prior to validation process.
Education
Bachelor of Science - Psychology
University of Phoenix
Tempe, AZ06.2015
No Degree - Psychology
William Carey University
Hattiesburg, MS05.2013
No Degree - Business
Mississippi Gulf Coast Community College
Perkinston, MS05.2012
Skills
- Excellent Communication
- Self Starter
- Data Gathering
- Conflict Resolution
- Report Generation
- Client Relations
- Research and Analysis
- Microsoft Office, Adobe, Excel
- Loan and Transactions Advisory
- Critical Thinking
Timeline
Onyx Operations Contingent Worker
Insight Global/ Group 1001
01.2024 - Current
Mortgage Loan Assistant
Cadence Bank
09.2020 - 06.2023
Head Teller/ Personal Banker I
Cadence Bank
05.2018 - 09.2020
Teller/ Back Up Head Teller
Cadence Bank
08.2014 - 05.2018
Bachelor of Science - Psychology
University of Phoenix
No Degree - Psychology
William Carey University
No Degree - Business
Mississippi Gulf Coast Community College
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