Candice Wade Email and Phone Number

• Ensured the timely and successful delivery of solutions according to customer needs and objectives• Oversaw the workflow of Portland client Operations Team; which included account management and support, payment delivery, settlement, follow-up on outstanding payments, and resolve all support inquires• Lead the initiative to develop client onboarding processes for a new service offering within our organization.• Delivered exceptional account service to strengthen customer loyalty• Initiated and maintained favorable/productive relationship with clients• Assisted with challenging client requests and issue escalations as needed• Spearheaded large financial reconciliation project for corporate merger

• Continuously identified and executed new opportunities for growth• Participated in Financial Services process improvement projects that reduced the number of Employer Returned mail sent monthly by 360 policies as part of the print suppression project and the FICA service Agreement process improvement project, which decreased the amount of Q1 FICA exceptions• Demonstrated reliability and dependability for the team, displays self-awareness, collaboration and empathy• Supported management by participating in ad-hoc projects related to operational metrics, process improvement, financial transactions, and tax services• Worked closely with the Internal Audit team to ensure HIPPA and PCI compliance in the sending of Employee/Employer Tax reporting.