Candace Boyd
Associate Service Consultant Case Manager
Rock Hill, SC 29732
Follow

Reliable, team player, attentive to details, willingness to help, ability to train others, and have strong work ethics

Praises

Praises help jobseekers showcase strengths and stand out to employers.

Work experience
Notary Signing Agent

Print and notarize various documents
*Drop off complete package to UPS or FedEx as instructed
*Commissioned in NC and SC

.


LPL Financial
Escalation Analyst

Provide a resolution on cases that have been escalated, expedited, or need an exception from Service, Business Consulting, or a Relationship Manager
*Research cases that are related to either the client's account, move money transactions, account
transfers, or commissions
*Provide reports for advisors that are needed for their clients or commissions
*Answer inbound calls in a timely and professional manner

Client Compensation

LPL Financial
Sr Ops Specialist

Closely Monitor, review and process Third Party Wires before cutoff
*Notify the financial advisor's office if paperwork/account is NIGO (Not In Good Order)
*Validate client signatures (wet or electronic) and cross reference supporting documents
*Process and/or Approve wires in RAPID, IFS, or BETA systems
*Utilize OFAC, RDC, Lexis Nexis, and Oracle to process wires
* Deter fraud and work closely with FIU if fraudulent activity is suspected
* Meet daily production/SLA for First and Third Party Wires in queue
*Make funds available for wires
*Communicate with Management Team and/or FIU with red flag
*Insure the account is compliant with Patriot Act or FINRA rules for processing
*Update daily log of wires that were completely processed
*Communicate with the broker either by phone, email, or ACT regarding wires
*Work closely with Cash Control to get wires approved

Lpl Financial
LPL Financial

Research missing annuity, insurance, or advisory commissions/trails
*Collaborate with Operations, Compliance, Insurance, Treasury, and Registration for information
*Provide information to Annuity and Insurance Carriers to confirm commissions
*Research Commission Reimbursements paid out by the Sponsor
*Create Zero Batch and General/Standard Adjustments for commission corrections
*Run Trail Detail Reports, Commissions, and Payment Detail Reports
*Maintain daily tracker for management

LPL Financial
Senior Operations Specialist

Monitor, review and process Third Party Wires before cutoff
*Notify the financial advisor's office if paperwork/account is NIGO (Not In Good Order)
*Validate client signatures (wet or electronic)
*Cross reference supporting documents
*Validate client information through Lexus Nexus and OFAC
*Process and Approve wires in RAPID, IFS, or BETA systems
*Utilize OFAC, RDC, Lexis Nexis, and Oracle to process wires
*Deter fraud and work closely with FIU if fraudulent activity is suspected
*Meet daily production/SLA for First and Third Party Wires in queue
*Release funds to prevent return wires
*Communicate with Management Team and/or FIU with red flag
*Insure the account is compliant with Patriot Act or FINRA rules for processing
*Update daily log of wires that were completely processed
*Communicate with the broker either by phone, email, or ACT regarding wires
*Cash Control to get wires approved

LPL Financial
Associate Service Consultant

Provide concise and accurate information to financial advisors and their assistants
*Support advisors on completing, opening accounts, closing accounts, and move money transactions
*Service Team Process account transactions via through IFS Move Money Tool
*Educate advisors on how to research or use information on BranchNet
*Monitor Service Requests and provide follow-up calls, ACT notifications, or emails
*Email back up correspondent to Service360 Team 18 Mailbox
*Assist advisors on how to complete forms or navigate Branchnet
*Email Team News to keep the entire team/management abreast of any updates, changes, or pertinent information within LPL
*Support new hires with y-cording and learning how to log calls in Siebel
*Create team participating events for special occasions

LPL Financial
Service360 Associate Service Consultant

Provide concise and accurate information to financial advisors and their assistants
*Support advisors on completing, opening accounts, closing accounts, and move money transactions
*Service Team Process account transactions via through IFS Move Money Tool
*Educate advisors on how to research or use information on BranchNet
*Monitor Service Requests and provide follow-up calls, ACT notifications, or emails
*Email back up correspondent to Service360 Team 18 Mailbox
*Assist advisors on how to complete forms or navigate Branchnet
*Email Team News to keep the entire team/management abreast of any updates, changes, or pertinent
*nformation within LPL
*Support new hires with y-cording and learning how to log calls in Siebel
*Create team participating events for special occasions

LPL Financial -IAS Representative

Provide quality customer service to financial advisors, assistants, and clients
* Research issues for clients or advisors and take ownership of issues to be resolved
* Work with other departments to help resolve requests or issues in a timely manner
* Help train new reps that join the GSC by sharing information and y-cording
* Meet daily API/AHT
* Create Daily News for the team to inform of internal news and events
* Participate on the CLT Event Planning Committee and Competitive E.D.G.E

LPL Financial
Independent Advisor Service Representative

Provide quality customer service to financial advisors, assistants, and clients
*Research issues for clients or advisors and take ownership of issues to be resolved
*Work with other departments to help resolve requests or issues in a timely manner
*Help train new reps that join the GSC by sharing information and y-cording
*Meet daily API/AHT
*Create Daily News for the team to inform of internal news and events
*Participate on the CLT Event Planning Committee and Competitive E.D.G.E

Citi Mortgage
Loss Mitigation Specialist

Gain advanced knowledge of company products and services, policies, procedures and collections systems
* Apply job knowledge when communicating with delinquent customers
* Field inbound and make outbound calls utilizing an auto-dialer system or manually
* Act as the point of contact for the customer to help determine the reason for delinquency
* Evaluate the customer's financial situation and ownership to resolve issues
* Negotiate account resolution and terms of repayment or other loss mitigation options
* Skip-trace to find and collect on delinquent accounts
* Take ownership of special projects/assignments for management or operations
* Refer more complex issues to higher level collections staff

Citi Mortgage
Collections/Loss Mitigation Specialist

Gain advanced knowledge of company products and services, policies, procedures and collections
*systems
*Apply job knowledge when communicating with delinquent customers
*Field inbound and make outbound calls utilizing an auto-dialer system or manually
*Act as the point of contact for the customer to help determine the reason for delinquency
*Evaluate the customer's financial situation and ownership to resolve issues
*Negotiate account resolution and terms of repayment or other loss mitigation options
*Skip-trace to find and collect on delinquent accounts
*Take ownership of special projects/assignments for management or operations
*Refer more complex issues to higher level collections staff

Contour Products-Wholesale
Order Entry Clerk/Customer Care

Processed orders by phone, fax, mail, verbal, or electronically
* Prepared packing lists, E-commerce update, Bill of Ladings and labels
* Processed billing, check/credit memos, and batch order processing
* Updated Routing Instructions and tracking numbers
* Processed returns/replacements
* Answered 1-8 lines

Contour Products
Wholesale Order Entry Clerk/Customer Care

Processed orders by phone, fax, mail, verbal, or electronically
*Prepared packing lists, E-commerce update, Bill of Ladings and labels
*Processed billing, check/credit memos, and batch order processing
*Updated Routing Instructions and tracking numbers
*Processed returns/replacements
*Answered 1-8 lines

Workforce Solutions

Childress Klein Properties as an HR Assistant
* Grubb Properties as a Receptionist
* Scottish Re: as an HR Assistant

Workforce Solutions
HR Assistant

Grubb Properties as a Receptionist
*Scottish Re: as an HR Assistant

Customer Service/Collections

Arch Wireless

Major Accounts Customer Care and E-mail Correspondent
* Answered inbound calls and emails
* Resolved customer related issues with damaged equipment
* Met daily log in time
* Collected on 30-90 days delinquent account
* Assisted customers on how to set up online accounts
* Submitted and processed credit adjustments, new accounts, up/downgrade plans, and prorated bills

Comfort Trac, Inc
Receptionist/Customer Service

Answered multiple incoming lines and greeted visitors
* Data entry
* Operated general office equipment
* Accurately answered product and service questions
* Trained new hires
* Charged batch order payments made by check/credit cards daily
* Printed invoices for shipping (Domestic and International)

Express Personnel Services
Receptionist/Job Recruiter

Answered multiple incoming calls
* Distributed company mail and client payroll
* Fulfilled open job orders
* Reported drug screen results, set up orientation and updated personnel records

Traits
resume-trait-icon-set
Accountable
I take responsibility for my actions and follow through on my promises.
resume-trait-icon-set
Confident
I am self-assured in my skills and talents, and I'm willing to take on challenges and risks.
resume-trait-icon-set
Credible
I am truthful and believable.

Education
Central Piedmont Community College
Certificate, Notary Public

Class required by the state of NC to become a Notary Public in NC. You must pass the exam also.


Central Piedmont Community College
Certificate, eNotary

Class requires by three state of NC to become an eNotary. You must pass three exam.

Chris Logan Career College
Lewisville High School
High School
Certifications & licenses
eNotary
North Carolina Secretary of State

Commissioned in the state of NC as an eNotary


Notary
North Carolina Secretary of State

Commissioned in NC as a Notary Public

Notary
South Carolina Secretary of State

Commissioned in SC as a Notary Public

Skills
  • Microsoft Office
  • Oracle
  • Data Entry
  • Customer Service Skills
  • Credit Card/ Cash transactions
  • Attention to Detail
  • Drug Screen collection
  • Answered Phones
  • Communication skills
Staffing and freelance

Candace is affiliated with the following companies:

  • Accountemps
  • Aerotek
  • Express employment professionals
  • Kelly services
  • Office team
  • Robert half
  • Staffmark
  • Staff management smx
  • Teksystems
Volunteering
Boys and Girls Club
Gave out toys and interacted with the children

Volunteered through my employer during Christmas


Dress for Success
Organizer

Donated clothes and shoes, helped ladies whip had been without a job or the corporate arena and didn't know how to dress for an interview. I helped organize clothes, shoes, jewelry, e.t.c

Dress for Success
Organizer

Donated clothes and shoes, helped ladies whip had been without a job or the corporate arena and didn't know how to dress for an interview. I helped organize clothes, shoes, jewelry, e.t.c