Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Candace R. Bartee

Montgomery,AL

Summary

Credit union and banking professional with over 6 years of progressive leadership experience in lending, branch operations, and staff management. Known for building high-performing teams, delivering exceptional member experiences, and driving consistent branch growth. Proven success in achieving aggressive loan and deposit goals, training employees to excel, and creating a culture of accountability and service excellence. Recognized as Guardian Credit Union MVP 7 times for outstanding performance. Currently pursuing an MBA (expected Dec 2025) to strengthen leadership and strategic management expertise for branch leadership roles.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Loan Officer / Member Service Consultant

Guardian Credit Union
02.2019 - Current
  • Consistently originated and managed high-volume consumer loans, including achieving over $1 million in funded loans in a single month, significantly contributing to branch portfolio growth.
  • Recognized as Guardian Credit Union MVP on 7 separate occasions for excellence in lending, leadership, and member service.
  • Built strong member relationships through personalized financial guidance, resulting in a 95% member satisfaction rating.
  • Partnered with branch leadership on staffing, scheduling, and compliance oversight, frequently serving as acting manager.
  • Mentored and coached 10+ employees in sales, compliance, and service delivery, raising team productivity and cross-sell rates by 20%.
  • Responsible for training and onboarding new loan officer hires, ensuring knowledge of credit union policies, loan origination systems, and compliance procedures.
  • Spearheaded community outreach and SEG relationship programs that increased branch deposits by 15% year-over-year.
  • Maintained flawless audit performance with zero compliance findings through rigorous adherence to policies.
  • Resolved escalated member concerns with professionalism and empathy, reinforcing member loyalty and retention.

Universal Banker

BBVA Bank
01.2018 - 02.2019
  • Delivered exceptional customer service by providing tailored financial solutions that helped clients achieve their goals.
  • Supported branch management with operational tasks, cross-training, and account servicing to ensure smooth daily operations.
  • Facilitated accurate and timely loan closings, earning recognition for efficiency and member satisfaction.
  • Contributed to branch growth by consistently meeting and exceeding sales and service goals.

Teller Supervisor / Branch Banker III

BB&T (Now Truist)
07.2015 - 04.2018
  • Supervised daily teller operations, ensuring compliance, efficiency, and superior member service.
  • Trained and coached new hires, instilling a strong customer-first approach and operational accuracy.
  • Exceeded sales goals through proactive cross-selling of loans, deposits, and credit products.
  • Handled escalated member issues with diplomacy and effectiveness, improving long-term relationships.
  • Supported leadership in audit preparation, regulatory compliance, and operational excellence.

Education

MBA - Business Administration

Faulkner University
Montgomery, AL
12.2025

Bachelor of Science - Psychology, Rehabilitation Services

Alabama State University
Montgomery, AL
12.2016

Skills

  • Branch Operations & Staff Leadership
  • Exceptional Customer Service & Member Relations
  • Loan Origination & Underwriting
  • Regulatory Compliance (BSA/AML, OFAC)
  • Credit Risk & Financial Analysis
  • Business Development & Community Outreach
  • Training, Coaching & Performance Management
  • Audit, Risk, & Documentation Accuracy
  • Cross-Selling & Revenue Growth
  • Conflict Resolution & Problem Solving

Certification

  • Certified Credit Union Financial Counselor (CCUFC)
  • Bank Secrecy Act / Anti-Money Laundering Certified
  • OFAC Compliant
  • Notary Public

Timeline

Loan Officer / Member Service Consultant

Guardian Credit Union
02.2019 - Current

Universal Banker

BBVA Bank
01.2018 - 02.2019

Teller Supervisor / Branch Banker III

BB&T (Now Truist)
07.2015 - 04.2018

MBA - Business Administration

Faulkner University

Bachelor of Science - Psychology, Rehabilitation Services

Alabama State University

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