Dana Garvey
Overview
9
9
years of professional experience
Work History
Associate Corporate Cards| Remote Virtual Connect
BMO
Remote
06.2023 - Current
- Provided proactive, high-quality client service and administration.
- Cultivated relationships with professional advisors and created communication for advisors.
- Analyzes issues and determines next steps and maintains the confidentiality of customer and bank information.
- Performs any required documentation after completed calls to ensure customers' requests are accurately processed.
- Manages all transactional outcomes of customer calls or defers to appropriate internal business groups.
- Stay abreast of consumer needs, industry trends, best practices, and regulatory environment as it relates to the products and services provided.
Loan Servicing Specialist
UW Credit Union Corporate
Madison, WI
10.2022 - 06.2023
- Proved successful working within tight deadlines and a fast-paced environment.
- Offered friendly and efficient service to customers, and handled challenging situations with ease.
- Maintained and set mortgage interest rates and loan programs to remain competitive in the market.
- Reviewed and validated details of loan applications and closing documentation.
- Perform loan account maintenance such as NSF checks and ACH payments
- Documenting/filing loan documents and adding comments under members' profile
Teller
UW Credit Union
Madison, WI
10.2020 - 10.2022
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Answered customer inquiries regarding account balances, transaction history, service charges, and interest rates.
- Processed customer transactions promptly, minimizing wait times.
- Disbursed cash and checks accurately while maintaining the security of cash drawers.
- Acquire sales referrals and attributed them to branch sales.
- Audit procedures and adhere to branch guidelines
Sales Associate
Target
Madison, WI
12.2017 - 10.2020
- Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
- Helped customers locate products and checked store systems for merchandise at other sites.
- Prepared merchandise for the sales floor by pricing or tagging.
- Rotated stock and restocked shelves to maintain product availability and store appearance.
- Managed returns, exchanges, and refunds in accordance with store policy.
- Answered customer questions about sizing, accessories, and merchandise care.
Sales Associate
Linen & Gold
Basseterre, St. Kitts & Nevis
01.2015 - 07.2015
- Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
- Helped customers locate products and checked store system for merchandise at other sites.
- Prepared merchandise for sales floor by pricing or tagging.
- Rotated stock and restocked shelves to maintain product availability and store appearance.
Education
High School Diploma -
St Christopher's Preparatory School
Bassettere, St Kitts & Nevis06.2013
Timeline
Associate Corporate Cards| Remote Virtual Connect
BMO
06.2023 - Current
Loan Servicing Specialist
UW Credit Union Corporate
10.2022 - 06.2023
Teller
UW Credit Union
10.2020 - 10.2022
Sales Associate
Target
12.2017 - 10.2020
Sales Associate
Linen & Gold
01.2015 - 07.2015
High School Diploma -
St Christopher's Preparatory School