Dana Garvey
Overview
9
9
years of professional experience
Work History
Associate Corporate Cards| Remote Virtual Connect
BMO
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
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
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
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
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