Overview
Work History
Education
Timeline
Generic

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 & Nevis
06.2013

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

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Dana Garvey