Daniella De Marte
Commercial Funding Specialist
Laval,QC
Summary
To obtain a long-term position that will challenge and allow myself to use education, skills and past experiences for future growth and advancement. Manages high-volume loan paperwork in dynamic environments with high production, approval and customer relations targets. Expertise includes reviewing and validating personal, employment, and financial histories for each applicant. Self-motivated and reliable with excellent teamwork, problem-solving and organizational skills. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
14
14
years of professional experience
16
16
years of post-secondary education
2
2
Languages
Work History
Commercial Funding Specialist
BMO Private Bank
09.2022 - Current
- Coordinated cross-functional teams in the development of comprehensive project plans that effectively demonstrated the need for funding support.
- Calculated debt-to-income ratios to determine maximum loan amounts and avoid overextending applicants.
- Assisted fellow team members within department charged with responsibility surrounding identifying new channels through which money could potentially be raised via targeted outreach efforts.
- Corroborated on-time payments and meeting of loan terms by assessing customer accounts.
- Conducted thorough analysis of each proposed project's feasibility in terms of budgetary requirements before proceeding further.
- Evaluated funding opportunities for alignment with organizational goals and priorities.
- Reviewed and validated details of loan applications and closing documentation.
Senior Service Coordinator
BMO Bank Of Montreal
07.2021 - 09.2022
- Coordinated and monitored service activities to confirm work met all requirements.
- Coordinated individual referrals to obtain community services, advocate for client needs and resolve roadblocks.
- Developed and implemented training programs for staff.
- Identified potential revenue-generating opportunities through careful analysis of client needs and market trends, leading to business growth opportunities.
- Resolved concerns with products or services to help with retention and drive sales.
- Maintained accurate and current customer account data with manual forms processing and digital information updates.
- Created and enhanced call sequencing flows and scripts to enhance team performance.
Senior Service Representative
BMO Bank Of Montreal
10.2019 - 07.2021
- Contributed to the development of departmental policies that helped streamline workflows while maintaining compliance with industry regulations.
- Processed customer service orders promptly to increase customer satisfaction.
- Collaborated with team members to optimize workflow and maximize productivity.
- Provided exceptional customer support, consistently surpassing performance metrics.
Financial Services Manager
BMO Bank Of Montreal
02.2018 - 09.2018
- Verified account reconciliations and monitored general accounting work to keep team on-track with daily and monthly functions.
- Processed transactions deposits, withdrawals and payments to loan accounts for customers.
- Managed a team of financial analysts, fostering a collaborative environment for continuous improvement.
- Developed improvement plans to continuously develop individual and group performance, knowledge and abilities.
- Conducted comprehensive financial reviews for high-net-worth individuals, identifying opportunities for wealth preservation and growth.
Reconciliation Officer- Capital Markets, Payments
BMO Bank Of Montreal
02.2017 - 02.2018
- Mitigated potential risks by proactively identifying potential issues and implementing appropriate countermeasures or contingency plans as needed.
- Resolved problems, improved operations and provided exceptional service.
- Completed paperwork, recognizing discrepancies and promptly addressing for resolution.
- Skilled at working independently and collaboratively in a team environment.
Customer Service Agent - Customer Contact Center
BMO Bank Of Montreal
06.2016 - 02.2017
- Processed customer service orders promptly to increase customer satisfaction.
- Sought ways to improve processes and services provided.
- Cross-trained and backed up other customer service managers.
- Contacted customers to return routine and general calls promptly.
Customer Service Representative
BMO Bank Of Montreal
08.2012 - 06.2016
- Responded to customer requests, offering excellent support and tailored recommendations to address needs.
- Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.
- Maintained up-to-date knowledge of product and service changes.
- Delivered prompt service to prioritize customer needs.
Cashier
Bonanza Lumiere
02.2012 - 07.2012
- Stocked, tagged and displayed merchandise as required.
- Developed rapport with regular customers, offering personalized service that fostered brand loyalty.
- Set up new sales displays each week with fresh merchandise.
- Welcomed customers and helped determine their needs.
Sales Representative and Cashier
La Vie en Rose
06.2010 - 01.2012
- Retained excellent client satisfaction ratings through outstanding service delivery.
- Boosted internal collaboration within the sales team by sharing best practices and offering mentorship when needed.
- Met with existing customers and prospects to discuss business needs and recommend optimal solutions.
Education
Bachelor of Economics - Economics
Concordia University
Montreal, QC 05.2015 - Current
CEGEP - Commerce
Vanier College
Montreal, QC 05.2011 - 05.2014
High School Diploma -
Vincent Massey Collegiate
Montreal, QC 05.2007 - 05.2011
Skills
Attention to Detail
Microsoft Excel
Microsoft PowerPoint
Microsoft Outlook
Microsoft Office
Loan Disbursement
Adaptability and Flexibility
Loan and Transactions Advisory
Problem-Solving
Professionalism
Mortgage Loan Processing
Data Entry
Written Communication
Problem-solving abilities
Deposit and Payment Collection
Teamwork and Collaboration
Multitasking
Attention to Detail
References
References available upon request
Timeline
Commercial Funding Specialist
BMO Private Bank
09.2022 - Current
Senior Service Coordinator
BMO Bank Of Montreal
07.2021 - 09.2022
Senior Service Representative
BMO Bank Of Montreal
10.2019 - 07.2021
Financial Services Manager
BMO Bank Of Montreal
02.2018 - 09.2018
Reconciliation Officer- Capital Markets, Payments
BMO Bank Of Montreal
02.2017 - 02.2018
Customer Service Agent - Customer Contact Center
BMO Bank Of Montreal
06.2016 - 02.2017
Bachelor of Economics - Economics
Concordia University
05.2015 - Current
Customer Service Representative
BMO Bank Of Montreal
08.2012 - 06.2016
Cashier
Bonanza Lumiere
02.2012 - 07.2012
CEGEP - Commerce
Vanier College
05.2011 - 05.2014
Sales Representative and Cashier
La Vie en Rose
06.2010 - 01.2012
High School Diploma -
Vincent Massey Collegiate
05.2007 - 05.2011