Sandy Garrett
Bowser,BC
Summary
Accredited, astute and methodical lender with significant background working with members. Proficient in writing and reviewing extensive applications and supporting documentation. Maintains consistent pipelines and quick turnaround times with skilled handling of each member's needs.
Overview
34
34
years of professional experience
Work History
AR3/AR5
Coastal Community Credit Union
2016.01 - Current
- Serve existing members and prospective members needs by actively promoting and cross selling credit union products and services
- Conduct lending service interviews for residential mortgages, RSP quick loans, personal loans and lines of credit and instant beacon lines of credit.
- Process mortgage renewals, complete Cumis applications
- Highly proficient in Doxim lending system
- Resolve all types of problems pertaining to members accounts and/or products and services
- Completing new broker mortgage applications.
- Gained strong leadership skills by becoming the Collabria Champion for the branch, setting up in branch Lending Events and successfully motivating, mentoring and inspiring others.
Partnership
STG Home Design
2006.01 - Current
- Organize and present the planning and building scheme to the regional district to obtain related permits
- Invite quotes from sub-contractors and make informed decisions
- Work effectively with sub-trades
- Ensure deadlines are met
- Prepare and submit quarterly GTS/HST reports through quick books
MSR2
Coastal Community Credit Union
2012.01 - 2016.01
- Handle deposits and withdrawals for members
- Balance end of day transactions
- Respond to member inquiries and complaints
- Take advantage of loan training opportunities
- Maintain good working relationships with coworkers
- Community Investment Representative
- Build strong member relationships.
Teller
Coastal Community Credit Union
2005.01 - 2006.01
- Handle deposits and withdrawals for members
- Balance end of day transactions
- Responded to member inquiries and complaints.
Loan Administrator
Vancity Credit Union
1990.01 - 1994.01
- Processed loan and mortgage applications
- Maintained timely and open communications with notaries and lawyers
- Booked appointments and responded to client complaints
- Managed five line phone system
- Took advantage of ongoing training opportunities
- Developed good working relationships with coworkers.
- Analyzed potential risks and evaluated loan products to identify suitable options for members
Education
Accredited Consumer and Residential Mortgage Lender - Accreditation
ACRML
Online Course06.2020
Fundamentals Of Financial Planning - Fundamentals of Financial Planning
Dalhousie University
Online Course03.2017
Simply Accounting - Accounting
North Island College
Courtenay, BC 06.2010
Diploma in Hospitality and Tourism Administration -
BCIT
Burnaby, BC04.1987
Book Keeping/ General Business Courses -
North Island College
Courtenay, BC 04.1985
High School Diploma -
Highland Senior Secondary
Comox, BC 06.1984
Skills
- Critical Thinking
- Team building
- Relationship Building
- Dependable and Responsible
- Organization
- Cultural Awareness
- Supervision and leadership
Volunteer Experience
- Treasurer, Comox Valley Orcas, Courtenay, BC, 2008-01-01, 2011-12-31, Provided annual financial statements, Prepare monthly invoices and make all payments, Prepare and submit gaming reports
- Safety Administrator, Comox Valley Minor Hockey, Courtenay, BC, 2012-01-01, 2014-12-31, Ensured the safety of players during practices and games, Filled out injury reports
References
- Jan Katerberg, Courtenay, BC, 250-338-9190
- Sharon Dedominicis, Courtenay, BC, 250-871-7848
Timeline
AR3/AR5
Coastal Community Credit Union
2016.01 - Current
MSR2
Coastal Community Credit Union
2012.01 - 2016.01
Partnership
STG Home Design
2006.01 - Current
Teller
Coastal Community Credit Union
2005.01 - 2006.01
Loan Administrator
Vancity Credit Union
1990.01 - 1994.01
Accredited Consumer and Residential Mortgage Lender - Accreditation
ACRML
Fundamentals Of Financial Planning - Fundamentals of Financial Planning
Dalhousie University
Simply Accounting - Accounting
North Island College
Diploma in Hospitality and Tourism Administration -
BCIT
Book Keeping/ General Business Courses -
North Island College
High School Diploma -
Highland Senior Secondary
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