Garrett Schultz Email & Phone Number

Canada

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Transportation, Waste & RecyclingKey Responsibilities:• Day to day account servicing on a diverse portfolio of transportation, waste and recycling accounts (including large complex risks)• Efficient and timely collection of receivables• Managing an existing portfolio of clients, providing high-quality service and advice, including risk identification, review and placement of insurance policies• Maintain general knowledge and understanding of all insurance products• Review coverage(s) and recommend changes as necessary• Balances day to day servicing with production of new prospects

Toronto, Ontario, Canada

Waterloo, On

• Excellent adaptive qualities working with large numbers of clientele in a fast pace workplace• Responsible for keys and combinations for the bank, and maintaining the confidentiality of customers• Meet and surpass monthly goals, which follow the banks service excellence activities • High attention to detail when handling large sums of cash and performing transactions ensuring entries balance on a daily basis• Report and document customer interactions as part of our policies to ensure no unusual transactions or fraudulent activity prevails• Perform administrative duties such as; scanning, filing, emailing and various other tasks to ensure the organization of records and the diligence of the bank’s documentationBest of the Best Recipient 2019

Mississauga, Ontario, Canada

• Provide high quality and consistent decisions on Small Business loan applications while meeting my assigned KPI goals• Analyze all necessary client documents including financial statements, credit bureaus, T1’s, legal suits and other relevant information required for adjudication and audit purposes• Contribute to the ACE team meetings, offering suggestions to help ensure the standard operating procedures are efficient and follow the banks risk appetite • Escalating deals with high credit exposure to help increase personal adjudication limit• Efficiently navigating through various bank software’s with high attention to detail

Toronto, Ontario, Canada

Toronto, Canada Area

Kitchener/Waterloo, On

• Resolved customer concerns in a safe, efficient and timely manner often adapting to niche projects every day, completing tasks individually and in a team environment • Instructed coworkers how to safely handle and maintain equipment to ensure longevity of equipment and safety of individuals• Followed and completed a detailed list of duties on a daily basis to enhance the parks appearance

Elmira, On

• Served between 150-300 guests per shift in a fast pace retail environment, handling cash, dropping large bills, and printing reports• Contacted suppliers to ensure fuel and other products would be delivered on time • Part of an award-winning team for “Leadership, Continuous Improvement and Operational Excellence”

Bachelor'S Degree, Honours Economics And Management

High School Diploma W/ Honours

Chartered Insurance Professional (Cip), Designation - In Progress