Business Development Administrative Assistant
Resume:
Alfred Montalvo
Marlboro, N.J. 07746
Email: **********@*****.***
908-***-**** (cell)
Summary of Experience
Atria, Tinton Falls, N.J. Program Coordinator, Oct.2021-Present
Responsible for executing various corporate sponsored initiatives and in-house programs. Conduct business related lectures.
Establish curriculums to promote an interactive and continuous learning environment.
Investigate and continuously create new programs to engage residents in social & intellectually stimulating activities.
Reconcile monthly invoice billing.
Won Team Member of the Month Award.
Won “Exceeding Expectations Award.
Middletown Twp. N.J., Senior Center. Administrative Assistant/Driver January 2020-May 2020
Assisted supervisor in updating records by transferring membership data from index cards to excel spreadsheets.
Performed data entry into township membership records system.
NJ Limo Finder, Short Hills, NJ. Business Development Manager/Driver. Sept.2010-Dec.2019
Business development responsibility in order to grow client base.
Provided transportation to executive clientele. During this time period, I also provided client transportation for RPD Executive Coach and Cary Int./Emparque.
Realestate. Com, Edison, N.J, Orrico Realtors, Colts Neck, N.J. Real Estate Agent, June 2009-June 2011
Qualified the buyer’s ability to finance the new home they intended to purchase.
Prepared sales contracts, scheduled inspections etc., to procure closing.
Vistadevelopers, LLC, Jersey City, NJ, (Subcontractor) Owner/President, June 2007-Dec.2008
Prepared construction bids for projects relating to drywall and acoustical ceiling installations.
Managed $2 million in accounts receivable.
EDI, Inc., So. Hackensack, NJ, (Drywall Subcontractor) Operations Manager, April 2006-Mar.2007
Responsible for Information Technology and general services including, materials and equipment.
Managed $1.5 million in Accounts Receivable.
Managed office staff of 5 individuals and a field personnel of over 50.
Improved operational work-flow and business processes.
Designed corporate website.
Wells Fargo, GMAC, and CTX mortgage company. Home Mortgage Consultant, July 2002-April 2006
Specialized in the origination and processing of mortgage loans for home buyers.
Responsible for the procurement of financial data required to submit loans for underwriter approval.
Ensured internal and external regulatory/compliance requirements were adhered to in processing all loans.
Alfred Montalvo
BCI Knowledge Group, NJ, VP Sales & Marketing, Mar. 2001-Sept.2001
Marketed process-based application to major Banking & Brokerage institutions which promoted enterprise-wide collaboration of Knowledge Management/Sharing and Integration.
CDC Capital, Inc., NY, Caisse Des Depots Et Consignations Group, Paris, V.P. & Operations Manager
Senior operations executive responsible for the planning and development of four start-up financial entities: Capital Markets Proprietary Trading Co., Asset Management Co., Broker/Dealer, and a Bank.
Achieved all strategic objectives in setting up facilities, operations and IT support for all entities within targeted timeframes.
Managed all four financial entities simultaneously and supported trading operations in the following securities products: Financial Futures, MBS/CMO’s, foreign debt obligations and their respective currencies, Repurchase agreements, Puts/Calls, U.S. Treasury debt obligations, Int. Rate Swaps and derivatives.
Complete responsibility for preparing operations budget and monitoring monthly cost variances.
Responsible for accurate P&L reporting of trading profit/loss.
Wrote all business specs for system enhancements relating to Capital Markets trading operations and Accounting.
Set up Global Trading Operation for Broker/Dealer and wrote compliance manual.
NationsBank, Dallas, TX (Now Bank of America), Project Manager/Consultant, SVP, Trust Operations
Responsible for managing US Treasury securities clearance, Depository Settlements, Corp. Actions and trade/income processing. Managed a staff of 110 individual and three division VP’s.
Consultant: Successfully managed and coordinated activities of twenty New York consultants and ten full-time employees in the reconciliation of $23 billion in suspense account outages caused by a bank merger. Subsequently hired as SVP Trust Operations as a direct result of this achievement. Avoided closure of the branch by the Controller of the Currency.
Employment History:
Atria, Tinton Falls, N.J. Program Coordinator, Oct.2021-Present
Middletown Township, Middletown, N.J., Admin. Assistant, Driver, Jan.2020-May 2020
New Jersey Limo Finder, RPD Exec. Coach, Carey Int’l/Embarque, Mar.2010-Jan.2020
Realestate.com Realtors, Orrico Realty. (June2009-June.2011)
Vista Developers, LLC. Owner (June 07-12.’08)
EDI Inc. Operations Manager (Apr.’06-Mar.’07)
Home Mortgage Specialist, Wells Fargo, GMAC, CTX and AHM mortgage (July’02-April.’06)
BCI Knowledge Group, VP Marketing & Sales (March 2001-Sept.2001)
CDC Capital, VP Operations
NationsBank, Dallas TX, Project Manager, Consultant & SVP Operations.
Education:
City University of New York, The College of Staten Island, course study: Economics and Banking.
NY Institute of Finance, course study: Wall Street brokerage Operations.
Financial & Operations Principal, FINOP, Series 27 (expired)
Real Estate License. (expired)
Technical Skills: MS Word, Outlook, Excel.
Other: Brookdale Community College, Certificate in Judicial & Medical Interpreting. English/ Spanish.
Volunteer work: Parker Family Health Center, Red Bank, NJ. Provided medical interpreting services on
behalf of non English speaking patients.
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