Alfred Montalvo

** ********** ******

Marlboro, N.J. 07746

Email: adsx3b@r.postjobfree.com

908-***-**** (cell)

Summary of Experience

Atria Senior Living, Tinton Falls, N.J. Program Instructor/Driver, Oct.2021-Present

Responsibilities include establishing and creating content for local events/tours, conducting Current Events & resident club meetings, provide weekly Spanish classes and creating an engaging learning environment for seniors.

Won Team Member of the Month Award, June 2022.

Assisted in planning, organizing and implementing activity programs for seniors.

Middletown Township, Middletown, N.J. Administrative Assistant/Driver January 2020-May 2020

Assisted supervisor in updating records by transferring membership data from index cards to excel spreadsheets.

Provided transportation to members as needed.

NJ Limo 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.

Assisted the buyers in visiting as many homes they wish to see in order to help them make a decision as to which home to buy.

Vistadevelopers, LLC, Jersey City, NJ, (Subcontractor) Owner/President, June 2007-Dec.2008

Prepared construction bids for projects relating to drywall and acoustical ceiling installation.

Calculated cost of materials required to complete project and ordered same from suppliers.

Prepared and submitted invoices with excel spreadsheet delineating percentage of job completed (Schedule of Values).

EDI, Inc., So. Hackensack, NJ, (Drywall Subcontractor) Operations Manager, April 2006-Mar.2007

Responsible for Information Technology and general services including, Materials and equipment (truck fleet)

Trained Hispanic field managers (in Spanish) on OSHA safety requirements.

Improved operational work-flow and business processe

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 Page two

BCI Knowledge Group, NJ, EVP 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.

Compuven, Inc., Wall Street Operations Consulting Firm, Managing Dir./ Owner., July 1997-Feb.2001

Provided Wall Street financial institutional clients with full-time, interim staffing and operations consulting personnel. Clients included, JP Morgan, Chase Bank, Merrill Lynch, Barclays Bank and other major financial entities.

CDC Capital, Inc., NY, Operations Manager, Jan.1990-Sept.1992

Operations executive responsible for the planning and development of four start-up financial entities.

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

Complete responsibility for preparing operations budget.

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.

Employment History:

Atria Senior Living, Program Instructor,Driver,Oct.2021-Present

Middletown Township, Middletown, N.J., Driver, Jan.2020-May 2020

New Jersey Limo Finder, LLC, Mar.2017-Jan.2020

RPD Executive Coach, Nov.2015-Feb.2017

Carey International/Embarque, Executive Chauffeur, Sept .2010-Sept.2015

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, EVP Marketing & Sales (March 2001-Sept.2001)

CompuVen, Inc., Principal/Owner, Financial Operations consulting firm. (July 1997-Feb. 2001)

Depository Trust Co., Senior consultant (Feb.1996 June 1997)

Taglich Brothers, D’Amadeo, Wagner & Co. Inc. B/D,Office Manager (Jan.1996-Aug.1996)

Various Bank & Brokerage consulting assignments: (July 1993-July 1996)

NationsBank, Dallas, TX. Project Manage/VP Trust Operation (Dec.1992-June 1993)

CDC Capital, Inc. Operations Manager (Jan. 1990-Sept.1992)

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)

Technical Skills: MS Word, Outlook, Excel.

Other: Brookdale Community College, Certificate in Judicial & Medical Interpreting. English/ Spanish

Contact this candidate