Account Manager Customer Service
Resume:
JASON A. RUSSO
Orlando, Florida 32827
********@*****.***
EMPLOYMENT
Department of Treasury – Internal Revenue Service (D.O.G.E. Reduction of Staff) September 2024-February 2025
Orlando, Florida Position: Revenue Agent
Examined and audited complex tax returns and records in diverse trades and businesses
Successfully conducted in-person audits requiring investigative issues including fraud
Provided expert guidance, education and direction on tax law to tax payers and powers of attorney
Contacted taxpayers by mail and phone to discuss a tax return or request documentation
Resolved and concluded taxpayer case discrepancies regarding tax return filings
RP Professional Services, LLC / Highlight Technologies, LLC June 2020 to August 2024
Federal Contract #SBAHQ17A0016-73351020F0175 Orlando, Florida
Position: Small Business Administration Contractor - Loan Specialist
RP Professional Services became the prime contractor and hired me from Highlight Technologies, LLC
Entity Affiliation Loan Analyst for SBA Payroll Protection Program
Number #1 ranked team performer in tax return, payroll, employment and benefits research and decisioning
95% success rate in resolving and decisioning files through SBA Approved Lender communications
Validated accuracy and authenticity of financial documents
Managed multiple team projects with constantly changing priorities
Created technical financial report summaries utilized by upper management
JJ's Waste & Recycling (Corona Virus Reduction of Staff) June 2018 to March 2020
Orlando, Florida Position: Account Manager
Consistently achieved greater than 20% of quota in outside commercial waste and recycling sales
Prepared 'Request for Proposal' (RFP) bids and sales reports
80% employee retention through successful new customer face-to-face meetings and cold call training
Ranked #1 in sales team for resolving customer service matters
95% success rate in existing customer retention through contract renewals
Orange County Government - District 4 Commissioner’s Office July 2011 to June 2018
Orlando, Florida Position: Senior Aide
Managed day-to-day office functions, staff and matters requiring action by the elected official
Built relationships at the local government level in support of district office issues
Supervised and conducted research, drafted memos and presented policy options
Represented elected official at community meetings, presentations and ceremonies
Led volunteer activities in three county campaigns and acted as campaign treasurer
Conducted volunteer work through religious, community and student organizations
JP Morgan Chase November 2008 to July 2011
Oviedo, Florida Position: Loan Officer
Loan Originator for residential home loans from active referral sources
Closed and funded monthly residential loans between $700,000 and $1,500,000
Assessed and evaluated customer’s financial needs to build strong relationships
Determined financial product and service solutions based on analysis of customer objectives
Partnered with operational departments throughout the company to clear underwriting conditions
Craig Melton Mortgage Team - Suntrust, Resource Bank & Atlantic Bay Mortgage September 2003 to October 2008
Maitland, Florida Position: Loan Officer
Residential loan originator of residential loan fundings between $600,000-$1,000,000 per month
Achieved 75% lead generation through community volunteering
Created and conducted professional training programs to increase sales and knowledge
Guest and key note public speaker at community, business and Chamber of Commerce events
Leader and co-founder of community-based real estate group – (East Orlando Leaders Associates-EOLA)
EDUCATION
1. Bachelor of Arts in Spanish (Bilingual) 2. Bachelor of Science in Accounting
University of Central Florida, Orlando, FL Louisiana State University, Baton Rouge, LA
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