Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Beatrice Laviscount

Deer Park,NY

Summary

Knowledgeable ; with solid foundation in customer interaction and problem resolution. Adept at managing high-volume inquiries while ensuring customer satisfaction. Demonstrated ability in conflict resolution and effective communication.

Overview

6
6
years of professional experience

Work History

Contact Representative SBSE

IRS
04.2023 - Current


  • Managed a high volume of inbound calls daily, maintaining composure under pressure while providing top-notch service to taxpayers.
  • Interprets and applies applicable portions of basic tax law and regulations, and basic collection techniques and enforcement actions, to advise, inform, assess, and collect taxes, and associated liabilities.
  • Researches and analyzes all available information applicable to specific and well-defined collection issues
  • Takes corrective actions needed to close accounts. Explains actions taken. Contacts taxpayers and/or their representatives in response to IRS contacts regarding a limited number of delinquent situations.
  • Provides explanations to specific inquiries initiated by individuals, generated by notices, or internally generated assignments.
  • Advises taxpayers of the enforcement actions that may be taken if they fail to meet commitments to file return and/or pay tax liabilities and encourages voluntary compliance with tax laws.

Loan Officer

Small Business Administration
09.2021 - 03.2022
  • Process Loan Applications and making Loan decisions for small businesses impacted by the COVID 19 Pandemic
  • Assessing Tax Returns and Personal Finances to determine Loan amount and repayment ability
  • Contacting Applicants by phone and email to obtain necessary documents to make a loan decision
  • Performed duties as a Team Lead, making final decisions to obligate or decline a loan increase request processed by Loan Officers
  • Ensured compliance with all federal and state regulations throughout the loan origination process.
  • Originated, reviewed, processed, closed, and administered customer loan proposals.

Mortgage Loan Originator

AAG
12.2018 - 09.2021
  • Origination of Residential Loan Applications for 1-4 Unit homes for Purchase, Refinancing, Reverse Mortgages Etc
  • Develop and maintain successful referral sources and repeat business
  • Conduct interviews with prospective borrowers in order to analyze credit data, determine financing objectives, and negotiate pricing and loan terms
  • Educate, Guide and Advise potential borrowers through the loan application process
  • Ability to understand and navigate complex financial documents

Education

Bachelor of Science - Business Administration

Strayer University
05-2026

Skills

  • Business Accounting Analysis
  • P&L Balance Sheet
  • Analyze Tax Returns
  • Knowledge of business organization
  • Commercial practices
  • Marketing
  • Upselling
  • Sales objectives
  • Evaluating client needs
  • Conducting research
  • Building competitive sales proposals
  • Leadership
  • Interpersonal skills
  • Effective communication
  • Technology expertise
  • Windows 10
  • Office
  • Internal Revenue Code, tax laws and administration
  • Standard accounting and financial analysis techniques, transactions and command codes to research and examine financial circumstances
  • Experience with available on-line systems, research materials, and interest-based negotiation techniques to arrive at acceptable terms

Accomplishments

  • Coached New Hire Representatives for Certification
  • Trained New Hire Class as a Quest Instructor
  • Achieved Exceeds ratings on performance reviews


Timeline

Contact Representative SBSE

IRS
04.2023 - Current

Loan Officer

Small Business Administration
09.2021 - 03.2022

Mortgage Loan Originator

AAG
12.2018 - 09.2021

Bachelor of Science - Business Administration

Strayer University

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Beatrice Laviscount