Knowledgeable and efficient professional with extensive experience in financial industry. Prepares detailed client financial information to meet strict government and state regulations. Possesses comprehensive knowledge of conventional and government loan programs to fulfill customer needs. Goal-oriented individual versed in greeting high-volume of customers and recommending merchandise based on individual requirements. Skilled at creating displays to promote higher sales, completing cash register transactions and maintaining accurate records of all transactions. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Hi, I’m
Frankie Valvo
Daytona Beach,FL
Summary
Overview
15
years of professional experience
Work History
Loan Modification Attorney
Loan Modification Specialist
07.2017 - 09.2020
Job overview
- Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
- Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
- Prepared documents for underwriting by verifying client income, credit reports, and other information.
- Handled any conditions sent from underwriting departments.
- Set up and completed loan submission packages.
- Utilized loan origination software to process and track loan applications.
- Developed and maintained relationships with customers and loan officers to establish smooth loan process.
- Coordinated closing process with attorneys, title companies, and government clerks.
- Provided quick turnaround times to maintain fast-past schedule.
Amscot Financial
Tax Preparer
11.2010 - 05.2016
Job overview
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Assessed client tax situations to determine best filing options.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
- Maintained compliance by adhering to current tax laws and regulations.
- Offered clients recommendations to reduce tax liabilities.
- Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
- Identified potential audit red flags to minimize risk of IRS audits.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
Vienna Cafe And Wine Bar
Waitress Supervisor
10.2005 - 03.2009
Job overview
- Handled customer complaints professionally, resolving issues through diplomatic acknowledgment and commitment to service.
- Used communication and problem-solving skills to resolve customer complaints and promote long-term loyalty.
- Monitored dining rooms for seating availability as well as service, safety, and well-being of guests.
- Greeted new customers, discussed specials, and took drink orders.
- Trained staff members on use of POS system.
- Displayed enthusiasm and promoted excellent service to customers, successfully increasing referrals, and walk-in business.
Education
Daytona State CollegeDaytona Beach, FL
from Accounting And Business Management
University Overview
Broward CollegeFort Lauderdale, FL
from Education Administration
University Overview
Fernandina Beach High School Fernandina Beach, FL
High School Diploma from General Studies
05.2003
University Overview
Skills
- Application Process Management
- Loan Servicing
- Financial Data Analysis
- Credit Reports
- Employment Verification
- Teamwork and Collaboration
- Dedicated Work Ethic
- Complex Mathematics
- Mortgage Loan Software
- Customer Service
- Document Management
- File Management
- Interpersonal Communication
- Data Entry
Timeline
Loan Modification Specialist
Loan Modification Attorney
07.2017 - 09.2020
Tax Preparer
Amscot Financial
11.2010 - 05.2016
Waitress Supervisor
Vienna Cafe And Wine Bar
10.2005 - 03.2009
Daytona State College
from Accounting And Business Management
Broward College
from Education Administration
Fernandina Beach High School
High School Diploma from General Studies
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