A. Daniel
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A. Daniel Email & Phone Number

Accountant at Accountants and Financial Planning Associates
Location: Greater Chicago Area, United States 5 work roles
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✓ Verified July 2026 2 data sources Profile completeness 71%

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Current company
Accountants and Financial Planning Associates
Role
Accountant
Location
Greater Chicago Area, United States

Who is A. Daniel? Overview

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A. Daniel is listed as Accountant at Accountants and Financial Planning Associates, based in Greater Chicago Area, United States. AeroLeads shows a matched LinkedIn profile for A. Daniel.

A. Daniel previously worked as Investor Accountant at Dovenmuehle Mortgage, Inc. and Data Processor at Wintrust Mortgage.

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About A. Daniel

Experienced Professional. Looking for new opportunities

Current workplace

A. Daniel's current company

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Accountants and Financial Planning Associates
Accountants And Financial Planning Associates
Accountant
Chicago, IL, US
5 roles

A. Daniel work experience

A career timeline built from the work history available for this profile.

Accountant

Accountants And Financial Planning Associates

Chicago, Il, Us

Role listed

Accountants And Financial Planning Associates

Chicago, Il, Us

Investor Accountant

Lake Zurich, Il, Us

-Responsible for transferring all new loan sales before the cutoff date-Prepare any manual reports required by the investor guidelines.-Ensure all remittances are made on contractual due date and balances are available in clients account for transfer-Review exception reports and clear/resolve items timely.-For Scheduled investor, ensure that the loan/pool level security balances, test of expected P&I, and cashbook reports are properly maintained.-Complete bank account reconciliation according to investor guidelines.-Respond to client/Investor inquiries quickly and appropriately

Jun 2021 - Dec 2021

Data Processor

Rosemont, Il, Us

-Project Based Position-Verifying loan files and making sure all the information inputted is correct and accurate-Emailing relevant people if any discrepancy found in the data inputted. -Worked on diversified set of loan files such as Cash out Refinance, non Cash-Out Refinance and Construction loans-Inputting Company provided Promotional credits to customer's loan file. -Emailing Customers Post consummations Closing Disclosure-Updating Customer Records and resolving any issues found

Oct 2020 - Apr 2021

Data Entry Clerk

Neenah, Wi, Us

-Project Based Position-Reviewing of documents and verifying scanned documents with the data entered in Agile and JD Edwards-Copy and pasting of Files in relevant folders-Extracting PDF's-Identifying documents types and uploading them into Agile-Labeling new files and documents.

Jul 2020 - Oct 2020
FAQ

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What company does A. Daniel work for?

A. Daniel works for Accountants and Financial Planning Associates.

What is A. Daniel's role at Accountants and Financial Planning Associates?

A. Daniel is listed as Accountant at Accountants and Financial Planning Associates.

Where is A. Daniel based?

A. Daniel is based in Greater Chicago Area, United States while working with Accountants and Financial Planning Associates.

What companies has A. Daniel worked for?

A. Daniel has worked for Accountants And Financial Planning Associates, Dovenmuehle Mortgage, Inc., Wintrust Mortgage, and Plexus Corp..

How can I contact A. Daniel?

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