Annette Gray

Annette Gray Email and Phone Number

Financial Planner - Broker and Account Manager - Tax Specialist @ Direct Financial
Hammond, IN, US
Annette Gray's Location
Hammond, Indiana, United States, United States
Annette Gray's Contact Details

Annette Gray work email

Annette Gray personal email

n/a
About Annette Gray

Analytical and result-driven professional with over 20 years in the finance industry. Background includes proven experience in insurance, finance, taxes, recruitment & talent acquisitions. In addition to mortgage underwriting, property underwriting and credit analysis. I exhibits strong attention to detail, time management, and project management skills. Strong leadership, problem solving, and decision making skills. I have excellent communication and presentation skills.Authorized to work in the US for any employer.

Annette Gray's Current Company Details
Direct Financial

Direct Financial

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Financial Planner - Broker and Account Manager - Tax Specialist
Hammond, IN, US
Employees:
10
Annette Gray Work Experience Details
  • Direct Financial
    Financial Planner - Broker And Account Manager - Tax Specialist
    Direct Financial
    Hammond, In, Us
  • Direct Financial
    Financial Planner - Broker/ Account Manager - Tax Specialist
    Direct Financial Jan 1999 - Present
    United States - Contracted
    Responsible for leading the annual federal and state income tax compliance process, and recording company’s financial accounts and records. Duties include checking accounting records for accuracy, tracking invoices and payments and maintaining a system for organizing company accounts and documents.. Responsible for leading the annual provision to return reconciliation process. Oversee property tax compliance process with outside service provider and fixed asset team. Team with Income Tax Accounting Senior Director on income tax provision management. Oversee tax implications related to fixed assets in Sage with fixed asset team. Assist with managing tax controversy matters both in federal and state tax arenas. Develop and implement process improvements in the Company's tax procedures utilizing tax technology tools to simplify and automate complex processes. Develop and implement strategic tax planning and provide support to the broader Finance organization. Monitor and manage effective internal control procedures over the income tax process. Prepare and review tax memos, correspondence and research. Identify factors that may lead to tax risks/opportunities and monitor uncertain tax positions with Income Tax Accounting Senior Director. Monitor new legislation and tax regulations that may impact the Company. Work closely with staff and managers of both the Tax and other key departments within the Company as well as external financial statement auditing of contract employees.
  • Argent Mortgage Company, L.L.C.
    Senior Mortgage Consultant
    Argent Mortgage Company, L.L.C. Jun 2005 - Present
    United States
    Reviewed and apply policies and procedures to underwrite unsecured and secured mortgageloans landlines of credit. Update loan procedures and train team members on loan corporate policies and procedures to identify cross sell opportunities and operate system to update and review tax analysis,credit reporting, and best practices. Performed credit analysis on mortgage applications and underwrite mortgages using underwriting processes and procedures. Lock-in and extend interest rates on Fanniemae. Developed and implemented seminars for credit union members to assist in loan growth. Consistently coach and train virtual team members on consumer and real estate loans. Recognize team members for consistently exceeding goals. Perform detailed review of appraisals, and provide proficiency in reviewing and analyzing credit reports with strong capacity to address credit related issues and points of risk to ensure quality assurance standards. Extensive knowledge of calculating self-employment income, evaluating individual and business income tax returns and solvency for multiple business. Utilize standard forms required by investors. Conduct second review underwriting and reviewing of conditions for loan re-submissions which include re-working files for contacting lenders, and clearing loans for closing. Training and mentoring Underwriters in all aspects of internal systems,company policies and procedures, and investor requirements.
  • Imp Solutions
    Executive Of Recruiting / Talent Acquisitions
    Imp Solutions Oct 2003 - Present
    In my role as a Talent Acquisition Specialist, I facilitates the effective staffing of client the company or organization. We do this by assessing the staffing needs of their company and then identifying and recruiting talented individuals to fill those needs. We work very closely with hiring managers to ensure that they adequately understand the needs of the manager and the requirements and expectations of the job. We also participate in the interviewing and hiring process, source and recruit candidates using a variety of outlets, such as job postings and social media, while effectively targeting the right kinds of candidates for the job. In addition, reviewing resumes, cover letters, and assess interview performance. Another important part of my role as a Talent Acquisition Specialists is to complete all pre-screening and screening activities for prospective employees, which may include calling previous employers and completing background screens and drug tests. Throughout this process, we develop relationships with prospective talent. We also seek out and recommend creative new ways of sourcing talent.

Annette Gray Skills

Health Insurance Life Insurance Disability Insurance Employee Benefits Long Term Care Insurance Critical Illness Financial Planning Customer Service Dental Insurance Vision Insurance Accident Insurance Group Insurance Employer Groups Employee Wellness Employee Relations Managerial Finance Claims Management Strategic Financial Planning Global Talent Acquisition Contract Recruitment Recruiting Mortgage Underwriting Residential Mortgages Commercial Mortgages Mortgage Industry Mortgage Servicing Mortgage Compliance Secondary Mortgage Market Mortgage Modification Fixed Rate Mortgages

Annette Gray Education Details

  • University Of Maine At Farmington
    Business/Corporate Communications
  • The Insurance Institute
    The Insurance Institute
    Life / Accident / Health Insurance
  • Aveta Business Institute
    Aveta Business Institute
    Green Belt
  • National Association Of Mortgage Underwriters (Namu)
    National Association Of Mortgage Underwriters (Namu)
    Mortgage
  • Nationtional Association Of Mortgage Underwriters (Namu)
    Nationtional Association Of Mortgage Underwriters (Namu)
    Mortgage
  • National Associoation Of Underwriters (Namu)
    National Associoation Of Underwriters (Namu)
    Mortgage
  • National Association Of Mortgage Underwriters (Namu)
    National Association Of Mortgage Underwriters (Namu)
    Mortgage

Frequently Asked Questions about Annette Gray

What company does Annette Gray work for?

Annette Gray works for Direct Financial

What is Annette Gray's role at the current company?

Annette Gray's current role is Financial Planner - Broker and Account Manager - Tax Specialist.

What is Annette Gray's email address?

Annette Gray's email address is ch****@****ons.com

What schools did Annette Gray attend?

Annette Gray attended University Of Maine At Farmington, The Insurance Institute, Aveta Business Institute, National Association Of Mortgage Underwriters (Namu), Nationtional Association Of Mortgage Underwriters (Namu), National Associoation Of Underwriters (Namu), National Association Of Mortgage Underwriters (Namu).

What skills is Annette Gray known for?

Annette Gray has skills like Health Insurance, Life Insurance, Disability Insurance, Employee Benefits, Long Term Care Insurance, Critical Illness, Financial Planning, Customer Service, Dental Insurance, Vision Insurance, Accident Insurance, Group Insurance.

Who are Annette Gray's colleagues?

Annette Gray's colleagues are Shenayah Ellis, Ross Lovelock, Darryl Bevan, Lauren Mohan.

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