Jake Daniels

Jake Daniels Email and Phone Number

Accounting Coordinator at Arbor Financial Group @ Arbor Financial Group
santa ana, california, united states
Jake Daniels's Location
Buena Park, California, United States, United States
Jake Daniels's Contact Details

Jake Daniels personal email

n/a
About Jake Daniels

Mortgage/Accounting Services professional with over 10 years of experience, currently focused on Processing/Operations

Jake Daniels's Current Company Details
Arbor Financial Group

Arbor Financial Group

View
Accounting Coordinator at Arbor Financial Group
santa ana, california, united states
Employees:
82
Jake Daniels Work Experience Details
  • Arbor Financial Group
    Accounting Coordinator
    Arbor Financial Group May 2024 - Present
    Santa Ana, California, United States
  • Omega Accounting Solutions
    Tax Controversy Processor
    Omega Accounting Solutions Mar 2024 - May 2024
    Irvine, California, United States
    Processor/Coordinator for the Tax Controversy team at Omega
  • Omega Accounting Solutions
    Processor
    Omega Accounting Solutions Feb 2023 - Mar 2024
    Irvine, California, United States
    Main role began as processing ERC Claims - communicate with on-boarded clients to request ERC-related documentation, asking questions to assist in determining potential eligibility based on IRS guidelines, organize files and prepare the case package to submit for analysis. Triaged issues with documentation, eligibility road-blocks, communicated clearly to clients in order to resolve or determine a path forward. Acted as a liaison between the clients and their sales representative to keep everyone apprised of what current file status was, ETA to completion. Worked closely with management to assist in process improvement, roll-out of new document collection systems and best-practices, pilot programs, etc. Gravitated to Tax Controversy in a similar role - document gathering for clients under audit, acting as a liaison between the Tax Controversy team and the client to assist in preparing a response to the IRS tailored to each client's individual scenario. Worked with management team to roll out new processes, systems, etc for a growing fledgling department to better optimize team time and resources. Systems worked with - Bloomberg Tax, Pipedrive CRM, Google Workspace, Microsoft Office (Outlook, Word, Excel, Teams, Sharepoint, OneNote, etc.), Collect (Document Collection webapp), QuickBooks Online
  • Amerisave Mortgage Corporation
    Mortgage Loan Processor
    Amerisave Mortgage Corporation May 2022 - Sep 2022
    Irvine, California, United States
  • Cmg Financial
    Mortgage Loan Processor
    Cmg Financial Jan 2021 - May 2022
    Coronado, California, United States
    Loan Processor for Kory Kavanewsky at CMG Financial
  • Cmg Financial
    Processing Assistant
    Cmg Financial Aug 2020 - Jan 2021
    Huntington Beach, California, United States
  • Cmg Financial
    Production Assistant/Junior Loan Officer
    Cmg Financial Dec 2018 - Aug 2020
    Costa Mesa, Ca
  • Eagle Home Mortgage
    Mortgage Loan Originator/Loa
    Eagle Home Mortgage Apr 2014 - Dec 2018
    Irvine, Ca
    Former full-time loan officer assistant from 4/14 to 1/16.
  • Intercap Lending
    Loan Officer Assistant
    Intercap Lending Sep 2012 - Dec 2013
    Irvine, California, United States
    Managed mortgage leads in BNTouch CRM, assisted loan officers with document collection, uploaded and organized documents in Ellie Mae Encompass360, assisted with the input of loan applications, made and received phone calls in a call-center environment, connected clients with loan officers.

Jake Daniels Skills

Mortgage Lending Loans Finance Residential Mortgages Microsoft Excel Sales Microsoft Word Credit Customer Service Loan Servicing Refinance Financial Analysis Crm Outlook Leadership Microsoft Office Loan Origination Social Media Construction Loans Analysis Spreadsheets Fha Financing Real Estate Financing U.s. Fha Financing Computers Powerpoint Time Management Teamwork Va Loans Conventional Financing Encompass Mortgage Banking Investment Properties Fha First Time Home Buyers Real Estate Credit Analysis Usda Rural Housing U.s. Department Of Agriculture Reverse Mortgages Mortgage Underwriting Real Estate Transactions Short Sales

Jake Daniels Education Details

  • Los Alamitos High School
    Los Alamitos High School
    General Studies

Frequently Asked Questions about Jake Daniels

What company does Jake Daniels work for?

Jake Daniels works for Arbor Financial Group

What is Jake Daniels's role at the current company?

Jake Daniels's current role is Accounting Coordinator at Arbor Financial Group.

What is Jake Daniels's email address?

Jake Daniels's email address is jd****@****gfi.com

What schools did Jake Daniels attend?

Jake Daniels attended Los Alamitos High School.

What are some of Jake Daniels's interests?

Jake Daniels has interest in Children, Economic Empowerment, Civil Rights And Social Action, Politics, Education, Science And Technology, Human Rights, Animal Welfare, Arts And Culture, Health.

What skills is Jake Daniels known for?

Jake Daniels has skills like Mortgage Lending, Loans, Finance, Residential Mortgages, Microsoft Excel, Sales, Microsoft Word, Credit, Customer Service, Loan Servicing, Refinance, Financial Analysis.

Who are Jake Daniels's colleagues?

Jake Daniels's colleagues are Steve Arnott, Tim Becwar, Michael Stoneking, Bill Daniels, Nate Kuchera, Gerda Botha, Ilda Gomez.

Not the Jake Daniels you were looking for?

  • Jake Daniels

    Long Beach, Wa
    5
    truist.com, gmco.com, gmail.com, reeds.com, blackbaud.com

    5 +150322XXXXX

  • Jake Daniels

    Mba Candidate, Mit Sloan School Of Management
    Los Angeles, Ca
    1
    nbcuni.com
  • Jake Daniels

    Co-Founder & Ceo At Greensight Tech
    San Luis Obispo, Ca
    1
    lewisbuilds.com
  • Jake Daniels

    Indianapolis, In
    1
    quest-global.com
  • Jake Daniels

    Financial Services | Mortgage Underwriting | Regulatory Compliance | Process Improvement | Fraud Detection | Staff Development | Risk Management
    Urbandale, Ia
    2
    gmail.com, wellsfargo.com

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.