Jake Daniels Email and Phone Number
Jake Daniels work email
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Jake Daniels personal email
Mortgage/Accounting Services professional with over 10 years of experience, currently focused on Processing/Operations
Arbor Financial Group
View- Website:
- arborfinancialgroup.net
- Employees:
- 82
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Accounting CoordinatorArbor Financial Group May 2024 - PresentSanta Ana, California, United States
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Tax Controversy ProcessorOmega Accounting Solutions Mar 2024 - May 2024Irvine, California, United StatesProcessor/Coordinator for the Tax Controversy team at Omega -
ProcessorOmega Accounting Solutions Feb 2023 - Mar 2024Irvine, California, United StatesMain 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
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Mortgage Loan ProcessorAmerisave Mortgage Corporation May 2022 - Sep 2022Irvine, California, United States -
Mortgage Loan ProcessorCmg Financial Jan 2021 - May 2022Coronado, California, United StatesLoan Processor for Kory Kavanewsky at CMG Financial -
Processing AssistantCmg Financial Aug 2020 - Jan 2021Huntington Beach, California, United States
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Production Assistant/Junior Loan OfficerCmg Financial Dec 2018 - Aug 2020Costa Mesa, Ca
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Mortgage Loan Originator/LoaEagle Home Mortgage Apr 2014 - Dec 2018Irvine, CaFormer full-time loan officer assistant from 4/14 to 1/16. -
Loan Officer AssistantIntercap Lending Sep 2012 - Dec 2013Irvine, California, United StatesManaged 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
Jake Daniels Education Details
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Los Alamitos High SchoolGeneral 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.
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Jake Daniels
Long Beach, Wa5truist.com, gmco.com, gmail.com, reeds.com, blackbaud.com5 +150322XXXXX
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Jake Daniels
Indianapolis, In1quest-global.com -
Jake Daniels
Financial Services | Mortgage Underwriting | Regulatory Compliance | Process Improvement | Fraud Detection | Staff Development | Risk ManagementUrbandale, Ia2gmail.com, wellsfargo.com
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