Jan Dunning Email and Phone Number

Duties: Office Manager, Tax Advisor I, Instructor, Seasonal Employment, Guiding the startup and management of a full spectrum of operations, systems, and programs. Develop and execute business marketing plans and goals for the office. Provide resolution of client issues, manage client experience, generate office growth, maintaining client retention, provide accurate and complete tax preparation offering electronic filing of returns to qualifying taxpayers, provide tax advice, and assisting… Show more Duties: Office Manager, Tax Advisor I, Instructor, Seasonal Employment, Guiding the startup and management of a full spectrum of operations, systems, and programs. Develop and execute business marketing plans and goals for the office. Provide resolution of client issues, manage client experience, generate office growth, maintaining client retention, provide accurate and complete tax preparation offering electronic filing of returns to qualifying taxpayers, provide tax advice, and assisting all tax professional in the office. Maintaining the office work schedule for employees. Teaching upper level and basic classes to enrich the tax knowledge of current and new employees. Attending mandatory policy and procedure training, preparing accurate tax returns and offering electronic filing of returns to qualifying taxpayers, promoting and providing additional or alternative products or services which the Company or its affiliates may offer, providing information to clients that may be relevant to their tax and financial situation, and performing other duties as assigned, answering phones, and setting appointments. Show less

Duties: Reviewing closed loan packages (both credit and closing) to determine that files have been originated, underwritten, and closed in compliance with federal regulations, agency guidelines, and Stonegate Mortgage Corporation’s overlays. Review any conditions upon receipt for ultimate purchase of loan, if all conditions are not satisfied, effectively communicate any deficiencies to the correspondent for correction, reviewing accepted productivity level: 12 loans per day.

Duties: Going into the field visiting residents’ homes and/or apartments, asking questions from the survey and interviewing form then input the information in a laptop computer. Maintaining repeated contact with the same household to complete detailed paperwork for each interviewing month. Gathering all data in person and/or on the telephone.

Duties: Working with residents in TLP Program to provide direct individual, and group services assisting adolescent teens, teen parents with their children, in developing the independent living skills necessary to reach their goals and providing client supervision both on and off site. Provide life skill training, assists clients with homework, complete case notes, and daily paperwork.

Duties: Ellen Gates Starr House TLP, Assisting clients in developing the independent living skills necessary to reach their goals and providing client supervision both on and off site. Provide life skill training, assists clients with homework, complete case notes, and daily paperwork.

Duties: Pre-Approval Department, Putting files through Loan Prospector for approval, Putting files through Desktop Origination for approval, Preparing a pre-approval letter for realtors, Post Closer/Shipper, Preparing closed loans to be shipped to the investors, Balancing Broker Checks, Final Documents, Logging final docs to be forwarded to the investor, Sr. Loan Processor, Responsible for the preparation of mortgage loan application and supporting documentation for consideration by a lender… Show more Duties: Pre-Approval Department, Putting files through Loan Prospector for approval, Putting files through Desktop Origination for approval, Preparing a pre-approval letter for realtors, Post Closer/Shipper, Preparing closed loans to be shipped to the investors, Balancing Broker Checks, Final Documents, Logging final docs to be forwarded to the investor, Sr. Loan Processor, Responsible for the preparation of mortgage loan application and supporting documentation for consideration by a lender, Processing Home Equity Loans and Lines of Credit, Registered files for Pipeline Management, Verified lock status, Data Entry, Filing, FHA Case Numbers, Retrieving Quality Control Credit Reports, Payroll, Billing, Reviewing files for compliance, Order Title, and Answering Phones. Show less

Assignment: Key Mortgage Services, Inc. 1350 E. Touhy Avenue #350W Des Plaines, IL 60018Duties: Responsible for the preparation of mortgage loan application and supporting documentation for consideration by a lender, Registered files for Pipeline Management, Verified lock status, Data Entry, Filing, FHA Case Numbers, Retrieving Quality Control Credit Reports, Payroll, Billing, Reviewing files for compliance, Order Title, Manage all post closing conditions, Putting files through Loan… Show more Assignment: Key Mortgage Services, Inc. 1350 E. Touhy Avenue #350W Des Plaines, IL 60018Duties: Responsible for the preparation of mortgage loan application and supporting documentation for consideration by a lender, Registered files for Pipeline Management, Verified lock status, Data Entry, Filing, FHA Case Numbers, Retrieving Quality Control Credit Reports, Payroll, Billing, Reviewing files for compliance, Order Title, Manage all post closing conditions, Putting files through Loan Prospector for approval, Putting files through Desktop Origination for approval, Scheduled closings, and Answering Phones. Show less