ALISON GILL
Kalamazoo
Summary
Dedicated professional with 25+ years in Mortgage, Tax, and Human Services industries. Passionate about helping individuals achieve their goals and personal growth. Committed to creating a positive and thriving world and community.
Overview
6
6
years of professional experience
1
1
Certification
Work History
DISCLOSURE DESK SPECIALIST
Equity Prime Mortgage
01.2024 - Current
- Work with loan officers and account executives by disclosing their loans in a timely manner
- Disclosed various types of loans ie: Renovation, Solar, DSCR, NonQM, CalHFA, NonDel
- Worked on various committees to help improve the workflow of our department
- Worked with UW to make sure correct documents were uploaded to files and placed in appropriate files.
TAX PREP ASSISTANT
INTUIT
01.2022 - 01.2025
- Assist in preparing Federal & State Taxes
- Able to comprehend any and all Federal and State tax documents
- Assist in preparing Business Taxes ie: LLC’s, S-Corp returns
- Assist with rejected returns, finding their payments, login information and general questions
- (SEASONAL)
PRACTICE SUPPORT ASSISTANT
BRONSON HOSPITAL
01.2023 - 01.2024
- Checking patients in and out of the office
- Assist with collecting payments and maintaining an balanced drawer
- Work with doctors and nurses on referrals ie: reading referrals, calling patients and matching to provider based on diagnosis
LOAN OFFICER SPECIALIST
AMERICAN PACIFIC MORTGAGE
09.2022 - 01.2023
- Assisted with getting Loans closed in a timely manner
- Work with various title companies and Insurance companies requesting necessary documents for closing
- Review 1003’s, appraisals and all documents submitted by borrower.
- Work with both agents and keeping them updated on loan progress
- Work with brokers to get loans closed
- Set up loans and follow from disclosure to closing
LOAN PARTNER
MORTGAGE SOLUTIONS
10.2020 - 09.2021
- Ability to take a loan from submission to closing with any oversight
- Audit files prior to disclosing
- Work with processors to meet all conditions
- Review purchase transactions, 1003’s & fees
PCCD REVIEWER
MORTGAGE SOLUTIONS
06.2020 - 10.2020
- PCCD Reviewer is responsible for post-close review of all closing disclosures and validating all charges against the title company, charges and disbursements as well as actual recording fees shown on the recorded documents and sending correct CD’s to the borrower within 60 days of closing.
LICENSE AND FACILITIES ASSISTANT
MORTGAGE SOLUTIONS
06.2019 - 06.2020
- Review and maintain all LO’s and branch Licenses
- Review and maintain all building and equipment leases/contracts
- Keep track of all bonds the company held, their face value, premiums, and invoicing
- Asset and Vendor Management
- The employee committee
Education
BA - PSYCHOLOGY & CRIMINAL JUSTICE
WESTERN MICHIGAN UNIVERSITY
12.1993
Skills
- Proficient in MS Office
- Income tax preparation
- Coaching and guidance
- Fluent in French
- Encompass/NMLS
- Financial Planning
Hobbies and Interests
I am always looking for ways to improve myself or help others. I am very active in different ministries in my church and community. Staying vigilant with my neighbors for safety is important to me, volunteering at the local schools if needed. I am also very active in the ACHD (adult congenital heart disease) being involved in their recruitment and diversity committees is something that I enjoy. Raising awareness about ACHD in women and in minority communities is also a very strong passion of mine.
Certification
Mortgage Processor
Timeline
DISCLOSURE DESK SPECIALIST
Equity Prime Mortgage
01.2024 - Current
PRACTICE SUPPORT ASSISTANT
BRONSON HOSPITAL
01.2023 - 01.2024
LOAN OFFICER SPECIALIST
AMERICAN PACIFIC MORTGAGE
09.2022 - 01.2023
TAX PREP ASSISTANT
INTUIT
01.2022 - 01.2025
LOAN PARTNER
MORTGAGE SOLUTIONS
10.2020 - 09.2021
PCCD REVIEWER
MORTGAGE SOLUTIONS
06.2020 - 10.2020
LICENSE AND FACILITIES ASSISTANT
MORTGAGE SOLUTIONS
06.2019 - 06.2020
BA - PSYCHOLOGY & CRIMINAL JUSTICE
WESTERN MICHIGAN UNIVERSITY
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