Sentences with phrase «gathered financial documents»

Gathered financial documents and information for customers applying for bank credit cards, car loans and other types of loans

Once you're adequately prepared, approach your chosen lender and submit an application along with all required documents, such as your previously gathered financial documents.

If not, you will need to gather all your financial documents now and provide them as soon as possible to your lender.

Step 2: Gather Financial Documents Borrowers must provide certain documents so lenders can ensure they meet minimum HARP eligibility requirements.

Gather your financial documents as if you were preparing to see your tax advisor or financial planner.

These included identifying and defining mutual goals, gathering financial documents, understanding the topics to be addressed, preparing with legal counsel, and setting expectations.

Not exact matches

That being said, lenders say first - time homebuyers often delay approval by failing to gather the required financial documents ahead of applying for the mortgage.

He now has enough financial backing to travel all over the world gathering footage for his work - in - progress — title as yet unannounced — documenting the effects of climate change, from Africa to Iceland to the Amazon, and what people are doing about it at the grassroots level.

-- you don't have a lot of time to waste running around submitting application forms, meeting with lending officers, or gathering copies of financial documents to submit to support your request.

Once you have the answers, gather documents required to verify financial information.

Child Custody and Parenting Orders Emergency Protection Orders Exclusive Possession Orders Financial Support Options Gathering Evidence of Abuse If You're Thinking of Leaving Leaving an Abusive Relationship... If you are not a Canadian citizen No Contact Orders — Flowchart Peace Bonds Planning for an Emergency Preparing for Court Queen's Bench Protection Orders Restraining Orders Serving Documents on an Abusive Party Working with a Family Law Lawyer Writing an Affidavit

Pre-Filing You'll need to gather all of the documents you have that show your financial situation.

As you begin to gather and cull through all the important financial documents, you should make two copies of each of them.

The website is also a great source of information on family litigation, such as how to complete you financial statement, and what documents you need to gather for your case.

We are retained to recover and analyze enterprise - wide data; independently investigate, gather and document relevant facts; clarify or reconstruct complex financial transactions; apply forensic accounting techniques; and quantify damages in a variety of receiverships, bankruptcies, wind - downs or involuntary liquidations.

Outside counsel should be authorized to meet with and interview key persons (decision makers or financial experts in a transaction and witnesses in a litigated matter), to gather and review key documents, and to conduct legal and basic factual research on all key issues.

In a «day of action,» conducted in partnership with the Financial Conduct Authority (FCA) and HM Revenue and Customs, the Police occupied offices across London's financial district in order to review companies» compliance documents and gather intelligence on different types of investmeFinancial Conduct Authority (FCA) and HM Revenue and Customs, the Police occupied offices across London's financial district in order to review companies» compliance documents and gather intelligence on different types of investmefinancial district in order to review companies» compliance documents and gather intelligence on different types of investment fraud.

Gathered and compiled financial information and required disclosure documents, prepared financial affidavits, analyzed income and expense information provided by client

Gather, sort and analyze relevant documents, evidence and financial data to identify inconsistencies in an organization's records

• Prepare, copy, scan & mail violation & courtesy letters • Process all Consent to Transfer documents • Receive, review and send ARC applications to Board for approval, gather additional information as requested by Board, prepare & send out approval letters • Update community forms as edits are needed • Understanding of basic accounting financial principals.

SUMMARY OF QUALIFICATIONS • Over 3 years of experience as a Referral Coordinator • Highly skilled in gathering patients» background information • Accurately provides clinical information to the doctor / specialist • Proficient in providing assistance to patients regarding facility operations • Sorts out financial and social barrier issues • Good experience in acting as point of contact for the patient and advocating patient rights in front of carriers • Demonstrated ability to maintain referral documents and contacting insurance companies to ensure all approvals are met • Computer — MS Office Suite

• Assigned tasks, supervised and reported fiscal / personnel status to the management • Assumed a lead role in coordinating meetings and events with multiple managers / offices • Collaborated inter-departmental communication & resourcefully met deliverable deadlines and accomplished tasks • Collected cash transmittals from various county departments, issued receipts, made necessary deposits and prepared entries to be recorded into the financial MIS • Competently did support work for the senior managers, performing highly complex administrative functions • Conducted admin related research & maintained expense reports • Coordinated activities across numerous business groups, providing support for program and project management • Determining work priorities and schedules, examined correspondence and supervised employees engaged in obtaining and dispersing information • Efficiently handled multiple priorities and flexibly adapted to changing priorities and demands of management and clients alike • Gathered data relevant to projects for the senior management • Handled and distributed all incoming mail to appropriate departments • Made necessary arrangements for special guests; received guests in the absence of the administration department manager • Maintained high level of confidentiality in a professional manner • Managed extremely heavy scheduling of administrative work • Met and greeted clients and affiliates during on site meetings • Monitored office equipment such as computers, phone systems and electronics and coordinated maintenance issues • Ordered, received, stored and distributed office supplies while accurately maintaining supply - inventory • Arranged briefing materials for meetings, proposals, presentations and calls • Prepared complicated documents and presentations • Processed and reviewed routine paperwork and entered data into the database • Provided support and guidance to newly hired clerical employees and administrative staff • Statistically analyzed information gathered by assistants, preparing charts, graphs & administrative reports • Utilizing arithmetic knowledge, calculated & prepared & coded billings, verifying receipts • With superior interpersonal and customer service skills, handled time - sensitive & stressful situations related to cGathered data relevant to projects for the senior management • Handled and distributed all incoming mail to appropriate departments • Made necessary arrangements for special guests; received guests in the absence of the administration department manager • Maintained high level of confidentiality in a professional manner • Managed extremely heavy scheduling of administrative work • Met and greeted clients and affiliates during on site meetings • Monitored office equipment such as computers, phone systems and electronics and coordinated maintenance issues • Ordered, received, stored and distributed office supplies while accurately maintaining supply - inventory • Arranged briefing materials for meetings, proposals, presentations and calls • Prepared complicated documents and presentations • Processed and reviewed routine paperwork and entered data into the database • Provided support and guidance to newly hired clerical employees and administrative staff • Statistically analyzed information gathered by assistants, preparing charts, graphs & administrative reports • Utilizing arithmetic knowledge, calculated & prepared & coded billings, verifying receipts • With superior interpersonal and customer service skills, handled time - sensitive & stressful situations related to cgathered by assistants, preparing charts, graphs & administrative reports • Utilizing arithmetic knowledge, calculated & prepared & coded billings, verifying receipts • With superior interpersonal and customer service skills, handled time - sensitive & stressful situations related to customers

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Many documents are gathered, including birth certificates, marriage license and divorce decrees (if applicable), physicals, financial information, and police clearances.

- Although the gathering of documents and securing of financial accounts can be done after the divorce suit is filed, these activities are always easier to accomplish and less stressful on you if they are done to the extent possible before your spouse is made aware of the filing.

As you begin to gather and cull through all the important financial documents, you should make two copies of each of them.

Gathering of records, documents and a list of intangible assets is the first step to financial protection.

Gather up all of your financial documents so you know what is going on in your financial life.

Second, neutral financial professionals are able to gather and analyze the required financial information and documents much more quickly than attorneys can.

On average the mediation process can take between 3 - 6 months, due to the need to gather documents, get appraisals or other financial needs, and how fast or slow you both want to go.

Gather together all your financial documents, including pay slips, bank statements, tax returns, rent / mortgage agreements and investment documents.

A Neutral Financial Professional, who is usually either a licensed financial planner or certified public accountant, gathers and analyzes the financial documents and information which the parties are required by Florida law to Financial Professional, who is usually either a licensed financial planner or certified public accountant, gathers and analyzes the financial documents and information which the parties are required by Florida law to financial planner or certified public accountant, gathers and analyzes the financial documents and information which the parties are required by Florida law to financial documents and information which the parties are required by Florida law to exchange.

A pivotal document that guides couples, in advance of The Weekend Divorce, is a financial checklist in which they gather copies of statements ranging from tax returns, paycheck stubs, bank accounts and life insurance policies to mortgages, automobile debt and real estate appraisals.

Gather your financial papers, legal documents and any other paperwork that has to do with property ownership and money.

If there are businesses or extensive portfolios involved, a neutral financial professional (such as an accountant or financial planner) is retained to efficiently gather needed documents, provide sensible options for the division of assets and debts, and recommend how the clients can best position their financial futures.

Similarly, the Financial Neutral and Attorneys work with the parties to gather all of the relevant financial documents and information so that the parties have a complete picture of all of the marital and separate assets and debts of theFinancial Neutral and Attorneys work with the parties to gather all of the relevant financial documents and information so that the parties have a complete picture of all of the marital and separate assets and debts of thefinancial documents and information so that the parties have a complete picture of all of the marital and separate assets and debts of the parties.

Financial information relating to assets, debt, income and expenses is gathered, documented, valued as needed and the couple's preferences in division are discussed and noted.

Tasks: • Gather financial information: o Document assets, debt, income and expense o Value assets and debt o Document and value potential separate property o Identify each party's initial preferences for asset and debt division o Note any outstanding issues • Develop emotional background: o Family dynamics o Emotional state of each person o Interests • Develop parenting plan: o Identify each person's initial parenting plan preferences o Note any outstanding issues

As a financial specialist, he aids divorcing couples in the financial process by helping them gather, prepare, and share their monetary documents.

The financial neutral specialist helps you identify, document, gather and analyze the financial information relating to assets, debt and income needed to resolve the financial issues of a divorce.

You will be asked to gather all the financial, real estate, and other documents that the lawyers will need to help you figure out your financial plan going forward.

Before our process begins, the two attorneys gather the relevant financial documents from our clients and make four copies of them.

The appraiser will need to gather and review documents such as financial statements, tax returns, asset and inventory lists, statements of accounts receivable, shareholder information, and loan promissory notes.

Gathering and submitting your financial documents for your divorce can take a significant amount of time and energy at a time when you already have so much on your plate.

When you get pre-approved by a mortgage lender, they will start gathering a variety of financial documents.

The new HARP.gov site recommends that you gather your personal financial information (such as your W - 2 and tax information) and your mortgage documents.