Experience

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  Nicholas J Trevor CPA

  • 14300 Oakley Ave, Orland Park, IL

  • President

    • Feb 2016 - Present
    • 14300 Oakley Ave, Orland Park, IL

    I am now working independent of Premier Tax & Accounting in Oak Lawn. I have 15 years experience in Individual, Corporate, Trust and Estate tax preparation. I look forward to maintaining my relationship with my clients and serving as their tax accountant.

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  Crown Mortgage Company

  • United States
  • Banking
  • 1 - 100 Employee

  • Controller

    • Aug 2014 - Present

    Promoted to Controller in August 2014.

  • Senior Accountant

    • Jun 2009 - Present

    As Senior Accountant at Crown Mortgage Company I prepare various reports on a daily basis including but not limited to: Market Indicator Report: Tracking 12 commodity prices used to gauge the rate and direction of interest rates. MBS Report: Tracking daily prices of securities. Current Pricing Report: Used to set daily pricing for loans going out 30, 60 and 90 days.Secondary Marketing Report: Tracking loans in process and closed loans. This information is then used to hedge the loan portfolio against interest rate risk. As Senior Accountant in charge of Secondary Marketing and securities sales. I package, deliver and securitize mortgages into MBS's backed by Fannie Mae, Ginnie Mae, and VA. I than sell these securities to various broker dealers in the country. I also handle Payroll and HR issues including administration for 401K plan and health insurance venders and AP.

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  Premiere Tax and Accounting Oak Lawn

  • Staff Accountant

    • Feb 2009 - Jun 2009

    As Staff Accountant for a high volume local accounting firm.I prepared approximately 500 individual, corporate, estate and gift tax returns including multi-state and compiled returns.

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  Letke & Associates

  • Accountant

    • Jan 2008 - Dec 2008

    Staff and Governmental Accountant for a wide range of clients, including governmental, non-profit, construction, manufacturing and retail. Revenues ranging from $3-$50M. I prepared financial statements, compilations, and projections. Payroll tax returns, 940, 941 and 944 (including multistate IL, IN and OH) and income tax returns 1040, 1120, 1120S and 1065.

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  Harvey Il

  • Comptroller

    • 2008 - 2008

    My responsibilities included preparation of financial statements, AP/AR, monthly Treasurers report and statement of cash positions. Assisting outside auditors with 2007 and 2008 audits.

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  Bankers Life and Casualty

  • Field Trainer and Unit Sales Manager

    • 2005 - 2007

    Responsibilities included training new agents in the sales process and product knowledge. Increased the staff from two agents to fourteen.

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  New York Life Insurance Company

  • Agent and Registered Representative

    • 2003 - 2006

    Agent and Registered Representative for NYLIFE Securities. I marketed to individuals and small business owners. Sales of general securities, mutual funds, annuities, health plans, LTC and life insurance.Awards Received: Executive Council Award 2004, First Year Commissions Leader GCO 2003, Annuity Champion Award 2003, Member of Agency Board of Directors for the Chicago area.

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  Prudential Financial

  • Financial Services Associate

    • 2001 - 2003

    This was my first year as an insurance producer and I found this field very exciting. The satisfaction gained from truly helping people is extremely rewarding. I gained valuable experience in interviewing techniques, public speaking and the sales process on a face-to-face level. My duties and responsibilities involved the marketing and sale of financial service products. I performed comprehensive needs based analysis on individual and small business clients.Received NASD Series 6,7,63,65

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  Dominick's Finer Foods

  • Store Management

    • 1977 - 2001

    This employment experience involved retail grocery operations. While I started at entry level I gained additional levels of responsibility. I spent my last 6 years supervising staffs of between 70-110 employees. I was personally involved in all areas of operations. I was one of the first of three people to head in house bakeries in the chain and to turn them profitable. I was part of a loose team of grand opening troubleshooters to ensure smooth operations at critical points in the company’s growth.On the financial side I was involved with payroll processing, cash management, A/P, A/R, security, internal auditing, inventory control, budgeting, staffing and scheduling. It was at this point that I developed a desire to excel in accounting. I enrolled in various accounting, law, tax, and mathematics classes to develop my skills in these areas and took and passed the Uniform CPA exam.