Loan Process

Loan
Assistance
Process

Welcome to our Loan Process Workflow guide, designed to ensure smooth collaboration and efficient communication. This document provides an overview of each team member and leader directly correlated to our loan process, with direct contact information for the relevant team members. If you encounter any issues or have questions, please refer to this guide to find the right person to assist you promptly. Our goal is to make the process as seamless as possible, so don’t hesitate to reach out—we’re here to help!

If you need assistance resolving an issue or problem, please note the following:

The Problem

Status

Initial Pricing

Turn Times

Loan Locks/Extensions

Condition Review

Condition Questions

Schedule Closing

Existing Pricing Issues

The Solution

Account Manager

EPMX, Sales, Account Executive

EPMX, Website, or Account Manager

EPMX Portal

Account Management

UW Team Lead (see org. chart below)

Account Manager/EPMX Portal

[email protected]

The Problem

Status

Initial Pricing

Turn Times

Loan Locks/Extensions

Condition Review

Condition Questions

Schedule Closing

Existing Pricing Issues

The Solution

Account Manager

EPMX, Sales, Account Executive

EPMX, Website, or Account Manager

EPMX Portal

Account Management

UW Team Lead (see org. chart below)

Account Manager/EPMX Portal

[email protected]

The Problem –
The Solution

Status –
Account Manager

Initial Pricing –
EPMX, Sales, Account Executive

Turn Times –
EPMX, Website, or Account Manager

Loan Locks/Extensions –
EPMX Portal

Condition Review –
Account Management

Condition Questions –
UW Team Lead (see org. chart below)

Schedule Closing –
Account Manager/EPMX Portal

Existing Pricing Issues –
[email protected]

STEP BY STEP

1. Identify the department and proper leader.

Setup

SALES

Anthony Rivera
Director Set-up/ Disclosure Desk
(877) 446-0004 x1216
[email protected]

Account Management

West

East

Ashley Payton
VP Operations
(877) 255-3554 x1169
[email protected]

Tracy Thomason
AM Manager
(877) 255-3554 x1199
[email protected]

Frank Nese
SVP
(949) 439-2956
[email protected]

Kenny Phillips
SVP
(401) 265-9031
[email protected]

Underwriting

Account Manager or UW Team Lead
(see UW Org Chart)

2. After identifying the correct leader escalate via phone or email

3. If your UW or Account Management issue was not resolved, escalate to:

Jason Callan
COO
(678) 525-6008
[email protected]

4. If your Sales issue was not resolved, escalate to:

Frank Nese
SVP
(949) 439-2956
[email protected]

Kenny Phillips
SVP
(401) 265-9031
[email protected]

West

East

5. If your issue was still not resolved, escalate to:

Kevin DeLory
Chief Lending Officer/Partner
(401) 241-2336
[email protected]

1. Identify the department and proper leader.

Setup

Anthony Rivera
Director Set-up/ Disclosure Desk
(877) 446-0004 x1216
[email protected]

Sales

West

Frank Nese
SVP
(949) 439-2956
[email protected]

East

Kenny Phillips
SVP
(401) 265-9031
[email protected]

Account Management

Ashley Payton
VP Operations
(877) 255-3554 x1169
[email protected]

Tracy Thomason
AM Manager
(877) 255-3554 x1199
[email protected]

Underwriting

Account Manager or UW Team Lead
(see UW Org Chart)

2. After identifying the correct leader escalate via phone or email

3. If your UW or Account Management issue was not resolved, escalate to:

Jason Callan
COO
(678) 525-6008
[email protected]

4. If your Sales issue was not resolved, escalate to:

West

Frank Nese
SVP
(949) 439-2956
[email protected]

East

Kenny Phillips
SVP
(401) 265-9031
[email protected]

5. If your issue was still not resolved, escalate to:

Kevin DeLory
Chief Lending Officer/Partner
(401) 241-2336
[email protected]

Underwriting Org Chart

UW Managers

Jennifer Shaw

Joe Davis

(877) 255-3554 x1047

(877) 255-3554 x1052

[email protected]

Jennifer Shaw

(877) 255-3554 x1047

[email protected]

Joe Davis

(877) 255-3554 x1052

[email protected]

Underwriters

Josh Washington

Annette Liangos

Carrie Hatzenbuhler

Daniel Louzau

Jacquelyn Humphreys

Matthew Kemler

Roy Cargile

Scott Thompson

Toy Philip

Tyran Jackson

(Scenario/Condo Desk)

Renee Maltsberger

An Luong

Anne Rainey

Desiree Gerou

Donte Robinson

Fernanda Aced

Kaycee Konopacke

Kelly Millard

Lisa Griffin

Stiva Yazo

Travis Risch

Jennifer Shaw

Catherine Roberts

Chip Tubbs

Christopher Anders

Eric Siedsma

Jim McArdle

Katherine McDonald

Kimberly Schmaltz-Eldred

Mike Tockgo

Patrick McCool

Rebecca McKenney

Stephanie Stewart

Joe Davis

Darrin Madanski

David Jennings

Jordan Braden

June Lovell

Mike Jones

Patricia Leto

Ron Floyd

Shaleen Stiger

Sheila Cruz-Carreras

Taurean Cleveland

Josh Washington

Annette Liangos

Carrie Hatzenbuhler

Daniel Louzau

Jacquelyn Humphreys

Matthew Kemler

Roy Cargile

Scott Thompson

Toy Philip

Tyran Jackson

(Scenario/Condo Desk)

Renee Maltsberger

An Luong

Anne Rainey

Desiree Gerou

Donte Robinson

Fernanda Aced

Kaycee Konopacke

Kelly Millard

Lisa Griffin

Stiva Yazo

Travis Risch

Jennifer Shaw

Catherine Roberts

Chip Tubbs

Christopher Anders

Eric Siedsma

Jim McArdle

Katherine McDonald

Kimberly Schmaltz-Eldred

Mike Tockgo

Patrick McCool

Rebecca McKenney

Stephanie Stewart

Joe Davis

Darrin Madanski

David Jennings

Jordan Braden

June Lovell

Mike Jones

Patricia Leto

Ron Floyd

Shaleen Stiger

Sheila Cruz-Carreras

Taurean Cleveland

Account Managers – Closers

ACCOUNT MANAGERS

CLOSERS

Aaron Davis

Allen Caswell

Andrea Perry

Anthony Galasso

Austin Pidoto

Brenda Sanders

Brittney Montalvo

Caitlin Buntin

Eric Bly

Jean Trenner

Jessica Schooley

Joyce Zuniga

Julie Franco

Kailene Case

Kenneth Jackson

Kimberly Smith

LaMonica Miller

Leslie Martin

Marisol DeLeon

Matt Meyer

Fernanda Aced

Nicole Kirk

Patricia Aguilar

Renee Johnson

Rocky Estrada

Rohan Ali

Shawna Eastman

Stacy Tafro

Stephanie Jenkins

Thomas Finocchio

Victoria Joyce

Sarai DelGrosso

Salena Sampson

Nafjola Papa

Eric Dodson

Julia Robst

Joelle Jocis

Elaina Gonzales

Edwin Cardenas

Jon Beyer

Kristin Tedesco

Rica Ancajas

Vicente Mendoza

Jay Acerdin

Earliel Merontos

ACCOUNT MANAGERS

Aaron Davis

Allen Caswell

Andrea Perry

Anthony Galasso

Austin Pidoto

Brenda Sanders

Brittney Montalvo

Caitlin Buntin

Eric Bly

Jean Trenner

Jessica Schooley

Joyce Zuniga

Julie Franco

Kailene Case

Kenneth Jackson

Kimberly Smith

LaMonica Miller

Leslie Martin

Marisol DeLeon

Matt Meyer

Fernanda Aced

Nicole Kirk

Patricia Aguilar

Renee Johnson

Rocky Estrada

Rohan Ali

Shawna Eastman

Stacy Tafro

Stephanie Jenkins

Thomas Finocchio

Victoria Joyce

CLOSERS

Sarai DelGrosso

Salena Sampson

Nafjola Papa

Eric Dodson

Julia Robst

Joelle Jocis

Elaina Gonzales

Edwin Cardenas

Jon Beyer

Kristin Tedesco

Rica Ancajas

Vicente Mendoza

Jay Acerdin

Earliel Merontos

Call us: 877-446-0004

Email us: [email protected]

Call us: 877-446-0004

Email us: [email protected]

877-446-0004

[email protected]