Loan
Assistance
Process
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
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
The Problem –
The Solution
The Solution
Status –
Account Manager
Account Manager
Initial Pricing –
EPMX, Sales, Account Executive
EPMX, Sales, Account Executive
Turn Times –
EPMX, Website, or Account Manager
EPMX, Website, or Account Manager
Loan Locks/Extensions –
EPMX Portal
EPMX Portal
Condition Review –
Account Management
Account Management
Condition Questions –
UW Team Lead (see org. chart below)
UW Team Lead (see org. chart below)
Schedule Closing –
Account Manager/EPMX Portal
Account Manager/EPMX Portal
Existing Pricing Issues –
[email protected]
[email protected]
STEP BY STEP
1. Identify the department and proper leader.
Setup
SALES
Account Management
West
East
Ashley Payton
VP Operations
(877) 255-3554 x1169
[email protected]
Tracy Thomason
AM Manager
(877) 255-3554 x1199
[email protected]
Underwriting
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
CPO
(678) 525-6008
[email protected]
4. If your Sales issue was not resolved, escalate to:
West
East
Kenny Phillips
Chief Sales Officer
(401) 265-9031
[email protected]
West & East
1. Identify the department and proper leader.
Sales
Account Management
Underwriting
Account Manager or UW Team Lead
(see UW Org Chart)
(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
CPO
(678) 525-6008
[email protected]
4. If your Sales issue was not resolved, escalate to:
West & East
Underwriting Org Chart
UW Managers
Cathy Lowe
Kelly Millard
Ralph Pacheco
Tony Landaeta
Patrick McCool ( Empower Team)
(877) 255-3554 x1656
(877) 255-3554 x1093
(877) 255-3554 x1299
(877) 255-3554 x1657
(877) 255-3554 x1226
Cathy Lowe
(877) 255-3554 x1656
Kelly Millard
(877) 255-3554 x1093
Ralph Pacheco
(877) 255-3554 x1299
Tony Landaeta
(877) 255-3554 x1657
Patrick McCool ( Empower Team)
(877) 255-3554 x1226
Underwriters
Cathy Lowe
Catherine Roberts
Darrin Madanski
Eric Siedsma
Joshua Washington
Kim Smith
Wendy Bowen
Jean Goode
Kimberly Mahn
Alicia Hudson
Victoria Duke
Sharelle Brown
Twyla Scott
Kelly Millard
Anne Rainey
Annette Liangos
Daniel Louzau
David Jennings
Jacquelyn Humphreys
Michael Harrison
Rosie Valentino-Worthen
Scott Thompson
Tim Mcgeorge
Travis Risch
Tricia Schnorr
Stiva Yazo
Peter Pekyangkoon
Jordan Braden
Kenneth Mobley
Ralph Pacheco
Alfredo Rameriz
Amber Williams
Desiree Gerou
Donte Robinson
Jim Lafferty
Joseph Davis
Patricia Leto
Sheila Cruz-Carreras
Chip Tubbs
Tina Hewitt
Travis Bates
Roy Cargile
Lucy Morgan
Alicia Buchholz
Leah Flicklin
Tony Landaeta
George Modiatis
Jim McArdle
Gina McKeen
Heather Weitman
Karisma Williams
Jill Layher
Eric Jordon
Dayna Koen
Carolyn Hatzenbuhler
Kimi Moody
Taurean Cleveland
Valerie Rich -Swift
Christopher Johnson
Patrick McCool (Empower Team)
Vernetta Johnson
Traci Harmon
Lamont Tisby
Jasmine Jackson
Cathy Lowe
Catherine Roberts
Darrin Madanski
Eric Siedsma
Joshua Washington
Kim Smith
Wendy Bowen
Jean Goode
Kimberly Mahn
Alicia Hudson
Victoria Duke
Sharelle Brown
Twyla Scott
Kelly Millard
Anne Rainey
Annette Liangos
Daniel Louzau
David Jennings
Jacquelyn Humphreys
Michael Harrison
Rosie Valentino-Worthen
Scott Thompson
Tim Mcgeorge
Travis Risch
Tricia Schnorr
Stiva Yazo
Peter Pekyangkoon
Jordan Braden
Kenneth Mobley
Ralph Pacheco
Alfredo Rameriz
Amber Williams
Desiree Gerou
Donte Robinson
Jim Lafferty
Joseph Davis
Patricia Leto
Sheila Cruz-Carreras
Chip Tubbs
Tina Hewitt
Travis Bates
Roy Cargile
Lucy Morgan
Alicia Buchholz
Leah Flicklin
Tony Landaeta
George Modiatis
Jim McArdle
Gina McKeen
Heather Weitman
Karisma Williams
Jill Layher
Eric Jordon
Dayna Koen
Carolyn Hatzenbuhler
Kimi Moody
Taurean Cleveland
Valerie Rich -Swift
Christopher Johnson
Patrick McCool (Empower Team)
Vernetta Johnson
Traci Harmon
Lamont Tisby
Jasmine Jackson
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