Bossy’s Corner | January 2018
2 | Bossy’s Corner Total Funding Volume $59,893,770 Total Funded Units 212 Funding Volume by Volume Top 5 Funded Units by Branch: Top 5Yuba City $9,688,374Modesto $8,750,135 Yuba City 36Reno South $5,635,434 Modesto 35Stockton $4,504,989 Reno South 22Roseville $4,370,630 Stockton 19 Funding Volume by Loan Officer: Roseville 13 Top 5 Funding Units by Loan Officer:Monica Bowman $3,152,705 Top 6Ian Essary $2,893,551Charly Bates $2,647,471 Ian Esary 13Dwight Millard $2,536,790 Sonny Aguilera 12Sonny Aguilera $2,236,537 Charly Bates 9 Allison Carroll 9 Monica Bowman 8 Dwight Millard 8 Quality AchievementThe following submitted files with zero defficiencies in December: Charly Bates Jill Sutton Amy Nutall Chrissy Harper Lajuan Martz
January 2018 | 3Team,I wanted to reflect on the results for 2017 for theCal Neva North Region. Given all the challengesand changes we faced, I would say we had anamazing year in 2017. I cannot express howgrateful I am to lead and be surrounded by suchamazing professionals that represent the AcademyVision on a daily basis. We finished 2017 with thefollowing results:• Finished as the #5 Region (out of 13 total Regions) for Academy in fundings.• Funded 3,385 units for $889,211,749 in fundings. $763,564,166 was purchase business which was approximately 85% Purchase business.• We set a Regional record for Club Qualifiers, as we have 25 qualifiers.• #1 Branch in Volume was Modesto Branch.• #1 Branch in Units was Yuba City Branch.• Branch that increased their production the most from 2016 to 2017 was the Bakersfield branch. They funded 74 more units and $16,075,888 more in volume.• #1 LO in total production was Monica Bowman.• #1 LO in Purchase Business was Charly Bates.• #1 LO in Total Units was Sonny Aguilera.• #1 LO in Purchase Units was Charly Bates.• LO that increased their production the most from 2016 to 2017 was Michelle Camacho. She ended up funding $13,669,320 more in 2017, qualifying for her first time for Presidents Club.• Opened 6 New Branches: Elko, Los Gatos, Napa, San Jose, San Jose- Almaden and San Mateo.
4 | Bossy’s Corner LIFE’S President’s Club Conference Executive Barcelona, Spain October 2018 Joined by Pre Maui, Ha March 20 Andrea Bussell Branden B Christy Bal Qualified as Branch Manager Leslie K Stephanie Remmen Susie Laco Qualified as Branch Manager Dwight M Lauren M Sonny Aguilera Dan Trev Charly Bates Allyson B Rebecca Billington Monica Bowman Qualified as Op Michelle Camacho Michelle C Ian Essary Garrit McGuire Qualified as Op Kerry Gu Qualified as OpCorp NMLS #3113 | Corp State Lic CA 4170013 | Equal Housing Lender | MAC118-1452688Licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act
January 2018 | 5BEACH!e Club Conference Top Producer’s Club Conference Laguna Beach, Californiaesident’s Club June 2018awaii018 Bates Allison Carroll lsbaugh Mike CunninghamKightondeguy Kimberly DavisMillard Brandi ElgenMorris Tiare Ferguson vino Billy NathanielBates Kimberly Petrie Melanie Prather ps A Team Cirling ps A Teamullett ps A Team
6 | Bossy’s Corner Join us in Welcoming Acade Pat Dudum Brett Nicoletti Mike Ho Sales Manager Branch Manager Branch MSouth Bay District Los Gatos Los GJeff Spoelstra Jeff Trevarthen Loan Officer Loan Officer San Jose San Jose
January 2018 | 7emy’s new Bay Area team!!oughton David Belkin Jim ThielmannManager Branch Manager Branch ManagerGatos San Jose - Almaden San MateoTerri Holloway Sonia Lamar Processor Transaction Coordinator San Jose San Jose - Almaden
8 | Bossy’s CornerCalNeva NorthRegional GiftCard DriveTotal Raised: $1,690 $680 - Bakersfield $500 - Napa $250 - Modesto $75 - Oakdale $75 - Los Banos $60 - Manteca $25 - Stockton $25 - Oakdale Thank you all so much for coming together and supporting our families this way! Melissa Moize Development & Communications Coordinator Cope Family Center
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