CalNeva Newsletter August 2017

Bossy’s Corner | August 2017

2 | Bossy’s Corner Total Funding Volume $84,324,591 Total Funded Units 320 Funding Volume by Volume Top 5 Funded Units by Branch: Top 6Yuba City $12,744,498Modesto $12,395,242 Yuba City 48Reno South $8,158,521 Modesto 47Stockton $8,012,981 Stockton 36Sonora $6,514,787 Reno South 30 Funding Volume by Loan Officer: Sonora/Bakersfield 28 Top 5 Funding Units by Loan Officer:Ian Essary $5,320,538 Top 5Michelle Camacho $5,135,549Sonny Aguilera $3,880,460 Michelle Camacho 22Monica Bowman $3,674,907 Ian Essary 20Brandi Elgen $3,626,812 Sonny Aguilera 19 Ian Essary 18 Brandi Elgen 12 Quality Achievement The following submitted files with zero defficiencies: Debra Birr, Brenda IrwinCongratulations to Andrea Pearsall, Susie Lacondeguy, JoAnn Heath, and AllyciaRhodes for their one touch file for borrowers: Johnston/Rowe. Processing on 8/7/17, underwriting on 8/8/17, decisioned, approved, and docs sent on 8/10/17. “As an Underwriter; I absolutely love getting One Touch Loans! Not only does it streamline my desk with lessre-submissions but we get docs in our borrowers hands quickly, providing more referral opportunities down the road” - Allycia Rhodes, Underwriter“Philis has helped us so much as our primary processor that her guidance allowed us to turn in a great file to Andrea.” - JoAnn Heath, LOA

August 2017 | 3 Congatulations to Michelle Camacho, IanEssary, and Sonny Aguilera who have recentlyqualified for Executive Club and are Pacing for President’s Club!!Teams/Loan Officers Club Pacing Club QualifiersCharly Bates Pacing For President’s Club Qualified Executive ClubTeam Charles Sterni Pacing For President’s Club Qualified Executive ClubMichelle Camacho Pacing For President’s Club Qualified Executive ClubIan Essary Pacing For President’s Club Qualified Executive ClubSonny Aguilera Pacing For President’s Club Qualified Executive ClubLeslie Kight Pacing For Executive Club Qualified Top Producer’s ClubMonica Bowman Pacing For Executive Club Qualified Top Producer’s ClubRebecca Billington Pacing For Executive Club Qualified Top Producer’s ClubTeam Dan Trevino Pacing For Executive Club Qualified Top Producer’s ClubGarrit McGuire Pacing For Executive Club Qualified Top Producer’s ClubSusie Lacondeguy Pacing For Executive Club Qualified Top Producer’s ClubChristy Balsbaugh Pacing For Executive Club Qualified Top Producer’s ClubBranden Bates Pacing For Executive Club Qualified Top Producer’s ClubTeam Dan Trevino Pacing For Executive Club Qualified Top Producer’s ClubBranden Bates Pacing For Executive Club Qualified Top Producer’s ClubBrandi Elgen Pacing For Executive Club Qualified Top Producer’s ClubBilly Nathaniel Pacing For Top Producer’s ClubDwight Millard Pacing For Top Producer’s ClubAllison Carroll Pacing For Top Producer’s ClubTeam Leanne Odom Pacing For Top Producer’s ClubKimberly Petrie Pacing For Top Producer’s ClubBrian Havill Pacing For Top Producer’s Club

4 | Bossy’s Corner Get to know your Ops TeamMichelle Cirling Kristin Smith Lynn Rentie Closing Manager Processor Underwriter CalNeva North San Luis Obispo, CA Temecula, CA Hire Date: 9/2/14 Hire Date: 10/13/15 Hire Date: 2/29/12What kinds of hobbies and interests do you What do you consider your greatest Before working at Academyhave outside of work? achievement? Mortgage, what was the mostAs of lately outside of work is taking care My greatest achievement is raising my unusual/interesting job you’ve everof my twin boys (almost 10 months!), my daughter! Being a parent brings more joy had and why?husband, and I try to find things to do that and more work than any other job I’ve I worked for another mortgageare fun for them on the weekends such as had. It’s an ongoing achievement to make banker. My job hours + commutethe zoo or a county fair etc. If we have a it through each day doing the best that I consumed at least 15 hours eachsitter, my husband and I like to go to baseball can. day. So, rather than driving back andgames. I love the red sox. You’re the happiest when? forth, I spent several nights sleepingWhere is the best place you’ve traveled to I’m happiest when I’m with all of my in my daughter’s college dorm room on her bed and she on a cot (I guessand why? family. I love backyard BBQs with my she really loved her momma). LOL!Best place traveled, hmmm... this is tough. family in the evening, filling up the whole Tell us something that might surpriseWe traveled a lot before Ryan and Shawn. yard. I try and get together with my us about you: siblings and extended family as often as I’ve been married 40 yearsI think it would be a tie between ourhoneymoon trip, through Italy, Greece, and possible. My grandparents are in their (7/17/77), to the man I had crushed 80s/90s and I make the effort to see on at 14 yrs old. I moved away forTurkey. We never walked so much in our 5 years to Tennessee, then back to them at least quarterly. California and our paths crossedlives. Ha! Ha! The other is the Grand Cayman If given a chance, who would you like to again. The rest is history.Islands. I’ve never seen the ocean water so be for a day and why? What’s the first concert youblue and beautiful. It was a very relaxing trip. If I could be anyone for a day I would attended?If you had to eat one meal every day for the like to be Amal Clooney. I feel she’s Went to see Marvin Gaye at the Losrest of your life, what would it be? Pizza! It’s making a positive difference in the Angeles Greek Theatre.my favorite and it has all the food groups, so world, seeking justice for those who are What does “Operational Excellence”I’m covered. underrepresented. Also, she has a pretty mean to you?What does “Operational Excellence” mean fabulous wardrobe. Putting it all out there for the ‘team’;to you? Operational excellence to me is What does “Operational Excellence” teamwork baby, teamwork!exceeding the expectations of the customer. mean to you?My customer, as an operations employee,is the borrower, my sales partners, escrow To me, it’s working towards getting people into homes as smoothly as possible, andand agent partners, my employees, and by the close date! I think it works bestother department employees here atAcademy. Excellence is being and doing my when we work across all teams, steppingabsolute best for the other party so that the in to fill any gaps, and communicatingexperience of being the borrower or partner at the highest level possible to keep everyone in the loop so nothing getsor employee is an excellent one. dropped!

August 2017 | 5David Ferry Matt Miles Sara ChristensenLoan Officer Sales Manager Admin. Assistant Modesto Folsom OakdaleAmanda Holmes Crystal Kengle Alicia ChavesAdmin. Assistant Admin. Assistant Loan Officer Elko Reno Elko NewBranch!! New Branch!!

6 | Bossy’s Corner Join is in Welcoming Academ branch in Napa, CA Chris Salese Craig HeitzArea Manager Loan OfficerLaura Miller Marla RaymondLoan Officer Admin. Assistant

August 2017 | 7my’s newADeborah Martinez Joel Samrick Processor Loan OfficerMichelle Ryan Stephanie Bonnett Loan Officer Loan Officer Assistant Assistant

8 | Bossy’s Corner There’s a familiar face on the cover of Scotsman Guide thismonth! Congrats Rebecca Billington for representing our region. In response to the cover and inside spread, Aaron Nemec,Executive Vice President of Production, said, “ Please join me incongratulating these top performers and ‘mortgage celebrities’for landing on the cover and inside cover of September’s editionof the Scotsman Guide. They are all terrific representatives and ambassadors for us!”

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