January 2016 Mortgage Market Share Report

I am pleased to introduce a new team member and also tell you about changes to the roles of three other team members.
Rebecca Spencer joined our closing team as a Real Estate Closer at the end of January. Rebecca brings? twelve years of experience as a closer and funder with Caliber Home Loans and their predecessor companies. Individuals who were successful in high volume mortgage lending environments typically are
great candidates for our closing team. Rebecca is already demonstrating that this is still an accurate measure of likely success. A bonus that we?re enjoying is that Rebecca went through the TRID transition on the lender side. She gives us a valuable insight into how our lender client?s closers and processors
might be thinking about TRID.

If you?ve been in our office since last spring you?ll have been expertly greeted by Amy Thomas. Amy is starting a new role as a Closing Processor. In this role Amy will be preparing files prior to closing, working with Realtors and Lenders to complete Closing Disclosures and Closing Statements. When we hired Amy last year we liked her prior experience in the health services field. We felt that experience would allow her to be extremely effective in a front desk role that frequently is fast paced and characterized by changing priorities and timeframes. Amy proved us correct in that assumption. Those same traits that contributed to her success in that role, we?re certain will help her be effective in her new roll.

As a result of the need to manage unpredictable TRID induced time?frames, we reorganized our preclosing process so that some tasks will now be completed much earlier that we were previously required to do. April Saft and Willow Spencer are assuming the roles of Pre?Closing Coordinator.? April and Willow will be responsible for helping to clear title requirements and obtaining all the information necessary to allow the closing processors to complete a file. Organizing ourselves in this manner will allow us meet the various TRID time frames imposed upon us by the new regulations, regardless of how far ahead of closing a lender is working.
I?ve included an updated team member directory with contact information at the end of this month?s
report.
~ John Bethell