Loan Process

STAGE ONE:

Consultation * Start Of Loan * Educate

Joe New

NMLS # 288822
817-766-7621
joenewteam@ccmclending.com

• Team Lead
• High Trust Conversation

LeAnn Smiley

NMLS # 1117144
817-766-7623
joenewteam@ccmclending.com

• Complete Application  • Review Documents
• Create loan estimates • Issue Pre Approvals

STAGE TWO:

Preliminary Underwriting * Loan Coordinating

Joey Fox

NMLS # 184097
817-766-7622
joenewteam@ccmclending.com

• Structure Loans  • Review all guidelines
• Lock Interest Rates for Families • Order Appraisal

STAGE THREE:

Loan Process

Tara Quintero

Operations Manager
817-766-7631
joenewteam@ccmclending.com

• Over Sees Branch Loan Pipeline

• Gather Outstanding Documents  • Order all third Party Documents (Survey, Verification, Flood & Tax Certs, etc.)

Kimberly Clements

Loan Originator Support
817-766-7632

Laura Hughart

Loan Originator Support
817-766-7634

Lisa Wells

Loan Originator Support
817-766-7630

Christina Griffith

Loan Processor
817-766-7633

Margo Gamble

Loan Processor
817-766-7635

Sheryle Moses

Loan Processor
817-766-7593

STAGE FOUR:

Closing & Family Concierge

Joey Fox

NMLS # 184097
Sen. Loan Officer
817-766-7622
joenewteam@ccmclending.com

• Coordinate Closing, Final Closing Disclosures, POA’s  • Family Surveys, Closing Gifts