Roles and users
You can now manage Company Admins at scale
Our new role-based permissions allows you to manage Company Admins with consistency and scale.
| Name | Account type | Added roles | Region | Branch | Status | |||
|---|---|---|---|---|---|---|---|---|
| Carmen Berzatto | Admin | AdminCloser | San Francisco | Inner Sunset | carmen.berzatto@yourbank.com | Active | ||
| Richard Jerimovich | Admin | AdminLoan officer | Utah | Lehi | richard.jerimovich@yourbank.com | Active | ||
| Sydney Adamu | Admin | AdminCloser | San Francisco | Inner Sunset | sydney.adamu@yourbank.com | Active | ||
| Marcus Brooks | Loan officer | Loan officer | Utah | Lehi | marcus.brooks@yourbank.com | Active | ||
| Tina Marrero | Team member | Closer | San Francisco | Inner Sunset | tina.marrero@yourbank.com | Active | ||
| Natalie Berzatto | Admin | AdminCSMs | San Francisco | Inner Sunset | natalie.berzatto@yourbank.com | Active | ||
| Neil Fak | Team member | No roles | Dallas | Midtown | neil.fak@yourbank.com | Active | ||
| Ebraheim | Team member | Closer | San Francisco | Inner Sunset | ebraheim@yourbank.com | Active | ||
| Jimmy Kalinowski | Admin | Admin | Utah | Lehi | jimmy.kalinowski@yourbank.com | Active | ||
| Gary Woods | Team member | Closer | San Francisco | Inner Sunset | gary.woods@yourbank.com | Active | ||
| Claire Bear | Team member | CSMs | New York | Midtown | claire.bear@yourbank.com | Active | ||
| Luca | Loan officer | Loan officer | New York | Midtown | luca@yourbank.com | Active | ||
| David Fields | Loan officer | Loan officer | New York | Midtown | david.fields@yourbank.com | Active | ||
| Pete Katinsky | Team member | CSMs | Los Angeles | West Covina | pete.katinsky@yourbank.com | Active | ||
| Chester | Team member | No roles | San Francisco | Inner Sunset | chester@yourbank.com | Active | ||
| Angela Brooks | Team member | CSMs | Utah | Lehi | angela.brooks@yourbank.com | Active | ||
| Albert Schnur | Loan officer | Loan officer | Dallas | Midtown | albert.schnur@yourbank.com | Active | ||
| Chi-Chi | Team member | Closer | Dallas | Midtown | chi-chi@yourbank.com | Active | ||
| Manny | Team member | No roles | Dallas | Midtown | manny@yourbank.com | Active | ||
| Angel | Team member | Closer | San Francisco | Inner Sunset | angel@yourbank.com | Active | ||
| Ted Fak | Team member | No roles | Dallas | Midtown | ted.fak@yourbank.com | Active | ||
| Donna Berzatto | Team member | No roles | Utah | Lehi | donna.berzatto@yourbank.com | Inactive | ||
| Michael Berzatto | Loan officer | Loan officer | San Francisco | Inner Sunset | michael.berzatto@yourbank.com | Inactive | ||
| Michelle Berzatto | Loan officer | Loan officer | New York | Midtown | michelle.berzatto@yourbank.com | Active | ||
| Lee Lane | Admin | Admin | New York | Midtown | lee.lane@yourbank.com | Active | ||
| Tiffany Jerimovich | Team member | CSMs | Utah | Lehi | tiffany.jerimovich@yourbank.com | Active | ||
| Eva Jerimovich | Team member | No roles | Utah | Lehi | eva.jerimovich@yourbank.com | Pending | ||
| Francie Fak | Team member | No roles | Dallas | Midtown | francie.fak@yourbank.com | Pending | ||
| Stevie | Loan officer | Loan officer | Utah | Lehi | stevie@yourbank.com | Active | ||
| Frank | Team member | Closer | Los Angeles | West Covina | frank@yourbank.com | Active | ||
| Andrea Terry | Admin | AdminCloser | New York | Midtown | andrea.terry@yourbank.com | Active | ||
| Chantel | Team member | CSMs | Los Angeles | West Covina | chantel@yourbank.com | Active | ||
| David | Team member | No roles | Los Angeles | West Covina | david@yourbank.com | Active | ||
| Georgie | Team member | No roles | Los Angeles | West Covina | georgie@yourbank.com | Active | ||
| Carol | Team member | CSMs | Dallas | Midtown | carol@yourbank.com | Active | ||
| Kelly | Team member | No roles | New York | Midtown | kelly@yourbank.com | Active | ||
| Kyle | Team member | Closer | New York | Midtown | kyle@yourbank.com | Active |
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