Finance News - Page 52

SAN DIEGO, Calif., Jan. 7, 2019 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that long-time employee Danyel Shipley was name to National Mortgage Professional Magazine’s (NMP) 2018 list of Mortgage Banking’s Most Powerful Women.

NEW YORK, N.Y., Jan. 7, 2019 (SEND2PRESS NEWSWIRE) — The Members of Klingenstein Fields Wealth Advisors (KFWA) mourn the passing of Fred Klingenstein, a founding member of the firm and Chairman Emeritus. Together with his brother, John Klingenstein, and colleague, Kenneth H. Fields, Fred established the firm in 1989 to provide investment advice and guidance to high-net-worth individuals and families. Prior to KFWA, Fred was CEO of Wertheim & Company and Co-Chairman of Wertheim-Schroder & Company.

AVON, Conn., Jan. 7, 2019 (SEND2PRESS NEWSWIRE) — Paragon Insurance Holdings, LLC, a national multi-line specialty program manager, today announced it has contracted with Argo Group International Holdings, Ltd. (NYSE: ARGO) to assume MGA responsibilities for Argo’s Landscape Contracting program, effective January 1, 2019.

DALLAS, Texas and SAN FRANCISCO, Calif., Jan. 7, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants announced today that Joffrey Clark has joined the firm’s Property & Casualty practice as a Principal and Charter School Practice Leader, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner.

ZUG, Switzerland, Jan. 3, 2019 (SEND2PRESS NEWSWIRE) — heymate, the portable deal-closing tool, which allows workers in the gig economy to create, negotiate and settle offer-for-work contracts in under 20 seconds on any non-transactional marketplace, proudly announced the appointment of a new board member and two strategic advisors.

SAN DIEGO, Calif., Jan. 3, 2019 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative (TMC), the mortgage industry’s only independent cooperative, today announced it added 44 new lender member companies in 2018, its strongest year ever for new member growth. To help support the significant growth of their network, TMC has also added Sarah Oldani and Jennifer Haning to their staff.

IRVINE, Calif., Jan. 3, 2019 (SEND2PRESS NEWSWIRE) — Cloudvirga, a leading provider of digital mortgage software, today announced the appointment of Ashley Lundquist as vice president of talent. Lundquist will oversee the firm’s initiatives to attract, develop and retain top technology talent as Cloudvirga rapidly expands its team.

SAN DIEGO, Calif., Jan. 2, 2019 (SEND2PRESS NEWSWIRE) — Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, has named Lori Boucher Vice President, Branch Manager. She will be responsible for sales and service of both consumer and business relationships at Bank of Southern California’s La Quinta branch in Coachella Valley.

TORRANCE, Calif., Dec. 21, 2018 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., a comprehensive eMortgage software solutions provider, announced that it has purchased 100 custom designed Art Boxes to Art To Grow On Children’s Art Center Inc., which delivered the Art Boxes to patients being treated at the Children’s Hospital Los Angeles (CHLA), a non-profit, pediatric academic medical center that provides patient care, education, and leading-edge research to help children in need. (VIDEO)

POMPANO BEACH, Fla., Dec. 20, 2018 (SEND2PRESS NEWSWIRE) — ACES Risk Management (ARMCO), the leading provider of enterprise financial risk management solutions, announced the release of the quarterly ARMCO Mortgage QC Trends Report. The latest report provides loan quality findings for mortgages reviewed by ACES Audit Technology(tm) during the second quarter (Q2) of 2018.

MACON, Ga., Dec. 19, 2018 (SEND2PRESS NEWSWIRE) — LBA Ware, provider of the leading automated incentive compensation and sales performance management platform for mortgage lenders, announced today that Georgia-based United Community Banks, Inc. (NASDAQ: UCBI) (“United”) has deployed CompenSafe to automate loan originator (LO) and processor commissions.

TORRANCE, Calif. and SALT LAKE CITY, Utah, Dec. 19, 2018 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant and document preparation, regulatory compliance and comprehensive eMortgage services, and SecurityNational Mortgage Corporation (SNMC), an independent national mortgage banker, jointly announced that they successfully rolled out DocMagic’s comprehensive Total eClose(TM) platform.

NEW YORK, N.Y., Dec. 19, 2018 (SEND2PRESS NEWSWIRE) — With almost all travel insurance providers reporting strong growth in 2018, TravelInsurance.com expects this momentum to continue into 2019, and has identified five key drivers. In recent years travel for many has become less about simply taking a break and more about connecting with loved ones, immersing ourselves into what we are passionate about and exploring places that surprise, delight and challenge our views of the world.

SAN DIEGO, Calif., Dec. 19, 2018 (SEND2PRESS NEWSWIRE) — Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, has announced the appointment of Joshua Mello as Managing Director. He will be responsible for developing and managing a portfolio of commercial clients in the greater San Diego region.

NEW YORK, N.Y., Dec. 17, 2018 (SEND2PRESS NEWSWIRE) — EPIC Holdings, Inc. today announced an agreement to acquire Integro Holdings Inc., which houses substantially all of the U.S. operations of Integro Group Holdings, LP. Founded in 2005, Integro has built a highly successful specialty insurance brokerage and consulting business in the U.S. with revenue in excess of $150 million.

SPRINGFIELD, Mo., Dec. 17, 2018 (SEND2PRESS NEWSWIRE) — JenCap Holdings LLC (JCH), a specialty insurance business, announced today that Brian Barrilleaux has joined its M.J. Kelly (MJK) division as President. MJK is a managing general agency and wholesale insurance brokerage based in Springfield, Missouri with offices in nine states throughout the Midwest and Southeast.

NEWPORT BEACH, Calif., Dec. 17, 2018 (SEND2PRESS NEWSWIRE) — NotaryCam, the leader in online notarization and the original provider of mortgage eClosing solutions, today announced it has completed the first remote online closing (ROC) for a purchase and sale transaction in Virginia in conjunction with Stewart Title.

BOULDER, Colo., Dec. 12, 2018 (SEND2PRESS NEWSWIRE) — TeamSnap confirmed today the company will be expanding its popular payments solutions platform to better serve the growing demand from sports and recreation clubs, leagues and teams. Effective immediately, TeamSnap Payments will be a core pillar on the leading sports management platform.

IRVINE, Calif., Dec. 11, 2018 (SEND2PRESS NEWSWIRE) — Cloudvirga, a leading provider of digital mortgage software, announced it has appointed Tim Von Kaenel to the role of chief product officer. In this role, Von Kaenel will oversee product strategy, design and go-to-market planning for Cloudvirga’s growing suite of digital mortgage point-of-sale products. Von Kaenel will report to Cloudvirga CEO Michael Schreck.

MIAMI, Fla., Dec. 11, 2018 (SEND2PRESS NEWSWIRE) — Aclaro, the leading provider and developer of Artificial Intelligence and Blockchain-based technology solutions, announces the launch of their newest Fintech App in conjunction with the opening of a new office in San Francisco, California.

SAN DIEGO, Calif., Dec. 10, 2018 (SEND2PRESS NEWSWIRE) — Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, has announced the appointment of Pamela Marble as Managing Director in Orange County. In this role, she will be responsible for business development and client relationship management.

SAINT LOUIS, Mo., Dec. 6, 2018 (SEND2PRESS NEWSWIRE) — Rock The Score (“RTS,” a privately held corporation) is a new company with a new concept. RTS reports data to the credit bureaus that traditionally does not get reported through normal channels. This provides information, data and clarity to end users such as mortgage lenders, banks, insurance providers and many more. (VIDEO)

COLUMBUS, Ohio, Dec. 6, 2018 (SEND2PRESS NEWSWIRE) — SafeChain, the industry leader in wire fraud prevention software for land title, announced today that it was honored in the Outstanding Startup category at the 2018 BizTech Awards hosted by regional business publication Columbus Business First. The firm was one of three companies honored in the Outstanding Startup category of the fourth annual BizTech Awards.

RED DEER, Alberta and PRAIRIE VILLAGE, Kan., Dec. 5, 2018 (SEND2PRESS NEWSWIRE) — Nations Valuation Services (NVS), the appraisal services division of the Nations Companies, today announced the integration of appraisal management software from Anow with NVS’ proprietary management system, AppraisalTRAX.

IRVINE, Calif., Dec. 4, 2018 (SEND2PRESS NEWSWIRE) — Cloudvirga, a leading provider of digital mortgage software, today announced that CEO Michael Schreck is a recipient of HousingWire’s 2018 HW Vanguard Award. Now in its fourth year, the Vanguard Awards spotlight the housing finance industry’s most successful and influential executives.

AUSTIN, Texas, Dec. 4, 2018 (SEND2PRESS NEWSWIRE) — Leading mortgage industry management consulting firm Austin, Texas-based Transformational Mortgage Solutions (TMS), today announced that Founder and Chief Transformational Officer David Lykken has been named a 2018 Vanguard Award honoree by HousingWire (HW) magazine.

PROVO, Utah, Dec. 4, 2018 (SEND2PRESS NEWSWIRE) — Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, announced today that Vice President of Regulatory and Industry Affairs Mark Ladd has been recognized by HousingWire magazine in its fourth annual HW Vanguard Awards(TM) program.

ATHENS, Ga., Dec. 3, 2018 (SEND2PRESS NEWSWIRE) — FormFree announced today that Faith Schwartz, a member of FormFree’s board of directors and the company’s acting president, has been honored with HousingWire’s 2018 HW Vanguard Award in recognition of her career contributions to the housing finance industry.

NEWPORT BEACH, Calif., Dec. 3, 2018 (SEND2PRESS NEWSWIRE) — NotaryCam, the leader in online notarization and original provider of mortgage eClosing solutions, today announced that its Founder and CEO Rick Triola has been named a 2018 Vanguard by HousingWire magazine as part of its fourth annual HW Vanguards Awards program. In the magazine’s profile on Triola, the HousingWire editorial staff noted Triola’s role as a “pioneer in the field of digital mortgages.”

MACON, Ga., Dec. 3, 2018 (SEND2PRESS NEWSWIRE) — LBA Ware, provider of the leading automated incentive compensation and sales performance management platform for mortgage lenders, announced today that company Founder and CEO Lori Brewer is a recipient of HousingWire’s 2018 HW Vanguard Award.

LOS ANGELES, Calif., Dec. 3, 2018 (SEND2PRESS NEWSWIRE) — Mortgage Quality Management and Research, LLC (MQMR) announced today that its President Michael Steer has been recognized by HousingWire magazine in its fourth annual HW Vanguard Awards(TM) program. Steer was honored for his efforts in building a diverse workforce and establishing a strong corporate culture that values employee feedback and community service.

ATLANTA, Ga., Dec. 3, 2018 (SEND2PRESS NEWSWIRE) — JenCap Holdings LLC (JCH), a specialty insurance business, announced today that it has agreed to acquire privately-held Risk Innovations LLC, a specialty wholesale insurance broker based in Atlanta, Georgia. Financial terms were not disclosed.

LOS ANGELES, Calif., Dec. 3, 2018 (SEND2PRESS NEWSWIRE) — Bank of Southern California, N.A. (OTC Pink: BCAL), a community business bank headquartered in San Diego, Calif., is pleased to announce its continued expansion in Los Angeles with the opening of a new production office in West Los Angeles.

HOUSTON, Texas and BIRMINGHAM, Ala., Nov. 30, 2018 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Senior Risk Control Consultant Chuck Simpson will present at OSHA Oil & Gas Safety and Health Conference on Tues., Dec. 4 at 3 p.m. at the Hilton Americas in Houston, Texas.

ONTARIO, Calif., Nov. 28, 2018 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Principal and Risk Management Consultant David McNeil has been selected as a 2018 Broker of Excellence by The California Association of Mutual Water Companies – Joint Powers Risk & Insurance Management Authority (CalMutuals-JPRIMA).

IRVINE, Calif., Nov. 27, 2018 (SEND2PRESS NEWSWIRE) — Cloudvirga, a leading provider of digital mortgage software, today announced that mortgage industry veteran James Vinci has been selected to fill the firm’s newly created executive vice president of technology position. In this role, Vinci will execute Cloudvirga’s technical vision, oversee initiatives to strengthen developer talent and collaborate across departments to scale technical initiatives to the company’s explosive growth.

MACON, Ga., Nov. 27, 2018 (SEND2PRESS NEWSWIRE) — LBA Ware, the leading provider of automated incentive compensation and sales performance management software for mortgage lenders, today announced the appointment of Mari Denton as director of client success. An experienced finance professional, Denton has spent the last decade of her career in senior roles at some of the nation’s largest banks and independent mortgage lenders.

STUART, Fla., Nov. 27, 2018 (SEND2PRESS NEWSWIRE) — Jeffrey Schneider, EA, CTRS, NTPIF, ACT-E of SFS Tax & Accounting Services and SFS Tax Problem Solutions in Stuart, Florida, a tax preparation and tax resolution firm, has received the Advanced Crypto Tax Expert designation (ACT-E).

BOSTON, SAN FRANCISCO and NEW YORK, Nov. 27, 2018 (SEND2PRESS NEWSWIRE) — Bindable, an insurance technology company whose goal is to transform the affinity distribution of insurance, today announced an investment from EPIC Holdings, the corporate parent overseeing investments across the entire EPIC platform, including EPIC Insurance Brokers & Consultants, and a Wafra advised fund, in conjunction with Motive Partners, a global private equity firm focused on investing in financial technology companies.

SAN FRANCISCO, Calif., Nov. 27, 2018 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today the purchase of a retail wine industry book of business from Managing General Agency (MGA) Paragon Insurance Holdings LLC. The accounts in question came to Paragon in the fall of 2017 when they acquired wine industry specialist John Sutak Insurance Brokers, along with two winery programs from the Argo Group.