Management and Career Moves

Management and Career Moves

Management and Career Moves News from Mortgage & Finance News magazine

Management and Career Moves

Management and Career Moves
Management and Career Moves News from Mortgage & Finance News magazine

News: SimpleNexus expands C-suite under leadership of Cathleen Schreiner Gates

Mortgage and Finance News: (LEHI, Utah) SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, today announced new executive appointments in operations, revenue generation and customer success.

News: Travis Mlodzik Elected President of the American Society of Cost Segregation Professionals

Mortgage and Finance News: (SAVAGE, Minn.) Travis Mlodzik, Central Practice Leader for ICS Tax, LLC has been elected President of the American Society of Cost Segregation Professionals (ASCSP). Cost Segregation is a tremendously valuable tax planning strategy for real estate investors. The ASCSP provides education, credentialing, and a code of ethics for its members while representing the very best professionals in the cost segregation industry.

News: MobilityRE welcomes mortgage technology leader Jonas Kruckeberg as director of growth and client success

Mortgage and Finance News: (SALT LAKE CITY, Utah) MobilityRE, a leader in real estate intelligence technologies for mortgage lenders and real estate agents, today announced it has appointed mortgage technology leader Jonas Kruckeberg as director of growth and client success.

News: EPIC Adds William Schoenbach as Managing Principal

Mortgage and Finance News: (HARTFORD, Conn.) EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that William Schoenbach is joining its growing Financial Services business.

News: SimpleNexus Founder Matt Hansen to lead new skunkworks unit, names Cathleen Schreiner Gates CEO

Mortgage and Finance News: (LEHI, Utah) SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, today announced that Founder Matt Hansen will pass the CEO baton to President Cathleen Schreiner Gates. Hansen remains heavily involved with the firm, where he will double down on customer focus leading a task force of software developers and sales staff that specializes in tackling high-priority projects.

News: LBA Ware welcomes former State Bank vice president Georgia Capalbo to client success team

Mortgage and Finance News: (MACON, Ga.) LBA Ware™, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, announced it has tapped former State Bank vice president Georgia Capalbo as client success product liaison.

News: Heath Spivey Named New President of DELTA |v| Forensic Engineering, Inc.

Mortgage and Finance News: (CHARLOTTE, N.C.) DELTA |v| Forensic Engineering, Inc.™ announced today that they have appointed Heath Spivey, Manager of the Nashville Regional Office, as the new President of DELTA |v| Forensic Engineering, Inc.™, effective January 1, 2022.

News: FormFree announces Former JPMorgan Chase Division CEO Kevin Watters joins its Board of Directors

Mortgage and Finance News: (ATHENS, Ga.) FormFree® today welcomed Kevin Watters to its board of directors. Watters is a payments, mortgage lending and business banking leader known for his ability to successfully and rapidly scale financial services businesses through operational and technology transformation.

News: Springer Realty Group Names Stu Schulman as President

Mortgage and Finance News: (EXTON, Pa.) Springer Realty Group is pleased to announce the hiring of Stu Schulman as its new president. Stu joins the company after serving as Vice President, Client Relationships & Sales at MOBE, a healthcare service that partners with employers and insurers to help people achieve their health and wellness goals.

News: Luma Wealth Has Formed an Advisory Council

Mortgage and Finance News: (CLEVELAND, Ohio) Luma Wealth Advisors is pleased to announce that it has formed an Advisory Council to facilitate its national growth as a leading provider of financial advice for women and their families.

News: Agri-Investment Services Hires Willamette Valley Representative

Mortgage and Finance News: (SALEM, Ore.) Agri-Investment Services recently employed Kendall Vasek-Jones as their Willamette Valley Representative in Oregon. Ms. Vasek-Jones has degrees in Viticulture-Enology and Wine Business Management from Washington State University and was previously employed by Chateau Ste. Michelle in Washington.

News: EPIC Adds Sam Wagener as Principal – Further Strengthens P&C and Captive Capabilities in West Region

Mortgage and Finance News: (SAN FRANCISCO, Calif.) EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Sam Wagener has joined the firm.

News: Agri-Investment Services Hires Central Oregon Representative

Mortgage and Finance News: (SALEM, Ore.) Agri-Investment Services recently employed George Riggins as their Central Oregon Representative. Mr. Riggins has a degree in Business Marketing from Carolina University and was previously employed as a market analyst for Fiat Chrysler and as a marketing executive for the Zane Firm.

News: Strategic Benefits Advisors welcomes Kah-Lee Wong as senior benefits consultant

Mortgage and Finance News: (ATLANTA, Ga.) Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) announced that Kah-Lee Wong, FSA, EA, MAAA, has joined the firm as a senior benefits consultant. In this role, Wong will work closely with organizations to provide actuarial consulting services and solve challenges related to their employee benefits plans.

News: LBA Ware taps STRATMOR Group alum Angie Middlebrook for mortgage software implementation role

Mortgage and Finance News: (MACON, Ga.) LBA Ware™, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, announced it has added mortgage industry expert Angie Middlebrook as a software implementation consultant.

News: Nomis Solutions Builds First-String Team to Spearhead Mortgage Initiatives

Mortgage and Finance News: (SAN FRANCISCO, Calif.) Nomis Solutions (Nomis), a global, industry-leading pricing and profitability management solutions provider, announced it has added several new sales and marketing hires to support its mortgage pricing and profitability management initiatives and competitive intelligence technology.

News: Paragon Insurance Names Christian Phillips as President of Contingency Practice

Mortgage and Finance News: (AVON, Conn.) Paragon Insurance Holdings LLC, a national multiline specialty managing general agent (MGA), has named Christian Phillips as President of its newly created Paragon Contingency Practices.

News: MCT Dives into Q2 with Two New Industry Leaders to Support Growth

Mortgage and Finance News: (SAN DIEGO, Calif.) Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced Mike Robertson and Justin Putz have joined the company in the roles of Senior Regional Sales Director and Midwest Regional Sales Director respectively.

News: Top of Mind Welcomes Former MonitorBase Chief Revenue Officer and Mortgage Industry Veteran Rick Webster as VP of Client Strategy

Mortgage and Finance News: (ATLANTA, Ga.) Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, announced it has added mortgage and marketing expert Rick Webster as VP of client strategy.

News: Nomis Solutions Appoints FinTech Veteran Joe Zeibert as Vice President, Head of Mortgage Product and Strategy

Mortgage and Finance News: (SAN FRANCISCO, Calif.) Nomis Solutions (Nomis), a global, industry-leading pricing and profitability management solutions provider, announced today the promotion of FinTech expert Joe Zeibert to vice president, head of mortgage product and strategy.

News: SimpleNexus Welcomes Andria Lightfoot as Vice President of Professional Services

Mortgage and Finance News: (LEHI, Utah) SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, today announced the hire of mortgage industry veteran, Andria Lightfoot, PMP, CSM, as vice president of professional services.

News: MondoBrain Announces Settlement – Company severs all ties to Augustin Huret

Mortgage and Finance News: (NEW YORK, N.Y.) The shareholders of MondoBrain have brought to a successful close a derivative lawsuit against its former CEO. As a result of a mutual settlement agreement, Augustin Huret is no longer affiliated with the company and has no ownership stake.

News: FormFree Welcomes Paul Finch, Former Early Warning CEO, to Its Board of Directors

Mortgage and Finance News: (ATHENS, Ga.) FormFree today announced the appointment of payments and banking fintech pioneer Paul Finch to its board of directors. Finch is best known for his 16-year tenure as CEO of Early Warning Services (Early Warning).

News: Keith Eckhardt Takes Over Colorado Springs Edward Jones Branch Office

Mortgage and Finance News: (COLORADO SPRINGS, Colo.) Keith Eckhardt has been named to take over the local Edward Jones office located at 1763 South 8th Street, Ste 1, in Colorado Springs, Colorado, the firm announced today. Eckhardt transferred to the Cheyenne Canyon community from an Edward Jones office in the Widefield community.

News: Jeremy Lawson Joins EPIC Contingency Risk Practice as Managing Practice

Mortgage and Finance News: (SAN FRANCISCO, Calif.) EPIC Insurance Brokers and Consultants announced today that Jeremy "Jez" Lawson has joined the firm as Managing Principal of its expanding Contingency Risk Practice group.

News: FormFree Elects Mortgage Banking Authority James Deitch, CPA, CMB to Board of Directors

Mortgage and Finance News: (ATHENS, Ga.) FormFree today announced the election of serial entrepreneur, mortgage banking executive and author James Deitch, CPA, CMB, to its board of directors. Deitch, a mortgage industry veteran of three decades, has counseled over 200 financial services businesses, served as president and CEO of five federally chartered banks and served on advisory panels for Fannie Mae (OTCMKTS: FNMA), Freddie Mac (OTCMKTS: FMCC), Truist (NYSE: TFC) and Wells Fargo (NYSE: WFC).

News: Personal Injury Attorney Rachel Anthony Has Joined LeMaster & Ahmed PLLC Law Firm

Mortgage and Finance News: (THE WOODLANDS, Texas) LeMaster & Ahmed PLLC has announced that Rachel Anthony, a personal injury attorney, has recently joined their Houston area office of LeMaster & Ahmed PLLC. The law firm focuses on personal injury cases and has offices in The Woodlands, Texas and Plano, Texas.

News: KBKG Welcomes Two New Directors to Atlanta-Based Operation

Mortgage and Finance News: (ATLANTA, Ga.) Nationwide tax specialty firm KBKG hired two new Directors, Amar Patel and Ian Williams, as part of their Southeast practice. Both Directors join KBKG with over 25 years of combined experience in Cost Segregation and Research & Development Tax Credits, two key services offered by the firm to CPAs and businesses.

News: EPIC Announces Leadership Structure Realignment

Mortgage and Finance News: (ATLANTA, Ga.) EPIC Insurance Brokers and Consultants CEO Steve Denton announced organizational and restructuring changes, effective immediately, across the company. The moves are designed to position EPIC to thrive for years to come.

News: EPIC Adds Allen Baker as Senior Risk Consultant

Mortgage and Finance News: (BIRMINGHAM, Ala.) EPIC Insurance Brokers and Consultants announced today that Allen Baker has joined its National Energy Construction Team as a Senior Risk Consultant. Baker will be based in Birmingham, Alabama.