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: Sequoia Real Estate Hires Regional Sales Manager to Grow Business and Maintain Unique Culture

Mortgage and Finance News: (SAN FRANCISCO, Calif.) Statewide growth and local expertise - while that may sound like a bit of an oxymoron - it's actually what Sequoia Real Estate has in mind for its future. And Jim Enes, a Bay Area native, is the right person to propel its growth. He's been hired as the company's Regional Sales Manager and brings more than 32 years of experience to the table.

News: KROST Welcomes Grant Miller as Principal of Tax

Mortgage and Finance News: (LOS ANGELES, Calif.) Los Angeles-based CPA firm, KROST CPAs & Consultants, welcomes Grant K. Miller, CPA, EA, as Principal of Tax. To begin his new role as Tax Principal, Grant will be based in our Woodland Hills office and he will provide direction and leadership to further the success of our tax department. He will also work closely with clients to manage their expectations for deliverables, services, and budgets.

News: MMI adds Carol Burke as Regional Director of Enterprise Sales

Mortgage and Finance News: (SALT LAKE CITY, Utah) Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, announced today that Carol Burke has been appointed regional director of enterprise sales. As part of the enterprise sales team, Burke is tasked with expanding MMI's growing roster of mortgage enterprise clients, which now includes 20 of the top 25 lenders in the nation, while also driving brand awareness and adoption in mortgage-related verticals, such as title and insurance.

News: Steven Walther of Alliance Group Elected to FACC Board of Directors

Mortgage and Finance News: (ATLANTA, Ga.) Alliance Group announced that Steve Walther, Vice President of Sales & Distribution, has been elected to the FACC Board of Directors. Walther will bring with him decades of experience in the Life Insurance and Financial Services Industry, and a long track record of leading innovative and diverse teams of independent insurance agents and agencies across the country.

News: MMI names Don MacKillop Regional Director of Enterprise Sales

Mortgage and Finance News: (SALT LAKE CITY, Utah) Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, announced today it has hired Don MacKillop as regional director of enterprise sales. In this role, MacKillop will be tasked with expanding MMI's growing roster of mortgage enterprise clients, which now includes 20 of the top 25 lenders in the nation, while also driving brand awareness and adoption in mortgage-related verticals, such as title and insurance.

News: MMI appoints Rob Pommier as Regional Director of Enterprise Sales

Mortgage and Finance News: (SALT LAKE CITY, Utah) Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, announced today it has added industry veteran Rob Pommier to the enterprise sales team as regional director. Pommier will be tasked with expanding MMI's growing roster of mortgage enterprise clients, which now includes 20 of the top 25 lenders in the nation, while also driving brand awareness and adoption in mortgage-related verticals, such as title and insurance.

News: Nomis Solutions Elevates Johnathan Bant to Head of Client Relations for Financial Services Market in Canada

Mortgage and Finance News: (TORONTO, Ontario) Nomis Solutions (Nomis), the leading provider of end-to-end pricing lifecycle management technology, announced industry veteran Johnathan Bant will serve as Head of Client Relations for Canada. In this role, Bant is responsible for leading Canadian engagements across Nomis' client portfolio as well as non-customer financial institutions (FIs) across the country.

News: CDF Labor Law LLP Expands Firm Leadership, Elevates Three Attorneys to Partner

Mortgage and Finance News: (IRVINE, Calif.) Labor, employment and business immigration law firm CDF Labor Law LLP (CDF) is proud to announce the elevation of three outstanding attorneys to partner. These individuals are among the close to 50 CDF attorneys who aggressively defend and guide employers through the challenging legal landscape in California.

News: Shelli Holland joins Sales Boomerang and Mortgage Coach as Chief People Officer

Mortgage and Finance News: (OWINGS MILLS, Md.) Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system, and Mortgage Coach, a platform empowering mortgage lenders to educate borrowers with interactive home loan presentations, today announced the appointment of Shelli Holland to the role of Chief People Officer.

News: Alliance Group recently announced the 2023 class of Living Benefits Ambassadors team

Mortgage and Finance News: (ATLANTA, Ga.) Alliance Group recently announced the 2023 class of Living Benefits Ambassadors team as part of their upcoming sixth annual Living Benefits Awareness Month campaign. The Ambassadors will head up local grassroots campaigns and work alongside Alliance Group to spread education and awareness for Living Benefits Awareness Month in January 2023.

News: Eric Ojeda joins Alliance Group staff

Mortgage and Finance News: (ATLANTA, Ga.) Atlanta-based Alliance Group, a national IMO, announces the hire of 25-year industry veteran Eric Ojeda as their new Director of Sales Enablement. Ojeda (MAM, LUTCF, ACS, SSRI, ALMI), who previously spent 22 years at Ameritas in their life insurance division, brings a wealth of experience to a fast-growing organization.

News: Alliance Group Expands Video Marketing Department with Hire of Assistant D/E

Mortgage and Finance News: (ATLANTA, Ga.) Alliance Group, an Atlanta-based insurance marketing organization, announced the hire of Josh Thompson as Assistant Director / Assistant Editor. The move comes as part of a recent series of personnel moves to reflect the company's growing needs as they continue to expand.

News: Sales Boomerang and Mortgage Coach add Casey Martin to the executive team as chief revenue officer

Mortgage and Finance News: (IRVINE, Calif.) Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system, and Mortgage Coach, a platform empowering mortgage lenders to educate borrowers with interactive home loan presentations, today announced the appointment of Casey Martin as chief revenue officer.

News: New Energy Risk Publishes Sustainability Report, Adds Two Key Hires

Mortgage and Finance News: (AVON, Conn.) New Energy Risk (NER), a wholly-owned division of Paragon Insurance Group, today announces the release of its annual Sustainability Report and two key hires to support its goal of "Underwriting a Greener Future." The report details the climate, sustainability, and environmental impacts of NER's client portfolio.

News: MCT Expands Investor Services Team by Appointing Jennifer Kennelly as Senior Director

Mortgage and Finance News: (SAN DIEGO, Calif.) Mortgage Capital Trading, Inc. (MCT®), a recognized industry leader in mortgage risk management providing pipeline hedging, best execution loan sales, and centralized lock desk services, announced today that Jennifer Kennelly has been appointed as the new Senior Director of MCT's quickly expanding Investor Services team.

News: MMI appoints Jordan Woodard as Director of Product Analytics

Mortgage and Finance News: (SALT LAKE CITY, Utah) Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, announced it has hired Jordan Woodard as director of product analytics. In this role, Woodard is responsible for maintaining and expanding MMI's business intelligence platform, which provides clients with data intelligence in a user-friendly format.

News: Anita Huang Joins EPIC’s Life and Executive Benefits Practice

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 Anita Huang has joined the firm as a Senior Vice President within its Life and Executive Benefits practice managed by Vanbridge, an EPIC company.

News: MMI welcomes Justin Bird as Creative Director

Mortgage and Finance News: (SALT LAKE CITY, Utah) Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, today announced Justin Bird has joined the firm as its new creative director. Bird joins MMI from Black Knight, where he was the creative director for nearly nine years.

News: Rich LaBarca joins Sales Boomerang and Mortgage Coach as Chief Product and Technology Officer

Mortgage and Finance News: (OWINGS MILLS, Md.) Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system, and Mortgage Coach, a platform empowering mortgage lenders to educate borrowers with interactive home loan presentations, today announced the appointment of Rich LaBarca to the role of Chief Product and Technology Officer.

News: NER Announces Hire of George Schulz as Managing Director, Program Development

Mortgage and Finance News: (AVON, Conn.) New Energy Risk (NER), a wholly-owned division of Paragon Insurance Group, today announced the hire of George Schulz as Managing Director, Program Development, in the latest confirmation of Paragon's commitment to continuing investment in the green technology space.

News: MMI announces its newest Regional Director of Growth, Heidi Iverson

Mortgage and Finance News: (SALT LAKE CITY, Utah) Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, today announced that Heidi Iverson has joined the organization as a regional director of growth. In this position, Iverson will consult and strategize with MMI's clientele which now includes more than 40 of the top 50 lenders in the nation, to identify growth opportunities to drive adoption and increase return on investment (ROI).

News: EPIC Welcomes Parker Rains – Adds to Middle Market Property & Casualty Practice

Mortgage and Finance News: (NASHVILLE, Tenn.) EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Parker Rains has joined the firm as Managing Principal within its Property & Casualty Practice.

News: McWhirter Names Pamela J. McCabe as Vice President of Property Management Promotes Austin Purvis to Senior Property Manager

Mortgage and Finance News: (BIRMINGHAM, Ala.) Today, McWhirter, a leading commercial real estate services firm in the southeast, announces Pamela J. McCabe joins the Birmingham office as Vice President of Property Management. Additionally, Austin Purvis is promoted to Senior Property Manager.

News: Matthew Weber and Jonathan Louie Appointed to KROST’s Principal in Development Program

Mortgage and Finance News: (Matthew Weber and Jonathan Louie Appointed to KROST's Principal in Development ProgramLOS ANGELES, Calif.) Los Angeles-based CPA firm, KROST CPAs & Consultants, appoints Matthew Weber, CPA, MAcc, and Jonathan Louie, CPA, MST, to join KROST's Principal in Development (PID) program.

News: Roger Guilian, Former Counsel and Risk Management Expert for ENR Top 100 Engineering Firm, Bolsters Greyling Division of EPIC

Mortgage and Finance News: (ALPHARETTA, Ga.) EPIC Insurance Brokers and Consultants, a national insurance brokerage and employee benefits consultant, announced today that Roger Guilian, J.D., has joined the firm's Greyling division as Senior Vice President, Risk Management.

News: Promontory MortgagePath adds John Gust as Director of Product Management

Mortgage and Finance News: (DANBURY, Conn.) Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage and fulfillment solutions, announced industry veteran John Gust has joined the organization as the director of product management. In this role, Gust leads the product management and user experience teams and is responsible for product strategy, planning, execution, and rollout of Promontory MortgagePath's mortgage fulfillment services and end-to-end technology solution.

News: EPIC Welcomes Kerry Connor – Joins as National Voluntary Benefits Practice Leader

Mortgage and Finance News: (PHILADELPHIA, Pa.) EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Kerry Connor has joined EPIC to lead its National Voluntary Benefits Practice.

News: Housing Finance Strategies Names Industry Leader Jeff Jaffee as Senior Advisor

Mortgage and Finance News: (WASHINGTON, D.C.) Housing Finance Strategies Founder & CEO Faith Schwartz today announced she has recruited industry veteran Jeff Jaffee to join her firm as a Senior Advisor focusing on fair lending and consumer protection compliance.

News: EPIC Welcomes Jay Yarid – Adds to EPIC’s Employee Benefits Practice

Mortgage and Finance News: (DALLAS, Texas) EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Jay Yarid has joined the firm as Principal within its Employee Benefits Practice.

News: KROST Announces Paren Knadjian as Principal of M&A and Capital Markets and Brad Pauley as Principal of Tax

Mortgage and Finance News: (LOS ANGELES, Calif.) Los Angeles-based CPA Firm, KROST CPAs and Consultants announced Paren Knadjian as Principal of M&A and Capital Markets and Brad Pauley as Principal of Tax. Knadjian has successfully completed over 200 M&A and Capital Markets transactions worth over $1 billion.