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: EPIC Insurance Brokers adds JoBeth Wells in Dallas Texas

Mortgage and Finance News: (DALLAS, Texas) EPIC Insurance Brokers and Consultants announced today that JoBeth Wells has joined the firm's Property and Casualty operations, as a Principal, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner.

News: EPIC Insurance Brokers adds Stephanie Pitzer in Dallas Texas

Mortgage and Finance News: (DALLAS, Texas) EPIC Insurance Brokers and Consultants announced today that Stephanie Pitzer, CRM, CIC has joined the firm's Property and Casualty operations, as a Client Executive, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner.

News: The Mortgage Collaborative Adds Three New Board Members, 45 Lender Members and Grows Attendance at 2019 Winter Conference

Mortgage and Finance News: (SAN DIEGO, Calif.) The Mortgage Collaborative, a fast-growing independent mortgage cooperative of banks, credit unions and mortgage bankers, continues growth initiatives by adding three new mortgage executives to its Board of Directors. The new board members were voted in at their bi-annual member conference held in Austin, Texas.

News: Bank of Southern California NA Continues to Expand Its Business Development Team in Greater Los Angeles Area

Mortgage and Finance News: (SAN DIEGO, Calif.) Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, is pleased to announce the expansion of its business development team in the Los Angeles market with the hiring of two seasoned banking professionals to support the company's continued growth and expansion in the Southern California region.

News: EPIC Insurance Brokers Adds John Sames in the Northeast US

Mortgage and Finance News: (PEARL RIVER, N.Y.) EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, today announced that John Sames has joined the firm's Northeast Region leadership team in the new position of Director of Operations and Sales.

News: TRK Connection Hires Chris Bruner as Senior Vice President of National Sales

Mortgage and Finance News: (SALT LAKE CITY, Utah) TRK Connection (TRK), a leading provider of mortgage quality control (QC) and origination management solutions, announced today it has hired Chris Bruner, CMB, AMP, as Senior Vice President of National Sales.

News: EPIC Insurance Brokers adds Jose Palmer in Houston, Texas

Mortgage and Finance News: (HOUSTON, Texas) EPIC Insurance Brokers and Consultants ("EPIC") announced today that Jose Palmer has joined the firm's Energy and Marine Practice, within its Property and Casualty operations, as a Principal, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner.

News: EPIC Insurance Brokers adds Nikki Howes in Houston TX

Mortgage and Finance News: (HOUSTON, Texas) EPIC Insurance Brokers and Consultants announced today that Nikki Howes has joined the firm's Energy and Marine Practice, within its Property and Casualty operations, as a Client Advocate, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner.

News: Specialty Tax Firm KBKG Names John W. Hanning Principal

Mortgage and Finance News: (COLUMBUS, Ohio) Nationwide tax specialty firm KBKG recently promoted John W. Hanning to Principal. John leads a team of engineers and specialists based out of the firm's Atlanta office that services both the Midwest and Southeast region that stretches from Ohio to Florida.

News: Mary Shah Named Principal at Strategic Benefits Advisors, Inc.

Mortgage and Finance News: (ATLANTA, Ga.) Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) today announced the appointment of retirement plan consultant Mary Shah as its newest principal. Shah's promotion recognizes a track record of outstanding client service delivery and business development contributions since joining SBA.

News: Bank of Southern California N.A. Names Scott Yates Regional Managing Director

Mortgage and Finance News: (SAN DIEGO, Calif.) Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, has expanded its business development team with the appointment of Scott Yates as Group Managing Director of Branch Sales and Deposit Origination. He will be responsible for leading the branch banking group in their efforts to grow the bank's core deposits, deepening existing client relationships and originating new client relationships.

News: EPIC Adds Scott Davis as President of National Specialty Practice Group in Nashville

Mortgage and Finance News: (NASHVILLE, Tenn.) EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, today announced the addition of insurance industry veteran Scott Davis as President of EPIC's National Specialty Practice Group. Davis joins EPIC effective February 5, 2019 and will be based in the firm's Nashville office.

News: Bank of Southern California NA Appoints John E. Chung as Group Managing Director

Mortgage and Finance News: (SAN DIEGO, Calif.) Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, has announced the appointment of John Chung as Group Managing Director of Business Banking. He will be responsible for leading the team's impact of meeting the banking needs of small to medium sized businesses throughout Southern California.

News: Mark Maher and David Nielsen Assume Leadership Roles at JenCap Holdings LLC

Mortgage and Finance News: (NEW YORK, N.Y.) JenCap Holdings LLC (JCH), a specialty insurance business, announced that Mark P. Maher has been promoted to Chief Operating Officer and that David Nielsen had recently joined the firm as Corporate Chief Financial Officer.

News: Transformational Mortgage Solutions Appoints Michael Barrett as Mortgage Executive Consultant

Mortgage and Finance News: (AUSTIN, Texas) Leading mortgage industry management consulting firm Austin, Texas-based Transformational Mortgage Solutions (TMS), today announced that it has brought on Michael Barrett as mortgage executive consultant. In this role, Barrett will apply his more than 17-years of mortgage business and product development expertise to helping TMS clients improve process efficiencies, execute digital mortgage transformation strategies and expand profit margins.

News: Continuing Its Growth, VLP Law Group Welcomes Partner Jim O’Hare to the Firm’s Corporate Practice Group

Mortgage and Finance News: (BOSTON, Mass.) VLP Law Group LLP ('VLP') is pleased to announce that Jim O'Hare has joined the firm's Corporate Practice Group as a partner based in the Boston area. Mr. O'Hare brings over 30 years of experience as a trusted adviser to companies, investors, management teams and boards of directors.

News: EPIC Insurance Brokers adds Brandon Rich in Houston Texas

Mortgage and Finance News: (HOUSTON, Texas) EPIC Insurance Brokers and Consultants ('EPIC')announced today that Brandon Rich has joined the firm's Property & Casualty practice as a Client Advocate, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner.

News: Strategic Benefits Advisors Promotes Three Consultants to Director Level

Mortgage and Finance News: (ATLANTA, Ga.) Independent, full-service employee benefits consulting firm Strategic Benefits Advisors (SBA) today announced the advancement of retirement plan consultants Kim Shumate, David Runsick and Harry Souder to the role of director. Shumate, Runsick and Souder were promoted in recognition of their sustained contributions to SBA, including their proven success leading complex projects to high-value outcomes and fostering strong client relationships.

News: Bank of Southern California, N.A. Names Bill Lamison Vice President, Underwriter

Mortgage and Finance News: (SAN DIEGO, Calif.) Bank of Southern California, N.A. (OTC Pink: BCAL), a community business bank headquartered in San Diego, has announced the appointment of Bill Lamison as Vice President, Underwriter. He will join the company's established business banking team and will be responsible for structuring, analyzing and underwriting commercial credit for new clients as well as managing an existing portfolio of customers.

News: EPIC Insurance Brokers adds Judith Paredes in Dallas, Texas

Mortgage and Finance News: (DALLAS, Texas) EPIC Insurance Brokers and Consultants announced today that Judith Paredes has joined the firm's Property & Casualty practice as an Account Executive, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner.

News: EPIC Insurance Brokers adds Krista Aburrow in Dallas TX

Mortgage and Finance News: (DALLAS, Texas) EPIC Insurance Brokers and Consultants announced today that Krista Aburrow has joined the firm's Property & Casualty practice as a Client Advocate, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner.

News: Former FNF/Black Knight executive joins Cloudvirga as chief revenue officer

Mortgage and Finance News: (IRVINE, Calif.) Cloudvirga(TM), a leading provider of digital mortgage software, today announced the appointments of Dan Sogorka as chief revenue officer and Kelly Kucera as senior vice president of marketing. Sogorka, a seasoned mortgage technology executive, will drive Cloudvirga's continued revenue growth and oversee the firm's sales and marketing strategy with the help of veteran cloud technology marketer Kucera.

News: EPIC Insurance Brokers Adds Blake Kirk as a Principal in San Francisco

Mortgage and Finance News: (SAN FRANCISCO, Calif.) EPIC Insurance Brokers and Consultants announced today that risk management and insurance professional Blake Kirk has joined the firm's operations in Northern California as a Senior Vice President and Principal.

News: Randy Pizer Joins EPIC in Orange County, Calif.

Mortgage and Finance News: (IRVINE, Calif.) EPIC Insurance Brokers and Consultants ('EPIC') announced today that risk management and insurance professional Randy Pizer has joined the firm's operations in California as Vice President/Account Executive.

News: Deal-closing tool, heymate, adds new board member and two strategic advisors

Mortgage and Finance News: (ZUG, Switzerland) 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.

News: The Mortgage Collaborative Adds 44 New Lender Members in 2018, Now Growing Staff to Serve Expansion

Mortgage and Finance News: (SAN DIEGO, Calif.) 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.

News: Former Houzz and Drip leader joins Cloudvirga as vice president of talent

Mortgage and Finance News: (IRVINE, Calif.) Cloudvirga(TM), 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.

News: Bank of Southern California, N.A. Names Lori Boucher Vice President Branch Manager in La Quinta

Mortgage and Finance News: (SAN DIEGO, Calif.) 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.

News: Experienced Attorney Michael Rieman Joins Dungan and LeFevre

Mortgage and Finance News: (TROY, Ohio) Dungan & LeFevre is pleased to announce that Michael Rieman has joined the firm's Troy office as a Director/Partner and member of the Board of Directors. A seasoned civil litigator, Mr. Rieman has significant experience across a wide array of legal fields.

News: Bank of Southern California, N.A. Names Joshua Mello Managing Director in San Diego

Mortgage and Finance News: (SAN DIEGO, Calif.) 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.