Management and Career Moves
Home Management and Career Moves
Management and Career Moves News from Mortgage & Finance News magazine
News: Ryan Sims and Alex Megenis Join Wholesale Trading Insurance Services, LLC (WTIS)
Mortgage and Finance News: (NEW YORK, N.Y.) Wholesale Trading Insurance Services, LLC (WTIS) today announced that Ryan Sims has joined the firm as Vice President / Casualty Broker in San Francisco, while Alex Megenis has joined as Vice President / Property-Casualty Broker in New York.
News: OpenClose Recruits LOS Development Expert Joseph Wade to Further Innovate and Enhance Existing Software Solutions
Mortgage and Finance News: (WEST PALM BEACH, Fla.) OpenClose, an industry-leading multi-channel loan origination system (LOS) and mortgage fintech provider, announced that it has added senior software LOS and mortgage software development expert Joseph Wade to its growing development team. Joseph was previously at Finastra (formerly D+H) and will play an integral role in software innovation and enhancements at OpenClose.
News: EPIC Adds Michael McNulty as Wine and Beverage Practice Leader in San Francisco
Mortgage and Finance News: (SAN FRANCISCO, Calif.) EPIC Insurance Brokers and Consultants announced today that risk management and insurance brokerage veteran Michael McNulty has rejoined the firm as Managing Principal and Wine & Beverage Practice Leader. McNulty will be based in San Francisco and report to Curt Perata, EPIC's Pacific North Region President.
News: ARMCO Hires Industry Veteran Nick Volpe as Chief Strategy Officer
Mortgage and Finance News: (POMPANO BEACH, Fla.) ACES Risk Management (ARMCO), the leading provider of enterprise financial risk mitigation software solutions, has announced that it has hired Nick Volpe as chief strategy officer. Volpe's expertise stems from over 23 years of mortgage operational and QC experience.
News: EPIC Holdings Adds Janine Walter, SPHR, SHRM-SCP as Chief Talent Officer
Mortgage and Finance News: (STAMFORD, Conn.) EPIC Holdings, Inc. (parent company of EPIC Insurance Brokers and Consultants) has announced the addition of industry leading human capital professional Janine Walter, SPHR, SHRM-SCP who will join as the firm's Chief Talent Officer and become a member of the EPIC Executive Committee. For the past 11 years Walter has held senior executive positions at major insurance intermediaries.
News: Rose Nordbrock, Jeff Breskin, Pabla Barros and Jose Fuentes Join EPIC Insurance in Southern California
Mortgage and Finance News: (LOS ANGELES, Calif.) EPIC Insurance Brokers and Consultants (EPIC) announced today that risk management and insurance professionals Rose Nordbrock, Jeff Breskin, Pabla Barros and Jose Fuentes have joined the firm's operations in Southern California.
News: Bank of Southern California NA Hires Market Executive to Grow the Bank’s Presence in Los Angeles
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 Gaylin Anderson has joined the company as Executive Vice President, Market Executive in Southern California. He will be responsible for leading Bank of Southern California's regional presence by actively seeking new business opportunities while expanding upon current relationships.
News: Mortgage QC Executive Jeremy Burcham to Lead Sales Efforts for TRK Connection’s Insight RDM Platform
Mortgage and Finance News: (SALT LAKE CITY, Utah) TRK Connection (TRK), a leading provider of mortgage quality control and origination management solutions, announced today that it has hired Jeremy Burcham as Executive Vice President of Sales. Burcham will leverage his 10+ years of experience in mortgage quality control (QC), compliance, credit policy, due diligence and technology to refine TRK's sales and marketing strategy for its suite of solutions, including its flagship mortgage QC audit platform Insight Risk & Defect Management (RDM).
News: EPIC Insurance Adds Diane Montelione to Financial Risk Practice in New York
Mortgage and Finance News: (NEW YORK, N.Y.) EPIC Insurance Brokers and Consultants announced today that financial and professional risk management and insurance veteran Diane Montelione has joined the firm's Financial Risk Practice as a senior vice president. She will be based in New York and report to managing principal and Financial Risk Practice Leader, Michael Klaschka.
News: TeamSnap Appoints New Chief Financial Officer
Mortgage and Finance News: (BOULDER, Colo.) TeamSnap, the household name in integrated sports management, announced today that Todd Stockard has been appointed the company's new Chief Financial Officer. Stockard will oversee TeamSnap's financial strategy as the company continues its rapid expansion with the introduction of new products, platforms and partnerships.
News: EPIC Insurance Adds Sean Conrad as Southern California Principal
Mortgage and Finance News: (IRVINE, Calif.) EPIC Insurance Brokers and Consultants announced today that risk management and insurance professional Sean Conrad has joined the firm's operations in Southern California as a principal.
News: LBA Ware Appoints Mortgage Technology Specialist Diana Sheffer as Solutions Consultant
Mortgage and Finance News: (MACON, Ga.) LBA Ware, a leading provider of automated compensation software and systems integration solutions for mortgage lenders, announced it has hired Diana Sheffer as a solutions consultant to support the company's sales and product implementation efforts. In this role, Sheffer will apply her 18 years' experience in mortgage lending and technology consulting to connect LBA Ware's clients with best-fit systems integration and process automation solutions to enhance performance-driven organizational growth.
News: EPIC Adds KJ Wagner as Principal and Director of Southwest Region Property and Casualty Operations
Mortgage and Finance News: (DALLAS, Texas) EPIC Insurance Brokers and Consultants, a leading national retail property, casualty insurance brokerage and employee benefits consultant, today announced the addition of insurance industry veteran KJ Wagner as Principal and Director of Property & Casualty Insurance Operations for the firm's Southwest Region.
News: Matic Marks Commitment to Compliance with Appointment of Shaz Kojouri to Senior Management Team
Mortgage and Finance News: (SHERMAN OAKS, Calif.) Matic, a digital insurance agency whose technology enables borrowers to purchase homeowner's insurance during the mortgage transaction, today announced it has tapped Shahrzad "Shaz" Kojouri as VP of legal and compliance. Prior to joining Matic, Kojouri was assistant general counsel for nonprofit student loan provider AccessLex Institute.
News: Bank of Southern California NA Expands Commercial Banking Team to Serve Orange County and Los Angeles Region
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 hiring of two seasoned banking and lending professionals to further support the Bank's expansion in Southern California.
News: EPIC Adds Steve Denton as President of Parent EPIC Holdings Inc.
Mortgage and Finance News: (SAN FRANCISCO, Calif.) EPIC (Edgewood Partners Insurance Center dba EPIC Insurance Brokers & Consultants) today announced the addition of insurance industry veteran Steve Denton as President of its parent company EPIC Holdings, Inc. reporting to EPIC Holdings CEO John Hahn. Denton will join EPIC as of May 1, 2018.
News: Patrick Macdonald-King Joins Hyperion Media Group as Strategic Advisor
Mortgage and Finance News: (HOLLYWOOD, Calif.) Exiting his role as Prime Focus Technologies President after completing his earn out and the roll-out of the company's award-winning DAX Platform, Patrick Macdonald-King has agreed to join the Advisory Board of film and technology finance firm Hyperion Media Group to help create a fund focused on content, and the intersection of content and technology.
News: Mortgage Technology Industry Veteran Tom Rice Joins OpenClose as Vice President Enterprise Account Executive
Mortgage and Finance News: (WEST PALM BEACH, Fla.) OpenClose, an industry-leading multi-channel loan origination system (LOS) and mortgage fintech provider, announced that long-time industry veteran Tom Rice has joined its growing sales team. Mr. Rice has experience with multiple LOS platforms as well as other enterprise-class mortgage technology solutions. He will be responsible for covering the West Coast territory.
News: Bank of Southern California, N.A. Announces Addition of Phillip Mulder and Billy Szeto to Its Commercial Real Estate and SBA...
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, Calif., announces the addition of two tenured Business Development Officers to support the company's continued expansion into the Southern California region.
News: Bank of Southern California N.A. Announces Amanda Conover as Vice President, Director of Marketing
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, Calif., has named Amanda Conover as Vice President, Director of Marketing. She will be responsible for developing and executing a strategic marketing plan that strengthens brand awareness and drives growth, further supporting the Bank's efforts to increase its presence as it continues its expansion in the Southern California region.
News: EPIC Insurance adds Maurice Edwards, Walter Palmer and their Risk Solutions Team
Mortgage and Finance News: (HOUSTON, Texas) EPIC Insurance Brokers and Consultants ('EPIC'), a leading retail property and casualty insurance brokerage and employee benefits consultant, announced today the addition of Enterprise Risk Management veteran Maurice (Moe) Edwards, retail Loss Prevention expert Walter Palmer, and their team of Risk Assurance and Asset Protection professionals.
News: OpenClose Bolsters Software Integration and Support Teams
Mortgage and Finance News: (WEST PALM BEACH, Fla.) OpenClose, an industry-leading multi-channel loan origination system (LOS) and mortgage fintech provider, announced that it has added staff to its integration and customer support departments. The new hires will help enhance OpenClose's existing software products, facilitate digital mortgage processes, produce fintech-level innovation and provide excellence in customer support. The company also recently added three senior software engineers to its development team.
News: MQMR Taps Mitchell Nomura as Internal Audit Manager
Mortgage and Finance News: (LOS ANGELES, Calif.) Mortgage Quality Management and Research, LLC (MQMR), a leader in mortgage risk management and compliance services, announced it has hired Mitchell Nomura as internal audit manager. In this role, Nomura will apply his more than 30 years of experience overseeing compliance and risk management departments at bank and non-bank lenders to leading MQMR's team of expert internal auditors as they identify compliance and operational risks for mortgage lender clients.
News: Lorrie Osterhage Joins Greyling – a Division of EPIC in St. Louis as a Vice President
Mortgage and Finance News: (ST. LOUIS, Mo.) EPIC Insurance Brokers and Consultants (EPIC) announced today that risk management and insurance professional Lorrie Osterhage has joined the firm's Architects and Engineers Practice (Greyling - a Division of EPIC) in St. Louis, Mo. as a Vice President.
News: Bank of Southern California N.A. announces new SBA and Commercial Real Estate Lending Group Led by Steve Pollett
Mortgage and Finance News: (SAN DIEGO, Calif.) Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), announced that Steve Pollett has joined the company as SVP, SBA and Commercial Real Estate Lending Group Manager. With more than 30 years' experience in SBA and Commercial Real Estate lending, Pollett will be responsible for leading a team to provide financing to small and medium-sized businesses throughout the Southern California region.
News: Paragon Insurance Holdings LLC Names Andrew Petersen as Regional President and EVP of Reinsurance Operations
Mortgage and Finance News: (AVON, Conn.) Paragon Insurance Holdings, LLC ("Paragon"), a national multi-line specialty MGA, today announced the addition of Andrew Petersen to the Paragon executive management team as Regional President and EVP of Reinsurance Operations. Petersen will report to Ron Ganiats, Paragon's CEO.
News: EPIC Insurance Adds Philip Westphal in Sacramento, Calif.
Mortgage and Finance News: (SACRAMENTO, Calif.) EPIC Insurance Brokers and Consultants ('EPIC') announced today that risk management and insurance professional Philip Westphal has joined the firm's commercial property/casualty team in Sacramento, Calif. as a Risk Advisor/Broker in EPIC's Healthcare Practice. Westphal will report to Managing Principal and Healthcare Practice Co-leader, Tom McCready.
News: Kathy Gonzales Named Senior Vice President, Director of Branch Banking for Bank of Southern California N.A.
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 appointed Kathy Gonzales as Senior Vice President, Director of Branch Banking. She will be responsible for supporting the Bank's commitment to the customer experience by deepening customer relationships, and identifying opportunities to increase the bank's market share.
News: Continuing Its Growth, VLP Law Group Welcomes Partner Debra B. Vernon to the Firm’s Corporate Practice Group
Mortgage and Finance News: (PALO ALTO, Calif.) VLP Law Group LLP is pleased to announce that Debra B. Vernon has joined the firm's Corporate Practice Group as a partner based in the San Francisco Bay area. Ms. Vernon is a mentor at the Nasdaq Entrepreneurial Center and for the Branson Centre for Entrepreneurship - Caribbean.
News: Transformational Mortgage Solutions (TMS) Founder David Lykken Names Beth Ozenghar President and COO
Mortgage and Finance News: (AUSTIN, Texas) Leading mortgage industry management consulting firm Austin, Texas-based Transformational Mortgage Solutions (TMS) today announced that it has named Beth Ozenghar its new president and COO. Ozenghar, whose mortgage career spans three decades, had been in the role of senior executive advisor with TMS since 2016. TMS Founder David Lykken will retain the title of founder and chief transformation officer, focusing on spearheading the firm's management consulting engagements.