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 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.

News: Mortgage Capital Trading Bolsters its Marketing Team with the Addition of Ian Miller as CMO

Mortgage and Finance News: (SAN DIEGO, Calif.) Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that Ian Miller has joined the company as Chief Marketing Officer (CMO). In this newly created position, he is responsible for ensuring that MCT's marketing strategy effectively supports the company's business plan and helps drive growth.

News: Digital Mortgage Point-of-Sale Pioneer Cloudvirga Hires Sean McEvoy as Chief Customer Officer

Mortgage and Finance News: (IRVINE, Calif.) Cloudvirga Inc., developer of intelligent mortgage point-of-sale (POS) platforms, has appointed Sean McEvoy as its chief customer officer. As a member of the senior leadership team, McEvoy will be responsible for the firm's customer leadership, implementation and support functions. He has an extensive background in building world-class customer success organizations at FileNET, IBM, Quest and Dell. He will report to Cloudvirga CEO Michael Schreck.

News: VLP Law Group Continues Its Growth with the Addition of Real Estate Partner Debra Schiff

Mortgage and Finance News: (PALO ALTO, Calif.) VLP Law Group LLP is pleased to announce that Debra Schiff has joined the firm's Real Estate Practice Group as a partner based in Los Angeles, California. Ms. Schiff is the second Los Angeles based attorney to join the firm's growing Real Estate Practice Group in recent weeks. Los Angeles attorney Craig P. Wood joined the firm as a Partner in December.

News: ReverseVision Names New CTO and VP of Operations to Senior Management Team

Mortgage and Finance News: (SAN DIEGO, Calif.) ReverseVision, the leading provider of technology and training for the Home Equity Conversion Mortgage (HECM) industry, today announced it has added new Chief Technology Officer (CTO) Jim Magner and Vice President of Operations Stacey Lund to its senior management team.

News: VLP Law Group Continues Its Growth with the Addition of Real Estate Partner Craig P. Wood

Mortgage and Finance News: (PALO ALTO, Calif.) VLP Law Group LLP is pleased to announce that Craig P. Wood has joined the firm's Real Estate Practice Group as a partner based in Los Angeles, California. Mr. Wood's 37 years of experience includes not only the legal representation of clients but also business counselling, guiding clients in transaction structuring and techniques to maximizing their opportunities in various transactions.

News: Mortgage Automation Trailblazer Cloudvirga Hires Jim Portner as Chief Product Officer

Mortgage and Finance News: (IRVINE, Calif.) Cloudvirga, developer of intelligent mortgage point-of-sale (POS) platforms, has hired Jim Portner as chief product officer. Portner will report to Cloudvirga CEO Michael Schreck and will oversee product strategy, development and marketing for the company's digital mortgage automation platforms.

News: EPIC Insurance Brokers Adds Eric Hays in Pittsburgh, PA

Mortgage and Finance News: (PITTSBURGH, Pa.) EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today the addition of Eric Hays as Regional Director, Employee Benefits. Hays will be based in EPIC's newest location in Pittsburgh, Pa.

News: Sam Elliott Joins EPIC as Executive VP of Business Development and National Sales and Marketing Leader

Mortgage and Finance News: (AUSTIN, Texas) EPIC Insurance Brokers and Consultants ('EPIC'), the retail property and casualty insurance brokerage and employee benefits consulting subsidiary of EPIC Holdings, announced today that insurance brokerage industry veteran Sam Elliott has joined the firm to lead EPIC's new business development efforts nationally.

News: FormFree Appoints Housing Finance Authority Faith Schwartz to Board of Directors

Mortgage and Finance News: (ATHENS, Ga.) FormFree today announced that housing finance expert Faith Schwartz has been elected to its board of directors. Among the most influential leaders in the mortgage industry, Schwartz has played a firsthand role in shaping current housing finance best practices and public policy.

News: TRK Connection Hires David Pack as Product Manager

Mortgage and Finance News: (SALT LAKE CITY, Utah) TRK Connection, a leading provider of mortgage quality control and origination management solutions, announced today that it has hired David Pack as product manager. In this role, Pack will be responsible for the delivery and support of TRK's market-leading solutions, including the Insight Risk & Defect Management (RDM) mortgage quality control (QC) auditing platform.