Management and Career Moves
Home Management and Career Moves
Management and Career Moves News from Mortgage & Finance News magazine
News: Sales Boomerang and Mortgage Coach Merge, Appoint Richard Harris as CEO
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 their merger and the appointment of SaaS executive Richard Harris as CEO.
News: EPIC Announces Strategic Hires in Northeast, Poises Firm for Regional Growth in Pennsylvania
Mortgage and Finance News: (HARRISBURG, Pa.) EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today it has hired a team of producers to support regional expansion in Pennsylvania.
News: John J. Patterson Joins Vanbridge, EPIC’s Financial Services Division
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 John J. Patterson has joined the firm as Managing Principal, Head of Claims with Vanbridge, its Financial Services division.
News: Housing Finance Strategies Hires Stuart Quinn as Managing Director
Mortgage and Finance News: (WASHINGTON, D.C.) Housing Finance Strategies Founder & CEO Faith Schwartz today announced she has recruited mortgage consulting and product manager Stuart Quinn to join her firm as Managing Director.
News: Graham V. Bayly Joins EPIC’s Midwest Region and Financial Services Division
Mortgage and Finance News: (CHICAGO, Ill.) EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Graham V. Bayly has joined the firm as a managing principal and Midwest Private Equity practice leader in its Financial Services division.
News: iEmergent appoints Chris Richey as Chief Analytics Officer
Mortgage and Finance News: (DES MOINES, Iowa) iEmergent, a forecasting and advisory services firm for the financial services, mortgage and real estate industries, today announced the appointment of Chris Richey as chief analytics officer. In this role, Richey will oversee and expand upon iEmergent's data analytics capabilities, which help mortgage lenders identify gaps in sales coverage and effectively expand into new markets.
News: Cheryl Messner joins Sales Boomerang to oversee customer experience department
Mortgage and Finance News: (WASHINGTON, D.C.) Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system, today announced that it has tapped Cheryl Messner to manage its customer experience departments. In her new role, Messner will define strategies to enhance Sales Boomerang's customer experience, engagement, success and operations as well as help the company build upon its growth from a fintech startup to the industry's leading borrower intelligence solution.
News: Southwestern Investment Group Names Brandon Kew as Vice President
Mortgage and Finance News: (FRANKLIN, Tenn.) Southwestern Investment Group, an independent wealth management company, is pleased to announce the promotion of Brandon Kew of the Kew Wealth Team to Vice President. His promotion to Vice President of Southwestern Investment Group is a testament to his strong work ethic, as he is always seeking to provide enhanced value to his clients.
News: Gary D. McKiddy Assumes Chief Financial Officer Role at Mid America Mortgage
Mortgage and Finance News: (ADDISON, Texas) Mid America Mortgage, Inc. (Mid America) announced today that Gary D. McKiddy has been promoted from Chief Risk Officer to Chief Financial Officer. In this new role, McKiddy will manage financial operations and strategy as Mid America Mortgage continues to refine its operations and drive business growth through recent product line additions, such as its correspondent down payment assistance (DPA) program.
News: Mortgage Coach promotes Suzanne Duniphin to VP, Customer Experience and David Bowser to VP, Customer Engagement
Mortgage and Finance News: (IRVINE, Calif.) Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, announced the advancement of two of its department directors to vice president-level positions. Suzanne Duniphin was promoted from director of eLearning to VP, customer experience, and David Bowser was promoted from director of account management to VP, customer engagement.
News: MMI appoints Kortney Lane-Schafers as Regional Director of Growth
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 it has hired Kortney Lane-Schafers as a regional director of growth. Lane-Schafers' responsibilities will include consulting and strategizing with MMI's growing roster of mortgage enterprise clients.
News: Housing Finance Strategies Names Allen Jones Chief Administrative Officer
Mortgage and Finance News: (WASHINGTON, D.C.) Housing Finance Strategies President Faith Schwartz today announced that she has named industry veteran and former Big 4 consulting executive Allen Jones as Chief Administrative Officer and Managing Director of the Consulting Practice.
News: EPIC Welcomes Paul Lopez – Further Strengthens Entertainment & Sports 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 Paul Lopez has joined its Entertainment & Sports practice as a principal. He joins as part of the Los Angeles team and will be based in Irvine, California.
News: Paragon Welcomes Andy Borst who Joins as President, E&S Lines and International Programs
Mortgage and Finance News: (AVON, Conn.) Paragon Insurance Holdings LLC, a nationwide multiline specialty managing general agent (MGA), is pleased to announce the hire of Andrew "Andy" Borst as President-Excess & Surplus (E&S) Lines and International Programs.
News: MMI adds mortgage industry vets Jake Belter and Gerald Dorman to enterprise sales team as regional directors
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 it has hired mortgage industry veterans Jake Belter, CMB(r), and Gerald Dorman to its enterprise sales team. As regional directors, Belter and Dorman will be tasked with expanding MMI's growing roster of mortgage enterprise clients.
News: Attorney Daniel Murphy Now a Full Partner at Goldman Babboni Fernandez Murphy & Walsh
Mortgage and Finance News: (BRADENTON, Fla.) Attorney Daniel Murphy, of Goldman Babboni Fernandez & Walsh, has been elevated to full partner. Citing his exemplary record of working tirelessly for clients in Bradenton Florida and across all of Manatee County.
News: Mortgage Hedge Advisory Firm Vice Capital Markets promotes Shawn Ansley to CIO
Mortgage and Finance News: (NOVI, Mich.) Vice Capital Markets, a leading mortgage hedge advisory firm for independent lenders, banks and credit unions, announced today that it has promoted Shawn Ansley to chief information officer (CIO). As CIO, Ansley will be tasked with the continued development of information technologies and deepening integrations with the agencies and major loan origination systems.
News: EPIC Welcomes Shelley Yim
Mortgage and Finance News: (SAN FRANCISCO, Calif.) EPIC Insurance Brokers & Consultants is pleased to welcome Shelley Yim who will partner with EPIC's leadership to focus on continuing to grow the firm's footprint with large complex Risk Management clients along with helping lead EPIC's burgeoning Winery Practice.
News: Edgewood Healthcare Advisors Continues Growth with Strategic Hires
Mortgage and Finance News: (NEW YORK, N.Y.) Edgewood Healthcare Advisors, a division of EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that it has hired a team of healthcare experts to help continue to expand its healthcare practice expertise in the Southeast Region.
News: James Kennedy Joins Vanbridge, a Division of Financial Services of EPIC: M&A and Private Equity Background Provides Significant Leg Up
Mortgage and Finance News: (NEW YORK, N.Y.) EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that James Kennedy has joined the firm as a principal with Vanbridge, its Financial Services In his role within the Financial Services division, Kennedy will be dedicated to the private equity space.division.
News: EPIC Welcomes Jim McSherry – Joins as National Practice Leader for New Employer Stop Loss Center
Mortgage and Finance News: (SAN FRANCISCO, Calif.) EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Jim McSherry has joined EPIC to lead its newly formed Employer Stop Loss Center of Excellence.
News: Ben Itkin Assumes Sales Leadership Position at MCT
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 Ben Itkin has been appointed the new National Sales Director.
News: FormFree grows executive team, appoints Eric Lapin chief strategy officer
Mortgage and Finance News: (ATHENS, Ga.) FormFree® today announced that it has appointed Eric Lapin to the role of chief strategy officer (CSO). In this position, Lapin will leverage his more than 25 years' experience in leadership roles at marquee mortgage technology firms and financial institutions to steer the strategic vision and partnerships driving FormFree's growth.
News: Mid America Mortgage adds Kyle Hilton as Quality Control Manager
Mortgage and Finance News: (ADDISON, Texas) Mid America Mortgage, Inc. (Mid America) welcomes mortgage industry veteran, Kyle Hilton as its newest quality control manager. Hilton brings a knowledge spanning more than 20 years in mortgage underwriting and quality assurance review. In this role, Hilton will be responsible for overseeing and monitoring quality control vendors and policies.
News: Mary Costello joins FormFree team as director of vendor management, risk and compliance
Mortgage and Finance News: (ATHENS, Ga.) FormFree today announced that it has welcomed 17-year finance industry veteran Mary Costello to its team as director of vendor management, risk and compliance. In this role, Costello will support FormFree's audit, risk and compliance efforts across the management of internal and external vendor, lender and integration partnerships.
News: FormFree names former ICE finance executive Patrick Rutherford as CFO to fuel its next stage in company growth
Mortgage and Finance News: (ATHENS, Ga.) FormFree today announced that it has appointed Patrick Rutherford, former finance executive at Intercontinental Exchange (NYSE: ICE), as chief financial officer (CFO). In his new role at FormFree, Rutherford will lead the organization's finance, accounting and compliance functions.
News: EPIC Private Client Practice Poised for Success with the Appointment of Steve Nelson as Chief Growth Officer
Mortgage and Finance News: (SAN FRANCISCO, Calif.) EPIC Insurance Brokers and Consultants (EPIC), an independent insurance brokerage and consulting firm, announced today that they have appointed Steve Nelson as Chief Growth Officer of their Private Client Practice.
News: KROST CPAs & Consultants Announces Greg Kniss as Chairman of the Board, Jason Melillo as CEO and Keith Hamasaki as...
Mortgage and Finance News: (LOS ANGELES, Calif.) Los Angeles-based CPA Firm, KROST CPAs and Consultants announced that Greg Kniss has been appointed to Chairman of the Board, Jason Melillo promoted as the new CEO, and Keith Hamasaki to Principal of Assurance & Advisory services.
News: Down Payment Resource welcomes Marcy Ash, AMP, as Director of Strategic Projects
Mortgage and Finance News: (ATLANTA, Ga.) Down Payment Resource (DPR), the nationwide database for U.S. homebuyer assistance programs, today announced it has appointed Marcy Ash, AMP, as director of strategic projects. In her role at DPR, Ash will manage relationships with state Housing Finance Agencies (HFAs) and spearhead industry partnerships and strategies that help DPR deliver greater value to its customers.
News: Jennifer Oliverio Takes Over Local Edward Jones Branch Office
Mortgage and Finance News: (PUEBLO, Colo.) Jennifer Oliverio has been named to take over the local Edward Jones office located at 200 W City Center Dr. STE 202 Pueblo, CO 81003, the firm announced today. Oliverio transferred to Pueblo, CO from an Edward Jones office in Puyallup, Washington.