Management and Career Moves
Home Management and Career Moves
Management and Career Moves News from Mortgage & Finance News magazine
News: Promontory MortgagePath promotes Kevin Wheeler to managing director
Mortgage and Finance News: (DANBURY, Conn.) Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage and fulfillment solutions, announced today it has promoted Kevin Wheeler to managing director of product and engineering. Wheeler previously held the position of director of backend engineering at Promontory MortgagePath.
News: Mortgage Coach promotes Jacob Gibbs to VP, Technology and Shannon Baldwin to VP, Marketing
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 promotion of two of its department directors to vice president-level positions. Jacob Gibbs was promoted from Director of Technology to VP, Technology, and Shannon Baldwin was promoted from Director of Marketing to VP, Marketing.
News: Ahwatukee Realtor, Mike Holt, Joins COR Consultants
Mortgage and Finance News: (PHOENIX, Ariz.) COR Consultants is pleased to announce that Mike Holt has joined the team as a real estate agent. Mike Holt is an Ahwatukee Realtor who has a degree in Computer Science and past experience managing teams at Amazon.
News: Choyce Peterson Hires Scott J. Lipow as Senior Associate
Mortgage and Finance News: (NORWALK, Conn.) Choyce Peterson, Inc., a full service commercial real estate brokerage firm, announced that Scott J. Lipow has joined the brokerage team as Senior Associate. Lipow will join Choyce Peterson's Capital Markets team, focusing on investment opportunities throughout Fairfield and Westchester Counties.
News: ReverseVision Adds Two New Hires to Support Expansion of Functional Areas and Corporate Infrastructure
Mortgage and Finance News: (SAN DIEGO, Calif.) ReverseVision, the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, announced that it added Eric Samuelson as vice president of finance and Andres Ochoa as systems administrator. The two positions will play key roles in optimizing internal functions and prepping the company to scale.
News: Mid America Mortgage welcomes Dennis Loxton as national sales manager in its reverse mortgage division
Mortgage and Finance News: (ADDISON, Texas) Mid America Mortgage, Inc. (Mid America) announced it has hired Dennis Loxton as national sales manager in the company's reverse mortgage division. A veteran of the reverse mortgage industry, Loxton joins Mid America from Liberty Reverse Mortgage, where he ran the Eastern wholesale division as regional vice president.
News: Promontory MortgagePath Promotes Dean McCall into its C-Suite as Chief Information Officer
Mortgage and Finance News: (DANBURY, Conn.) Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage and fulfillment solutions, announced today it has promoted Dean McCall from managing director of development operations and data to chief information officer (CIO).
News: Mid America Mortgage Hires Gary D. McKiddy as Chief Risk Officer
Mortgage and Finance News: (ADDISON, Texas) Mid America Mortgage, Inc. (Mid America) announced today that Gary D. McKiddy has rejoined the organization in the role of Chief Risk Officer (CRO). McKiddy will leverage his nearly 40 years of experience in corporate financial management across multiple verticals, including mortgage banking, to help Mid America Mortgage manage risk and improve operations amidst the ongoing expansion of its product line.
News: Crawford McInnis Named Chief Sales Officer – Appointment will Lead EPIC to Next Level of Sales Excellence
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 Crawford McInnis has been named Chief Sales Officer, reporting to Philip Moyles, Chief Growth Officer.
News: ReverseVision Appoints Industry Veteran Bill Mitchell Chief Revenue Officer
Mortgage and Finance News: (SAN DIEGO, Calif.) ReverseVision, the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, announced that it has hired Bill Mitchell as chief revenue officer (CRO).
News: EnergyCAP Appoints Thomas R. Patterson, Jr. as Chief Executive Officer
Mortgage and Finance News: (BOALSBURG, Pa.) EnergyCAP, LLC (ENC), the leading provider of data and analytics software for energy and utility bill management, today announced that Thomas R. Patterson, Jr. (Tom) has been named as Chief Executive Officer (CEO) of the company. Steve Heinz, who founded the company in 1982, will retire from his role as CEO but will continue in an advisory capacity as a member of the Board of Directors.
News: Dawn Taylor, former President of Centricity, has joined After, Inc. as Chief Revenue Officer
Mortgage and Finance News: (NORWALK, Conn.) After, Inc., the global leader in Warranty Services since 2005, just announced that Dawn Taylor will be joining the company as Chief Revenue Officer. Dawn brings more than 27 years of warranty and service contract experience, serving as President of Centricity for the last 9 years. Her background and experience will be instrumental in leading the expansion of After, Inc.'s Warranty Services business, and its newly launched QuickSuite Platform.
News: Depth Public Relations promotes Johnna Szegda and Jenny Moss to client services director
Mortgage and Finance News: (ATLANTA, Ga.) Depth Public Relations, Inc. (DepthPR), a leading provider of consultative marketing, public relations and reputation management services for mortgage fintech innovators, the residential finance industry and technology for emerging regulated markets (regtech), today announced its promotion of two key staff members in time to celebrate at the Mortgage Bankers Association's Annual Convention & Expo 2021 in San Diego.
News: MCT Deepens MSR Expertise with Hire of Azad Rafat
Mortgage and Finance News: (SAN DIEGO, Calif.) Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced today that Azad Rafat has joined the company as the new Senior Director of MSR Services.
News: LBA Ware welcomes mortgage compliance expert Lyndal McLaughlin to CompenSafe implementation team
Mortgage and Finance News: (MACON, Ga.) LBA Ware™, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, today announced that mortgage industry expert Lyndal McLaughlin has joined its team as a software implementation consultant.
News: Promontory MortgagePath Promotes Bryan DeShasier to Chief Administrative Officer, Adds Helen Placente as Managing Director of National Credit Operations
Mortgage and Finance News: (DANBURY, Conn.) Leading digital mortgage and fulfillment solutions provider Promontory MortgagePath LLC announced two key staffing changes expanding the strength of its executive team. Bryan DeShasier has been promoted to Chief Administrative Officer (CAO), and Helen Placente has been hired as Managing Director of National Credit Operations.
News: Alyssa Gelper Joins Klingenstein Fields Advisors as a Managing Director, Senior Advisor, in New York
Mortgage and Finance News: (NEW YORK, N.Y.) Klingenstein Fields Advisors (KF Advisors), an advisory firm providing personalized wealth and investment management to individuals, families, and non-profits, is pleased to announce that Alyssa Gelper has joined the firm as a Managing Director, Senior Advisor.
News: Mid America Mortgage Adds Pete Jackson as Divisional Director for Wholesale/Non-Delegated Correspondent Channel, Tim Frohock as Regional Director
Mortgage and Finance News: (ADDISON, Texas) Mid America Mortgage, Inc. (Mid America) announced today that Pete Jackson has joined the company as a divisional director and Tim Frohock as a regional director. With more than 30 years of wholesale and correspondent lending experience, Jackson and Frohock will play a critical role in the continued growth and success of Mid America's wholesale/non-delegated correspondent lending channel.
News: ICS Welcomes Adam Finesilver CPA to the New Alabama Office
Mortgage and Finance News: (MONTGOMERY, Ala.) ICS Tax, LLC is excited to announce its Southeast regional expansion with a new office in Montgomery, Alabama. ICS welcomes Adam Finesilver, CPA as its Regional Director. Adam brings over 13 years of experience providing tax advisory services to clients in real estate, financial and professional services industries.
News: EPIC Welcomes Peter Marshall – Further Strengthens Entertainment and 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 Peter Marshall has joined its Entertainment & Sports practice as Managing Principal, Media Services.
News: Knowledge Coop Appoints Brian Paine as Director of Technology
Mortgage and Finance News: (VANCOUVER, Wash.) Knowledge Coop, the industry's top online compliance training and virtual work platform, today announced it has hired Brian Paine as Director of Technology. His responsibilities at Knowledge Coop include maintaining a stable working environment for all of Knowledge Coop's technical operations.
News: DocMagic Promotes Chris Lewis to Director of Enterprise Solutions
Mortgage and Finance News: (TORRANCE, Calif.) DocMagic, Inc., the premier provider of fully-compliant loan document preparation, automated regulatory compliance, and comprehensive eMortgage services, announced that it has promoted Chris Lewis to Director of Enterprise Solutions. The new title reflects the elevated role he has proactively taken at the company in increasing revenue, forging strategic partnerships, and making inroads with large entities and marquee accounts.
News: McWhirter Promotes Tanya Shubert to Vice President of Management and Operations, Mid-South
Mortgage and Finance News: (BIRMINGHAM, Ala.) Today, McWhirter, a leading commercial services firm in the southeast, announced the promotion of Tanya Shubert to Vice President of Management and Operations, Mid-South. Shubert joined McWhirter in 2018 and has been instrumental in growing the medical office property management portfolio to 11 buildings across Alabama and Mississippi.
News: SimpleNexus expands C-suite under leadership of Cathleen Schreiner Gates
Mortgage and Finance News: (LEHI, Utah) SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, today announced new executive appointments in operations, revenue generation and customer success.
News: Travis Mlodzik Elected President of the American Society of Cost Segregation Professionals
Mortgage and Finance News: (SAVAGE, Minn.) Travis Mlodzik, Central Practice Leader for ICS Tax, LLC has been elected President of the American Society of Cost Segregation Professionals (ASCSP). Cost Segregation is a tremendously valuable tax planning strategy for real estate investors. The ASCSP provides education, credentialing, and a code of ethics for its members while representing the very best professionals in the cost segregation industry.
News: MobilityRE welcomes mortgage technology leader Jonas Kruckeberg as director of growth and client success
Mortgage and Finance News: (SALT LAKE CITY, Utah) MobilityRE, a leader in real estate intelligence technologies for mortgage lenders and real estate agents, today announced it has appointed mortgage technology leader Jonas Kruckeberg as director of growth and client success.
News: EPIC Adds William Schoenbach as Managing Principal
Mortgage and Finance News: (HARTFORD, Conn.) EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that William Schoenbach is joining its growing Financial Services business.
News: SimpleNexus Founder Matt Hansen to lead new skunkworks unit, names Cathleen Schreiner Gates CEO
Mortgage and Finance News: (LEHI, Utah) SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, today announced that Founder Matt Hansen will pass the CEO baton to President Cathleen Schreiner Gates. Hansen remains heavily involved with the firm, where he will double down on customer focus leading a task force of software developers and sales staff that specializes in tackling high-priority projects.
News: LBA Ware welcomes former State Bank vice president Georgia Capalbo to client success team
Mortgage and Finance News: (MACON, Ga.) LBA Ware™, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, announced it has tapped former State Bank vice president Georgia Capalbo as client success product liaison.
News: Heath Spivey Named New President of DELTA |v| Forensic Engineering, Inc.
Mortgage and Finance News: (CHARLOTTE, N.C.) DELTA |v| Forensic Engineering, Inc.™ announced today that they have appointed Heath Spivey, Manager of the Nashville Regional Office, as the new President of DELTA |v| Forensic Engineering, Inc.™, effective January 1, 2022.