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: MCT Bolsters MSR Division with Hire of David Burruss to Address Demand for MSR Services

Mortgage and Finance News: (SAN DIEGO, Calif.) MCT® announced that David Burress has joined the company in the position of MSR Sales Director, directly addressing the increase in market demand for MCT's MSR products. The hiring of Mr. Burruss ensures MCT can continue serving the needs of their MSR clients.

News: Samuel Howe Tapped as New Alliance Group CMO

Mortgage and Finance News: (ATLANTA, Ga.) Alliance Group, a national insurance marketing organization (IMO), announced Monday that Samuel Howe has been tapped to succeed Lee Duncan as its Chief Marketing Officer, effective immediately. Duncan had previously occupied the CMO role before his own promotion to President and CEO back in November.

News: Shomari Gilyard, CFP, Director, Wealth Planning, has been made a partner at KF Advisors

Mortgage and Finance News: (NEW YORK, N.Y.) Klingenstein Fields Advisors (KF Advisors), a leading wealth management firm with approximately $4 billion in assets under management as of 12/31/2020, is pleased to announce that Shomari Gilyard, CFP®, Director, Wealth Planning, has been made a partner of the firm.

News: DDK and Company Welcomes Sze Man Tam as Partner: First Asian-American to Take on this Role

Mortgage and Finance News: (NEW YORK, N.Y.) DDK & Company, LLP, an accounting, tax, and consulting firm, announced on January 1 that Sze Man Tam has been promoted to Partner. In her new role, Sze will be leading DDK's Audit department, helping clients grow and improve their businesses, and developing DDK's next generation.

News: Mid America Mortgage Promotes Jemma Pachiano to Chief Operating Officer

Mortgage and Finance News: (ADDISON, Texas) Mid America Mortgage, Inc. (Mid America) announced today it has promoted former National Support and Training Director Jemma Pachiano to Chief Operating Officer (COO).

News: ReverseVision Announces New CEO Joe Langner

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 the promotion of its president Joe Langner to president and chief executive officer. In this expanded role, Langner will lead ReverseVision's mission to empower America's seniors to use home equity as part of retirement finance.

News: Promontory MortgagePath Recruits Elisha Werner as Chief Compliance Officer

Mortgage and Finance News: (DANBURY, Conn.) Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage and tech-driven fulfillment solutions, announced today it has recruited Elisha Werner as chief compliance officer, mortgage operations.

News: The Alliven Group Names Ari Rosenblum as Vice President of Asset Management

Mortgage and Finance News: (LAKEWOOD, N.J.) The Alliven Group, a leading New Jersey-based real estate firm, has named Ari Rosenblum Vice President of Asset Management. Mr. Rosenblum will play a crucial role in strategy execution for joint venture partners and The Alliven Group's investment portfolio of multifamily properties across the United States.

News: Dana Dillard to Join Housing Finance Strategies

Mortgage and Finance News: (WASHINGTON, D.C.) Housing Finance Strategies President Faith Schwartz today announced that industry leader and award-winning mortgage executive Dana Dillard will join her firm as leader of its diversity and inclusion practice and a principal in its expanding advisory services practice.

News: Chris Lorino Returns to Strategic Benefits Advisors as Defined Benefit Administration Team Leader

Mortgage and Finance News: (ATLANTA, Ga.) Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) today welcomed retirement plan consultant Chris Lorino as leader of the firm's defined benefit (DB) administration team. Lorino possesses 30 years' experience providing benefits consulting, trust administration and relationship management services to DB and defined contribution (DC) plan providers.

News: Promontory MortgagePath Expands Team, Hires Regional Vice Presidents of Sales Diane Capers and Greg Bruns

Mortgage and Finance News: (DANBURY, Conn.) Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage and tech-driven fulfillment solutions, announced it has hired Diane Capers and Greg Bruns as regional vice presidents in the company's sales division.

News: Lee Duncan Succeeds John Craft, Becomes Second CEO of Alliance Group

Mortgage and Finance News: (LAWRENCEVILLE, Ga.) Alliance Group, a national insurance marketing organization (IMO), announced Monday that it has appointed Lee Duncan as the new President and Chief Executive Officer of the company. Duncan previously occupied the role of Chief Marketing Officer.

News: Edward Jones Adds Financial Advisor Keith Eckhardt

Mortgage and Finance News: (COLORADO SPRINGS, Colo.) Edward Jones Financial Advisor Mike Biehl announced today that Financial Advisor Keith Eckhardt, has joined his office in Colorado Springs on October 14, 2020.

News: LBA Ware Recruits Kim Schnieders to Propel Sales Strategy, Accelerate Rapid Business Growth Among Mortgage Bankers

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 today it has hired sales executive Kim Schnieders as senior sales consultant. Schnieders will support the expansion of LBA Ware's business development strategy during its rapid growth, driving revenue and supporting the influx of mortgage lenders implementing its award-winning technology.

News: SimpleNexus Selects Mortgage Technology Expert Tracy Farber as Director of Solution Engineering

Mortgage and Finance News: (LEHI, Utah) SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers, real estate agents and settlement agents, has recruited Tracy Farber as its director of solution engineering.

News: Promontory MortgagePath Hires Theresa Sloan as Managing Director, National Mortgage Operations

Mortgage and Finance News: (DANBURY, Conn.) Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage origination and tech-driven fulfillment solutions, announced today it has hired industry veteran Theresa Sloan as Managing Director, National Mortgage Operations.

News: FormFree Adds SaaS Executive Tyler Brantley as Director of Implementation

Mortgage and Finance News: (ATHENS, Ga.) FormFree has hired SaaS sales executive Tyler Brantley as director of implementation. In this role, Brantley will serve as the internal liaison between FormFree's sales and operations teams and support revenue growth by working to ensure an ideal onboarding experience for every FormFree customer.

News: SimpleNexus Taps Board Member Cathleen Schreiner Gates as Company President

Mortgage and Finance News: (LEHI, Utah) SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers, real estate agents and settlement agents, today announced the appointment of Board Member Cathleen Schreiner Gates as company president.

News: FormFree Promotes Cindy Snow to Chief Operating Officer (COO)

Mortgage and Finance News: (ATHENS, Ga.) FormFree has promoted Cindy Snow to the position of Chief Operating Officer (COO). In her role as COO, Snow will craft efficient systems that elevate FormFree's performance while directly overseeing business operations, product management, business intelligence, integrations and customer support.

News: Mid America Mortgage Hires Julas Hollie as Correspondent Division Sales Director

Mortgage and Finance News: (ADDISON, Texas) Mid America Mortgage, Inc. (Mid America) announced today that Julas Hollie has joined the company as sales director for Mid America's Correspondent Lending division. In this role, Hollie is responsible for increasing loan acquisitions through strategic marketing and customer outreach.

News: Promontory MortgagePath Hires Scott Turnquest as Chief Technology Officer

Mortgage and Finance News: (DANBURY, Conn.) Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage origination and tech-driven fulfillment solutions, announced today it has added Scott Turnquest as its new Chief Technology Officer.

News: ReverseVision Taps Credit Union Veteran Justin Burns as VP Operations, Invests in Platform Enhancements with Hire of Two Senior Software...

Mortgage and Finance News: (SAN DIEGO, Calif.) ReverseVision, the leading Home Equity Conversion Mortgage (HECM) and private reverse lending platform, today announced the hire of credit union veteran Justin Burns as VP operations, and Senior Software Engineers Aron Weiler and Alan Guitierrez.

News: LBA Ware Recruits Fintech Data Expert Matt Semrad to Build Predictive Analytics for LimeGear BI Platform

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, has hired veteran fintech executive and data analytics expert Matt Semrad to enhance its BI platform LimeGear with predictive loan production analytics and machine learning.

News: Promontory MortgagePath Adds New Sales Executives to Capitalize on Interest in Its Mortgage Fulfillment, Fintech Offerings

Mortgage and Finance News: (DANBURY, Conn.) Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage origination and tech-driven fulfillment solutions, announced today that it has hired Jordan Higgins and Kim Joyce as regional vice presidents in the company's sales division. The new hires are the latest result of Promontory MortgagePath's accelerated recruitment efforts.

News: MCT Fortifies Its Team of Mortgage Industry Leaders Before 2020 Market Volatility

Mortgage and Finance News: (SAN DIEGO, Calif.) Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that it appointed two mortgage industry veterans in early 2020 which strengthen its support to the capital markets community during the worldwide pandemic and associated financial turbulence.

News: Ursula Weinkauff and Focus Group are Joining Local Real Estate

Mortgage and Finance News: (BONITA SPRINGS, Fla.) Local Real Estate, LLC., today announced that Ursula Weinkauff and Focus Group are joining Local Real Estate, a business pairing that promises to be successful for years to come.

News: The Alliven Group Names Yehuda Newman as Vice President of Acquisitions

Mortgage and Finance News: (LAKEWOOD, N.J.) The Alliven Group, a leading New Jersey-based real estate firm, has announced the arrival of Yehuda Newman as Vice President of Acquisitions. Mr. Newman will be focusing on all aspects of new transactions with Joint Venture partners.

News: FormFree Taps Jocelyn Crum Brooks, AMP, as National Account Manager

Mortgage and Finance News: (ATHENS, Ga.) FormFree has appointed Jocelyn Crum Brooks, AMP, as national account manager. Brooks will leverage her two decades' experience supporting lender relationships with the Federal Home Loan Mortgage Corporation (Freddie Mac) to build new customer relationships and strengthen existing customer engagement with FormFree's flagship products, AccountChek and AccountChek Plus.

News: Valligent Technologies Hires Walter Allen as EVP of Digital Transformation

Mortgage and Finance News: (ROSEVILLE, Calif.) Valligent Technologies (Valligent), the mortgage industry's residential valuation technology trendsetter, announced today that it has hired Walter Allen as executive vice president of digital transformation.

News: LBA Ware Taps Data and Analytics Product Expert Brian Jordan as Director of Product Management

Mortgage and Finance News: (MACON, Ga.) LBA Ware, a leading provider of incentive compensation management (ICM) and business intelligence software solutions for the mortgage industry, has tapped financial data and analytics industry expert Brian Jordan as director of product management. Jordan was hired to enhance and expand LimeGear, LBA Ware's recently launched turnkey business intelligence (BI) platform.