Finance

Finance

Finance news from Mortgage & Finance News magazine

Finance

Finance
Finance news from Mortgage & Finance News magazine

News: EPIC Insurance Brokers add Josh Close in Birmingham, Alabama

Mortgage and Finance News: (BIRMINGHAM, Ala.) EPIC Insurance Brokers and Consultants ("EPIC") announced today that Josh Close has joined the firm's Birmingham-based national energy construction practice as a client services coordinator, reporting to EPIC Principal Brian Tanner.

News: Paragon Insurance Holdings Expands Operations in San Diego with addition of Robert Etzler and opening of new offices

Mortgage and Finance News: (SAN DIEGO, Calif.) Paragon Insurance Holdings LLC ("Paragon"), a national multi-line specialty MGA (Managing General Agency) based in Avon, Conn., today announced its expansion in San Diego, Calif. with the opening of new offices at 401 B Street in downtown San Diego and the hiring of top local insurance professional Robert Etzler, under the leadership of Paragon regional president, Andrew Petersen.

News: MorVest Capital Hires Ruth Lee as Executive Vice President for Expansion of Mortgage Liquidity and MSR Advisory Services

Mortgage and Finance News: (SUGAR LAND, Texas) David Fleig, CEO of MorVest Capital, LLC, a financial services advisory firm specializing in mortgage banking liquidity and capital solutions, today announced its addition of Executive Vice President Ruth Lee.

News: OpenClose Launches DecisionAssist Mobile for Originators

Mortgage and Finance News: (SAN FRANCISCO, Calif.) OpenClose, an industry-leading multi-channel loan origination system (LOS) and mortgage fintech provider, announced at the California Mortgage Bankers Association (CMBA) 46th Annual Western Secondary Marketing Conference that it unveiled DecisionAssist(TM) Mobile, which provides fingertip access to the company's proprietary web-based product and pricing engine (PPE)

News: ARMCO Releases Fourth Quarter / Calendar Year 2017 Trends Report

Mortgage and Finance News: (POMPANO BEACH, Fla.) ACES Risk Management (ARMCO), the leading provider of enterprise financial risk management solutions, announced the release of the quarterly ARMCO Mortgage QC Trends Report. The latest report provides loan quality findings for mortgages reviewed by ACES Audit Technology(TM) during the fourth quarter (Q4) of 2017 as well as the 2017 calendar year (CY).

News: Business Development and Relationship Management Specialist Julia Moore Joins EPIC in Sacramento CA

Mortgage and Finance News: (SACRAMENTO, Calif.) EPIC Insurance Brokers & Consultants ('EPIC') announced today that new business sales and relationship management professional Julia Moore has joined the firm's operations in Sacramento as Vice President, New Business Development.

News: LBA Ware Recruits Mortgage Process Improvement Specialist Jessica Henke as Solutions Consultant

Mortgage and Finance News: (MACON, Ga.) LBA Ware(TM), a leading provider of automated compensation software and systems integration solutions for mortgage lenders, announced today that it has hired Jessica Henke as a solutions consultant to support the company's implementation consulting and client success efforts. Henke will leverage her two decades of accounting and business process improvement expertise in mortgage lending to bring LBA Ware clients streamlined business workflow solutions and enhanced operational insights.

News: Aclaro to Bring the Power of Predictive Analytics to Lending Sector, Expands Operations in the US

Mortgage and Finance News: (MIAMI, Fla.) Aclaro, the leading provider of blockchain based open data platforms and solutions, has announced that it has launched a new Fintech Artificial Intelligence (AI) solution focused on the lending industry. The new solution is Aclaro TrueView(TM). Aclaro aims to equip lenders with the innovative tools needed for competitive advantage with its tech savvy, blockchain based predictive analytics platform that can be utilized without incurring heavy costs.

News: Accurate Group Enhances Its NotaryWorks Complete Notary Solution with Remote Online Notarization from NotaryCam

Mortgage and Finance News: (NEWPORT BEACH, Calif.) NotaryCam today announced that it has partnered with Accurate Group, a leading provider of technology-driven real estate appraisal, title and compliance services, to provide remote online notarization services for NotaryWorks(TM), Accurate Group's complete notary solution.

News: EPIC adds Sarmad Naqvi to its Private Client Practice in Northern California

Mortgage and Finance News: (SAN FRANCISCO, Calif.) EPIC Insurance Brokers and Consultants ('EPIC') today announced that risk management and insurance professional Sarmad Naqvi has joined the firm's Private Client Insurance operations in Northern California, specializing in providing comprehensive, cost effective risk management and insurance protection to high net worth individuals and their families.

News: EPIC Insurance adds Eric Kitei as a Principal in Southern California

Mortgage and Finance News: (LOS ANGELES, Calif.) EPIC Insurance Brokers and Consultants ('EPIC') announced today that risk management and insurance professional Eric Kitei has joined the firm's operations in Southern California as a Principal, focusing on the unique needs of auto dealers and others in the automotive industry.

News: EPIC Adds John Check in Pittsburgh, Pa.

Mortgage and Finance News: (PITTSBURGH, Pa.) EPIC Insurance Brokers and Consultants ('EPIC'), a retail property and casualty insurance brokerage and employee benefits consultant, today announced the addition of benefits consulting professional John Check as a Senior Consultant in the firm's Employee Benefits Consulting Division.

News: Klingenstein Fields Wealth Advisors Ranked in Financial Times 2018 Top 300 Registered Investment Advisers

Mortgage and Finance News: (NEW YORK, N.Y.) KFWA (Klingenstein Fields Wealth Advisors) is pleased to announce it has been named to the 2018 edition of the FT 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S. This is the fifth annual FT 300 list, produced independently by the FT in collaboration with Ignites Research.

News: Lykken on Lending June 25 Podcast Features Black Knight EVP Shelley Leonard on Mortgage Servicing in the Digital Age

Mortgage and Finance News: (AUSTIN, Texas) Lykken on Lending, the mortgage industry podcast created by mortgage lenders for mortgage lenders, is pleased to announce that its June 25 episode welcomes Shelley Leonard, EVP and Chief Product Officer for Black Knight, Inc. (NYSE:BKI).

News: Cloudvirga Named One of North America’s Top 100 Tech Firms by Red Herring

Mortgage and Finance News: (IRVINE, Calif.) Cloudvirga(TM), a leading provider of digital mortgage point-of-sale (POS) software whose enterprise technology is powered by the intelligent Mortgage Platform(r), was honored today with Red Herring's Top 100 North America award.

News: Global DMS Adds Appraisal Pre-Scheduler Functionality to its eTrac Valuation Management Platform

Mortgage and Finance News: (LANSDALE, Pa.) Global DMS, a leading provider of cloud-based valuation management software, announced that it has rolled out eTrac Pre-Scheduler, a newly released tool that that streamlines appraisal appointments, allowing lenders and AMCs that are leveraging eTrac to easily set predetermined appraisal dates, apply specific parameters, and broadcast appraiser communications.

News: C3 Insurance Launches New Technology, a Smartphone Inspection App for Businesses

Mortgage and Finance News: (SAN DIEGO, Calif.) C3 Risk & Insurance Services today announced the launch of its new SaferWorks smartphone technology for businesses to use in documenting inspections. The app is designed to be extremely simple and easy to use by both the company administrator and by the company end users.

News: LBA Ware Celebrates Its 10th Anniversary Serving the Mortgage Industry

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 achieved a decade in business this year. The company celebrated the official anniversary of its founding on June 10, the date of the company's incorporation.

News: Paragon Insurance Holdings LLC Adds Tonya Fuller and Ashley Forslund to Winery and Brewery Team

Mortgage and Finance News: (NAPA, Calif.) Paragon Insurance Holdings LLC, a national multi-line specialty Managing General Agency (MGA) based in Avon, Conn., today announced that Tonya Fuller has joined the firm as Vice President, Winery and Brewery. Additionally, Ashley Forslund has become a member of the Paragon team in the role of Senior Underwriter, Winery and Brewery, working in close collaboration with Fuller.

News: ARMCO Promotes Sharon Reichhardt to Vice President of Client Success

Mortgage and Finance News: (POMPANO BEACH, Fla.) ACES Risk Management (ARMCO), the leading provider of enterprise transaction and loan risk mitigation software solutions, has announced that former director of client services Sharon Reichhardt has been promoted to vice president of client success.

News: Florida Law Firm Finds Solid Niche in Drug and Alcohol Treatment Space

Mortgage and Finance News: (BOCA RATON, Fla.) South Florida law firm, Beighley, Myrick, Udell + Lynne, P.A. (BMULaw), a legal consultancy firm with a growing niche practice within the substance use disorder treatment provider space, recently served as lead counsel on behalf of national treatment provider, Banyan Treatment Center, in the acquisition of the well regarded Behavioral Health of the Palm Beaches.

News: EPIC’s Philip Westphal to Present on Safe Patient Handling at the 2018 California Rural Health Conference

Mortgage and Finance News: (SACRAMENTO, Calif.) EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that EPIC Healthcare Practice Risk Advisor/Broker Philip Westphal will be presenting a one-hour lecture on "Safe Patient Handling on a Budget - Optimizing your Safe Patient Handling and Mobility (SPHM) Program Without Breaking the Bank" at the California Rural Health Conference in Folsom.

News: Tips for Selecting the Best Commercial Bank for Your Small Business

Mortgage and Finance News: (SAN DIEGO, Calif.) Bank of Southern California, N.A. (OTC Pink: BCAL), understands that selecting a commercial bank that fits your company's needs can be a grueling task. Tony DiVita, Chief Banking Officer at Bank of Southern California, shares the following valuable tips to help guide small businesses in selecting the right bank.

News: Brian Chu, CIC, CLCS Joins EPIC Insurance in Southern California

Mortgage and Finance News: (LOS ANGELES, Calif.) EPIC Insurance Brokers and Consultants announced today that risk management and insurance professional Brian Chu has joined the firm's operations in Southern California as a Vice President. Chu will join the EPIC practice group led by Principal Rose Nordbrock and will be based in EPIC's Downtown Los Angeles office, reporting to Jim Gillette, President of EPIC's Pacific South Region.

News: Two Tech Startups to Debut Technology at NEXT Mortgage Conference

Mortgage and Finance News: (DALLAS, Texas) NEXT Mortgage Events LLC, creator of the only mortgage technology conference for women executives, has announced that startup tech firms ProxyPics and Zipwhip will debut their technology to the mortgage industry at the second biannual NEXT mortgage technology conference, which takes place on June 21-22, 2018 at Hotel ZaZa in Dallas.

News: Cloudvirga Founder Kyle Kamrooz Accepted into Forbes Finance Council

Mortgage and Finance News: (IRVINE, Calif.) Cloudvirga, a leading provider of digital mortgage point-of-sale (POS) software whose enterprise technology is powered by the intelligent Mortgage Platform(R), today announced that company co-founder Kyle Kamrooz has been accepted into the Forbes Finance Council, an invitation-only community for senior-level finance executives.

News: Simplifile’s E-recording Platform Utilized by Recording Districts Representing More Than 80-percent of the U.S. Population

Mortgage and Finance News: (PROVO, Utah) Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, today announced that 31 additional recording jurisdictions located in 16 states throughout the Midwestern, Southwestern, and Western United States have joined Simplifile's e-recording network.

News: United Fidelity Funding West Hires Victoria Dunn as National Wholesale Account Executive

Mortgage and Finance News: (IRVINE, Calif.) United Fidelity Funding West (UFFWest), a rapidly growing national mortgage banker, announced that it added Victoria Dunn to its wholesale lending team of account executives. Ms. Dunn possesses a demonstrated history in negotiation, business development, account management, direct sales, product marketing, technology, and essentially all facets of mortgage lending.

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.