Tag: Finance

LOS ANGELES, Calif., Dec. 16, 2019 (SEND2PRESS NEWSWIRE) -- In recognition of the highly impactful, life-changing work provided to people with disabilities in the region, the Jewish Community Foundation of Los Angeles (The Foundation) has awarded Jewish Los Angeles Special Needs Trust & Services (JLA Trust) with a three-year, $250,000 Next Stage Grant.

SAN DIEGO, Calif., Dec. 16, 2019 (SEND2PRESS NEWSWIRE) -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS: BCAL), a community business bank headquartered in San Diego, announced today the successful completion of a capital raise of approximately $12 million through the issuance of common stock in a private placement to institutional and accredited individual investors at a price of $12 per share. The Bank also announced its plans to reorganize into a holding company, Southern California Bancorp.

EDMOND, Okla. and WASHINGTON, D.C., Dec. 13, 2019 (SEND2PRESS NEWSWIRE) -- Capitalizing on the success of their recent executive summit in Washington D.C., NEXT Mortgage Events and Housing Finance Strategies announced #NEXTDC20, their second annual event to be held shortly after the November 2020 election in Washington, D.C.

SAN FRANCISCO, Calif., Dec. 12, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Matthew Presutti has joined their EPIC New York operations as managing principal on the employee benefits team.

NORWALK, Conn., Dec. 11, 2019 (SEND2PRESS NEWSWIRE) -- After, Inc., the global leader in Warranty Marketing and Analytics Solutions since 2005, just announced the launch of QuickReg 2.0, the next iteration of its smart registration solution. QuickReg, launched in March 2019, helps manufacturers drive higher registration rates by making product registration quick, easy and convenient for consumers through their preferred channel of choice

WEST PALM BEACH, Fla., Dec. 11, 2019 (SEND2PRESS NEWSWIRE) -- OpenClose, an industry-leading multi-channel loan origination system (LOS) and digital mortgage fintech provider, announced that its chief revenue officer (CRO), Vince Furey, has been selected by HousingWire as one of its 2019 Vanguard Award winners.

NEW YORK, N.Y., Dec. 10, 2019 (SEND2PRESS NEWSWIRE) -- TravelInsurance.com today announced they have surpassed 50,000 5-star reviews through the Shopper Approved platform, one of the fastest-growing customer review companies in the United States. Verified customers on TravelInsurance.com have rated the travel insurance comparison site a 4.8 out of 5.0, with 97% noting they would recommend it to others.

DALLAS, Texas, Dec. 9, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Aaron Schwen has joined the firm as Client Advocate of the firm's Southwest Risk Management Practice.

SUNNYVALE, Calif., Dec. 9, 2019 (SEND2PRESS NEWSWIRE) -- Automated underwriting insurtech company Juniper Labs today announced that it is launching the first-ever open-sourced dataset purpose-built for commercial insurance. Juniper Labs plans to release over 40 million business records it acquired to train its underwriting models for anyone to use. Commercial carriers can use this data to verify an applicant's information, supplement their own datasets and enhance risk models.

DALLAS, Texas, Dec. 9, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Aaron Zetterower has joined the firm as Principal of the firm's Southwest Risk Management Practice.

LOS ANGELES, Calif., Dec. 9, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants ("EPIC"), a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Raylene Chiarizzio has joined the firm as Senior Vice President of the firm's Southwest Risk Management Practice.

LOS ANGELES, Calif., Dec. 5, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that BobbiJo DeNofa has joined the firm as Managing Principal of the firm's Southwest Risk Management Practice.

SAN FRANCISCO, Calif., Dec. 5, 2019 (SEND2PRESS NEWSWIRE) -- AmericaSCORES Bay Area, the award-winning nonprofit that has been studied for its proven benefits to student learning, health, and social-emotional skills of over 2,000 low-income youth, has partnered with blockchain technology and design firm Totem Block and BitPay, the largest global blockchain payment provider, to become an early adopter in accepting cryptocurrency donations.

MIAMI, Fla., Dec. 5, 2019 (SEND2PRESS NEWSWIRE) -- Florida Blue, the leading health insurer in Florida, announced today that it is partnering with Papa, a nationwide provider of senior services, to offer Florida Blue members in select Medicare Advantage plans assistance with transportation, house chores, companionship and other senior support services.

LOS ANGELES, Calif., Dec. 5, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that David Thoke has joined the firm as Managing Principal of the firm's Southwest Risk Management Practice.

ATLANTA, Ga., Dec. 4, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Todd Randolph has joined the firm as a Principal of its Southeast Employee Benefits Practice.

SAN DIEGO, Calif., Dec. 4, 2019 (SEND2PRESS NEWSWIRE) -- The Mortgage Collaborative (TMC), the mortgage industry's only independent cooperative, today announced that Black Knight, Inc. (NYSE:BKI), a leading provider of mortgage software, data and analytics solutions, has been added to its Preferred Partner network.

BIRMINGHAM, Ala. and SAN FRANCISCO, Calif., Dec. 3, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Wilson Long of the firm's Birmingham-based National Energy Construction Practice is one of a select group of leaders throughout the U.S. accepted into the SIBF Leadership Academy whereby he will foster and build trusted connections.

CAMP HILL, Pa., Dec. 3, 2019 (SEND2PRESS NEWSWIRE) -- Camp Hill based Conte Wealth Advisors continues its considerable expansion efforts opening an office at 1423 E Market St in York and welcoming two seasoned advisors into the organization.

NAPA, Calif., Dec. 3, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Sheryl Marshall has joined the firm as Principal within the firm's Moving & Storage Practice.

LEHI, Utah, Dec. 3, 2019 (SEND2PRESS NEWSWIRE) -- SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers and real estate agents, today announced that President and COO Ben Miller has been named a 2019 HousingWire Vanguard Award winner. Now in its fifth year, the HW Vanguard Awards program recognizes executives in the housing finance industry for their outstanding leadership in the space.

SAN FRANCISCO, Calif., Dec. 2, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Scott Weiss has joined the firm as a Principal in their Risk Management Practice.

SAN FRANCISCO, Calif. and NEW YORK, N.Y., Nov, 26, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Kelly Geary has been named National Executive Risk & Cyber Practice Leader. Geary and her team bring deep knowledge and expertise in Cyber and Executive Risk to EPIC and their clients with an average of over 25 years of experience.

ADDISON, Texas, Nov. 26, 2019 (SEND2PRESS NEWSWIRE) -- Mid America Mortgage, Inc. (Mid America) announced today that two of its executives will be sharing their expertise at upcoming events for the Mortgage Bankers Association (MBA) and the American Land Title Association (ALTA), respectively.

ADDISON, Texas, Nov. 23, 2019 (SEND2PRESS NEWSWIRE) -- Mid America Mortgage, Inc. (Mid America) announced today that the company has been named one of MReport's "2019 Top 25 Companies in Mortgage and Servicing."

LEHI, Utah, Nov. 22, 2019 (SEND2PRESS NEWSWIRE) -- SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers and real estate agents, announced that company Founder and CEO Matt Hansen has been named to PROGRESS in Lending's inaugural list of Lending Luminaries. The award program recognizes individuals whose vision and leadership have inspired others and helped companies better navigate a fluctuating mortgage market.

PASADENA, Calif., Nov. 19, 2019 (SEND2PRESS NEWSWIRE) -- Jean Hagan, Principal of KROST CPAs & Consultants and leader of the firm's restaurant consulting practice, has recently taken on an additional title as Adjunct Professor of Restaurant Operations and Management Strategies at the Culinary Institute of America (CIA). Her first course, Operations and Management Strategies for the Restauranteur, began this fall.

POMPANO BEACH, Fla., Nov. 19, 2019 (SEND2PRESS NEWSWIRE) -- ACES Risk Management (ARMCO), the leading provider of enterprise financial risk mitigation solutions, has announced several product enhancements to its auditing platform, ACES Audit Technology. This upgrade introduces a new parallel workflow capability that saves time and reduces turn times while maintaining the quality of staff output. The ultimate result of this feature is faster loan delivery.

SAN FRANCISCO, Calif. and NEW YORK, N.Y., Nov. 18, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Susan Tewhill will be leading the Edgewood Healthcare Advisors practice. Susan and her team bring a wealth of knowledge and experience to the healthcare industry with an average of over 25 years of experience.

ATHENS, Ga., Nov. 18, 2019 (SEND2PRESS NEWSWIRE) -- FormFree today announced a strategic partnership with Teo, a lead generation platform and AI assistant that helps mortgage lenders close more loans faster. Teo will leverage FormFree's market-leading Passport verification service to help assess the quality of incoming prospects.

ARDEN HILLS, Minn., Nov. 14, 2019 (SEND2PRESS NEWSWIRE) -- Catholic United Financial, the oldest fraternal benefit society domiciled in Minnesota and one of the longest continually operating businesses in the state, has announced that for the first time in the company's 141-year history, its total assets have exceeded one billion dollars.

ATLANTA, Ga. and SAN FRANCISCO, Calif., Nov. 14, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers & Consultants and Prime Risk Partners Inc., announced today that they have officially joined forces to continue to build on their national footprint and offer greater specialty support and services to their clients and collaboration among EPIC's colleagues. The transaction previously announced on October 15 has closed.

LEHI, Utah, Nov. 14, 2019 (SEND2PRESS NEWSWIRE) -- SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers and real estate agents, today announced the integration of the CoreLogic Instant Merge credit solution into its mobile app and web-based digital mortgage platform.

SAN FRANCISCO, Calif. and NEW YORK, N.Y., Nov. 13, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Betsey L. Brewer, CPCU was honored recently with the distinguished Ramsden/Sullivan Memorial Award.

MIAMI, Fla., Nov. 13, 2019 (SEND2PRESS NEWSWIRE) -- Papa Inc., a leading provider for seniors and Medicare Advantage Members, announced today its collaboration with Aetna, a CVS Health company. Papa connects local college students, known as "Papa Pals," to older adults who need help with companionship, house chores and technology lessons.

LEHI, Utah, Nov. 13, 2019 (SEND2PRESS NEWSWIRE) -- SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers and real estate agents, today announced it has earned the 102 position on Deloitte's Technology Fast 500.

ADDISON, Texas, Nov. 12, 2019 (SEND2PRESS NEWSWIRE) -- Mid America Mortgage, Inc. (Mid America) announced today that it has completed the transition of its servicing operations to its newly-formed in-house servicing department. As of November 4, 2019, Mid America's national servicing portfolio, will be managed by an internal staff of approximately 40 employees located in the firm's Addison, Texas headquarters.

MACON, Ga., Nov. 12, 2019 (SEND2PRESS NEWSWIRE) -- LBA Ware, a leading incentive compensation management (ICM) and business intelligence (BI) software solutions provider for the mortgage industry, today announced that Finance of America Mortgage LLC (FAM) has upgraded its incentive compensation process with CompenSafe.

IRVINE, Calif., Nov. 8, 2019 (SEND2PRESS NEWSWIRE) -- Dr. Nevine Carmelle is excited to announce the launch of her new YouTube channel - "The Dr. Nevine Carmelle TV Show." After receiving numerous questions pertaining to tax problems and the law via phone calls and emails, she thought it would be a good idea to launch a channel where people could tune in on their own time and have many of their questions answered for free.

NEWPORT BEACH, Calif., Nov. 8, 2019 (SEND2PRESS NEWSWIRE) -- NotaryCam(R) today announced that in honor of Veterans Day, it would once again offer free remote online notarization (RON) sessions to United States veterans and current service members as part of its semi-annual "Help a Hero" initiative.

LONDON, U.K., Nov. 7, 2019 (SEND2PRESS NEWSWIRE) -- If you are a budding entrepreneur looking for start-up funds your only option could be family and friends, crowdfunding or maybe just maybe if you are accepted, an appearance on Shark Tank or Dragon's Den. Graham Jules, founder and CEO of Pop Up World is familiar with the plight of the underdog and small business owner.

SAN DIEGO, Calif., Nov. 6, 2019 (SEND2PRESS NEWSWIRE) -- Bank of Southern California, N.A. (OTC Pink: BCAL), a community business bank headquartered in San Diego, is pleased to announce that Troy Perry has joined the company as Managing Director of Business Banking. He will be responsible for broadening Bank of Southern California's market presence by actively seeking new business opportunities throughout Los Angeles' Westside.

TORRANCE, Calif., Nov. 5, 2019 (SEND2PRESS NEWSWIRE) -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that its Total eClose(TM) platform is the eClosing leader based on market share, overall satisfaction and lender loyalty in STRATMOR Group's 2019 Mortgage Technology Insight Study.

MACON, Ga., Nov. 5, 2019 (SEND2PRESS NEWSWIRE) -- LBA Ware, a leading incentive compensation management (ICM) and business intelligence (BI) software solutions provider to the mortgage industry, today announced that Founder and CEO Lori Brewer has been invited to speak at the Mortgage Bankers Association (MBA) 2019 Accounting and Financial Management Conference, November 19-21.

ATLANTA, Ga., Nov. 5, 2019 (SEND2PRESS NEWSWIRE) -- Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) has been named to the Atlanta Business Chronicle's list of the top 20 employee benefits and compensation companies in Atlanta.

WASHINGTON, D.C., Nov. 5, 2019 (SEND2PRESS NEWSWIRE) -- Ahead of the highly anticipated #NEXTDC19 summit on November 18, 19 in Washington, D.C., from NEXT Mortgage Events, conference co-host Faith Schwartz, President of Housing Finance Strategies, announced that Kerri Milam, president of Depth Public Relations will present the inaugural NEXT Excellence in Leadership award to Lee Raagas, Chief Executive Officer of Skid Row Housing Trust.

NEW YORK, N.Y., Nov. 4, 2019 (SEND2PRESS NEWSWIRE) -- Black Friday, Cyber Monday and Travel Tuesday - November is full of travel deals for those looking to save money on their next vacation, according to TravelInsurance.com. Just don't forget to purchase travel insurance to protect your investment, even if your travel dates are just around the corner.

ATHENS, Ga., Nov. 1, 2019 (SEND2PRESS NEWSWIRE) -- FormFree today announced a two-year agreement to sponsor 25-year-old pro golfer Matt NeSmith. Currently playing in his first season on the PGA TOUR, NeSmith will wear the fintech firm's logo on the left sleeve of his apparel.

LEHI, Utah, Nov. 1, 2019 (SEND2PRESS NEWSWIRE) -- SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers and real estate agents, today announced it has been named to MountainWest Capital Network's (MWCN) Utah 100 list of fastest-growing companies in the state.

SAN FRANCISCO, Calif. and ATLANTA, Ga., Oct. 31, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a unique and innovative national retail insurance brokerage and employee benefits consulting firm, announced today that Tom Mackey, Risk Management Consultant has been named a 2019 Insurance Industry "Young Gun" by Insurance Business America (IBA).

COLUMBUS, Ohio, Oct. 31, 2019 (SEND2PRESS NEWSWIRE) -- Matic, a fully licensed digital insurance agency that partners with mortgage servicers and originators to sell insurance products to borrowers, has been named to FinTech Global's InsurTech100. The annual awards program, now in its second year, recognizes the pioneering tech firms leading today's global insurance industry.

IRVINE, Calif., Oct. 29, 2019 (SEND2PRESS NEWSWIRE) -- Dr. Nevine Carmelle, a celebrated professional who's dedicated to the field of finance, recently authored, "Wealth and Business Planning Strategies: The Ultimate Guide for Wealth Management, Privacy & Prosperity for Business Owners" (ISBN: 978-0692562017). Available in paperback and Kindle edition, the book quickly became a bestseller on Amazon.com.

PASADENA, Calif., Oct. 29, 2019 (SEND2PRESS NEWSWIRE) -- Last year, specialty tax incentive firm KBKG joined the Real Estate Roundtable (RER), and several of KBKG's executive leadership team currently serve as members of the organization's President's Council, Associate Council, and Committees.

MARLTON, N.J., Oct. 29, 2019 (SEND2PRESS NEWSWIRE) -- Diligence Capital Advisors is excited to announce that it has sourced new capital investments for the Chartwell Swim Club, a legendary swim club and day camp located in Marlton, New Jersey. The financing was made by a Philadelphia based investment company.

ATHENS, Ga., Oct. 29, 2019 (SEND2PRESS NEWSWIRE) -- FormFree today announced that it has added paystub collection and verification to its Passport(TM) all-in-one asset, employment and income verification service. The enhancement will be available to FormFree customers, including those who use Passport through one of FormFree's more than 100 integrations and reseller partnerships, in November.

AUSTIN, Texas, Oct. 28, 2019 (SEND2PRESS NEWSWIRE) -- Global DMS, a leading provider of cloud-based valuation management software, announced the launch of its new residential valuation solution at the MBA's Annual Convention & Expo being held at the Austin Convention Center from Oct. 27 - 30. Branded EVO-Residential (EVO-Res), the platform is primed to change the way lending and real estate entities process and manage valuations.

ATLANTA, Ga., Oct. 25, 2019 (SEND2PRESS NEWSWIRE) -- Depth Public Relations, LLC, (DepthPR) a leading provider of consultative marketing, public relations and reputation management services for the mortgage lending and residential finance industry, today announced its promotion of Lindsey Neal to vice president of client services.

SAN DIEGO, Calif., Oct. 25, 2019 (SEND2PRESS NEWSWIRE) -- Bank of Southern California, N.A. (OTC Pink: BCAL) today reported results for the third quarter ended September 30, 2019. Total assets grew to $839 million at September 30, 2019, a 14% increase compared to the third quarter of 2018.

POMPANO BEACH, Fla., Oct. 24, 2019 (SEND2PRESS NEWSWIRE) -- ACES Risk Management (ARMCO), the leading provider of enterprise financial risk mitigation solutions, has announced that it has implemented ACES Audit Technology(TM) for Bay Equity Home Loans, well within the lender's 45-day deadline for launching its new quality control (QC) operations.

SALT LAKE CITY, Utah, Oct. 24, 2019 (SEND2PRESS NEWSWIRE) -- Mortgage document preparation vendor International Document Services, Inc. (IDS), today announced it has integrated 4506-T Verification Services from QuestSoft Corporation, one of the nation's leading providers of automated mortgage compliance software, into idsDoc.

MACON, Ga., Oct. 23, 2019 (SEND2PRESS NEWSWIRE) -- LBA Ware, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, today announced that Guaranteed Rate Companies has improved internal processes and enhanced the loan originator (LO) experience with the implementation of CompenSafe.

LEHI, Utah, Oct. 23, 2019 (SEND2PRESS NEWSWIRE) -- SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers and real estate agents, today announced it has partnered with Reggora, the leading automated appraisal technology for mortgage lenders and appraisers in delivering a range of origination solutions for the mortgage industry.

SAN DIEGO, Calif., Oct. 23, 2019 (SEND2PRESS NEWSWIRE) -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that it has officially introduced a unique program called InvestorMatic in the lead up to the MBA Annual Convention & Expo in Austin, Texas.

WEST PALM BEACH, Fla., Oct. 23, 2019 (SEND2PRESS NEWSWIRE) -- OpenClose, an industry-leading multi-channel loan origination system (LOS) and digital mortgage fintech provider, announced that it added technology veteran Chris Olsen to help further expand its sales department. Chris holds the newly created position of vice president of sales engineering.

ATHENS and ATLANTA, Ga., Oct. 23, 2019 (SEND2PRESS NEWSWIRE) -- FormFree has teamed up with LexisNexis Risk Solutions to help lenders intelligently pre-fill the Universal Residential Loan Application (Form 65/1003) for mortgage applicants. The combined solution significantly reduces the amount of information a consumer must manually input.