Tag: Finance

DALLAS, Texas and SAN FRANCISCO, Calif., Jan. 10, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants announced today that Judith Paredes has joined the firm's Property & Casualty practice as an Account Executive, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner.

DALLAS, Texas and SAN FRANCISCO, Calif., Jan. 10, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants announced today that Krista Aburrow has joined the firm's Property & Casualty practice as a Client Advocate, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner.

DALLAS, Texas, Jan. 10, 2019 (SEND2PRESS NEWSWIRE) -- The Cooksey Team, a top-producing retail branch of Mid America Mortgage, Inc., announced today it has achieved year-over-year growth in volume and profitability for the sixth year running. In 2018, The Cooksey Team increased its overall volume by 27 percent over the previous year and increased the number of loan units closed by 28 percent.

IRVINE, Calif., Jan. 10, 2019 (SEND2PRESS NEWSWIRE) - Cloudvirga(TM), a leading provider of digital mortgage software, today announced the appointments of Dan Sogorka as chief revenue officer and Kelly Kucera as senior vice president of marketing. Sogorka, a seasoned mortgage technology executive, will drive Cloudvirga's continued revenue growth and oversee the firm's sales and marketing strategy with the help of veteran cloud technology marketer Kucera.

ROSWELL, Ga., Jan. 9, 2019 (SEND2PRESS NEWSWIRE) -- Triserv, a national appraisal management company (AMC), is proud to announce a strategic partnership with The Mortgage Collaborative to provide appraisal management services to the organization's growing lender member network.

SAN FRANCISCO, Calif., Jan. 8, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants announced today that risk management and insurance professional Blake Kirk has joined the firm's operations in Northern California as a Senior Vice President and Principal.

COLUMBUS, Ohio, Jan. 8, 2019 (SEND2PRESS NEWSWIRE) -- SafeChain, the industry leader in wire fraud prevention software and blockchain implementation for land title, announced today that Ohio Real Title, the largest title agent in the state, has selected its technology solution, SafeWire(TM), to securely facilitate real estate wire transactions for the firm's eight offices throughout Ohio.

DALLAS, Texas and SAN FRANCISCO, Calif., Jan. 7, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants announced today that Joffrey Clark has joined the firm's Property & Casualty practice as a Principal and Charter School Practice Leader, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner.

NEW YORK, N.Y., Jan. 7, 2019 (SEND2PRESS NEWSWIRE) -- The Members of Klingenstein Fields Wealth Advisors (KFWA) mourn the passing of Fred Klingenstein, a founding member of the firm and Chairman Emeritus. Together with his brother, John Klingenstein, and colleague, Kenneth H. Fields, Fred established the firm in 1989 to provide investment advice and guidance to high-net-worth individuals and families. Prior to KFWA, Fred was CEO of Wertheim & Company and Co-Chairman of Wertheim-Schroder & Company.

AVON, Conn., Jan. 7, 2019 (SEND2PRESS NEWSWIRE) -- Paragon Insurance Holdings, LLC, a national multi-line specialty program manager, today announced it has contracted with Argo Group International Holdings, Ltd. (NYSE: ARGO) to assume MGA responsibilities for Argo's Landscape Contracting program, effective January 1, 2019.

SAN DIEGO, Calif., Jan. 7, 2019 (SEND2PRESS NEWSWIRE) -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that long-time employee Danyel Shipley was name to National Mortgage Professional Magazine's (NMP) 2018 list of Mortgage Banking's Most Powerful Women.

SAN FRANCISCO and IRVINE, Calif., Jan. 7, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants announced today that risk management and insurance professional Randy Pizer has joined the firm's operations in California as Vice President/Account Executive.

IRVINE, Calif., Jan. 3, 2019 (SEND2PRESS NEWSWIRE) -- Cloudvirga, a leading provider of digital mortgage software, today announced the appointment of Ashley Lundquist as vice president of talent. Lundquist will oversee the firm's initiatives to attract, develop and retain top technology talent as Cloudvirga rapidly expands its team.

SAN DIEGO, Calif., Jan. 3, 2019 (SEND2PRESS NEWSWIRE) -- The Mortgage Collaborative (TMC), the mortgage industry's only independent cooperative, today announced it added 44 new lender member companies in 2018, its strongest year ever for new member growth. To help support the significant growth of their network, TMC has also added Sarah Oldani and Jennifer Haning to their staff.

ZUG, Switzerland, Jan. 3, 2019 (SEND2PRESS NEWSWIRE) -- heymate, the portable deal-closing tool, which allows workers in the gig economy to create, negotiate and settle offer-for-work contracts in under 20 seconds on any non-transactional marketplace, proudly announced the appointment of a new board member and two strategic advisors.

SAN DIEGO, Calif., Jan. 2, 2019 (SEND2PRESS NEWSWIRE) -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, has named Lori Boucher Vice President, Branch Manager. She will be responsible for sales and service of both consumer and business relationships at Bank of Southern California's La Quinta branch in Coachella Valley.

TORRANCE, Calif., Dec. 21, 2018 (SEND2PRESS NEWSWIRE) -- DocMagic, Inc., a comprehensive eMortgage software solutions provider, announced that it has purchased 100 custom designed Art Boxes to Art To Grow On Children's Art Center Inc., which delivered the Art Boxes to patients being treated at the Children's Hospital Los Angeles (CHLA), a non-profit, pediatric academic medical center that provides patient care, education, and leading-edge research to help children in need. (VIDEO)

POMPANO BEACH, Fla., Dec. 20, 2018 (SEND2PRESS NEWSWIRE) -- 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 second quarter (Q2) of 2018.

SAN DIEGO, Calif., Dec. 19, 2018 (SEND2PRESS NEWSWIRE) -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, has announced the appointment of Joshua Mello as Managing Director. He will be responsible for developing and managing a portfolio of commercial clients in the greater San Diego region.

TORRANCE, Calif. and SALT LAKE CITY, Utah, Dec. 19, 2018 (SEND2PRESS NEWSWIRE) -- DocMagic, Inc., the premier provider of fully-compliant and document preparation, regulatory compliance and comprehensive eMortgage services, and SecurityNational Mortgage Corporation (SNMC), an independent national mortgage banker, jointly announced that they successfully rolled out DocMagic's comprehensive Total eClose(TM) platform.

NEW YORK, N.Y., Dec. 19, 2018 (SEND2PRESS NEWSWIRE) -- With almost all travel insurance providers reporting strong growth in 2018, TravelInsurance.com expects this momentum to continue into 2019, and has identified five key drivers. In recent years travel for many has become less about simply taking a break and more about connecting with loved ones, immersing ourselves into what we are passionate about and exploring places that surprise, delight and challenge our views of the world.

MACON, Ga., Dec. 19, 2018 (SEND2PRESS NEWSWIRE) -- LBA Ware, provider of the leading automated incentive compensation and sales performance management platform for mortgage lenders, announced today that Georgia-based United Community Banks, Inc. (NASDAQ: UCBI) ("United") has deployed CompenSafe to automate loan originator (LO) and processor commissions.

NEWPORT BEACH, Calif., Dec. 17, 2018 (SEND2PRESS NEWSWIRE) -- NotaryCam, the leader in online notarization and the original provider of mortgage eClosing solutions, today announced it has completed the first remote online closing (ROC) for a purchase and sale transaction in Virginia in conjunction with Stewart Title.

SPRINGFIELD, Mo., Dec. 17, 2018 (SEND2PRESS NEWSWIRE) -- JenCap Holdings LLC (JCH), a specialty insurance business, announced today that Brian Barrilleaux has joined its M.J. Kelly (MJK) division as President. MJK is a managing general agency and wholesale insurance brokerage based in Springfield, Missouri with offices in nine states throughout the Midwest and Southeast.

NEW YORK, N.Y., Dec. 17, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Holdings, Inc. today announced an agreement to acquire Integro Holdings Inc., which houses substantially all of the U.S. operations of Integro Group Holdings, LP. Founded in 2005, Integro has built a highly successful specialty insurance brokerage and consulting business in the U.S. with revenue in excess of $150 million.

BOULDER, Colo., Dec. 12, 2018 (SEND2PRESS NEWSWIRE) -- TeamSnap confirmed today the company will be expanding its popular payments solutions platform to better serve the growing demand from sports and recreation clubs, leagues and teams. Effective immediately, TeamSnap Payments will be a core pillar on the leading sports management platform.

IRVINE, Calif., Dec. 11, 2018 (SEND2PRESS NEWSWIRE) -- Cloudvirga, a leading provider of digital mortgage software, announced it has appointed Tim Von Kaenel to the role of chief product officer. In this role, Von Kaenel will oversee product strategy, design and go-to-market planning for Cloudvirga's growing suite of digital mortgage point-of-sale products. Von Kaenel will report to Cloudvirga CEO Michael Schreck.

MIAMI, Fla., Dec. 11, 2018 (SEND2PRESS NEWSWIRE) -- Aclaro, the leading provider and developer of Artificial Intelligence and Blockchain-based technology solutions, announces the launch of their newest Fintech App in conjunction with the opening of a new office in San Francisco, California.

SAN DIEGO, Calif., Dec. 10, 2018 (SEND2PRESS NEWSWIRE) -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, has announced the appointment of Pamela Marble as Managing Director in Orange County. In this role, she will be responsible for business development and client relationship management.

COLUMBUS, Ohio, Dec. 6, 2018 (SEND2PRESS NEWSWIRE) -- SafeChain, the industry leader in wire fraud prevention software for land title, announced today that it was honored in the Outstanding Startup category at the 2018 BizTech Awards hosted by regional business publication Columbus Business First. The firm was one of three companies honored in the Outstanding Startup category of the fourth annual BizTech Awards.

SAINT LOUIS, Mo., Dec. 6, 2018 (SEND2PRESS NEWSWIRE) -- Rock The Score ("RTS," a privately held corporation) is a new company with a new concept. RTS reports data to the credit bureaus that traditionally does not get reported through normal channels. This provides information, data and clarity to end users such as mortgage lenders, banks, insurance providers and many more. (VIDEO)

RED DEER, Alberta and PRAIRIE VILLAGE, Kan., Dec. 5, 2018 (SEND2PRESS NEWSWIRE) -- Nations Valuation Services (NVS), the appraisal services division of the Nations Companies, today announced the integration of appraisal management software from Anow with NVS' proprietary management system, AppraisalTRAX.

PROVO, Utah, Dec. 4, 2018 (SEND2PRESS NEWSWIRE) -- Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, announced today that Vice President of Regulatory and Industry Affairs Mark Ladd has been recognized by HousingWire magazine in its fourth annual HW Vanguard Awards(TM) program.

IRVINE, Calif., Dec. 4, 2018 (SEND2PRESS NEWSWIRE) -- Cloudvirga, a leading provider of digital mortgage software, today announced that CEO Michael Schreck is a recipient of HousingWire's 2018 HW Vanguard Award. Now in its fourth year, the Vanguard Awards spotlight the housing finance industry's most successful and influential executives.

AUSTIN, Texas, Dec. 4, 2018 (SEND2PRESS NEWSWIRE) -- Leading mortgage industry management consulting firm Austin, Texas-based Transformational Mortgage Solutions (TMS), today announced that Founder and Chief Transformational Officer David Lykken has been named a 2018 Vanguard Award honoree by HousingWire (HW) magazine.

LOS ANGELES, Calif., Dec. 3, 2018 (SEND2PRESS NEWSWIRE) -- Bank of Southern California, N.A. (OTC Pink: BCAL), a community business bank headquartered in San Diego, Calif., is pleased to announce its continued expansion in Los Angeles with the opening of a new production office in West Los Angeles.

ATLANTA, Ga., Dec. 3, 2018 (SEND2PRESS NEWSWIRE) -- JenCap Holdings LLC (JCH), a specialty insurance business, announced today that it has agreed to acquire privately-held Risk Innovations LLC, a specialty wholesale insurance broker based in Atlanta, Georgia. Financial terms were not disclosed.

LOS ANGELES, Calif., Dec. 3, 2018 (SEND2PRESS NEWSWIRE) -- Mortgage Quality Management and Research, LLC (MQMR) announced today that its President Michael Steer has been recognized by HousingWire magazine in its fourth annual HW Vanguard Awards(TM) program. Steer was honored for his efforts in building a diverse workforce and establishing a strong corporate culture that values employee feedback and community service.

MACON, Ga., Dec. 3, 2018 (SEND2PRESS NEWSWIRE) -- LBA Ware, provider of the leading automated incentive compensation and sales performance management platform for mortgage lenders, announced today that company Founder and CEO Lori Brewer is a recipient of HousingWire's 2018 HW Vanguard Award.

NEWPORT BEACH, Calif., Dec. 3, 2018 (SEND2PRESS NEWSWIRE) -- NotaryCam, the leader in online notarization and original provider of mortgage eClosing solutions, today announced that its Founder and CEO Rick Triola has been named a 2018 Vanguard by HousingWire magazine as part of its fourth annual HW Vanguards Awards program. In the magazine's profile on Triola, the HousingWire editorial staff noted Triola's role as a "pioneer in the field of digital mortgages."

ATHENS, Ga., Dec. 3, 2018 (SEND2PRESS NEWSWIRE) -- FormFree announced today that Faith Schwartz, a member of FormFree's board of directors and the company's acting president, has been honored with HousingWire's 2018 HW Vanguard Award in recognition of her career contributions to the housing finance industry.

HOUSTON, Texas, Nov. 30, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Senior Risk Control Consultant Chuck Simpson will present at OSHA Oil & Gas Safety and Health Conference on Tues., Dec. 4 at 3 p.m. at the Hilton Americas in Houston, Texas.

ONTARIO, Calif., Nov. 28, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Principal and Risk Management Consultant David McNeil has been selected as a 2018 Broker of Excellence by The California Association of Mutual Water Companies - Joint Powers Risk & Insurance Management Authority (CalMutuals-JPRIMA).

STUART, Fla., Nov. 27, 2018 (SEND2PRESS NEWSWIRE) -- Jeffrey Schneider, EA, CTRS, NTPIF, ACT-E of SFS Tax & Accounting Services and SFS Tax Problem Solutions in Stuart, Florida, a tax preparation and tax resolution firm, has received the Advanced Crypto Tax Expert designation (ACT-E).

SAN FRANCISCO, Calif., Nov. 27, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today the purchase of a retail wine industry book of business from Managing General Agency (MGA) Paragon Insurance Holdings LLC. The accounts in question came to Paragon in the fall of 2017 when they acquired wine industry specialist John Sutak Insurance Brokers, along with two winery programs from the Argo Group.

IRVINE, Calif., Nov. 27, 2018 (SEND2PRESS NEWSWIRE) -- Cloudvirga, a leading provider of digital mortgage software, today announced that mortgage industry veteran James Vinci has been selected to fill the firm's newly created executive vice president of technology position. In this role, Vinci will execute Cloudvirga's technical vision, oversee initiatives to strengthen developer talent and collaborate across departments to scale technical initiatives to the company's explosive growth.

SAN FRANCISCO, Calif., Nov. 27, 2018 (SEND2PRESS NEWSWIRE) -- Paragon Insurance Holdings LLC today announced the sale of the firm's direct retail wine industry business to retail insurance broker EPIC Insurance Brokers & Consultants. The accounts in question came to Paragon in the fall of 2017 when they purchased wine industry specialist John Sutak Insurance Brokers, along with two winery programs from the Argo Group.

MACON, Ga., Nov. 27, 2018 (SEND2PRESS NEWSWIRE) -- LBA Ware, the leading provider of automated incentive compensation and sales performance management software for mortgage lenders, today announced the appointment of Mari Denton as director of client success. An experienced finance professional, Denton has spent the last decade of her career in senior roles at some of the nation's largest banks and independent mortgage lenders.

BOSTON, Mass. /Massachusetts Newswire/ -- Bindable, an insurance technology company whose goal is to transform the affinity distribution of insurance, today announced an investment from EPIC Holdings, the corporate parent overseeing investments across the entire EPIC platform, including EPIC Insurance Brokers & Consultants, and a Wafra advised fund, in conjunction with Motive Partners, a global private equity firm focused on investing in financial technology companies.

NEW YORK, N.Y., Nov. 26, 2018 (SEND2PRESS NEWSWIRE) -- Frenkel & Company - an EPIC Company announced today that risk management and insurance professional Michael Power has joined the firm's operations in New York as a Principal.

SAN DIEGO, Calif., Nov. 26, 2018 (SEND2PRESS NEWSWIRE) -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, has announced the appointment of Juliana Rowland as Managing Director in Orange County. She will be responsible for cultivating new client relationships for the Bank with a focus on Orange County's business community.

NEW YORK, N.Y., Nov. 19, 2018 (SEND2PRESS NEWSWIRE) -- Frenkel & Company - an EPIC Company announced today that risk management and insurance professional Tandis Nili has joined the firm's operations in New York as Senior Vice President and leader of the Global Services Division. Nili is based in Frenkel's New York, NY office at 350 Hudson Street and reports to John F. Kelly, President and CEO of Frenkel & Company.

SAN DIEGO, Calif., Nov. 16, 2018 (SEND2PRESS NEWSWIRE) -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that Rhiannon Bolen has joined the company's sales team as one of its Regional Sales Managers and will be responsible for overseeing the Southern territory.

COLUMBUS, Ohio, Nov. 15, 2018 (SEND2PRESS NEWSWIRE) -- SafeChain, the industry leader in wire fraud prevention software for land title, announced today it has added blockchain to its wire fraud prevention platform SafeWire, making the company the first in the industry to do so. The addition of blockchain to SafeWire provides increased security for real estate wire transactions by ensuring fraudsters cannot tamper with wiring instructions undetected.

PHOENIX, Ariz., Nov. 15, 2018 (SEND2PRESS NEWSWIRE) -- RestaurantOwner.com has released the report of their 2018 Cost to Open a Restaurant Survey. The report summarizes input gathered from over 350 independent restaurant owners and operators regarding their startup costs as well as their financial performance.

IRVINE, Calif., Nov. 14, 2018 (SEND2PRESS NEWSWIRE) -- Cloudvirga, a leading provider of digital mortgage software, today announced the appointment of Jesse Decker to the role of chief customer success officer. Decker will lead the company's customer success division and work collaboratively with its product development and marketing teams to help leading mortgage lenders leverage the full potential of Cloudvirga's revolutionary point-of-sale (POS) products.

NEW YORK, N.Y., Nov. 14, 2018 (SEND2PRESS NEWSWIRE) -- A new survey conducted by travel insurance comparison site TravelInsurance.com found that even though travelers are concerned with travel disruptions and many have experienced mishaps while on vacation, fewer than half of those surveyed have purchased travel insurance. Of those who didn't purchase travel insurance, only a third even considered it.

SAN DIEGO, Calif., Nov. 13, 2018 (SEND2PRESS NEWSWIRE) -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL) announced quarterly net income of $874,988 for the third quarter of 2018, compared to $1,088,043 for the third quarter of 2017. For the nine months ended September 30, 2018, net income was $3,253,441, compared to $2,830,295 for the nine months ended September 30, 2017. Results for the quarter and nine months ended Sept. 30, 2018, include approximately $1.2 million and $1.6 million, respectively, in expenses related to the acquisition of Americas United Bank (OTC Pink: AUNB), which was completed on July 31, 2018.

PROVO, Utah, Nov. 13, 2018 (SEND2PRESS NEWSWIRE) -- Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents and counties, today announced that Vice President of Strategic Planning Nancy Alley was recognized by National Mortgage Professional Magazine on its 2018 list of Mortgage Banking's Most Powerful Women.

COLUMBUS, Ohio, Nov. 12, 2018 (SEND2PRESS NEWSWIRE) -- Matic, a digital insurance agency whose technology enables borrowers to purchase homeowner's insurance during the mortgage transaction, has been named one of Central Ohio's top employers by Columbus Business First.

HOUSTON, Texas, Nov. 8, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that HR Solutions Associate Consultant Danielle Reed has been appointed to the Board of Directors of the Texas Payroll Conference (TPC).

STUART, Fla., Nov. 8, 2018 (SEND2PRESS NEWSWIRE) -- Stuart Enrolled Agent and Certified Tax Resolution Specialist, Jeffrey Schneider of SFS Tax Problem Solutions was chosen by the American Society of Tax Problem Solvers (ASTPS) as the 2018 Top Practitioner.

SALT LAKE CITY, Utah, Nov. 9, 2018 (SEND2PRESS NEWSWIRE) -- Mortgage document preparation vendor International Document Services, Inc. (IDS), announced it has promoted two employees to provide additional support in mission-critical areas of the organization. Former Manager of Implementation Clint Salisbury has moved to the Sales and Marketing team, and Travis Carroll, who previously worked on IDS's Integrations team, has moved into Salisbury's role as head of the Implementation department.

PROVO, Utah, Nov. 8, 2018 (SEND2PRESS NEWSWIRE) -- Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, today announced that 30 additional recording jurisdictions located in nine states throughout the Northeastern and Mid-Atlantic U.S. have joined Simplifile's e-recording network.

NEWPORT BEACH, Calif., Nov. 9, 2018 (SEND2PRESS NEWSWIRE) -- NotaryCam today announced it would offer free remote online notarization (RON) sessions to United States veterans and current service members in honor of Veterans Day as part of its semi-annual "Help a Hero" initiative. From Nov. 9-12, active duty and retired service members can connect to a live notary public via NotaryCam's secure virtual signing room to legally notarize, sign and execute documents and agreements online from anywhere in the world.