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Tag: risk management

ARMCO QC Trends Report: Defects Related to Loan Package Documentation Doubled 2017-2018

POMPANO BEACH, Fla., July 11, 2019 (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 covers both the fourth quarter (Q4) and the calendar year (CY) 2018, and provides loan quality findings for mortgages reviewed by ACES Audit Technology.

OpenClose and Vice Capital Markets Integrate for Enhanced Hedging Automation

WEST PALM BEACH, Fla., July 11, 2019 (SEND2PRESS NEWSWIRE) -- OpenClose, an industry-leading multi-channel loan origination system (LOS) and digital mortgage fintech provider, announced the completion of an integration with Vice Capital Markets Inc., an established mortgage hedge advisory firm. Focused on maximizing hedging efficiencies, the new interface reduces the time to prepare and deliver loan data.

FormFree Partners with FundingShield to Deliver Enhanced Wire Fraud Protection to FormFree’s Network of More than 1,000 Lenders

ATLANTA, Ga., July 11, 2019 (SEND2PRESS NEWSWIRE) -- FormFree(R) today announced that it has entered into a strategic alliance with FundingShield, a fintech firm that safeguards homebuyers, mortgage lenders and title insurance underwriters from wire fraud.

Q3 2018 Mortgage QC Trends Report from ARMCO: Defect Trends Reflect Lower Volume, Hyper-Competitive Market

POMPANO BEACH, Fla., March 14, 2019 (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 covers the third quarter (Q3) of 2018, and provides loan quality findings for mortgages reviewed by ACES Audit Technology.

EPIC Welcomes Blake Kirk as a Principal in San Francisco

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.

Randy Pizer Joins EPIC Insurance in Orange County, CA

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.

Reaching New Heights in Fintech: Aclaro adds AI Loan Repayment Risk Management Product to its Relationship-Building Solutions

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.

Insurance Professional Michael Power Joins Frenkel & Company – an EPIC Company

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.

Joseph Ferber Joins Frenkel & Company – an EPIC Company in New York

SAN FRANCISCO, Calif. and NEW YORK, N.Y., Sept. 27, 2018 (SEND2PRESS NEWSWIRE) -- Frenkel & Company - an EPIC Company announced today that risk management and insurance professional Joseph Ferber has joined the firm's operations in New York as a Principal.

EPIC adds Lou D’Agostino as Principal in its New York Financial Services Team

NEW YORK, N.Y., July 24, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers & Consultants today announced that risk management and insurance brokerage veteran Lou D'Agostino and his Iron Cove Partners team have joined the firm. D'Agostino has over 17 years of insurance brokerage experience with an expertise in serving the Financial Services industry.

Brian Chu, CIC, CLCS Joins EPIC in Southern California

LOS ANGELES, Calif., June 18, 2018 (SEND2PRESS NEWSWIRE) -- 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.

EPIC Adds Michael McNulty as Beverage Practice Leader in San Francisco

SAN FRANCISCO, Calif., June 12, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants announced today that risk management and insurance brokerage veteran Michael McNulty has rejoined the firm as Managing Principal and Wine & Beverage Practice Leader. McNulty will be based in San Francisco and report to Curt Perata, EPIC's Pacific North Region President.

NRF Protect in Dallas: EPIC’s Kevin Ach and Walter Palmer to Moderate Executive Afternoon Session on Loss Prevention

HOUSTON, Texas, June 11, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that EPIC's Kevin Ach, vice president of Risk Assurance and Walter Palmer, practice leader of Integrated Risk Solutions will moderate the Executive Afternoon session on loss prevention at the National Retail Foundation's "NRF Protect" Conference.

EPIC Insurance welcomes Rose Nordbrock, Jeff Breskin, Pabla Barros and Jose Fuentes in Los Angeles

LOS ANGELES, Calif., May 31, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants announced today that risk management and insurance professionals Rose Nordbrock, Jeff Breskin, Pabla Barros and Jose Fuentes have joined the firm's operations in Southern California.

ARMCO Integrates its FinTech with BankVOD for Bank Data

POMPANO BEACH, Fla., May 16, 2018 (SEND2PRESS NEWSWIRE) -- ACES Risk Management (ARMCO), the leading provider of enterprise financial risk mitigation software solutions, announced an integration with BankVOD, the company that pioneered the electronic risk interface for asset verifications. This integration, which provides a direct, seamless connection between ARMCO's ACES Audit Technology and BankVOD's Verification Hub.

EPIC Insurance Brokers Adds Diane Montelione to Financial Risk Practice in New York

SAN FRANCISCO, Calif. and NEW YORK, May 15, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants announced today that financial and professional risk management and insurance veteran Diane Montelione has joined the firm's Financial Risk Practice as a senior vice president. She will be based in New York and report to managing principal and Financial Risk Practice Leader, Michael Klaschka.

EPIC Adds KJ Wagner as Director of Southwest Region Property and Casualty Operations

DALLAS, Texas and SAN FRANCISCO, Calif., April 26, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers & Consultants, a leading national retail property, casualty insurance brokerage and employee benefits consultant, today announced the addition of insurance industry veteran KJ Wagner as Principal and Director of Property & Casualty Insurance Operations for the firm's Southwest Region.

EPIC Insurance Brokers Adds Philip Westphal in Sacramento CA

SACRAMENTO, Calif., Jan. 22, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants announced today that risk management and insurance professional Philip Westphal has joined the firm's commercial property/casualty team in Sacramento, Calif. as a Risk Advisor/Broker in EPIC's Healthcare Practice. Westphal will report to Managing Principal and Healthcare Practice Co-leader, Tom McCready.

OpenClose Adds AFR’s Flood Services to its LenderAssist LOS

WEST PALM BEACH, Fla., Dec. 13, 2017 (SEND2PRESS NEWSWIRE) -- OpenClose(R), a multi-channel loan origination system (LOS) and mortgage software solutions provider, announced that it partnered with AFR Services (AFR) to enable customers to access the company's complete suite of flood services. Using the interface makes it quick and easy to order AFR's various flood services directly from within OpenClose's LenderAssist(tm) LOS.

Guaranteed Rate selects ARMCO ACES Audit Technology for its quality control processes

POMPANO BEACH, Fla., Nov. 8, 2017 (SEND2PRESS NEWSWIRE) -- ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software, has announced that Guaranteed Rate, one of the largest retail mortgage lenders in the nation, has selected the company's award-winning quality control and compliance software, ACES Audit Technology, for its quality control processes.

David McNeil of EPIC Insurance Presented on Cyber Threats at AAWDM Thought Leadership Lab Event

SAN FRANCISCO, Calif., Oct. 25, 2017 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Principal David McNeil will present at the American Association of Water Distribution and Management (AAWD&M) Ronald W. Seymour Memorial Thought Leadership Lab which will be hosted and live streamed from the Las Vegas Valley Water District on Oct. 26 at 10 a.m.

EPIC’s Tom Mackey to Present on Protecting Ops from Cyber Security Threats at Next Generation Manufacturing Event

ATLANTA, Ga., Sept. 26, 2017 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Risk Management Consultant Tom Mackey will present at the Seventh Annual Next Generation Manufacturing Signature Event on Thursday, Sept. 28 at Mercedes-Benz Stadium in Atlanta, Ga.

EPIC adds Insurance Broker Anthony ‘Tony’ Gerrato in New York City

NEW YORK, N.Y., Sept. 20, 2017 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Anthony (Tony) Gerrato has joined the firm as a Principal in EPIC's New York City office.

Jordan & Jordan Insurance Separates from John Powter Insurance Agency

ADDISON, Texas, May 19, 2017 (SEND2PRESS NEWSWIRE) -- Linda Jordan ended her business partnership with Powter Insurance, and launched Product Liability Specialty, LLC doing business as Jordan and Jordan Insurance Group. This structural change will have little to no impact on daily business operations with the agency. Any correspondence and checks will continue to bear the Jordan & Jordan name, as they always have.

MCT Trading Adds Cara Krause to its Growing Sales Team in Mortgage Trade

SAN DIEGO, Calif., April 26, 2017 (SEND2PRESS NEWSWIRE) -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing technology firm, announced that Cara Krause has joined the company as regional sales director. Ms. Krause will handle business development efforts and client management for new lender clients in the Northeast region of the country.

Mark Millard and Michael Turk of EPIC to present at 2017 Risk and Insurance Management Society Conference

SAN FRANCISCO, Calif. and STAMFORD, Conn., April 4, 2017 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers & Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Principals Mark Millard and Michael Turk are among the featured risk management and insurance professionals who will be presenting at the RIMS Annual Conference & Exhibition being held in Philadelphia, Pa. on April 23-26.

EPIC’s Brian Tanner, Mary Grandy and Tony Lorber Honored as 2017 ‘Power Brokers’

SAN FRANCISCO and SACRAMENTO, Calif., and BIRMINGHAM, Ala., Feb. 23, 2017 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Principal Brian Tanner, Senior Vice President Mary Grandy and Senior Vice President Tony Lorber have been recognized as 2017 Power Brokers by Risk & Insurance Magazine.

EPIC adds Timothy B. Ward to Risk Solutions Practice in Connecticut

SAN FRANCISCO, Calif. and STAMFORD, Conn., Jan. 12, 2017 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that casualty risk management professional Timothy Ward has joined the firm's Stamford, Connecticut-based EPIC Risk Solutions Practice as a Principal and Casualty Practice Leader.

EPIC Brokers Adds Melissa Delaney as Senior Vice President Private Client Solutions

SAN FRANCISCO, Calif. and NEW YORK, N.Y., Jan. 9, 2017 (SEND2PRESS NEWSWIRE)-- EPIC Insurance Brokers & Consultants, a retail property, casualty brokerage and employee benefits consultant, announced today that Melissa Delaney has joined the firm as a senior vice president in their Private Client Solutions Specialty Group. Delaney will be responsible for client relations, management and production for EPIC's Northeast Region Private Client Solutions team.

HousingWire Honors Curtis Richins of MCT with 2016 Vanguard Award

SAN DIEGO, Calif., Dec. 21, 2016 (SEND2PRESS NEWSWIRE) -- Mortgage Capital Trading, Inc. (MCT), an industry leading hedge advisory firm and developer of MCTlive!(TM), the award-winning secondary marketing software suite, announced that its president, Curtis Richins, has been designated to HousingWire's Vanguard Award list for 2016. Now in its second year, the program recognizes executives that have made a positive impact at their companies and for the entire mortgage industry.

TRID Defects Down Slightly in Q2 2016 ARMCO Mortgage QC Industry Trends Report

POMPANO BEACH, Fla., Dec. 1, 2016 (SEND2PRESS NEWSWIRE) -- ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software, announced it has released its ARMCO Mortgage QC Industry Trends report, covering the second quarter of 2016. Using the Fannie Mae loan defect taxonomy, the report details the analysis of post-closing quality control data from loan files and findings captured by the ACES Analytics benchmarking system.

San Diego Business Journal Names MCT Trading to its 2016 Best Places to Work List for the Fifth Straight Year

SAN DIEGO, Calif., Aug. 30, 2016 (SEND2PRESS NEWSWIRE) -- Mortgage Capital Trading, Inc. (MCT), a recognized leader in mortgage risk management providing pipeline hedging, best-execution loan sales, and centralized lock desk services, announced that it has been named Best Places to Work by the San Diego Business Journal (SDBJ) for the fifth straight year.

EPIC adds Mark Millard to Risk Solutions Practice

SAN FRANCISCO, Calif. and STAMFORD, Conn., June 15, 2016 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that risk management professional Mark Millard has joined the firm's Stamford, Conn.-based EPIC Risk Solutions team as a Principal and Senior Producer.

EPIC adds Southeast Region Risk Consultant Ken Glanton

BIRMINGHAM, Ala., Jan. 13, 2016 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Ken Glanton has joined the firm's Birmingham-based National Energy Construction Practice as a Risk Consultant. Glanton joins a rapidly growing team of risk management and insurance professionals serving larger, complex construction and energy companies across the country.

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