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 […]
Archive | Finance
Finance News, including banking, mortgage lending, public companies, economic reports, earnings, and related financial news.
NEWS: Enrolled Agent Jeffrey Schneider, EA, CTRS, NTPIF of SFS Tax and Accounting Services Earns ACT-E Designation
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).
NEWS: Bindable announces an investment round led by EPIC, Motive Partners and Wafra
BOSTON, SAN FRANCISCO and NEW YORK, Nov. 27, 2018 (SEND2PRESS 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, […]
NEWS: EPIC Buys Direct Retail Wine Industry Business From Paragon Insurance Holdings
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 […]
NEWS: Paragon Insurance Holdings to Sell its Direct Retail Wine Industry Business
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 […]
NEWS: Bank of Southern California NA Hires Juliana Rowland as Managing Director in Orange County
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 […]
NEWS: Michael Power Joins Frenkel and Company – an EPIC Company in New York
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.
NEWS: Tandis Nili Joins Frenkel and Company – an EPIC Company as Global Services Division Leader
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 […]
NEWS: MCT Hires Industry Veteran Rhiannon Bolen as Regional Sales Manager to Satisfy Increasing Demand for its Product and Service Offerings
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.
NEWS: How Much Does It Cost to Open a Restaurant? 350 Independent Restaurant Owners Share Their 2018 Startup Costs and Financial Performance
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.
NEWS: SafeChain Adds Blockchain to SafeWire to Further Safeguard Real Estate Wire Transactions
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 […]
NEWS: Former Roostify exec joins Cloudvirga as chief customer success officer
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 […]
NEWS: New Survey Finds More Than 75-percent of Travelers Experience Travel Mishaps, Yet Few Protect Themselves with Travel Insurance
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 […]
NEWS: Simplifile’s Nancy Alley Lauded as One of Mortgage Banking’s Most Powerful Women by National Mortgage Professional
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.
NEWS: Bank of Southern California, NA Announces Third Quarter 2018 Financial Results (OTC:BCAL)
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 […]
NEWS: Digital insurance agency Matic named a Central Ohio ‘Best Place to Work’ by Columbus Business First
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.
NEWS: NotaryCam’s to Offer Complimentary Notarizations for Active Duty, Retired U.S. Military Members in Honor of Veterans Day
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 Friday, Nov. 9 through Monday, Nov. 12, active duty and retired […]
NEWS: IDS Promotes Clint Salisbury to Sales and Marketing Team, Travis Carroll to Head of Implementation
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 […]
NEWS: Simplifile Adds 30 Northeastern, Mid-Atlantic Jurisdictions To E-recording Network
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.
NEWS: Enrolled Award Jeffrey Schneider, EA, CTRS, NTPIF Named ‘2018 Top Practitioner’ by the ASTPS
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.
NEWS: Danielle Reed of EPIC Appointed to the Board of Directors of the Texas Payroll Conference
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).
NEWS: MCT Moves to Secure Sensitive Borrower Data Exposed in 90 Percent of Secondary Market Transactions
SAN DIEGO, Calif., Nov. 7, 2018 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that it is incorporating the company’s patent-pending geocoding technology into its Bid Auction Manager(TM) (BAM) whole loan trading platform in order to shield borrower addresses from being shared with non-buying […]
NEWS: Ndex Systems launches a significant breakthrough in consolidating data for reporting to clients on investment, fixed indexed annuity and insurance accounts
BOSTON, Mass., Nov. 7, 2018 (SEND2PRESS NEWSWIRE) — Ndex Systems today announced the launch of a major enhancement in its ability to generate consolidated reports for portfolios that include indexed annuities and insurance accounts.
NEWS: Suzannah Gill of EPIC Achieves Elite Health Benefits Certification
ATLANTA, Ga. and SAN FRANCISCO, Calif., Nov. 7, 2018 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Benefits Strategy Consultant Suzannah Gill has been accepted to join the rigorous Health Rosetta Certified Benefit Advisor program.
NEWS: Bob Simpson Joins EPIC Insurance Brokers in Houston TX
SAN FRANCISCO, Calif. and HOUSTON, Texas, Nov, 6, 2018 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that veteran communications professional Bob Simpson has joined the firm as Director, Communications and Engagement (C&E) to lead EPIC’s C&E practice nationally.
NEWS: Trish Drew of EPIC Presents on Construction Risk Management at 2018 IRMI Construction Risk Conference
HOUSTON, Texas, Nov. 6, 2018 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Construction Industry risk management specialist Trish Drew is among the presenters at this year’s annual Construction Risk Management Conference, presented by the International Risk Management Institute (IRMI), currently taking […]
NEWS: Kara Lamphere of Mid America Mortgage Named to Mortgage Banking’s Most Powerful Women
ADDISON, Texas, Nov. 2, 2018 (SEND2PRESS NEWSWIRE) — Mid America Mortgage, Inc. (Mid America) announced today that Chief Operating Officer Kara Lamphere was named to National Mortgage Professional (NMP) magazine’s 2018 list of Mortgage Banking’s Most Powerful Women.
NEWS: MReport Names LBA Ware Among Mortgage Industry’s Top 25 Employers
MACON, Ga., Nov. 2, 2018 (SEND2PRESS NEWSWIRE) — LBA Ware, the leading provider of automated compensation software and systems integration solutions for mortgage lenders, announced today that it has been named to MReport’s inaugural list of the Top 25 Companies to Work For in mortgage and housing.
NEWS: After Inc. Releases Warranty Analytics 2.0 White Paper
NORWALK, Conn., Oct. 31, 2018 (SEND2PRESS NEWSWIRE) — After, Inc., the global leader in Warranty 2.0 solutions, announced today that it has just released its latest research on the warranty analytics industry. After, Inc.’s white paper, “Warranty Analytics 2.0 – Addressing the Gaps in Current Software Solutions,” provides an analysis of the warranty services market, […]
NEWS: QRL Leverages DocMagic’s eVault Technology to Purchase eNotes from Correspondent Clients
ANAHEIM, Calif., Oct. 29, 2018 (SEND2PRESS NEWSWIRE) — Annual CUNA Lending Council Conference — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that QRL Financial Services (QRL), a nationwide provider of residential mortgage lending services for community banks and credit unions, has leveraged its eVault technology […]
NEWS: New Britain Mortgage Appoints Brian Giardino as CEO
CHALFONT, Pa., Oct. 29, 2018 (SEND2PRESS NEWSWIRE) — A Pennsylvania-based mortgage company, New Britain Mortgage, LLC, a subsidiary of Merck Sharp & Dohme Federal Credit Union (MSDFCU), is excited to announce that Brian Giardino has joined the firm as CEO.
NEWS: ReverseVision Vice President Wendy Peel Recognized as One of Mortgage Banking’s Most Powerful Women
SAN DIEGO, Calif., Oct. 26, 2018 (SEND2PRESS NEWSWIRE) — ReverseVision, the leading provider of technology and training for the reverse mortgage industry, announced today that Vice President of Sales and Marketing Wendy Peel has been honored by National Mortgage Professional (NMP) Magazine as one of Mortgage Banking’s Most Powerful Women.
NEWS: FormFree’s Faith Schwartz Named Among Mortgage Banking’s Most Powerful Women
ATHENS, Ga., Oct. 25, 2018 (SEND2PRESS NEWSWIRE) — FormFree today announced that National Mortgage Professional (NMP) magazine has named Acting President Faith Schwartz to the publication’s inaugural list of Mortgage Banking’s Most Powerful Women.
NEWS: Lori Brewer of LBA Ware Honored as One of Mortgage Banking’s Most Powerful Women
MACON, Ga., Oct. 25, 2018 (SEND2PRESS NEWSWIRE) — LBA Ware, the leading provider of automated compensation software and systems integration solutions for mortgage lenders, today announced that company Founder and CEO Lori Brewer has been honored by National Mortgage Professional (NMP) magazine as one of Mortgage Banking’s Most Powerful Women.
NEWS: MCT to Unveil its MSRlive! Platform that Accurately, Easily and Quickly Values Servicing Portfolios
SAN DIEGO, Calif., Oct. 25, 2018 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced the upcoming launch of MSRlive!, a powerful web-based platform designed to effectively support lenders’ efforts to build, maintain and optimize their servicing portfolios.
NEWS: EPIC’s Casey Lillis to Present on Cyber Security and Data Privacy at GLAMM 2018 in Dallas
DALLAS, Texas, Oct. 25, 2018 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Account Executive Casey Lillis will present at the Globalaw Annual Members Meeting (GLAMM) 2018 on Thurs., Oct. 25 at 11:30 a.m. at the Jackson Walker office in Dallas, Texas.
NEWS: $125M in Telecom Refunds and 25 Years later with Auditel Inc. Telecom Expense Management Company
ORLANDO, Fla., Oct. 23, 2018 (SEND2PRESS NEWSWIRE) — Auditel Inc. of Florida celebrates 25 years in business. Barbara Clements founded Auditel in February of 1993. “I’m often asked how Auditel started and changed over the years.”
NEWS: Jeremiah Glassford of EPIC Named a 2018 Veteran of Influence by Birmingham Business Journal
SAN FRANCISCO, Calif. and BIRMINGHAM, Ala., Oct. 22, 2018 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Senior Client Executive Jeremiah Glassford has been named a 2018 Veteran of Influence by Birmingham Business Journal.
NEWS: McWhirter Realty Partners Hires Susan C. Dorr as Chief Operating Officer
ATLANTA, Ga., Oct. 22, 2018 (SEND2PRESS NEWSWIRE) — McWhirter Realty Partners, a comprehensive real estate services firm offering brokerage, asset management, property management, development and advisory services, today announced it has hired Susan C. Dorr as Chief Operating Officer.
NEWS: Digital Mortgage Maven Kelly Purcell Joins NotaryCam as EVP of Marketing and Business Development
NEWPORT BEACH, Calif., Oct. 22, 2018 (SEND2PRESS NEWSWIRE) — NotaryCam, leader in online notarization and the original provider of mortgage eClosing solutions, today announced that the company has hired digital mortgage specialist Kelly Purcell as Executive Vice President of Marketing and Business Development.