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Finance News, including banking, mortgage lending, public companies, economic reports, earnings, and related financial news.

Wholesale Trading Insurance Services

NEWS: Ryan Sims and Alex Megenis Join Wholesale Trading Insurance Services, LLC (WTIS)

SAN FRANCISCO, Calif. and NEW YORK, N.Y., June 13, 2018 (SEND2PRESS NEWSWIRE) — Wholesale Trading Insurance Services, LLC (WTIS) announced today 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.

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Joe Wade of OpenClose

NEWS: OpenClose Recruits LOS Development Expert Joseph Wade to Further Innovate and Enhance Existing Software Solutions

WEST PALM BEACH, Fla., June 12, 2018 (SEND2PRESS NEWSWIRE) — OpenClose(R), 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 […]

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Mike McNulty Rejoins EPIC

NEWS: EPIC Adds Michael McNulty as Wine and 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.

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EPIC Insurance Brokers

NEWS: At NRF Protect 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 […]

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NotaryCam

NEWS: NotaryCam Celebrates 100K Online Notarizations with Live Demo at National Settlement Services Summit (NS3) 2018

NEWPORT BEACH, Calif., June 7, 2018 (SEND2PRESS NEWSWIRE) — NotaryCam, Inc. (NotaryCam) today announced that it has completed more than 100,000 online notarizations since introducing the service in 2012. To celebrate this milestone, NotaryCam will offer free demos of its eClose360 platform to attendees of the 2018 National Settlement Services Summit (NS3) being held June […]

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DocMagic and Mortgagehippo

NEWS: DocMagic Integrates eSign Technology with MortgageHippo’s Digital Lending Platform

TORRANCE, Calif., June 5, 2018 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, and MortgageHippo, a Fintech-driven digital lending platform, announced a seamless eSign integration between their two platforms.

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Vince Wilson of IDS Inc

NEWS: Vince Wilson of IDS Named to List of HousingWire Magazine’s 2018 Rising Stars

SALT LAKE CITY, Utah, June 5, 2018 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS), announced today that In-House Counsel and Compliance Coordinator Vince Wilson has been recognized by HousingWire Magazine in their list of 2018 HW Rising Stars. According to his profile in the June issue, Wilson was recognized for […]

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Michael Rozbruch

NEWS: Tax Resolution Expert Teaches Tax Pros How to Ramp Up Business and Dramatically Boost Their Bottom Line

STUDIO CITY, Calif., June 5, 2018 (SEND2PRESS NEWSWIRE) — An exclusive, interactive 4-hour live training for CPAs, EAs and attorneys – “The 7-Figure Tax Resolution Practice Blueprint” – is scheduled for June 28. This free training is hosted by tax resolution expert, Michael Rozbruch, founder of Roz Strategies. He’ll show tax professionals how to start […]

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Jason Price of ReverseVision

NEWS: ReverseVision Product Manager Jason Price Named a 2018 HousingWire Rising Star

SAN DIEGO, Calif., June 4, 2018 (SEND2PRESS NEWSWIRE) — ReverseVision, the leading provider of technology and training for the Home Equity Conversion Mortgage (HECM) industry, today announced that Product Manager Jason Price has been recognized by HousingWire as a 2018 Rising Star. Price received the award in recognition of his extensive contributions to ReverseVision and […]

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Janine Walter of EPIC Holdings

NEWS: EPIC Holdings Adds Janine Walter, SPHR, SHRM-SCP as Chief Talent Officer

SAN FRANCISCO, Calif. and STAMFORD, Conn., June 4, 2018 (SEND2PRESS NEWSWIRE) — EPIC Holdings, Inc. (parent company of EPIC Insurance Brokers & Consultants) today announced the addition of industry leading human capital professional Janine Walter, SPHR, SHRM-SCP who will join as the firm’s Chief Talent Officer and become a member of the EPIC Executive Committee. […]

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Nicholas Corpuz

NEWS: Subsequent QC’s Nick Corpuz Honored as 2018 HW Rising Star

LOS ANGELES, Calif., June 1, 2018 (SEND2PRESS NEWSWIRE) — Mortgage Quality Management and Research, LLC (MQMR), a leader in mortgage risk management and compliance services, today announced that Nicholas Corpuz, Vice President of MQMR servicing-focused sister firm Subsequent QC (SQC), has been honored by HousingWire magazine as a 2018 Rising Star. Corpuz was profiled in […]

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ARMCO - Aces Risk Management

NEWS: ARMCO Enhances Automation and Analysis in ACES Audit Technology

POMPANO BEACH, Fla., May 31, 2018 (SEND2PRESS NEWSWIRE) — ACES Risk Management (ARMCO), the leading provider of enterprise financial risk mitigation software solutions, has announced several product enhancements that improve the mortgage quality control (QC) process for lenders and servicers using its auditing platform ACES Audit Technology.

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EPIC MarCom Team

NEWS: EPIC Insurance’s Marketing, Communications and Design Team Wins Three 2018 Communicator Awards

SAN FRANCISCO, Calif., May 30, 2018 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that the firm’s Marketing, Communications and Design team was honored by the 24th Annual Communicator Awards with an “Award of Excellence” and two “Awards of Distinction.” The Communicator Awards […]

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DocMagic RED NOSE DAY

NEWS: DocMagic Employees Join Together to Support Fourth Annual U.S. Red Nose Day Fundraising Campaign

TORRANCE, Calif., May 29, 2018 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that on Thursday, May 24, the entire company participated in Red Nose Day – an effort to help end child poverty both in the U.S. and in some of the […]

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Simplifile Cares

NEWS: Simplifile Re-Teams with the Arbor Day Foundation to Honor Earth Month

PROVO, Utah, May 29, 2018 (SEND2PRESS NEWSWIRE) — Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, today announced it once again partnered with the Arbor Day Foundation to celebrate Arbor Day 2018 and April’s Earth Month. This year, Simplifile planted 2,275 trees in the Mississippi […]

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DocMagic

NEWS: Guaranteed Rate Partners with DocMagic to Cut Closing Time

TORRANCE, Calif., May 22, 2018 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that retail mortgage lender Guaranteed Rate can now cut closing time by electronically signing mortgage closing documents in advance.

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Gaylin Anderson of BCAL

NEWS: Bank of Southern California NA Hires Market Executive to Grow the Bank’s Presence in Los Angeles

SAN DIEGO, Calif., May 22, 2018 (SEND2PRESS NEWSWIRE) — Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, is pleased to announce Gaylin Anderson has joined the company as Executive Vice President, Market Executive in Southern California. He will be responsible for leading Bank of Southern […]

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NotaryCam

NEWS: NotaryCam Honors U.S. Military Veterans and Service Members with Complimentary Notarizations During Memorial Day Holiday

NEWPORT BEACH, Calif., May 21, 2018 (SEND2PRESS NEWSWIRE) — NotaryCam, Inc. today announced the return of its annual “Help a Hero” initiative. This Memorial Day weekend from Friday, May 25, through Monday, May 28, 2018, NotaryCam will honor those who have served by offering no-cost online notarization sessions to United States military veterans and service […]

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Jeremy Burcham of TRK Connection

NEWS: Mortgage QC Executive Jeremy Burcham to Lead Sales Efforts for TRK Connection’s Insight RDM Platform

SALT LAKE CITY, Utah, May 17, 2018 (SEND2PRESS NEWSWIRE) — TRK Connection, a leading provider of mortgage quality control and origination management solutions, announced today that it has hired Jeremy Burcham as Executive Vice President of Sales. Burcham will leverage his 10+ years of experience in mortgage quality control (QC), compliance, credit policy, due diligence […]

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Simplifile

NEWS: Mortgage E-closing Pioneer Mountain America Credit Union Implements Simplifile’s Collaboration and Post Closing Services

PROVO, Utah, May 17, 2018 (SEND2PRESS NEWSWIRE) — Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, today announced that Mountain America Credit Union has implemented Simplifile Collaboration and Post Closing services to enhance the closing experience for its members.

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Cloudvirga

NEWS: Cloudvirga Raises $50M to Deliver a Truly Digital Mortgage Experience

IRVINE, Calif., May 16, 2018 (SEND2PRESS NEWSWIRE) — Cloudvirga, a leading provider of digital mortgage point-of-sale (POS) software whose enterprise technology is powered by the intelligent Mortgage Platform, today announced the closing of a $50-million Series C funding round led by private-equity firm Riverwood Capital with ongoing participation from Upfront Ventures.

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ARMCO - Aces Risk Management

NEWS: ARMCO Integrates with BankVOD, Enabling Seamless Transfer of 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 […]

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Diane Montelione of EPIC

NEWS: EPIC Insurance 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 […]

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TeamSnap

NEWS: TeamSnap Appoints New Chief Financial Officer

BOULDER, Colo., May 14, 2018 (SEND2PRESS NEWSWIRE) — TeamSnap, the household name in integrated sports management, announced today that Todd Stockard has been appointed the company’s new Chief Financial Officer. Stockard will oversee TeamSnap’s financial strategy as the company continues its rapid expansion with the introduction of new products, platforms and partnerships.

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Mid America Mortgage, Inc.

NEWS: Mid America Mortgage to Offer Warehouse Lines of Credit on Seasoned and ‘Scratch and Dent’ Loans

ADDISON, Texas, May 14, 2018 (SEND2PRESS NEWSWIRE) — Mid America Mortgage, Inc. Owner and Chief Executive Officer Jeff Bode today announced that the firm has expanded its relationship with Spectrum Mortgage Holdings, LLC to offer warehouse lines of credit in conjunction with its Whole Loan Purchase program. This will provide sellers the flexibility to finance […]

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PitBullTax Software

NEWS: PitBullTax Software Expands its Power with Release of New Version 4.0

CORAL SPRINGS, Fla., May 14, 2018 (SEND2PRESS NEWSWIRE) — PitBullTax Software, the leading IRS Tax Resolution Software for CPAs, EAs and Tax Attorneys, just released its new and more feature rich Version 4.0. For nine years PitBullTax Software has transformed the tax resolution business by making it more efficient and intuitive for tax professionals to […]

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Brandon Findley

NEWS: The Cooksey Team’s Brandon Findley Cracks the Top 200 of Best Mortgage Lenders’ 2018 List of Top Texas Loan Officers

DALLAS, Texas, May 10, 2018 (SEND2PRESS NEWSWIRE) — The Cooksey Team, a top producing retail branch of Mid America Mortgage, Inc., announced today that Best Mortgage Lenders has ranked Cooksey Team loan officer (LO) Brandon Findley at No. 198 in Texas based on the total number of loans closed in 2017. Specializing in the Dallas […]

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Darren Lovell

NEWS: Darren Lovell of The Cooksey Team Ranks Third on Best Mortgage Lenders’ 2018 List of Top Loan Officers in Flower Mound, Texas

DALLAS, Texas, May 10, 2018 (SEND2PRESS NEWSWIRE) — The Cooksey Team, a top producing retail branch of Mid America Mortgage, Inc., announced today that Best Mortgage Lenders 2018 has ranked loan officer (LO) Darren Lovell at No. 3 in Flower Mound, Texas, based on the total number of loans closed in 2017. Lovell also placed […]

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Michael Steer of MQMR

NEWS: MQMR Counsels Mortgage Lenders to Increase Internal Audit Frequency and Compliance Resources to Safeguard Secondary Market Activities

LOS ANGELES, Calif., May 10, 2018 (SEND2PRESS NEWSWIRE) — Mortgage Quality Management and Research, LLC (MQMR) President Michael Steer today advised lenders to increase the frequency with which they conduct their internal audits to ensure secondary market activities and relationships are not negatively impacted by undiscovered risks.

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Phil Laren of MCT

NEWS: Phil Laren of MCT to Speak on MSR Liquidity Challenges Panel Session at MBA National Secondary Conference

SAN DIEGO, Calif., May 10, 2018 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that its Director of MSR Services, Phil Laren, will be speaking on a panel at the MBA National Secondary Market Conference & Expo May 21 at the New York Marriott […]

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MCT Trading

NEWS: American Banker Magazine Names Mortgage Capital Trading to Inaugural Best Places to Work in Fintech List

SAN DIEGO, Calif., May 8, 2018 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that American Banker magazine named the company to its new Best Places to Work in Financial Technology list. MCT ranked number four out of only 20 companies that were honored.

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Sean Conrad of EPIC

NEWS: EPIC Insurance Adds Sean Conrad as Southern California Principal

IRVINE, Calif., May 8, 2018 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants announced today that risk management and insurance professional Sean Conrad has joined the firm’s operations in Southern California as a principal. e will partner collaboratively with Jim Gillette, president of the company’s Pacific South Region, and Irvine Managing Principal and Branch Leader […]

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Prevail Consulting

NEWS: Prevail Consulting, Inc. announces contract with Medical Assurance Society New Zealand Limited to license Prevail Reinsurance System

STAMFORD, Conn., May 8, 2018 (SEND2PRESS NEWSWIRE) — Prevail Consulting, Inc., a leading insurance industry technology and professional services provider, today announced a contract with Medical Assurance Society New Zealand Limited (MAS) to license the Prevail Reinsurance System (PRS) to support MAS’s reinsurance operations. Under this new contract, Prevail will install PRS and deliver implementation, […]

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Suzanne McGarey and Kenneth Powell

NEWS: EPIC’s Suzanne McGarey and Kenneth Powell to Present on The Affordable Care Act at Gulf Coast Symposium in Houston

SAN FRANCISCO, Calif. and HOUSTON, Texas, May 7, 2018 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today Managing Principal Suzanne McGarey and Compliance Consultant Kenneth Powell will present at the Gulf Coast Symposium on Thurs., May 10 at 4 p.m. at the NRG […]

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LBA Ware

NEWS: LBA Ware Appoints Mortgage Technology Specialist Diana Sheffer as Solutions Consultant

MACON, Ga., May 3, 2018 (SEND2PRESS NEWSWIRE) — LBA Ware(TM), a leading provider of automated compensation software and systems integration solutions for mortgage lenders, announced it has hired Diana Sheffer as a solutions consultant to support the company’s sales and product implementation efforts. In this role, Sheffer will apply her 18 years’ experience in mortgage […]

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