Tag: Finance

ATHENS, Ga., Oct. 17, 2019 (SEND2PRESS NEWSWIRE) -- FormFree today announced it has appointed former Fannie Mae Strategic Business and Relationship Manager Christy Moss, CMB as director of partner relationships. In her role at FormFree, the 30-year mortgage industry veteran will strengthen and grow industry partnerships and cultivate internal talent as leader of the company's strategic sales team.

SAN DIEGO, Calif., Oct. 16, 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 Jacob Mathews has joined the company as Managing Director of Business Banking. He will be responsible for expanding Bank of Southern California's client base by actively seeking new business opportunities in Los Angeles County and Orange County.

ATLANTA, Ga. and SAN FRANCISCO, Calif., Oct. 15, 2019 (SEND2PRESS NEWSWIRE) -- Prime Risk Partners Inc. and EPIC Insurance Brokers & Consultants, announced today that they have entered into an agreement to join forces. EPIC, founded in 2007, has grown to become one of the 15 largest U.S. retail insurance brokers and the nation's 9th largest privately-held insurance brokerage.

ATHENS, Ga., Oct. 15, 2019 (SEND2PRESS NEWSWIRE) -- FormFree today announced that company board member Faith Schwartz and Founder and CEO Brent Chandler have been invited to share their subject matter expertise at prominent upcoming mortgage industry events. Schwartz and Chandler will participate on panels at the Mortgage Bankers Association's (MBA) Annual Convention and Expo and NEXT Mortgage Events' #NEXTDC19 conference, respectively.

NEW YORK, N.Y. and SAN FRANCISCO, Calif., Oct. 14, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a unique and innovative national retail insurance brokerage and employee benefits consulting firm, announced today that Kamran Khaliq, Vice President, Private Equity and M&A, has been named a 2019 Insurance Industry "Young Gun" by Insurance Business America (IBA).

ODESSA, Del., Oct. 10, 2019 (SEND2PRESS NEWSWIRE) -- AutoAwards, a leader in loyalty marketing for auto dealerships, realizes sales are extremely competitive and difficult at times. Starting a rewards program can help auto dealerships overcome weak sales. AutoAwards has proven solutions to help dealerships increase sales performance across all departments.

SAN FRANCISCO, Calif., Oct. 10, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers & Consultants (Edgewood Partners Insurance Center or EPIC), a retail property and casualty insurance brokerage and employee benefits consultant, announced today the expansion and reorganization of its healthcare practice.

SAN DIEGO, Calif., Oct. 9, 2019 (SEND2PRESS NEWSWIRE) -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that its COO, Phil Rasori, has been designated to HousingWire's inaugural Tech Trendsetters award list. Phil is credited with being instrumental in the architecture and launch of multiple innovative capital markets solutions.

LEHI, Utah, Oct. 9, 2019 (SEND2PRESS NEWSWIRE) -- SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers and real estate agents, today announced it has been ranked among the fastest-growing companies in the state by both Utah Business and Utah Valley BusinessQ magazines. SimpleNexus was named a top Emerging Company on Utah Business Magazine's Fast 50 list and was honored by Utah BusinessQ as a UV50 winner.

LOS ANGELES, Calif., Oct. 8, 2019 (SEND2PRESS NEWSWIRE) -- Mortgage Quality Management and Research, LLC (MQMR) President Michael Steer reminded lenders to conduct an independent audit review of their quality control (QC) process immediately in deference to updates to "Subpart D1, Lender QC Process" of the Fannie Mae Selling Guide.

NEWPORT BEACH, Calif., Oct. 8, 2019 (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 2019 Tech Trendsetter by HousingWire magazine as part of its inaugural HW Tech Trendsetter Awards program.

DALLAS, Texas, Oct. 8, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants announced today that Dave Tate has joined the firm's Property and Casualty operations, as a Principal, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner.

NORWALK, Conn., Oct. 8, 2019 (SEND2PRESS NEWSWIRE) -- After, Inc., a pioneer in the Warranty Services industry, has delivered innovative warranty marketing, analytics and program management services to top-tier manufacturers since 2005. As an industry leader, After, Inc. stays on top of regulations that may affect its manufacturing clients. The California Consumer Protection Act (CCPA) is one of these.

PASADENA, Calif., Oct. 7, 2019 (SEND2PRESS NEWSWIRE) -- Nationwide tax specialty firm KBKG announced the hiring of Alex Martin as Principal and leader of the firm's new Transfer Pricing practice. Alex comes with over 22 years of full-time, international transfer pricing experience working in Washington, D.C.; Melbourne, Australia; and Detroit, Michigan where he resides currently.

SALT LAKE CITY, Utah, Oct. 7, 2019 (SEND2PRESS NEWSWIRE) -- Mortgage document preparation vendor International Document Services, Inc. (IDS), announced today it has signed a preferred partnership agreement with Mortgage Builder, a provider of award-winning mortgage loan origination and servicing software systems.

SAN FRANCISCO, Calif., Oct. 7, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants (EPIC) announced today that Ivon Friedman has joined the firm's Marine Practice in San Francisco. Friedman will report to EPIC's Risk Management - National Property and Marine Practice Leader, Michael Korn.

SAN FRANCISCO, Calif., Oct. 3, 2019 (SEND2PRESS NEWSWIRE) -- Phoenix-based Polyient Labs, an early-stage, blockchain-startup incubator, is co-sponsoring Blockchain for Good, October 25 -27, 2019 in San Francisco. The agenda includes keynote speakers and workshops where participants can pitch ideas.

MIAMI, Fla., Oct. 3, 2019 (SEND2PRESS NEWSWIRE) -- South Florida-based AI Fintech company Aclaro, whose mission is to deliver data transparency and personalized insights to its auto lending clients, has developed an innovative, technologically advanced method of increasing borrower retention rates. Instead of sending out thousands of low balance letters with the hope that customers will open these letters and follow up with the lender, Aclaro has made the process much simpler and easier.

DALLAS, Texas, Oct. 3, 2019 (SEND2PRESS NEWSWIRE) -- the Shardus Project continues to gain momentum with their state sharding solution and will be the first team in The world to demonstrate linear scaling functionality on a decentralized blockchain network at their Q3 update event on Saturday, October 19 in Dallas at the Emerging Technology Summit in Dallas, Texas.

LEHI, Utah, Oct. 3, 2019 (SEND2PRESS NEWSWIRE) -- SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers and real estate agents, today announced that company Founder and CEO Matt Hansen has been named to HousingWire's inaugural list of HW Tech Trendsetters. The award program recognizes the most impactful and innovative technology leaders serving the housing economy.