Finance News

Finance News – including banking, insurance, mortgage lenders, risk management, public companies, funding and investment services, and related financial news from the Send2Press Newswire service.


ARMCO Promotes Sharon Reichhardt to Vice President of Client Success

POMPANO BEACH, Fla., June 20, 2018 (SEND2PRESS NEWSWIRE) — ACES Risk Management (ARMCO), the leading provider of enterprise transaction and loan risk mitigation software solutions, has announced that former director of client services Sharon Reichhardt has been promoted to vice president of client success.

EPIC’s Philip Westphal to Present on Safe Patient Handling at the 2018 California Rural Health Conference

SACRAMENTO, Calif., June 20, 2018 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that EPIC Healthcare Practice Risk Advisor/Broker Philip Westphal will be presenting a one-hour lecture on “Safe Patient Handling on a Budget – Optimizing your Safe Patient Handling and Mobility (SPHM) Program Without Breaking the Bank” at the California Rural Health Conference in Folsom.

Tips for Selecting the Best Commercial Bank for Your Small Business

SAN DIEGO, Calif., June 18, 2018 (SEND2PRESS NEWSWIRE) — Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), understands that selecting a commercial bank that fits your company’s needs can be a grueling task. Tony DiVita, Chief Banking Officer at Bank of Southern California, shares the following valuable tips to help guide small businesses in selecting the right bank.

Brian Chu, CIC, CLCS Joins EPIC Insurance 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.

Two Tech Startups to Debut Technology at NEXT Mortgage Conference

DALLAS, Texas, June 14, 2018 (SEND2PRESS NEWSWIRE) — NEXT Mortgage Events LLC, creator of the only mortgage technology conference for women executives, has announced that startup tech firms ProxyPics and Zipwhip will debut their technology to the mortgage industry at the second biannual NEXT mortgage technology conference, which takes place on June 21-22, 2018 at Hotel ZaZa in Dallas.

Cloudvirga Founder Kyle Kamrooz Accepted into Forbes Finance Council

IRVINE, Calif., June 13, 2018 (SEND2PRESS NEWSWIRE) — Cloudvirga(TM), a leading provider of digital mortgage point-of-sale (POS) software whose enterprise technology is powered by the intelligent Mortgage Platform(R), today announced that company co-founder Kyle Kamrooz has been accepted into the Forbes Finance Council, an invitation-only community for senior-level finance executives.

Simplifile’s E-recording Platform Utilized by Recording Districts Representing More Than 80-percent of the U.S. Population

PROVO, Utah, June 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 31 additional recording jurisdictions located in 16 states throughout the Midwestern, Southwestern, and Western United States have joined Simplifile’s e-recording network.

United Fidelity Funding West Hires Victoria Dunn as National Wholesale Account Executive

IRVINE, Calif., June 13, 2018 (SEND2PRESS NEWSWIRE) — United Fidelity Funding West (UFFWest), a rapidly growing national mortgage banker, announced that it added Victoria Dunn to its wholesale lending team of account executives. “We are pleased to have been able to recruit someone with Victoria’s proven background of successful execution and solution-oriented sales skill sets,” stated John Bell, principal at UFFWest.

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.

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 in software innovation and enhancements at OpenClose.

Qbix Accounting Solutions Celebrates 10th Anniversary

MACON, Ga., June 12, 2018 (SEND2PRESS NEWSWIRE) — For ten years, Qbix Accounting Solutions has provided outsourced accounting and bookkeeping for organizations wanting expert accounting management, oversight, and execution. Qbix was formed in 2008 in Macon, Ga., just south of Atlanta by Rocky Davidson, CPA.

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.

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 Retail Foundation’s “NRF Protect” Conference.

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 6-8 at the Marriott Renaissance Center in Detroit.

ARMCO Hires Industry Veteran Nick Volpe as Chief Strategy Officer

POMPANO BEACH, Fla., June 7, 2018 (SEND2PRESS NEWSWIRE) — ACES Risk Management (ARMCO), the leading provider of enterprise financial risk mitigation software solutions, has announced that it has hired Nick Volpe as chief strategy officer.

Matic CEO Aaron Schiff Named 2018 HousingWire Rising Star

SHERMAN OAKS, Calif., June 6, 2018 (SEND2PRESS NEWSWIRE) — Matic, a digital insurance agency whose technology enables borrowers to purchase homeowner’s insurance during the mortgage transaction, announced today that company co-founder and CEO Aaron Schiff has been recognized as a HousingWire Rising Star.

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.

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 his contributions to IDS’s reputation as one of the industry’s vendors most responsive to regulatory changes.

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 a tax resolution practice from scratch (like he did) or take an existing practice to the next level.

Simplifile Makes Inc. Magazine’s List of Best Workplaces 2018

PROVO, Utah, June 5, 2018 (SEND2PRESS NEWSWIRE) — Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, today announced that it has been named by Inc. magazine as one of the Best Workplaces for 2018. Now in its third year, Inc.’s Best Workplaces recognizes private American companies that provide employees with excellent benefits, deeply gratifying job engagement, and a supportive work culture where they feel valued.

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 for his role in developing innovative, technology-based solutions that have benefitted the HECM industry at large.

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. For the past 11 years Walter has held senior executive positions at major insurance intermediaries.

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 the June issue of HousingWire.

Rose Nordbrock, Jeff Breskin, Pabla Barros and Jose Fuentes Join EPIC Insurance in Southern California

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 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.

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 are an international awards program recognizing big ideas in marketing and communications.

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 poorest communities in the world. Red Noses can still be purchased from Walgreens retail outlets through June 2, 2018 in support of the fundraising campaign.

Cloudvirga Named a 2018 Benzinga FinTech Award Winner

IRVINE, Calif., May 29, 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, was honored as one of the world’s top fintech firms at last week’s Benzinga Global Fintech Awards.

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 River Valley.

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.