Finance News - Page 71

SAN DIEGO, Calif., April 26, 2016 (SEND2PRESS NEWSWIRE) — Bank of Southern California, N.A. (OTC Pink: BCAL), welcomes Kt Duong and Troy Ferguson, as Vice President, Business Relationship Managers to its seasoned team of bankers. Mr. Duong has been in banking and finance for 8 years, including Commercial Capital Partners, Commercewest Bank and Citigroup. He graduated from San Diego State University with a Bachelor of Arts in Economics and a Bachelor of Science in Finance.

SAN FRANCISCO, Calif., April 25, 2016 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, today announced continued expansion of their operations in the Sacramento Region with the additions of Victoria McKinney and Robin Neer. Both will be based in EPIC’s Gold River office, under the leadership of Regional Director of Employee Benefits, Beth Barr.

NEW YORK, N.Y., April 21, 2016 (SEND2PRESS NEWSWIRE) — JenCap Holdings, LLC, a consolidator of specialty insurance distribution and program management businesses, including managing general agencies, specialty program underwriters, transactional wholesale brokers and captive managers, has acquired specialist MGA and wholesaler Trivedi-Capacity Associates, LLC. JenCap Holdings, LLC is a portfolio company of The Carlyle Group.

KIRKLAND, Wash., April 21, 2016 (SEND2PRESS NEWSWIRE) — Rate increases by some long-term care insurance carriers should not scare people off, according to Denise Gott. ‘Even if a particular policy’s premium seems high,’ she says, ‘it may be a bargain compared to the alternative, family caregiving.’ Gott is CEO of ACSIA Partners, one of the nation’s largest long-term care insurance agencies.

SAN DIEGO, Calif., April 20, 2016 (SEND2PRESS NEWSWIRE) — ReverseVision announced today that Willow Bend Mortgage (Willow Bend), an independent mortgage lender serving the South Central United States, has selected RV Exchange (RVX) as its reverse mortgage loan origination software (LOS). A long-standing community lender in its home state of Texas, Willow Bend began expanding its reverse mortgage program in 2015 and is currently licensed to operate in 12 states.

PROVO, Utah, April 20, 2016 (SEND2PRESS NEWSWIRE) — Simplifile, a leader in electronic document and data workflow technology for lenders, settlement agents and counties, today released quarterly figures summarizing the organization’s activities and achievements from January through March 2016.

DENVER, Colo., April 20, 2016 (SEND2PRESS NEWSWIRE) — Altavera Mortgage Services (Altavera), the premier provider of third-party residential mortgage origination services, reports a marked uptick in non-Qualified Mortgage (non-QM) inquiries in the first quarter of 2016. According to President and Founder Brian Simons, staffing requests from Altavera’s clients suggest the industry is preparing for increased business in Q2 and the second half of 2016.

NEW YORK, N.Y., April 19, 2016 (SEND2PRESS NEWSWIRE) — Klingenstein Fields Wealth Advisors (KFWA), a leading wealth management firm with approximately $3 billion in assets under management, is pleased to announce that Lacey Johnson has joined the firm as a Director and Wealth Advisor. In this role, Ms. Johnson will be responsible for advising high-net-worth clients on a range of wealth management issues, as well as helping to grow the firm’s client base.

WEST PALM BEACH, Fla., April 19, 2016 (SEND2PRESS NEWSWIRE) — OpenClose(R), an enterprise-class, multi-channel, end-to-end loan origination system (LOS) provider, announced that industry veteran Michael Falce has been hired as a vice president, enterprise account executive. In this role, he will work with lending entities of various types and sizes to utilize OpenClose’s LenderAssist(TM) LOS and additional software solutions.

SALT LAKE CITY, Utah, April 18, 2016 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS), announced it achieved 11 single-day company records for total document orders in 2015. Overall document fulfillment increased 24 percent from 2014 to 2015, with initial disclosures and closing documents seeing similar growth (26 percent and 22 percent, respectively). IDS also saw increased adoption of its eSign functionality in 2015, with 45 percent more documents electronically signed as compared to 2014.

GREAT FALLS, Va., April 18, 2016 (SEND2PRESS NEWSWIRE) — LeaseAccelerator, the leader in Equipment Lease Management software, today announced a new release featuring updated functionality to support the new lease accounting standards introduced by the Financial Accounting Standards Board (FASB) and the International Accounting Standards Board (IASB). With support for FASB ASC 842 and IFRS 16, LeaseAccelerator customers can now confidently comply with the financial reporting requirements of the U.S. Securities and Exchange Commission (SEC) and other international regulators in time for the 2019 implementation deadlines.

BRADENTON, Fla., April 15, 2016 (SEND2PRESS NEWSWIRE) — Bradenton personal injury lawyer, and Florida Justice Association board member, Bernard F. Walsh took note of the successful effort by Florida Justice Association members to block extreme reduction in personal injury claim awards.

TORRANCE, Calif., April 14, 2016 (SEND2PRESS NEWSWIRE) — DocMagic, Inc. the premier provider of fully-compliant loan document preparation, compliance, eSign and eDelivery solutions, announced that it was named to National Mortgage Professional magazine’s annual ‘Top 100 Mortgage Employers’ list for 2016.

SAN FRANCISCO, Calif., April 13, 2016 (SEND2PRESS NEWSWIRE) — Energi, a leading provider of risk management and insurance programs for the energy industry, has recognized Mark Niebuhr of EPIC Insurance Brokers and Consultants as a 2016 Energi Elite Producer. At Energi’s third Elite Producer Conference in Miami, Florida, Energi acknowledged Niebuhr and 64 other leading producers for their outstanding performance and dedication to promoting energy insurance products and services.

OKLAHOMA CITY, Okla., April 12, 2016 (SEND2PRESS NEWSWIRE) — American Fidelity recently learned of an incident that involves personal information of some of our Customers. The information did not include Social Security numbers.

SOUTH JORDAN, Utah, April 7, 2016 (SEND2PRESS NEWSWIRE) — W. Val Oveson has joined Taxometry as Senior Vice President of Tax Administration. His responsibilities include oversight and implementation of the company’s product and delivery.

SAN FRANCISCO, Calif., April 6, 2016 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Penny Miller has joined the firm’s Employee Benefits Consulting team. She will be based in San Francisco and report to David Wiesner, Regional Director Employee Benefits.

SAN DIEGO, Calif., April 5, 2016 (SEND2PRESS NEWSWIRE) — Jeff Birdsell, CMB and vice president of professional services for ReverseVision, Inc., today was honored with Mortgage Banking magazine’s Tech All-Star award. Mortgage Bankers Association (MBA) Chief Economist Mike Fratantoni and Mortgage Banking Editor-in-Chief Janet Hewitt presented Birdsell with the award during the MBA’s National Technology in Mortgage Banking Conference and Expo 2016 in Los Angeles.

ALISO VIEJO, Calif., April 5, 2016 (SEND2PRESS NEWSWIRE) — Platinum Data Solutions, a provider of valuation data and analytics solutions, has launched RealView(R) QB (Quality Bridge), the industry’s only appraisal quality technology that allows users to authorize access and share information with third parties, including lenders, AMCs, appraisers and investors.

SAN FRANCISCO, Calif., April 5, 2016 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, today announced that Senior Risk Control Consultant Chuck Simpson will present at the Sulphur World Symposium 2016 being held at the Four Seasons Hotel Vancouver in Vancouver, Canada on April 11 to April 13. Simpson is a member of EPIC’s National Energy Construction Practice based in Birmingham, Alabama.

PROVO, Utah, April 4, 2016 (SEND2PRESS NEWSWIRE) — Simplifile, a provider of collaborative technology for lenders, settlement agents and counties, announced it was one of seven recipients of the 2016 Innovations Award from mortgage technology advocacy group PROGRESS in Lending. The company was honored for its Collaboration and Post Closing solutions during a ceremony in Los Angeles on Sunday, April 3 in conjunction with the Mortgage Bankers Association’s National Technology in Mortgage Banking Conference and Expo.

LOS ANGELES, Calif., April 4, 2016 (SEND2PRESS NEWSWIRE) — Pavaso, the industry leader in eClosing and Consumer Management technology solutions, announced it has recorded its 2,000th live transaction on the Digital Close platform. In addition, more than 6,500 user accounts have been created in the platform, spanning from mortgage lenders to title/settlement agents to Realtors and consumers. The announcement was made in conjunction with the Mortgage Bankers Association’s National Technology in Mortgage Banking Conference and Expo, of which Pavaso is a diamond sponsor.

IRVINE, Calif., April 4, 2016 (SEND2PRESS NEWSWIRE) — LIBERTY Dental Plan (LIBERTY) has reviewed the recommendations of the Little Hoover Commission Report, released April 1, 2016, which recognized the need for innovative, comprehensive and collaborative action, along with a vote of confidence for the preventive oral health care model of Dental Managed Care (DMC) program.

WEST PALM BEACH, Fla., March 31, 2016 (SEND2PRESS NEWSWIRE) — OpenClose(R), an enterprise-class, multi-channel, end-to-end loan origination system (LOS) provider, announced that HousingWire has named the company to its 2016 HW TECH100(TM) list for the third year. The list recognizes the most innovative technology firms in the U.S. housing economy.

SAN FRANCISCO, Calif., March 31, 2016 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, today announced that its Regional Director of Employee Benefits Tiffany McClellan will present at the Human Resource Executive Health and Benefits Leadership Conference at the Aria Resort and Casino in Las Vegas, March 30 to April 1. McClellan will speak on ‘Strategies for Creating Impactful Employee Communications’ alongside Cari Graham of Guidance Software Inc. on Friday, April 1 at 9 a.m.

SAN DIEGO, Calif., March 30, 2016 (SEND2PRESS NEWSWIRE) — ReverseVision announced today that NOVA(R) Home Loans (NOVA), a Tucson, Arizona-based mortgage lender serving the Southwestern United States, has selected RV Exchange (RVX) as its reverse mortgage loan origination software (LOS). NOVA has originated reverse mortgages as a correspondent lender since 2014.

TORRANCE, Calif., March 30, 2016 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, compliance, eSign and eDelivery solutions, announced today the formal launch of its fully integrated eClosing solution that electronically transforms the entire mortgage process from initial eDisclosure to final eClosing through investor eDelivery.

ATLANTA, Ga., March 29, 2016 (SEND2PRESS NEWSWIRE) — Reverse mortgage expert John Button, president and CEO of San Diego, California-based software provider ReverseVision, is available for interviews in Atlanta on Tuesday, April 12, and Wednesday, April 13, 2016.

LANSDALE, Pa., March 29, 2016 (SEND2PRESS NEWSWIRE) — Global DMS, a leading provider of web-based compliant valuation management software, announced that CMG Financial (CMG), one of the nation’s leading lenders, has streamlined the management of its appraisal process from start to finish using Global DMS’ eTrac platform.

ATLANTA, Ga., March 28, 2016 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Stephen McKenzie has joined the firm’s Employee Benefits Consulting team in Atlanta.

SALT LAKE CITY, Utah, March 24, 2016 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS), announced it was included in HousingWire magazine’s 2016 HW TECH100(TM) list. The company was recognized for its forthcoming eClosing integration with collaborative real estate technology provider and fellow TECH100 winner Pavaso, as well as its recent acquisition by automotive dealership software provider Reynolds and Reynolds.

SAN FRANCISCO, Calif. and NEW YORK, N.Y., March 24, 2016 (SEND2PRESS NEWSWIRE) — Wholesale Trading Co-op Insurance Services, a privately-held wholesale insurance specialist serving a group of leading retail insurance brokers, announced today that The Carlyle Group has agreed to acquire a majority stake in wholesale insurance broker JenCap Holdings, LLC and the assets of Wholesale Trading Co-Op Insurance Services, which will be re-named Wholesale Trading Insurance Services, LLC. Wholesale Trading is currently owned by its management team and external private investors.

IRVINE, Calif., March 22, 2016 (SEND2PRESS NEWSWIRE) — LIBERTY Dental Plan (LIBERTY) continues to innovate and be a champion for whole health by partnering with the Center for Oral Health and medical providers to create a program that will help increase the number of children receiving fluoride varnish – a critical treatment that helps prevent further dental issues later in life.

ALISO VIEJO, Calif., March 22, 2016 (SEND2PRESS NEWSWIRE) — Platinum Data Solutions, a provider of valuation data and analytics solutions, has announced that Craig Zielazny, the company’s senior vice president of valuation analytics, has been named to the Board of Advisors for Springfield, Ohio-based Wittenberg University’s new Master of Science in Analytics program. The Board of Advisors is charged with collaborating to create the department’s curricula and courses, and could include guest lecturing. The inaugural semester for Wittenberg University’s Master of Science in Analytics program begins in August 2016.

SAN FRANCISCO, Calif., March 22, 2016 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, announced today the addition of veteran construction broker Brian McDonnell as a managing principal, and the formation of the EPIC National Construction Specialty Group.

DENVER, Colo., March 21, 2016 (SEND2PRESS NEWSWIRE) — Mortgage services expert Titan Lenders Corp. (Titan) announced it has been acquired by Utah-based MetaSource, LLC. Terms of the deal were not disclosed. MetaSource provides an array of technology-driven services and solutions, including business process outsourcing.

KIRKLAND, Wash., March 17, 2016 (SEND2PRESSS NEWSWIRE) — If you’re in the market for long-term care insurance, you may be suffering from sticker shock. ‘The cost may seem out of reach,’ says Denise Gott. ‘Many people feel this way, so they put off protecting themselves. That’s a shame, because in their case, Uncle Sam may pick up part of the tab.’ Gott is CEO of ACSIA Partners, one of the nation’s largest long-term care insurance agencies.

ADDISON, Texas, March 16, 2016 (SEND2PRESS NEWSWIRE) — Mid America Mortgage, Inc. (Mid America) remains one of few bidders on so-called TRID ‘defect’ loans, said Owner and Chief Executive Officer Jeff Bode. According to Bode, Mid America wins roughly 80 percent of its bids on the loans, which have been rejected for purchase by other investors due to TILA-RESPA Integrated Disclosure (TRID) infractions ranging from minor errors to more significant defects.

SAN FRANCISCO, Calif. and ATLANTA, Ga., March 16, 2016 (SEND2PRESS NEWSWIRE) — In the world of risk management, captive insurers are taking on a major role for companies of all sizes. As the number and types of captive insurers are expanding, so too have the types of risks that captive owners are funding through these alternative-risk financing structures, says EPIC Insurance Brokers and Consultants.

PLANO, Texas, March 15, 2016 (SEND2PRESS NEWSWIRE) — Pavaso, Inc., a provider of digital process and collaboration solutions for the real estate lifecycle and SigniaDocs, Inc., a provider of eMortgage platform technologies, announced the integration between their two platforms to facilitate an all-inclusive eClosing process.