Finance News - Page 81

Page 81 of Finance News issued by the Send2Press® Newswire service.



EPIC Consultants Rob Massa and Craig Schmidt Honored as Employee Benefit Advisers of the Year

SAN FRANCISCO, Calif. and HOUSTON, Texas, Sept. 1, 2016 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Employee Benefit Adviser (EBA) has named Director of Retirement Rob Massa the “Retirement Advisor of the Year” and Senior Wellness Consultant Craig Schmidt the “Wellness Advisor of the Year” in the publication’s 2016 Employee Benefit Advisers of the Year Awards.

IDS Hires Vince Wilson to Support Internal Mortgage Document Preparation Compliance

SALT LAKE CITY, Utah, Aug. 31, 2016 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS), announced it has hired Vince Wilson as compliance officer and assistant in-house counsel. In this role, Wilson will be responsible for maintaining both federal and state compliance matrices and implementing changes to IDS compliance audits based on new laws and regulations.

14,000 Kids Benefit From Generous Donation from Redstone Bank

CENTENNIAL, Colo., Aug. 31, 2016 (SEND2PRESS NEWSWIRE) — On August 29, 2016. Redstone Bank made a generous donation of $50,000 to the Whiz Kids Program. The Whiz Kids program is an individualized tutoring program that has over 800 volunteers who tutor less fortunate students from schools throughout the Denver Metropolitan Area.

EPIC Recognized Among Inc. Magazine’s 35th Annual List of America’s Fastest-Growing Private Companies

SAN FRANCISCO, Calif. and NEW YORK, N.Y., Aug. 31, 2016 (SEND2PRESS NEWSWIRE) — Inc. magazine recently ranked EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, NO. 2288 on its 35th annual Inc. 5000, the most prestigious ranking of the nation’s fastest-growing private companies. To earn this recognition, EPIC posted a solid 158 percent increase in annual revenue between 2012 and 2015.

Simplifile Adds 5 Counties in Western U.S. to Nation’s Largest E-Recording Network

PROVO, Utah, Aug. 30, 2016 (SEND2PRESS NEWSWIRE) — Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, today announced the addition of five county recording offices across California, New Mexico, and Washington to its e-recording network, the nation’s largest.

San Diego Business Journal Names MCT to its Best Places to Work List for the Fifth Straight Year

SAN DIEGO, Calif., Aug. 30, 2016 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT), a recognized leader in mortgage risk management providing pipeline hedging, best-execution loan sales, and centralized lock desk services, announced that it has been named Best Places to Work by the San Diego Business Journal (SDBJ) for the fifth straight year.

President of RSI & Associates Receives New Accreditation to Better Serve its Clients

CORPUS CHRISTI, Texas, Aug. 29, 2016 (SEND2PRESS NEWSWIRE) — RSI & Associates, Inc. is excited to announce that its senior analyst/appraiser, Gerald W. Brown, Sr., recently added an important accreditation to his already impressive roster of professional credentials – Master Analyst in Financial Forensics (MAFF) with a specialization in business valuation for litigation.

Pay for Long-Term Care Insurance with a Health Savings Account, ACSIA Partners Suggests

KIRKLAND, Wash., Aug. 29, 2016 (SEND2PRESS NEWSWIRE) — Many Americans realize they need long-term care insurance, but balk at the premiums. “Now there’s an easy way to pay,” says Denise Gott, CEO of ACSIA Partners. “Just use some of the money that’s already in your Health Savings Account.”

Bank of Southern California Recognized as a Top Small Business Lender

SAN DIEGO, Calif., Aug. 29, 2016 (SEND2PRESS NEWSWIRE) — Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL) has been recognized as a top small business lender in San Diego County based on the volume of SBA 7(a) loans originated according to the San Diego District Office of the U.S. Small Business Administration’s fiscal year-end lender rankings as of July 31, 2016.

Bank of Southern California Completes Acquisition of Opus Bank Branch

SAN DIEGO, Calif., Aug. 26, 2016 (SEND2PRESS NEWSWIRE) — Bank of Southern California, N.A. (OTC Pink: BCAL) has completed the purchase of the deposits of the La Quinta branch of Opus Bank. The transaction closed on Friday, August 19, 2016. Customers of the Opus Bank La Quinta branch were consolidated into the existing La Quinta branch of Bank of Southern California. As of Monday, August 22, 2016, the former Opus Bank La Quinta customers now have access to all Bank of Southern California locations, including three Coachella Valley branches located in La Quinta, El Paseo-Palm Desert, and Rancho Mirage.

Mortgage Financial Services Chooses AccountChek by FormFree to Expedite the Home Loan Process Through Automated Account Verification

ATLANTA, Ga., Aug. 25, 2016 (SEND2PRESS NEWSWIRE) — FormFree Holdings Corp. (FormFree), a provider of automated verification software, today announced that Mortgage Financial Services has selected AccountChek(TM) to automate borrower asset review for an easier, faster home loan application process.

Mid America Mortgage to Purchase eNotes through Its Correspondent Channel

ADDISON, Texas, Aug. 25, 2016 (SEND2PRESS NEWSWIRE) — Mid America Mortgage, Inc. (Mid America) Owner and Chief Executive Officer Jeff Bode today announced it will purchase eNotes for loans closed electronically from approved sellers through its correspondent lending channel.

EPIC adds Vincent G. Caracciolo as Managing Director of Claims and Coverage Advocacy

SAN FRANCISCO, Calif. and NEW YORK, N.Y., Aug. 25, 2016 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Vincent G. Caracciolo has joined the firm as National Managing Director of Claims and Coverage Advocacy.

PsychArmor Institute Launches TriWest Healthcare Alliance School for Health Care Providers

PHOENIX, Ariz., Aug. 25, 2016 (SEND2PRESS NEWSWIRE) — PsychArmor Institute and TriWest Healthcare Alliance announced today the launch of the TriWest Healthcare Alliance School for Health Care Providers, a suite of free online courses taught by nationally-recognized subject matter experts to prepare community health care providers to effectively deliver care to service members, veterans and their families.

EPIC adds Michael Klaschka to Financial Risk Solutions Practice

SAN FRANCISCO, Calif., and NEW YORK, N.Y., Aug. 25, 2016 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Michael Klaschka, a specialist in the placement of professional liability insurance for the financial services and technology industries, has joined the firm’s Financial Risk Solutions Practice.

ReverseVision Integrates with Informative Research to Expand Credit Report Options for RV Exchange (RVX) LOS Users

SAN DIEGO, Calif., Aug. 23, 2016 (SEND2PRESS NEWSWIRE) — ReverseVision, the leading provider of software and technology for the reverse mortgage industry, announced it has completed its integration with Informative Research, one of the nation’s oldest and largest credit reporting agencies. The integration makes it faster and easier for users of RV Exchange (RVX) loan origination software (LOS) to order Premier Credit Report, Informative Research’s version of the tri-merge credit report that has become the mortgage industry standard.

Simplifile Expands E-recording Network to Another 9 Southeast Counties, 14 Midwest Counties

PROVO, Utah, Aug. 23, 2016 (SEND2PRESS NEWSWIRE) — Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, announced it has added nine Southeast county recording offices and 14 Midwest county recording offices to its e-recording network. The new counties are located in Georgia, Florida, Illinois, Michigan, Missouri, North Carolina, Nebraska, Ohio, Tennessee, and Wisconsin.

ARMCO Tackles TRID Change of Circumstance Errors

POMPANO BEACH, Fla., Aug. 22, 2016 (SEND2PRESS NEWSWIRE) — Leading web-based financial services quality control (QC) software provider ACES Risk Management (ARMCO) announced it has made improvements to its TRIDCompare(R) tool to aid lenders in resolving TRID compliance issues regarding change of circumstance. Using Optical Character Recognition (OCR) technology with a 95 percent or better accuracy rate, the system automatically detects data discrepancies between multiple Loan Estimates (LEs) and Closing Disclosures (CDs).

EPIC adds Jim Williford to National Energy Construction Practice

SAN FRANCISCO, Calif., and BIRMINGHAM, Ala., Aug. 22, 2016 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that risk management and insurance professional Jim Williford has joined the firm’s National Energy Construction Practice as a Business Development Manager.

IDS Adds Fulfillment Dashboard to Mortgage Document Preparation System

SALT LAKE CITY, Utah, Aug. 18, 2016 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS), announced it has introduced a fulfillment dashboard to its flagship mortgage document preparation system idsDoc. Through the dashboard, users have the ability to view, track and manage all document fulfillment requests to IDS through a single location.

Altavera Mortgage Services Adds Kimberly Joyce as SVP of Sales

DENVER, Colo., Aug. 17, 2016 (SEND2PRESS NEWSWIRE) — Altavera Mortgage Services (Altavera), a leading provider of outsourced residential mortgage origination services and home of the industry’s most experienced staff of U.S.-based mortgage fulfillment experts, announced today it has hired Kimberly Joyce as senior vice president of sales. Kimberly brings 22 years of sales and business development experience to the role, in which she will oversee national sales for Altavera.

ARMCO Hires Mortgage Industry Veteran Dan Thoms as Chief Revenue Officer

POMPANO BEACH, Fla., Aug. 16, 2016 (SEND2PRESS NEWSWIRE) — ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software, announced it has hired Dan Thoms as Chief Revenue Officer. Thoms possesses a deep background in the mortgage industry, having served in executive capacities for almost 20 years.

New American Funding Reverse Mortgage Operation Builds Out 47-State Footprint with ReverseVision RVX

SAN DIEGO, Calif., Aug. 11, 2016 (SEND2PRESS NEWSWIRE) — ReverseVision, the leading provider of software and technology for the reverse mortgage industry, is pleased to announce that Tustin, California-based national mortgage lender New American Funding is expanding its reverse mortgage lending operation to 47 states using the RV Exchange (RVX) loan origination software (LOS).

The Mortgage Collaborative Adds Twelve Providers to Preferred Partner Network

SAN DIEGO, Calif., Aug. 9, 2016 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative, an independent mortgage lending cooperative, today announced the formal approval of twelve new preferred partner companies to their national network, announced the Collaborative’s EVP of National Sales & Strategic Alliances, Rich Swerbinsky.

Nations Valuation Services Implements Platinum Data’s Collateral Expert – Addresses the Three Most Common Causes of Appraisal Delays

ALISO VIEJO, Calif., Aug. 8, 2016 (SEND2PRESS NEWSWIRE) — Platinum Data Solutions, a provider of valuation data and analytics solutions for the mortgage industry, has announced that Nations Valuation Services, a nationwide appraisal management company, has quantifiably improved its workflow processes by implementing Platinum Data’s Collateral Expert(R) property information report.

La Tortilla Oven Acquires Patent Technology for Steaming Food

LOS ANGELES, Calif., Aug. 3, 2016 (SEND2PRESS NEWSWIRE) — La Tortilla Oven recently acquired La Tortilla Loca and its intellectual property. As a result of this acquisition, La Tortilla Oven(R) is now the primary holder of Patent Number RE42311, the original fabric tortilla warmer designed to keep tortillas fresh and warm for more than an hour. And, it’s using the technology to deliver a new and healthy microwave steaming method.

Mid America Mortgage Executes Its First eClosing, eNote

ADDISON, Texas, Aug. 2, 2016 (SEND2PRESS NEWSWIRE) — Mid America Mortgage, Inc. (Mid America) Owner and Chief Executive Officer Jeff Bode today announced the firm has completed its first eClosing and eNote through its retail origination channel. Mid America intends to expand eClosing to all of its retail business, executing eNotes and utilizing electronic documents where allowed by local jurisdiction.

Altavera Mortgage Services SVP Penny Nelson Selected to HousingWire 2016 Women of Influence

DENVER, Colo., Aug. 1, 2016 (SEND2PRESS NEWSWIRE) — Altavera Mortgage Services (Altavera), the premier provider of third-party residential mortgage origination services, is pleased to announce that its senior vice president of mortgage operations Penny Nelson has been named to HousingWire’s 2016 Women of Influence list.

EPIC Sells North Bay Operations to InterWest Insurance Services

SAN FRANCISCO, Calif. and PETALUMA, Calif., Aug. 1, 2016 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, announced today the sale of their Petaluma branch office and its book of business to Sacramento-based InterWest Insurance Services. Both EPIC and InterWest are anticipating a seamless, “business as usual” transition.

Simplifile VP Nancy Alley Named Mortgage Industry ‘Woman of Influence’ by HousingWire

PROVO, Utah, Aug. 1, 2016 (SEND2PRESS NEWSWIRE) — Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, today announced that Nancy Alley, vice president of strategic planning, was named to HousingWire magazine’s “Women of Influence” list for 2016.

Pavaso VP Nancy Pratt Selected as ‘Woman of Influence’ in Mortgage by HousingWire

PLANO, Texas, Aug. 1, 2016 (SEND2PRESS NEWSWIRE) — Pavaso, a provider of collaborative real estate technology, announced Nancy Pratt, the company’s vice president of partner relations and government affairs, has been named to the 2016 “Women of Influence” list compiled by HousingWire. Pratt was one of 43 women to be honored with this distinction this year, which was published in the August 2016 issue of the magazine.

Colony American Finance Implements OpenClose Loan Origination Platform (LOS)

WEST PALM BEACH, Fla., July 26, 2016 (SEND2PRESS NEWSWIRE) — OpenClose(R), an enterprise-class multi-channel loan origination system (LOS) provider, announced that Colony American Finance (CAF), a specialty finance company that provides innovative loan products to residential real estate investors, implemented the OpenClose loan origination platform to support its new Single Asset loan product across correspondent, wholesale and retail channels.

Simplifile Q2 2016 Report Finds Emerging Preference Among Lenders for Settlement Partners Who E-Record

PROVO, Utah, July 26, 2016 (SEND2PRESS NEWSWIRE) — Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, today released quarterly figures summarizing the organization’s activities and achievements from April through June 2016.

Platinum Data Announces Enhanced Integration with Ellie Mae’s Encompass Mortgage Management Solution

ALISO VIEJO, Calif., July 25, 2016 (SEND2PRESS NEWSWIRE) — Platinum Data Solutions, a provider of valuation data and analytics solutions for the mortgage industry, announced an enhanced integration with Ellie Mae’s Encompass(R) all-in-one mortgage management solution. The enhanced integration allows lenders to order Platinum Data’s RealView(R) appraisal quality reports by submitting appraisal data in MISMO XML format directly through Encompass, to drive quality and efficiency in the loan origination process.

EPIC adds Business Development Manager Will Ogilvie in Houston

SAN FRANCISCO, Calif., July 21, 2016 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers & Consultants (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Will Ogilvie has joined the firm’s southwest regional office. He will be based in Houston and report to Brett Haugh, Managing Principal, Southwest Region.

Veteran Reverse Mortgage Educator Dan Hultquist Joins ReverseVision as Director of Learning and Development

SAN DIEGO, Calif., July 20, 2016 (SEND2PRESS NEWSWIRE) — ReverseVision, the leading provider of software and technology for the reverse mortgage industry, has hired industry educator Dan Hultquist as director of learning and development. In this role, Hultquist will apply his experience in originating loans and working with retirement advisors to help ReverseVision bring a range of products, financial tools and educational techniques to the industry, ultimately driving volume growth.

Bank of Southern California Provides $5 Million in Financing to OWB Real Estate Holdings, LLC

SAN DIEGO, Calif., July 20, 2016 (SEND2PRESS NEWSWIRE) — Bank of Southern California N.A. (OTC Pink: BCAL / OTCMKTS:BCAL) announced that it has provided $5 million in financing as senior lender in part of a larger financing arrangement for OWB Real Estate Holdings, LLC. The financing was a combination of bank borrowing, and loans secured through the Federally backed New Market Tax Credit program. The financing provided funds used for the acquisition of land, improvements, and equipment of a shuttered beef slaughter and processing plant in Brawley, Calif., formerly operated by National Beef.

Baldor Specialty Foods and Whole Foods Market Inc. Announce The Baldor Forager Launch at New Williamsburg Store

HUNTS POINT, N.Y., July 19, 2016 (SEND2PRESS NEWSWIRE) — Baldor Specialty Foods, the premier ingredient source for NYC’s best chefs, today announced a collaboration with Whole Foods Market’s Northeast Region that will make the company’s selection of unique culinary items available to home cooks for the first time through an in-store, digital kiosk called The Baldor Forager which will launch exclusively on July 26 in coordination with the grand opening of Whole Food Market Williamsburg.

When Long-Term Care Insurance Benefits Run Out, What Next? A Trending ‘Partnership’ System Offers a Fix, ACSIA Partners Reports

KIRKLAND, Wash., July 18, 2016 (SEND2PRESS NEWSWIRE) — A relatively new species of long-term care policies called Partnership Plans has become widely available and could be a good option for many, according to ACSIA Partners, one of America’s largest long-term care insurance agencies.

Another 23 Counties Across South, Midwest Adopt Simplifile E-Recording

PROVO, Utah, July 15, 2016 (SEND2PRESS NEWSWIRE) — Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, announced it has expanded its e-recording network with the addition of 23 county recording offices across the South and Midwest.