Finance News - Page 83

Page 83 of Finance News issued by the Send2Press® Newswire service.



Bank of Southern California Announces Coachella Valley Advisory Board

PALM DESERT, Calif., Sept. 3, 2015 (SEND2PRESS NEWSWIRE) — Bank of Southern California, N.A. (OTCQB:FBBN / OTCMKTS:FBBN) announced the creation of its Coachella Valley Advisory Board. This board is comprised of prominent members of the business community in the Desert Cities region who will help increase the bank’s presence and market awareness while providing valuable input to better understand the business needs in the Coachella Valley.

IDS, LendingQB Integration Creates Seamless Mortgage Origination Environment for Private Bank of Buckhead

SALT LAKE CITY, Utah, Sept. 3, 2015 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS), announced Atlanta-based Private Bank of Buckhead has implemented the IDS “lights out” integration with LendingQB, an end-to-end loan origination system (LOS) provider whose platform includes the industry’s leading universal decision engine.

ARMCO Launches TRID Mortgage Data Compare Tool

POMPANO BEACH, Fla., Sept. 2, 2015 (SEND2PRESS NEWSWIRE) — Leading web-based financial services quality control software provider ACES Risk Management (ARMCO) announced the release of TRIDCompare(TM), a data compare tool designed specifically for the new TILA-RESPA Integrated Disclosure (TRID). TRIDCompare is a component of the Automated Data Compare (ADC) solution suite within the ACES Web Audit Technology(TM) platform.

ReverseVision Spotlights Directors Mortgage for HECM Reverse Mortgage Origination to Portland, Oregon Sports Executive

SAN DIEGO, Calif., Sept. 1, 2015 (SEND2PRESS NEWSWIRE) — ReverseVision, Inc. today announced it is spotlighting a HECM reverse mortgage origination by Oregon-based Directors Mortgage, a Pacific-Northwest focused full service mortgage banking firm, as it illustrates an ideal application of the product that allows qualified homeowners age 62 or older to access a portion of their home equity as a financial resource, and eliminates the need to make house payments.

EPIC Again Recognized as a ‘Best Place to Work in the North Bay’ by Local Team Members and the North Bay Business Journal

SAN FRANCISCO, Calif., Sept. 1, 2015 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, has again been named a ‘Best Place to Work in the North Bay’ winner by the North Bay Business Journal.

Phil Rasori of MCT Trading Designated One of the Industry’s ‘Top 25 Most Connected Mortgage Professionals’ by NMP Magazine

SAN DIEGO, Calif., Aug. 27, 2015 (SEND2PRESS NEWSWIRE) — MCT Trading, Inc. (MCT), a recognized industry leader in mortgage risk management providing pipeline hedging, best-execution loan sales and centralized lock desk services, announced that its COO, Phil Rasori, has been named to National Mortgage Professional (NMP) magazine’s 2015 ‘Top 25 Most Connected Mortgage Professionals’ list.

Positioned for Continued Growth, The Mortgage Collaborative Adds Eight New Members

SAN DIEGO, Calif., Aug. 26, 2015 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative, an independent mortgage lending cooperative, today announced the formal approval of eight new lenders to their national network of originating members, announced the Collaborative’s EVP of National Sales and Strategic Alliances, Rich Swerbinsky.

Klingenstein, Fields and Co., LLC Rebrands as Klingenstein Fields Wealth Advisors

NEW YORK, N.Y., Aug. 26, 2015 (SEND2PRESS NEWSWIRE) — Klingenstein, Fields and Co., L.L.C. today is now operating as ‘Klingenstein Fields Wealth Advisors’ as part of a recent rebranding initiative. The new brand highlights the firm’s integrated approach in providing comprehensive wealth management services to a broad range of high-net-worth clients.

EPIC’s Daniel Houston to Speak on Insurance and Risk Management Issues for Cyber, Technology, Media and Privacy at CFO Risk Management Summit

SAN FRANCISCO, Calif., Aug. 26, 2015 (SEND2PRESS NEWSWIRE) — Cyber threats are one of the most significant risks businesses and individuals face today, says EPIC Insurance Brokers and Consultants. High profile breaches in the past few years have highlighted the substantial impact and significant costs associated with these attacks. And the breaches we hear about are just the tip of the iceberg, since information about an attack may not be revealed to the public if no personal data is stolen.

Verify Smart Corporation Acquires Controlling Interest in Surf Smart Solutions, LLC

FERNLEY, Nev., Aug. 25, 2015 (SEND2PRESS NEWSWIRE) — Verify Smart Corporation (OTCBB: VSMR / OTCMKTS:VSMR), a global innovator in financial fraud prevention and digital content distribution to the mobile channel, announced today that it has completed the acquisition of 55 percent of Surf Smart Solutions, LLC a Wyoming based online software security company.

DocMagic’s Melanie Feliciano Makes MReport’s 2015 Leading Ladies List in Mortgage and Housing

TORRANCE, Calif., Aug. 21, 2015 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, compliance, eSign and eDelivery solutions, announced that its chief legal officer, Melanie Feliciano, Esq., has been named to the MReport’s 2015 Leading Ladies list. MReport is a leading B2B trade publication serving the broader mortgage field.

ReverseVision Announces Credit Report Integration with CBCInnovis

SAN DIEGO, Calif., Aug. 21, 2015 (SEND2PRESS NEWSWIRE) — ReverseVision, Inc. today announced their newest credit report partnership with CBCInnovis, a leading provider of credit and risk management solutions headquartered in Columbus, Ohio. This integration within RV Exchange (RVX), ReverseVision’s flagship reverse loan origination system (RLOS) platform, increases RVX users’ choice of automated credit report services.

ReverseVision Hosts 2016 Inaugural User Conference in San Diego

SAN DIEGO, Calif., Aug. 20, 2015 (SEND2PRESS NEWSWIRE) — ReverseVision, Inc. today announced it would host its 2016 inaugural user conference January 20 – 22, 2016, at the Sheraton San Diego Hotel and Marina in San Diego, California. More reverse mortgages are originated monthly using ReverseVision’s RV Exchange platform than all other systems combined.

The Mortgage Collaborative Names New Board Members to Cooperative and Management Company

SAN DIEGO, Calif., Aug. 20, 2015 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative, an independent lending cooperative serving small- to mid-sized mortgage lenders and community-based lending institutions, has implemented several changes to the Board of Directors of the Cooperative as well as the Board of Directors of the Management Company, announced the Collaborative’s Chairman, John Robbins, CMB.

ARMCO Executives to Address Mortgage Pre/Post-Funding QA, Loan Defect Rates at MBA Risk Management, QA and Fraud Prevention Forum

POMPANO BEACH, Fla., Aug. 19, 2015 (SEND2PRESS NEWSWIRE) — Leading web-based financial services quality control software provider ACES Risk Management (ARMCO) announced two of its top executives will participate in panels at the Mortgage Bankers Association’s (MBA) Risk Management, QA and Fraud Prevention Forum 2015, Sept. 9-11 in Dallas.

EPIC adds Broker Bob Baldauf in Connecticut

SAN FRANCISCO, Calif., Aug. 19, 2015 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Bob Baldauf has joined the firm as a property and casualty insurance broker/producer for EPIC’s Risk Solutions team based in Stamford, Conn.

Massey Consulting Named to Intacct President’s Club

RALEIGH, N.C., Aug. 18, 2015 (SEND2PRESS NEWSWIRE) — Massey Consulting, a leading accounting software consulting firm, announced that it has achieved membership in the Intacct President’s Club for the second year in a row. This coveted sales and customer satisfaction award, given annually by Intacct to its top-performing channel partners, recognizes value added resellers (VARs) for their success in helping clients migrate to Intacct’s cloud ERP solutions.

DocMagic Appoints Gavin T. Ales as Chief Compliance Officer

TORRANCE, Calif., Aug. 18, 2015 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, compliance, eSign and eDelivery solutions, announced that it has named Gavin T. Ales as chief compliance officer (CCO).

EPIC Again Recognized as an Inc. 5000 Fastest Growing Private Company

SAN FRANCISCO, Calif., Aug. 17, 2015 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, today announced it has been ranked #3200 on Inc. Magazine’s 34th annual Inc. 5000 – an exclusive listing of the nation’s fastest-growing private companies.

DocMagic’s SmartCLOSE Production Ready – Receives High Scores from Lender and Settlement Providers

TORRANCE, Calif., Aug. 13, 2015 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, compliance, eSign and eDelivery solutions, announced that after extensive testing by lenders, settlement providers and other relevant parties, SmartCLOSE(TM) has been honed to perfection and been moved to a secure cloud-based production environment for its official release date of Aug. 15, 2015.

EPIC Climbs 13 Spots to No. 12 in the Insurance Journal’s ‘Top 100 Independent Property Casualty Agencies’ Ranking

SAN FRANCISCO, Calif., Aug. 13, 2015 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, has been ranked #12 among the Insurance Journal’s ‘Top 100 Independent Property Casualty Agencies.’ The ranking is based on total property and casualty agency revenue for 2014 and includes only those agencies whose business is primarily retail not wholesale.

ARMCO COO Urges Mortgage Lenders to Tailor QC Reviews for Niche Mortgage Products

POMPANO BEACH, Fla., Aug. 12, 2015 (SEND2PRESS NEWSWIRE) — Phil McCall, COO of leading web-based financial services quality control software provider ACES Risk Management (ARMCO), advises mortgage lenders to develop unique quality control audits for each of the niche mortgage lending products they may offer, including jumbo, USDA, VA and HECM/reverse.

Twenty Eight of America’s ‘Top 100’ Long-Term Care Insurance Agents Are with a Single Agency, ACSIA Partners

KIRKLAND, Wash., Aug. 11, 2015 (SEND2PRESS NEWSWIRE) — High-flying birds tend to flock together. At least that seems to be the case with long-term care specialists from ACSIA Partners, a leading long-term care insurance agency. Twenty eight of them received the ‘2015 Long-Term Care Sales Achievement Award’ and were among the top 100 individual LTCi producers, based on premium.

Industry Veteran Ben Coll Joins MCT’s Growing Capital Markets Team

SAN DIEGO, Calif., Aug. 7, 2015 (SEND2PRESS NEWSWIRE) — MCT Trading, Inc. (MCT), a recognized industry leader in mortgage risk management providing pipeline hedging, best-execution loan sales and centralized lock desk services, announced Ben Coll joined the company’s capital markets team. He becomes employee number 65 as MCT continues to expand its client base and staff of secondary marketing professionals.

EPIC’s National Real Estate Practice presents Mercy Housing with $26,000 to fund summer youth program and improvements

DENVER, Colo., Aug. 5, 2015 (SEND2PRESS NEWSWIRE) — On Thursday, July 30, the National Real Estate Practice of EPIC Insurance Brokers and Consultants presented its charity of choice, Mercy Housing, with a check for $26,000.

Mid America Mortgage Promotes Chris Hartman to Wholesale, Correspondent Sales Manager

ADDISON, Texas, Aug. 3, 2015 (SEND2PRESS NEWSWIRE) — Mid America Mortgage, Inc. (Mid America) owner and Chief Executive Officer Jeff Bode announced Chris Hartman has been promoted to sales manager of wholesale and correspondent operations. Hartman brings nearly two decades of mortgage sales experience to this new role, where he’ll be responsible for overseeing sales efforts across Mid America’s wholesale and correspondent lending division.

EPIC Jumps 21 Spots in Business Insurance Broker Rankings to No. 23

SAN FRANCISCO, Calif., Aug. 3, 2015 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, has been ranked #23 among the nation’s largest insurance brokers by Business Insurance Magazine.

The MReport Names Jody Collup to its 2015 Leading Ladies List

LANSDALE, Pa., July 31, 2015 (SEND2PRESS NEWSWIRE) — Global DMS, a leading provider of web-based compliant valuation management software, announced that Jody Collup, its vice president of marketing, has been designated to the MReport’s 2015 Leading Ladies in Mortgage and Housing list.

Check Out Long-Term Care Insurance Agents before Engaging with Them, ACSIA Partners Advises

KIRKLAND, Wash., July 20, 2015 (SEND2PRESS NEWSWIRE) — If you’re in the market for long-term care insurance, you’ve probably submitted some online forms. And your phone may be ringing. How should you respond? ‘Cautiously at first,’ says Denise Gott, CEO of ACSIA Partners, a leading long-term care insurance agency.

Mortgage Market Index Enhanced with OpenClose Data

WEST PALM BEACH, Fla. and DALLAS, Texas, July 15, 2015 (SEND2PRESS NEWSWIRE) — OpenClose(R), an enterprise-class, multi-channel, end-to-end loan origination system (LOS) provider, announced that it is now delivering weekly data for the U.S. Mortgage Market Index, an indicator of upcoming mortgage originations that is published by Mortgage Daily, a leading online news and data source for the mortgage industry.

Mountain America Credit Union and Pavaso Host July 16 TILA-RESPA Integrated Disclosure (TRID) Boot Camp for Salt Lake City REALTORS

SALT LAKE CITY, Utah, July 13, 2015 (SEND2PRESS NEWSWIRE) — Mountain America Credit Union (MACU) and Pavaso, a provider of innovative real estate technology, are co-hosting a ‘boot camp’ for Salt Lake City area REALTORS(R) about how the CFPB’s TILA-RESPA Integrated Disclosure (TRID) rule will affect both their business and the home buying experience of their customers.

HousingWire Designates Chris Anderson of MCT Trading to its 2015 List of Rising Stars

SAN DIEGO, Calif., July 9, 2015 (SEND2PRESS NEWSWIRE) — MCT Trading, Inc. (MCT), a recognized industry leader in mortgage risk management providing pipeline hedging, best-execution loan sales and centralized lock desk services, announced that its SVP, Chris Anderson, has been named to HousingWire’s 2015 Rising Stars list.

DocMagic Adds Loan Industry Veteran Edward Komski to Help Drive Enterprise Software Sales

TORRANCE, Calif., June 30, 2015 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, compliance, eSign and eDelivery solutions, is pleased to announce the hiring of Mr. Edward Komski who will assume the role of national sales manager. In this capacity, he will be responsible for introducing DocMagic’s entire suite of software solutions to large, enterprise-level lending organizations.

OpenClose Adds Patrick Mancier to its Software Development Team

WEST PALM BEACH, Fla., June 30, 2015 (SEND2PRESS NEWSWIRE) — OpenClose(R), an enterprise-class, multi-channel, end-to-end loan origination system (LOS) provider, announced that it hired Patrick Mancier as senior software developer.

EPIC Insurance Brokers Grows in Birmingham and Relocates to New Offices

SAN FRANCISCO, Calif., June 29, 2015 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty and employee benefits insurance brokerage and consultant, announced today their move into new offices in Birmingham, Alabama.

ReverseVision Adds Credit Report Integration to Reverse Mortgage LOS Platform

SAN DIEGO, Calif., June 24, 2015 (SEND2PRESS NEWSWIRE) — ReverseVision, Inc. today announced it has added automated credit reporting capabilities to RV Exchange (RVX), ReverseVision’s flagship reverse loan origination system (RLOS) platform. Through this integration, reverse mortgage lenders are able to automatically import a borrower’s credit information directly into RVX’s Financial Assessment (FA) module.

DocMagic Officially Kicks Off Client Testing of its SmartCLOSE Collaborative Closing Portal for TRID Compliance

TORRANCE, Calif., June 24, 2015 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, compliance, eSign and eDelivery solutions, announced today that a group of clients have begun to test the features and functionality available within its new Collaborative Closing Portal, SmartCLOSE(TM).

ACSIA Partners Offers Election Poll on Key Issue: Incentives to Help More Americans Afford Long-Term Care Insurance

KIRKLAND, Wash., June 24, 2015 (SEND2PRESS NEWSWIRE) — Today ACSIA Partners LLC announces a straw poll asking Americans to say which 2016 Presidential candidate, Democratic or Republican, is more likely to back federal incentives for owning long-term care insurance.

Vanessa Ruiz Mitilier Joins EPIC in Southern California

SAN FRANCISCO, Calif., June 23, 2015 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Vanessa Ruiz Mitilier has joined the firm as a senior consultant and producer in the firm’s Southern California Employee Benefits Consulting Practice.

Injuries to North Shore L.I. Patients from Data Breach Investigated by Weitz and Luxenberg

NEW YORK, N.Y., June 22, 2015 (SEND2PRESS NEWSWIRE) — Personal records and insurance information on 18,000 North Shore-Long Island Jewish Health System patients were compromised by a data breach that occurred last year in Texas but went undisclosed for many months, and now Weitz and Luxenberg P.C. is considering filing negligence, economic injury and failure-to-warn claims against Dallas-based Global Care Delivery, the law firm today announced.