Finance News - Page 83

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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).

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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).

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.

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.

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.