Category: Finance

EPIC Announces Leadership Structure Realignment

ATLANTA, Ga. /ScoopCloud/ — EPIC Insurance Brokers and Consultants CEO Steve Denton announced organizational and restructuring changes, effective immediately, across the company. The moves are designed to position EPIC to thrive for years to come.

EPIC Adds Allen Baker as Senior Risk Consultant

BIRMINGHAM, Ala. /ScoopCloud/ — EPIC Insurance Brokers and Consultants announced today that Allen Baker has joined its National Energy Construction Team as a Senior Risk Consultant. Baker will be based in Birmingham, Alabama.

Top of Mind Elevates Nick Belenky to Chief Revenue Officer

ATLANTA, Ga. /ScoopCloud/ — Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, announced the promotion of Nick Belenky to chief revenue officer. In this elevated role, Belenky will lead Top of Mind’s marketing, sales and customer experience teams.

Promontory MortgagePath Appoints Savita Ilango as Chief Financial Officer

DANBURY, Conn. /ScoopCloud/ — Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage and tech-driven fulfillment solutions, announced today it has hired Savita Ilango as chief financial officer. A financial industry veteran, Ilango brings unique perspectives for helping Promontory MortgagePath continue both on its growth trajectory and toward achieving its mission of changing the way lenders approach their mortgage business.

LBA Ware Announces Mortgage Industry Outlook Webinar Featuring Mortgage Bankers Association Chief Economist Michael Fratantoni

MACON, Ga. /ScoopCloud/ — LBA Ware™, a leading provider of incentive compensation management (ICM) and business intelligence software solutions for the mortgage industry, today announced it will debut its quarterly webinar series with a 2021 mortgage industry outlook session featuring Mortgage Bankers Association (MBA) chief economist and senior vice president, research and industry Michael Fratantoni.

EPIC Insurance Brokers & Consultants Acquires Pharmaceutical Strategies Group

SAN FRANCISCO, Calif. /ScoopCloud/ — EPIC Holdings, Inc. (EPIC) announced today that it has agreed to acquire Pharmaceutical Strategies Group (PSG). The move incorporates the expertise and resources of the nation’s largest independent pharmacy benefit consulting firm into EPIC’s Employee Benefits Consulting practice.

CA Property Tax Laws Change in 13 Days: To Help Heirs Now Inheriting Property to Preserve Low Property Tax Base – Commercial Loan Corp Offers Free Benefit Analysis

NEWPORT BEACH, Calif. /ScoopCloud/ — With only 13 days left before California Proposition 58 property tax breaks undergo changes and limitations imposed by new tax measure Proposition 19, on Feb. 16, 2021 – popular trust lender Commercial Loan Corporation is offering Heirs of Estates and Trust Beneficiaries, who are inheriting a home from parents, a free benefit analysis.

Policy Inspector Partners with FIMC

STOWE, Vt. /ScoopCloud/ — Policy Inspector Inc. is pleased to announce we have partnered with FIMC in their new Silver Safeguard benefit program. The Policy Inspector searches for lost insurance policies and annuities for members and their loved ones; including policies on living and deceased policyholders.

EPIC Welcomes John Prentis and Larry Bowlus to Executive Risk and Cyber Practice

SAN FRANCISCO, Calif. /ScoopCloud/ — EPIC Insurance Brokers & Consultants is pleased to welcome John Prentis and Larry Bowlus to its Executive Risk and Cyber practice. Joining from a global broker, Prentis and Bowlus will focus on large public, technology, and financial institution executive liability coverages, including Directors & Officers Liability.

Taylor Wilshire and the Wilshire Foundation Receive Global Excellence Award While Spearheading International Change During Pandemic

NEW YORK, N.Y. /ScoopCloud/ — Taylor Wilshire and the Wilshire Foundation will receive the Global Excellence Award (GEA) from the Consortium of International Social and Financial Responsibility (CISFR) on February 15, 2021. This award highlights the Wilshire Foundation’s outstanding achievements, advancements, and innovations in international business and global affairs.

Fairway America, LLC selects Pereview as its new asset management platform

PORTLAND, Ore. /ScoopCloud/ — Commercial real estate and private equity investment firm Fairway America has chosen Pereview Software to support its growing portfolio. Pereview is the only all-in-one asset management platform that manages all of a client’s data across the entire asset lifecycle from acquisition to disposition.

Paramount Property Tax Appeal Offering a Free New Years Evaluation for Affluent Homeowners & Business Property Owners, RE: ‘Feb 16 Changes to Tax Laws & Tax-Reduction Solutions’

SAN DIEGO, Calif. /ScoopCloud/ — With only 20 days left before CA tax laws change, imposing limitations on property tax relief – property tax reduction firm Paramount Property Tax Appeal is ushering in the New Year with a free New Years evaluation for California families, affluent homeowners and all types of business property owners – to determine what steps to take to lower their property tax bill.

Mid America Mortgage Hires Katherine Carlsen as Underwriting Manager

ADDISON, Texas /ScoopCloud/ — Mid America Mortgage, Inc. announced today that mortgage industry veteran Katherine Carlsen has joined the company as underwriting manager. In her new role, Carlsen will utilize her more than 30 years of mortgage industry experience to lead underwriting for Mid America, enabling the company to sustain its track record of compliant loan origination while maintaining its industry-leading turn times.

IDS Inks Preferred Partnership Agreement with Promontory MortgagePath

SALT LAKE CITY, Utah /ScoopCloud/ — Mortgage document preparation vendor International Document Services, Inc. (IDS), announced today it is fully integrated with Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage and tech-driven fulfillment solutions, as part of a preferred partnership agreement signed with Promontory MortgagePath earlier this year.

Beyond Benign Launches Its Green Chemistry Commitment 25×25 Initiative

WILMINGTON, Mass. /ScoopCloud/ — Beyond Benign, a green chemistry education nonprofit, today announced the launch of its Green Chemistry Commitment (GCC) 25×25 Initiative, working to ensure that 25 percent of graduating chemists in the US have a background in green chemistry by 2025 with the support of Beyond Benign partner Dow (NYSE: DOW).

SimpleNexus Names Richard Jackman VP of Marketing

LEHI, Utah /ScoopCloud/ — SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, today announced it has hired Richard Jackman to its executive team as vice president of marketing.

UniversalCIS Announces Acquisition of SharperLending

PHILADELPHIA, Pa. /ScoopCloud/ — UniversalCIS, a market leader in technology and solutions to the mortgage industry, is pleased to announce the acquisition of mortgage technology provider SharperLending. The SharperLending transaction, which follows the merger of Universal Credit, CIS Credit Solutions, and Avantus, provides further enhancements to the technology platform for UniversalCIS.

Samuel Howe Tapped as New Alliance Group CMO

ATLANTA, Ga. /ScoopCloud/ — Alliance Group, a national insurance marketing organization (IMO), announced Monday that Samuel Howe has been tapped to succeed Lee Duncan as its Chief Marketing Officer, effective immediately. Duncan had previously occupied the CMO role before his own promotion to President and CEO back in November.

Nocera, Inc. Signs Variable Interest Entity Agreements Resulting in 100% Controlling Interest in Xin Feng Construction Co., Ltd. and Shunda Feed Co., Ltd. in Taiwan

ATLANTA, Ga. /ScoopCloud/ — Nocera, Inc. (OTC:NCRA) (“Company”) today announced that it has formally signed Variable Interest Entity (“VIE”) agreements with Xin Feng Construction Co. Ltd., (XFC) a Taiwan construction firm, and Shunda Feed Co., Ltd., (SFC) a Taiwan aquaculture feed firm resulting in 100% controlling interest in both companies.