Maria Chambers, IACCP, Promoted to Chief Compliance Officer at Klingenstein Fields Wealth Advisors
Klingenstein Fields Wealth Advisors, NEW YORK, Maria Chambers IACCP, compliance oversight /ScoopCloud/ -- Klingenstein Fields Wealth Advisors (KFWA), a leading wealth management firm with more than $3 billion in assets under management, is pleased to announce that Maria Chambers, Vice President, has been promoted to Chief Compliance Officer at the firm. Ms. Chambers' responsibilities include administering KFWA's compliance program, overseeing day to day compliance needs, maintaining and developing compliance policies, procedures and processes.
National Mortgage Professional Magazine Names MCT’s Chris Anderson to its 2016 Top 40 Under 40 List
SAN DIEGO, Calif. /ScoopCloud/ -- Mortgage Capital Trading, Inc. (MCT), an industry leading hedge advisory firm and developer of MCTlive!(TM), the award-winning secondary marketing software suite, announced that its chief administrative officer, Chris Anderson, has been honored by National Mortgage Professional (NMP) magazine's 2016 on its "Top 40 Most Influential Mortgage Professionals Under 40 List."
EPIC’s Rosemary Manning Hughes to Present at ISCEBS 2017 Health and Welfare Compliance Update
SAN FRANCISCO, Calif. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that senior consultant and principal Rosemary Manning Hughes will present at the 2017 Health & Welfare Compliance Update put on by the New York Metro Area Chapter of the International Society of Certified Employee Benefit Specialists (ISCEBS) on Wednesday, Jan. 25 at 8:45 a.m. at BDO, 100 Park Ave., 11th Floor in New York, N.Y.
ReverseVision Distributes Food to San Diego County’s Hungry
SAN DIEGO, Calif. /ScoopCloud/ -- ReverseVision Inc., the leading provider of software and technology for the reverse mortgage industry, has teamed up with the San Diego Food Bank to help local residents in need. The Jacobs & Cushman San Diego Food Bank is the largest hunger-relief organization in San Diego County.
Altavera to Expand Operations Following Record Demand for Its Outsourced Mortgage Services in 2016
DENVER, Colo. /ScoopCloud/ -- Altavera Mortgage Services, a leading provider of outsourced residential mortgage origination services, today announced its plans for expansion in 2017 along with highlights from the company's last 12 months of growth. The firm was acquired by Australian financial services company Computershare Limited (ASX:CPU) in May.
EPIC Insurance to Speak at Cap-Intro West Conference
SAN FRANCISCO, Calif. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that its Managing Principal & Practice Leader - Financial Risk Solutions, Bill Cosgrove will speak at the Cap-Intro West Conference on January 19, 2017 at the Hyatt Regency in San Francisco, Calif. in the Main Hall - Pacific Level.
EPIC adds Timothy B. Ward to Risk Solutions Practice
STAMFORD, Conn. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that casualty risk management professional Timothy Ward has joined the firm's Stamford, Connecticut-based EPIC Risk Solutions Practice as a Principal and Casualty Practice Leader.
Freedom Mortgage Wholesale Division Now Using Simplifile Collaboration Service
PROVO, Utah /ScoopCloud/ -- Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, today announced that Freedom Mortgage has begun using the Simplifile Collaboration service in its wholesale division to quickly and easily exchange data with its settlement partners.
EPIC Adds Melissa Delaney as Senior Vice President – Private Client Solutions
NEW YORK, N.Y. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty brokerage and employee benefits consultant, announced today that Melissa Delaney has joined the firm as a senior vice president in their Private Client Solutions Specialty Group. Delaney will be responsible for client relations, management and production for EPIC's Northeast Region Private Client Solutions team.
Mortgage Banking Expert Rob Chrisman to Address Special Session at RV UserCon 2017
SAN DIEGO, Calif. /ScoopCloud/ -- ReverseVision, Inc., the leading provider of software and technology for the reverse mortgage industry, today announced that mortgage industry expert Rob Chrisman will address attendees of RV UserCon 2017 as a special session speaker on February 9 in San Diego.
Four New Counties Adopt Simplifile as Wyoming Authorizes E-recording Statewide
PROVO, Utah /ScoopCloud/ -- Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, today announced that four new Wyoming counties have joined Simplifile's e-recording network following the January 1 passage of a law authorizing e-recording statewide.
Bank of Southern California Completes $7 Million Capital Offering and Announces New Board of Directors
SAN DIEGO, Calif. /ScoopCloud/ -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL) announced that it has completed a capital raise of $7 million through a stock purchase agreement of the Bank's common stock with Castle Creek Capital, based in Rancho Santa Fe, California.
Nonprofit Forum 2017 Dates and Agenda Announced by Financial Technologies & Management
INDIANAPOLIS, Ind. /ScoopCloud/ -- Financial Technologies & Management (FTM) has released the dates and agenda for 2017 Nonprofit Forum monthly online event for nonprofit organizations. Jim Simpson, CPA will host each forum. Mr. Simpson is a nonprofit financial leader and trainer, CFO, Controller, and software advisor for over 25 years.
EPIC Insurance Recognized for a Seventh Time as a Best Place to Work in the Insurance Industry
SAN FRANCISCO, Calif. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, has been recognized by their team members nationally as one of the "Best Places to Work in Insurance" in a survey conducted annually by Business Insurance Magazine and co-sponsor Best Companies Group. This is the 7th time that EPIC has received this significant and meaningful award.
Maxwell Financial Labs Announces $1.95M in Funding to Reinvent Mortgage Experience
DENVER, Colo. /ScoopCloud/ -- Maxwell Financial Labs, Inc. announced today it had secured $1.95M in funding, with anchor investors MATH Venture Partners, Techstars Ventures, Zelkova Ventures and Sovereign's Capital. The funding follows on the heels of Maxwell's commercial launch on August 16, 2016.
Newly Launched Appraiser Dashboard Shortens Appraisal Turnaround Times for Lenders, AMCs, and Appraisers
SEATTLE, Wash. /ScoopCloud/ -- Appraiser Dashboard, a provider appraisal technology, has announced the launch of its namesake appraisal workflow and networking technology. Appraiser Dashboard is the industry's first appraiser-facing technology that automatically informs AMCs (appraisal management companies) and lenders each time the appraiser user takes action in the appraisal process.
NRMLA Adds ReverseVision President and CEO John Button to Board of Directors
SAN DIEGO, Calif. /ScoopCloud/ -- ReverseVision, the leading provider of software and technology for the reverse mortgage industry, today announced that its president and CEO, John Button, has joined the board of directors for the National Reverse Mortgage Lenders Association (NRMLA).
JenCap Acquires NIF Group
NEW YORK, N.Y. /ScoopCloud/ -- JenCap Holdings LLC announced today that it has agreed to acquire privately held NIF Group, Inc. (NIF), a managing general agency, program administrator and wholesale insurance broker based in Manhasset, New York, with six offices located on the east and west coasts of the United Sates.
Big Christmas? New Book, ‘Axe the Taxes’ Will Pay For It!
RIVERSIDE, Calif. /ScoopCloud/ -- Marvin Lee Robey announces the release of his latest book, "Axe the Taxes." Mr. Robey says "Axe the Taxes" is based on Supreme Court cases dealing with taxes and quotes those Supreme Court rulings. It is all based upon proper law, already acceptable to the IRS.
Credit Unions Increase Use of Outsourced Mortgage Services by 30 Percent in Q3, According to Altavera Mortgage Services
DENVER, Colo. /ScoopCloud/ -- Altavera Mortgage Services, a leading provider of SAFE Act-compliant outsourced residential mortgage origination services, reported a 30 percent increase in credit union demand for its outsourced mortgage origination services in the third quarter of 2016 compared with the previous quarter.
rateOne Home Loans, A Division of Finance of America Mortgage, Opens Branch Office in San Clemente
LOS ANGELES, Calif. /ScoopCloud/ -- Finance of America Mortgage, a national, full service mortgage banker, is pleased to announce that Jeana Ziroli Kobielsky has opened rateOne Home Loans, a division of Finance of America Mortgage in San Clemente, Calif. Orange County native, Jeana Ziroli Kobielsky, will serve as Branch Manager and will focus on developing new retail branches by assembling a team of talented mortgage advisors and processors.
Protector Holdings Acquires Big Savings Insurance Agency
SAN FRANCISCO, Calif. /ScoopCloud/ -- Protector Holdings, a joint venture of EPIC Insurance Brokers & Consultants and Dowling Capital Partners, announced today the acquisition of Big Savings Insurance Services, the firm's largest acquisition to date. Headquartered in Sacramento, Calif., Big Savings specializes in providing insurance services to Hispanic consumers; writing auto insurance from 14 California locations including Sacramento, Yuba City, Lodi, Stockton, Rancho Cordova, Roseville, Modesto, Turlock, Fresno, San Leandro, San Jose and Salinas.
Nationwide Appraisal Network Hires Monica Bankus as VP of Operations, and Establishes a New Platinum Standard for Customer Experience
OLDSMAR, Fla. /ScoopCloud/ -- Nationwide Appraisal Network (NAN), an innovative, women-owned, industry-leading appraisal management company with true national coverage, announced today that Monica Bankus has joined the company and will serve as VP of Operations. In that role, she will lead a team that will employ proprietary, groundbreaking technology, enhanced workflow and processes, improved communication with appraisers and lenders - and establish a new Platinum Standard for customer experience at NAN, a standard that with time the mortgage industry might attempt to adopt as its own.
TRID Defects Down Slightly in Q2 2016 ARMCO Mortgage QC Industry Trends Report
POMPANO BEACH, Fla. /ScoopCloud/ -- ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software, announced it has released its ARMCO Mortgage QC Industry Trends report, covering the second quarter of 2016. Using the Fannie Mae loan defect taxonomy, the report details the analysis of post-closing quality control data from loan files and findings captured by the ACES Analytics benchmarking system.
Washington Student Achievement Council Selects Regent Education to Automate its WASFA Process for DREAMers
FREDERICK, Md. /ScoopCloud/ -- The Washington Student Achievement Council (WSAC) has selected Regent Education's Electronic Application for State Financial Aid (e-ASFA) to automate its Washington Application for State Financial Aid (WASFA) process for all participating schools within the state of Washington. For students who are ineligible for federal financial aid due to immigration status, the WASFA provides a chance to apply for state financial aid including: State Need Grant, the College Bound Scholarship, State Work Study and the Passport to College Promise Scholarship.
Total eClose Enables Industry’s First Completely Paperless Digital Closing – Start to Finish
TORRANCE, Calif. /ScoopCloud/ -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that it has successfully completed the mortgage industry's first comprehensive eClosing in Massachusetts, which included both lender and closing/settlement agent documentation, for radius financial group, inc.
Rate Reset Chooses AccountChek by FormFree for Automated Verification of Borrower Ability to Repay
ATLANTA, Ga. /ScoopCloud/ -- FormFree today announced that Rate Reset, the world leader in automated loan retention and acquisition software, has selected AccountChek(TM) by FormFree as its technology provider for automated asset verification. AccountChek helps financial institutions determine in just seconds the ability of customers to pay back loans, without the hassle of collecting bank statements or other asset documents.
MetaSource Promotes John Nixon to Chief Revenue Officer
SALT LAKE CITY, Utah /ScoopCloud/ -- MetaSource, the leading provider of mortgage quality control (QC) compliance advisory and workflow automation solutions, announced it has promoted John Nixon to Chief Revenue Officer (CRO). In this new role, Nixon will be responsible for the alignment of all resources dedicated to demand creation for business development, strategic account management and marketing to foster growth to continue MetaSource's success.
Global DMS Launches ‘Global Delivery’ Solution to Automate Compliant Delivery of Hard Copy Appraisals to Borrowers
LANSDALE, Pa. /ScoopCloud/ -- Global DMS, a leading provider of web-based compliant valuation management software, announced that it has launched Global Delivery(TM), an alternative to the traditional way appraisal documents are prepared, packaged and compliantly provided to borrowers by way of printed appraisals sent via U.S. mail. The result is near removal of human involved tasks, operational disruption, a reduction of costs and a more efficient process for mailing appraisals.
EPIC Named Elite Agency for Second Year in a Row by Insurance Business America
SAN FRANCISCO, Calif. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that it has been named a 2016 Elite Agency for the second year in a row by Insurance Business America, a publication that reports on the latest achievements in insurance and also provides the latest in business best practices in a continually evolving industry.
The Mortgage Collaborative Appoints David G. Kittle, CMB, President
SAN DIEGO, Calif. /ScoopCloud/ -- The Mortgage Collaborative, an independent mortgage lending cooperative, today announced the appointment of David G. Kittle, CMB as its President said John M. Robbins, CMB, the corporation's Chairman.
Local Banker Luz Gonzalez Joins Bank of Southern California, N.A.
RANCHO MIRAGE, Calif. /ScoopCloud/ -- Bank of Southern California, N.A. (OTC Pink:BCAL / OTCMKTS:BCAL) announced today that Luz Gonzalez has joined the Company as Branch Sales Manager of its Rancho Mirage branch. Most recently, Ms. Gonzalez served the Coachella Valley community as a Deputy Sheriff for the Riverside County Sheriff's Department, following a successful 11-year career at El Paseo Bank.
LIBERTY Dental Plan Selected to Participate in Covered California for Individual/Family Plans and for Small Businesses
IRVINE, Calif. /ScoopCloud/ -- LIBERTY Dental Plan is proud to announce its selection as a participating dental plan for the 2017 benefit year. LIBERTY will offer individual or family dental plans through Covered California this open enrollment period as well as coverage options for small businesses.
OpenClose Releases New Mobile and Online Tools for Borrowers with Enhancements to its ConsumerAssist Solution
WEST PALM BEACH, Fla. /ScoopCloud/ -- OpenClose, an enterprise-class, multi-channel loan origination system (LOS) provider, announced that it has redesigned and added new features to its borrower-facing ConsumerAssist(TM) solution to deliver exceptional online and mobile point-of-sale tools.
Short Range Wireless Technologies Create New Markets
NEW YORK, N.Y. /ScoopCloud/ -- According to a new study by Thintri, Inc., an array of short range wireless (SRW) technologies is about to remake a range of markets with inexpensive, easy to use products available to nearly every consumer or business. The report, "Market Opportunities in Short Range Wireless," explores short range wireless technologies and the markets they address.