Tag Archives: Chief Operating Officer

Click n’ Close names Delores Lopez as chief operating officer

ADDISON, Texas, April 6, 2026 (SEND2PRESS NEWSWIRE) — Click n’ Close, a multi-state mortgage lender, today announced the appointment of Delores Lopez as chief operating officer, effective April 6. In this role, Lopez will lead operations, drive scalable growth initiatives and implement operational strategy across the organization, reporting to Ian Kimball, president.

Click n' Close names Delores Lopez as chief operating officer
Image caption: Click n’ Close names Delores Lopez as chief operating officer.

As chief operating officer, Lopez will focus on advancing operational excellence, supporting long-term growth and optimizing performance across Click n’ Close’s national footprint as the company continues to expand. Lopez joins Click n’ Close at a time of continued momentum for the company, as it builds on its leadership in down payment assistance programs and One-Time Close construction lending while expanding its reach across wholesale, correspondent and consumer direct.

“I’m pleased to welcome Delores to Click n’ Close,” said Ian Kimball, president of Click n’ Close. “Her deep operational expertise and proven leadership across multiple functions will be instrumental as we continue to scale the business, strengthen our platform and support our partners and borrowers with greater efficiency and consistency.”

Lopez most recently served as executive vice president of mortgage operations at Titan Bank, where she played a key role in building and scaling the bank’s correspondent channel while guiding operations across the full loan life cycle. Prior to that, she spent more than a decade at Supreme Lending, including as Chief Enterprise Risk Officer, where she helped shape a disciplined risk culture and strengthen quality and compliance practices across a growing national platform. She began her career in secondary marketing roles at Benchmark Mortgage, ViewPoint Bankers Mortgage and Concorde Acceptance, developing a foundation in capital markets that has informed her approach to balancing growth, risk and execution throughout her career.

About Click n’ Close, Inc.

Click n’ Close, Inc. is a multi-state mortgage lender serving consumers and originators through its wholesale, correspondent and retail channels. The company is an industry leader in proprietary down payment assistance (DPA) programs and a recognized leader in One-Time Close construction lending across conventional, FHA, VA, USDA and Section 184 programs. Through its 1st Tribal Lending division—the nation’s largest originator and servicer of Section 184 home loans for Native Americans—Click n’ Close extends its commitment to expanding homeownership opportunities nationwide.

In operation since 1940, Click n’ Close has remained at the forefront of mortgage innovation, pioneering the adoption of eClosings and eNotes. Backed by a strong financial foundation, Click n’ Close has the balance sheet and warehouse capacity to support and scale its specialized loan programs, providing consistent access to capital and reliable execution for its partners. By maintaining direct relationships with Fannie Mae, Freddie Mac, Ginnie Mae and private investors and servicing its loan programs in-house, the company delivers dependable liquidity, loan salability and an enhanced borrower experience.

Learn more at www.clicknclose.com.

NEWS SOURCE: Click n' Close Inc.


This press release was issued on behalf of the news source (Click n' Close Inc.), who is solely responsible for its accuracy, by Send2Press Newswire. Image, if any, was provided by the news source and not this website or the wire service. Information is believed accurate, as provided by the news source, but is not guaranteed.

To view the original story, visit: https://www.send2press.com/wire/click-n-close-names-delores-lopez-as-chief-operating-officer/

Copr. © 2026 Send2Press® Newswire, Calif., USA. -- REF: S2P STORY ID: S2P134437 NOREL-3B

 

Class Valuation names Chris Flynn as Chief Operating Officer

Former chief data officer to lead enterprise operations and execution

TROY, Mich., Jan. 29, 2026 (SEND2PRESS NEWSWIRE) — Class Valuation, a leading real estate appraisal management company (AMC), announced today that Chris Flynn has been appointed chief operating officer. Flynn joined Class Valuation in April 2025 as chief data officer and has since played a central role in advancing the company’s strategic, operational and product initiatives. As COO, Flynn will oversee enterprise operations and service delivery, product development and the firm’s data and automation implementation, helping guide Class Valuation through its next phase of growth and innovation.

Chris Flynn of Class Valuation
Image caption: Chris Flynn of Class Valuation.

During his tenure at Class Valuation, Flynn has led several high-impact initiatives, including advancing data strategies, overseeing the company’s operating platform migration and providing executive leadership to the company’s product organization. His work has helped improve valuation accuracy, speed and transparency while strengthening the company’s operational foundation.

“Chris brings a rare combination of strategic vision, technical depth and operational leadership, and we are excited to see him take on this expanded role,” said John Fraas, CEO of Class Valuation. “His ability to connect data strategy with real operational outcomes has helped us move faster, operate smarter and deliver more value to our clients.”

Flynn brings more than 20 years of leadership experience across real estate, fintech and technology, with deep expertise spanning operations, product development, analytics and enterprise strategy. Prior to joining Class Valuation, he served as head of product and strategy at First American Data & Analytics. He previously held senior leadership roles at First American Mortgage Solutions, CoreLogic (now Cotality) and Black Knight (now ICE).

“Class Valuation has a strong mission and a clear opportunity to lead the industry forward,” Flynn said. “I’m excited to step into this role and collaborate with our teams to drive our business forward through a focus on innovation and operational excellence, which will help our clients navigate a rapidly evolving market.”

ABOUT CLASS VALUATION:

Class Valuation is a leading nationwide appraisal management company (AMC) renowned for its commitment to fast turn times, exceptional quality and unparalleled client service. The company leverages a powerful combination of skilled professionals, innovative products, streamlined processes and advanced technology to empower lenders in fulfilling homeownership dreams. Consistently recognized by top mortgage lenders for its outstanding performance, Class Valuation has also earned accolades as a top workplace and received numerous industry awards. Founded in 2009, Class Valuation is headquartered in Troy, Michigan. For more information, please visit www.classvaluation.com.

Tags: @ClassValuation #appraisal #valuation #lending

NEWS SOURCE: Class Valuation


This press release was issued on behalf of the news source (Class Valuation), who is solely responsible for its accuracy, by Send2Press Newswire. Image, if any, was provided by the news source and not this website or the wire service. Information is believed accurate, as provided by the news source, but is not guaranteed.

To view the original story, visit: https://www.send2press.com/wire/class-valuation-names-chris-flynn-as-chief-operating-officer/

Copr. © 2026 Send2Press® Newswire, Calif., USA. -- REF: S2P STORY ID: S2P132592 NOREL-3B

 

Centerpoint Appoints Galen Baggs as New Chief Operating Officer

ORLANDO, Fla. /ScoopCloud/ -- CenterPoint Group ("Centerpoint"), a leading Group Purchasing Organization (GPO) and procurement advisory firm, is pleased to announce the appointment of Galen Baggs as the new Chief Operating Officer (COO). Galen Baggs brings with him over two decades of extensive experience in senior leadership roles across various industries, positioning him as a valuable asset to the CenterPoint team.

Galen Baggs has a distinguished career, having served in pivotal roles such as CFO and COO at OpDecision LLC, CFO at Brown Bag Beverage, and VP of Operations at eMOBUS. His comprehensive background in operations and financial management equips him with the expertise to drive operational excellence and strategic growth at CenterPoint.

In his new role as COO, Baggs will be responsible for overseeing CenterPoint's operations, ensuring the seamless execution of business strategies, and enhancing overall efficiency. He will lead the CenterPoint team with a focus on delivering incremental value to clients, optimizing operational processes, and fostering a culture of continuous improvement.

"We are thrilled to welcome Galen Baggs to CenterPoint," said Joseph Som, CEO of CenterPoint. "Galen's extensive experience and proven track record in operational leadership make him the perfect fit for our organization. His strategic vision and commitment to excellence will be instrumental in driving our mission to deliver exceptional value to our clients and stakeholders."

Baggs' appointment comes at a pivotal time for CenterPoint as the company continues to expand its market presence and enhance its service offerings. With his leadership, CenterPoint aims to further strengthen its operational framework and build on its reputation for delivering high-quality procurement solutions that meet the evolving needs of its clients.

"I am honored to join CenterPoint and excited about the opportunities ahead," said Baggs. "CenterPoint has a strong foundation and a talented team dedicated to providing innovative solutions to our clients. I look forward to contributing to the company's growth and success by enhancing our operational capabilities and delivering exceptional value to our clients."

Galen Baggs holds an MBA from the University of San Diego, a BA from Wake Forest University, and has completed numerous executive training programs that have honed his leadership skills and strategic acumen. His passion for operational excellence and commitment to client satisfaction align perfectly with CenterPoint's core values and business objectives.

About CenterPoint Group:

CenterPoint, based in Orlando, Florida, is a leading Group Purchasing Organization (GPO) and procurement advisory firm that empowers organizations to achieve operational excellence and drive growth. With over a decade of strategic sourcing expertise, CenterPoint delivers tailored solutions that address the unique procurement challenges of businesses across various industries. They achieve consistent cost savings and program optimization through advanced monitoring and industry knowledge, resulting in a 96 percent success rate, which reduces costs immediately and frees up resources for other priorities.

* Procurement Services Company: Specializing in indirect spend such as Office Supplies, MRO Supplies, Safety Supplies, Telecom, and many more.

* Strategic Sourcing Expertise: Over a decade of experience in delivering tailored solutions that address unique procurement challenges.

* Operational Excellence: Empowering organizations to achieve operational excellence and drive growth.

* Consistent Savings: Achieving a 96 percent success rate in cost reduction, freeing up resources for other priorities.

For more information about CenterPoint and its services, please visit https://www.centerpointgroup.com/.

MEDIA CONTACT:
CenterPoint Group
P - (866) 229-6205
F - (609) 734-0770
info@centerpointgroup.com

News from CenterPoint Group

CenterPoint Group ("Centerpoint"), a leading Group Purchasing Organization (GPO) and procurement advisory firm, is pleased to announce the appointment of Galen Baggs as the new Chief Operating Officer (COO). Galen Baggs brings with him over two decades of extensive experience in senior leadership roles across various industries, positioning him as a valuable asset to the CenterPoint team.

Related link: https://www.centerpointgroup.com/

This version of news story was published on ScoopCloud™ (ScoopCloud.com) - part of and © the Neotrope® News Network - all rights reserved.

Optimal Blue Announces Promotion of Rick Allen to Chief Operating Officer

PLANO, Texas /ScoopCloud/ -- Optimal Blue today announced that it has elevated Rick Allen to chief operating officer (COO). Most recently serving as Optimal Blue's chief administrative officer, Allen brings more than 35 years of experience in the housing industry to his senior leadership role. Throughout his tenure at Optimal Blue, Allen has played an integral role in the enhancement and delivery of products to add exceptional value to the company's clients. In his new role as COO, Allen will provide greater operational oversight across all areas of the company, including opportunities to enhance efficiencies and streamline execution.

"Our clients have long relied on our technology and data to operate profitably and efficiently, and our ability to serve them has always come from our own ability to operate with agility," said Allen. "It's a privilege to step into this role and assume executive oversight of Optimal Blue's operations so we can continue delivering the highest quality products and services to our customers and partners."

Prior to joining Optimal Blue in 2017 as vice president of business strategy, Allen built his decades of experience across both the lending and vendor sides of the housing industry. This included roles in client services and product management at Mortgagebot, as well as a position as vice president of mortgage lending at the company now known as TD Bank.

"Optimal Blue is laser-focused on the most meaningful initiatives that deliver the best value and ROI to clients - especially in dynamic market conditions," said Scott Smith, interim CEO of Optimal Blue and president of Andromeda, Constellation Software Inc. "Rick has been a respected leader at Optimal Blue for many years, and his promotion to COO allows him to lend even more of his expertise across all operational areas and product solutions in ways that underscore our commitment to our customers. This is a true 'win' for our business and clients alike."

About Optimal Blue

Optimal Blue is a market leader in mortgage secondary marketing technology. The company facilitates transactions among mortgage market participants through its Marketplace Platform, actionable data, and technology vendor connections. The platform supports a range of functions for originators and investors to automate and optimize core processes related to product, pricing, and eligibility, hedge analytics, MSR valuation, loan trading, social media compliance, and counterparty oversight. The company's premier products are used by 68% of the top 500 mortgage lenders in the U.S.

For more information on Optimal Blue's end-to-end secondary marketing automation, visit OptimalBlue.com.

News from Optimal Blue

Optimal Blue today announced that it has elevated Rick Allen to chief operating officer (COO). Most recently serving as Optimal Blue's chief administrative officer, Allen brings more than 35 years of experience in the housing industry to his senior leadership role. Throughout his tenure at Optimal Blue, Allen has played an integral role in the enhancement and delivery of products to add exceptional value to the company's clients.

Related link: https://www2.optimalblue.com/

This version of news story was published on ScoopCloud™ (ScoopCloud.com) - part of and © the Neotrope® News Network - all rights reserved.

Click n’ Close Appoints Kara Lamphere as COO to Accelerate Growth of Business Lines

ADDISON, Texas /ScoopCloud/ -- Click n' Close, a multi-state mortgage lender serving consumers and mortgage originators through its wholesale and correspondent channels, today announced Kara Lamphere has joined the organization as Chief Operating Officer (COO).

"Kara is a powerhouse, and we are thrilled to have her back as part of our executive team to help guide our continued growth and success," said Click n' Close Owner and CEO Jeff Bode. "There is a lot on the horizon for us as an organization, and adding Kara to our team of experts is imperative to accelerating Click n' Close's growth, especially for our SmartBuy down payment assistance product suite."

Lamphere's experience spans more than 20 years, earning an extensive list of awards such as HousingWire Women of Influence, MBA Tech All-Star, Mortgage Professional Magazine Elite Woman in Mortgage and more. Prior to joining Click n' Close, she served as COO at InterLinc Mortgage and has held executive-level roles at Guaranteed Rate, Mid America Mortgage, CMG Financial, Prime Lending, First Command Bank and Alaska USA Federal Credit Union.

"Jeff has always been ahead of the curve in creating and adopting cutting-edge technology," said Lamphere. "He was the first to begin digitalizing the mortgage origination process and continues that trend with Artificial Intelligence and SMART Docs(r). Helping lenders streamline their lines of business and operate efficiently is what I do best. To do so with a known and trusted team is a bonus."

About Click' n' Close, Inc.:

Click 'n' Close, Inc., formerly known as Mid America Mortgage, is a multi-state mortgage lender serving consumers and mortgage originators through its wholesale and correspondent channels and is also the nation's leading provider of Section 184 home loans for Native Americans. In operation since 1940, Click' n' Close has thrived by retaining its entrepreneurial spirit and leading the market in innovation, including its adoption of eClosings and eNotes.

Combining this culture of innovation with a risk management mindset enables Click' n' Close to deliver new products to market that address the challenges facing both borrowers and third-party originators (TPOs). These innovations include its USDA one-time close construction loans, proprietary down payment assistance (DPA) program and reverse mortgage division. Its direct relationships with Fannie Mae, Freddie Mac, Ginnie Mae and private investors afford Click' n' Close direct access to the capital markets, thus ensuring maximum liquidity for its product innovations. By servicing its loan programs in-house, Click' n' Close provides its wholesale and correspondent partners with an additional level of certainty regarding loan salability and superior borrower service over the life of the loan.

Learn more at https://www.clicknclose.com/.

News from Click n' Close Inc.

Click n' Close, a multi-state mortgage lender serving consumers and mortgage originators through its wholesale and correspondent channels, today announced Kara Lamphere has joined the organization as Chief Operating Officer (COO).

Related link: https://www.clicknclose.com/

This version of news story was published on ScoopCloud™ (ScoopCloud.com) - part of and © the Neotrope® News Network - all rights reserved.

SocialCoach Taps Fintech Exec Andria Lightfoot and Launches AI Driven Social Media Marketing Solution

SAN CLEMENTE, Calif. /ScoopCloud/ -- SocialCoach (socialcoach.io), a leading mortgage and real estate social media technology platform today announced the appointment of Andria Lightfoot as company President and Chief Operating Officer (COO) amidst their first-even AI Driven Social Media product launch.

The mortgage centric social media marketing software company today announced the launch of its new innovative product enhancement integrating Artificial Intelligence (AI) to help mortgage lenders and loan officers drive social selling and lead generation activities into more powerful sales ROI. SocialCoach combines the power of social media selling with a first of its kind compliance management system to reduce risk in expanding social selling and lead gen activities with Loan Officers, Real Estate Agents, and more.

"I am thrilled to be joining SocialCoach at a time when the mortgage industry is in need of innovative marketing solutions to drive social media selling with compliance and operational efficiency integration with cutting edge AI driven processes," said Andria Lightfoot.

Lightfoot joins SocialCoach as a proven mortgage technology leader with a demonstrated ability to drive process innovation and scale teams for growth. As a mortgage industry veteran with over 20 years of experience, she previously was the Chief Customer Officer of SimpleNexus, an nCino Company overseeing the growth of all customer-centric activities of SimpleNexus' customer division including professional services, client success, support, training and integration engineering. "Andria's wealth of experience successfully managing operations and scaling teams for growth makes her an invaluable addition to the SocialCoach Executive team," said SocialCoach Founder and CEO Joe Wilson. "She will play an important role helping us deliver increased value to our customers and leading the mortgage industry expertise in Social Selling and lead generation for lenders and financial institutions."

Lightfoot's accomplishments in the mortgage industry have been recognized by National Mortgage Professional's award honoree, which named her 40 Under 40 and Most Connected Mortgage awards, and by HousingWire magazine, which honored her with its Women of Influence award. She has served on CIO advisory boards for ICE Mortgage and the Mortgage Banker's Association (MBA), is a frequent speaker at mortgage industry events, and has been quoted in numerous publications including Forbes.

More information: https://socialcoach.io/

About SocialCoach:

SocialCoach is a social media marketing platform transforming lead generation, brand awareness and marketing strategy for loan officers and real estate professionals. The platforms' native AI driven social media posting, compliance management system, and professional services for content innovation drives increases sales and brand recognition for lenders and financial institutions. Their mobile toolset for social media management allows sales staff to say connected to their customer base in a compliant and innovative way to drive sales at the top of the marketing funnel.

News from SocialCoach

SocialCoach (socialcoach.io), a leading mortgage and real estate social media technology platform today announced the appointment of Andria Lightfoot as company President and Chief Operating Officer (COO) amidst their first-even AI Driven Social Media product launch.

Related link: https://socialcoach.io/

This version of news story was published on ScoopCloud™ (ScoopCloud.com) - part of and © the Neotrope® News Network - all rights reserved.

Mold Inspection Sciences Texas Announces Brandon Apple as COO

AUSTIN, Texas /ScoopCloud/ -- Mold Inspection Sciences Texas, the state's leading mold inspection and testing company, is proud to announce Brandon Apple has been appointed as COO. In this role, Brandon will oversee the company's operational aspects, coordinate with managers and departments to achieve objectives and goals, promote employee growth, and assist in establishing policies that continue to cultivate company culture and vision.

"Brandon has worked with us for many years at our sister company Mold Inspection Sciences (MIS), first as an inspector and now as COO. He has significantly impacted the company's growth, by more than 100% since joining our team in October of 2010," said President and CEO Michael Bains.

"When Brandon came on board, our only locations outside of Texas consisted of California and Colorado," said Bains. "Since then, Brandon has helped get operations up and running in Washington, Oregon, Ohio, and Kentucky. I'm excited to have Brandon bring that expertise to Mold Inspection Sciences Texas."

Brandon started his career in the mold industry more than two decades ago. Prior to joining Mold Inspection Sciences, Brandon worked in environmental remediation for 10 years. He has gone from being the guy fixing the problem to being an ethics advocate for the creation of proprietary methodologies that properly identify issues with a repeatable, science-based process, like the CIRS treatment protocol for health-compromised individuals at MIS.

Brandon is a member of the International Society for Environmentally Acquired Illness (ISEAI) and recently joined the Colorado Association of Naturopathic Doctors (CoAND).

In addition, Brandon's licenses and certifications include:

* MIS certified CMI (Certified Microbial Investigator)
* MIS Certified Thermography Level I
* MIS Certified Water Testing Technician
* MICRO Certified CMI - 80355

Prior certifications include

* CDPHE Asbestos Certification - Building Inspector
* Acclaim Environmental EPA-Approved AHERA Asbestos Course for Inspectors
* Environmental Training & Consulting EPA-Approved AHERA Asbestos Course for Contractors and Supervisors
* CDPHE Asbestos Certification - Supervisor
* IICRC Certified WDRT (Water Damage Restoration Technician)
* IICRC Trained AMRT (Applied Microbial Remediation Technician)

"Brandon is smart, incredibly experienced, loyal, hardworking, and committed," Bains continued. "And among his strengths is his desire to make everyone better. As a result, Brandon has successfully built one of the most admired mold and specialty inspection and testing organizations in six states, served as a role model for his teams, mentored and guided staff on their path to success, and negotiated strong business relationships."

"I am thrilled to be taking on the COO role at Mold Inspection Sciences Texas and, more specifically, to be joining a team that leads the industry standard for outstanding customer service and mold inspection expertise," said Brandon.

About Mold Inspection Sciences Texas:

Mold Inspection Sciences Texas (MISTX), was founded in 2007 by President and CEO Michael Bains with one simple goal in mind: to provide affordable, professional, and high-quality mold inspection and testing services to people across Texas suffering from the nuisance of mold. Over the past 15 years, MISTX has successfully performed and solved thousands of investigations, providing safer and healthier conditions for a wide variety of clients to thrive in.

Learn more at: https://www.moldinspectiontexas.com/

News from Mold Inspection Sciences Texas

Mold Inspection Sciences Texas, the state's leading mold inspection and testing company, is proud to announce Brandon Apple has been appointed as COO. In this role, Brandon will oversee the company's operational aspects, coordinate with managers and departments to achieve objectives and goals, promote employee growth, and assist in establishing policies that continue to cultivate company culture and vision.

Related link: https://www.moldinspectiontexas.com/

This version of news story was published on ScoopCloud™ (ScoopCloud.com) - part of and © the Neotrope® News Network - all rights reserved.

Southwestern Investment Group Welcomes Gary Bonner as Chief Operating Officer

FRANKLIN, Tenn. /ScoopCloud/ -- Southwestern Investment Group, an independent wealth management company, today announced Gary Bonner has joined the firm as Chief Operating Officer. As an industry professional and serial entrepreneur, Gary brings more than 30 years of experience growing companies and leading cross-functional teams.

"We're delighted to have Gary join us during this pivotal time of growth for the firm," said Jeff Dobyns, President of Southwestern Investment Group. "Gary's professionalism, deep insight, and track record of success speaks for itself. We're excited to have him on board to help us continue our mission and to help steer and execute our strategic vision."

"Gary is an innovative, experienced, and professional operations executive who brings a wealth of experience to this critical role," said Matt Brinker, Manager Partner with Merchant Investment Management, a minority investor in Southwestern Investment Group. "His clear vision and deep understanding of the industry is well suited to the firm, and we're very excited to have him on board."

Previously, Gary was a founder and Chief Operating Officer of Avalon Advisors, a Houston-based RIA founded in 2001, where he oversaw its growth in AUM from $450 million with 10 employees to $9 billion in AUM and 72 employees serving 550 client families. While at Avalon, he was responsible for all technology, cybersecurity, operational, and administrative areas and has extensive experience in both compliance and finance.

"I couldn't be more honored to join such an esteemed organization as Southwestern Investment Group, said Bonner. "Jeff and his leadership team have done an outstanding job growing the firm and keeping a laser focus on delivering exceptional client service. The firm's commitment to its people, clients, business partners, and the broader community is embedded in the culture and is what sets the firm apart."

Gary is an active board and committee member within the RIA community, contributing to industry-related articles and serving as a panelist at industry conferences. He has also served in voluntary leadership roles with two Houston-based charities focused on children. Gary received his BA in Economics with a minor in Finance from Texas A&M University.

Southwestern Investment Group is a family of advisors that takes an integrated approach to wealth management and believes in a purpose bigger than itself. The company's core values serve as further proof that success can be achieved by cultivating a culture of appreciation. For more information about Southwestern Investment Group, visit swinvestmentgroup.com or call 615-861-6100.

About Southwestern Investment Group:

As of 3/31/2022, Southwestern Investment Group was established in 2002 as an independent practice and manages more than $5.8 billion in client assets. The advisors at Southwestern Investment Group are registered representatives with Raymond James Financial Services, a wholly-owned subsidiary of Raymond James Financial, which allows them to have the support of a large company while offering the personalized services of a smaller organization. Southwestern Investment Group uses sensible, sound, and conservative investment strategies and holistic services to enhance and help preserve your wealth. For more information, visit https://www.swinvestmentgroup.com/.

About Raymond James Financial Services:

As of 3/31/2022. Raymond James Financial Services, Inc. is a financial services firm supporting independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), a leading diversified financial services company with approximately 8,500 financial advisors throughout the United States, Canada, and overseas. Total client assets are $1.26 trillion. Additional information is available at raymondjames.com.

Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services offered through Southwestern Investment Advisory Services, Inc., an independent registered investment adviser. Southwestern Investment Group is not a registered broker-dealer and is independent of Raymond James Financial Services. Representatives may not be registered to offer securities and advisory services in all states.

News from Southwestern Investment Group

Southwestern Investment Group, an independent wealth management company, today announced Gary Bonner has joined the firm as Chief Operating Officer. As an industry professional and serial entrepreneur, Gary brings more than 30 years of experience growing companies and leading cross-functional teams.

Related link: https://www.swinvestmentgroup.com/

This version of news story was published on ScoopCloud™ (ScoopCloud.com) - part of and © the Neotrope® News Network - all rights reserved.

Click n’ Close Promotes Daniel Forshey and Sady Mauldin to C-Suite

ADDISON, Texas /ScoopCloud/ -- Click n' Close, a multi-state mortgage lender serving consumers and mortgage originators through its wholesale and correspondent channels, is pleased to announce the company has promoted Daniel Forshey to Chief Operating Officer and Sady Mauldin to Chief Compliance Officer.

"With the change in company direction this year, we knew we needed an executive team that possessed the institutional knowledge and the industry expertise to help steward our transition," said Click n' Close Owner and CEO Jeff Bode. "Dan and Sady have been tremendous assets to our organization, making them the perfect choice to round out our C-suite as we enter our next chapter."

Mauldin is a seasoned attorney with more than 15 years of experience. She joined the organization in March 2021 as compliance counsel for the servicing division. As Chief Compliance Officer, Mauldin will manage compliance programs for all of Click n' Close's verticals. In addition, she will provide legal oversight of Click n' Close's regulatory compliance and quality control, internal audit, policies and procedures, change implementation, continuing education and vendor management.

Forshey holds more than 20 years of mortgage experience, with a background that includes retail and wholesale lending, secondary markets, collateral analysis and compliance. He joined the company in 2010 as a manager and direct endorsement underwriter, where he was responsible for managing processing, underwriting, sales and closing with a team of 18. As Chief Operating Officer, Forshey will be responsible for improving efficiency across Click n' Close's processes, products and systems to support the company's growth.

About Click 'n' Close, Inc.:

Click 'n' Close, Inc., formerly known as Mid America Mortgage, is a multi-state mortgage lender serving consumers and mortgage originators through its wholesale and correspondent channels and is also the nation's leading provider of Section 184 home loans for Native Americans. In operation since 1940, Click 'n' Close has thrived by retaining its entrepreneurial spirit and leading the market in innovation, including its adoption of eClosings and eNotes.

Combining this culture of innovation with a risk management mindset enables Click 'n' Close to deliver new products to market that address the challenges facing both borrowers and third-party originators (TPOs). These innovations include its USDA one-time close construction loans, Power Buyer bridge loan program, proprietary down payment assistance (DPA) program and reverse mortgage division. Its direct relationships with Fannie Mae, Freddie Mac, Ginnie Mae and private investors afford Click 'n' Close direct access to the capital markets, thus ensuring maximum liquidity for its product innovations. By servicing its loan programs in-house, Click 'n' Close provides its wholesale and correspondent partners with an additional level of certainty regarding loan salability and superior borrower service over the life of the loan.

Learn more at https://www.clicknclose.com/.

News from Click n' Close Inc.

Click n' Close, a multi-state mortgage lender serving consumers and mortgage originators through its wholesale and correspondent channels, is pleased to announce the company has promoted Daniel Forshey to Chief Operating Officer and Sady Mauldin to Chief Compliance Officer.

Related link: https://www.clicknclose.com/

This version of news story was published on ScoopCloud™ (ScoopCloud.com) - part of and © the Neotrope® News Network - all rights reserved.

XLR8 Companies Announce the appointment of Mitchner Ferdinands as Chief Operating Officer

NEW YORK, N.Y. /ScoopCloud/ -- On April 18, 2022, Xelerate Logistics LLC ("XLR8") announced the appointment of Mitchner Ferdinands as the Chief Operating Officer. Mitchner Ferdinands, who has 20 years of experience in the Supply Chain industry, has extensively travelled in many countries to troubleshoot and find innovative and pragmatic solutions to ever evolving supply chain industry.

As the companies new COO, Mr. Ferdinands will be heading the operations of XLR8 Companies and all its affiliates including the Non-Vessel Operating Common Carriers (NVOCC), and XLR8 Companies WEST that operates warehousing for Consolidations, Distributions & Ground Transportation.

Born in Sri Lanka and having graduated with a Master's in Business and other secondary education qualifications in supply chain; Mr. Ferdinands currently lives in Valencia, California.

About Xelerate Logistics LLC:

Xelerate Logistics LLC is a New York based company with Headquarters in New York City with offices in Commack, NY & Los Angeles, CA, and Global Operations in Canada, Asia, Africa & Middle East. The founding members of XLR8 managed and ran asset-based lending companies with portfolios in aggregate of over $500 million over the past 20 years; and are now looking into a fund of over $2 Billion.

In addition to bringing their networks and expertise into XLR8, the team created an end-to-end supply chain and logistics management company that can finance the customer's needs from manufacturing through end delivery. The company provides services related to shipping (ocean and air), both domestic & international, financing and funding options through its supply chain solutions.

For more info, please call, 877.712.6888, email info@xlr8companies.us or visit our website https://www.xlr8companies.us/

News from Xelerate Logistics LLC

On April 18, 2022, Xelerate Logistics LLC ("XLR8") announced the appointment of Mitchner Ferdinands as the Chief Operating Officer. Mitchner Ferdinands, who has 20 years of experience in the Supply Chain industry, has extensively travelled in many countries to troubleshoot and find innovative and pragmatic solutions to ever evolving supply chain industry.

Related link: https://www.xlr8companies.us/index.html

This version of news story was published on ScoopCloud™ (ScoopCloud.com) - part of and © the Neotrope® News Network - all rights reserved.

Mid America Mortgage COO Jemma Pachiano selected by Mortgage Professional America in its 2021 Elite Women Awards Program

ADDISON, Texas /ScoopCloud/ -- Mid America Mortgage, Inc. (Mid America) announced today Jemma Pachiano has been honored as an Elite Woman by industry publication, Mortgage Professional America (MPA). The MPA 2021 Elite Women Award seeks to honor outstanding women in the mortgage and housing industry.

Pachiano has been a valued contributor to Mid America for more than 10 years. She's created a culture of cooperation through communication and education, leading Mid America to become an award-winning workplace. In January of this year, Pachiano was promoted to chief operating officer. She instantly hit her stride, leading Mid America's initiative to expand its underwriting team fourfold, rendering a 300% increase in the company's retail origination volume. This expansion also enabled Mid America to maintain industry-leading turn times behind its Close on Time Close Guarantee.

Thanks to Pachiano's efforts this year, Mid America successfully rolled out its eNotes program for government-backed loans and restructured its down payment assistance program to more efficiently market the resulting securities and expand homeownership to more borrowers.

"Internally, Jemma is known as our 'ideas person.' A quick glance at her track record makes it easy to understand how she's earned that nickname," said Mid America Owner and CEO Jeff Bode. "Her experience continues to bring valued viewpoints and solutions to the table. All of us at Mid America are extremely proud of her and thank MPA for this acknowledgement."

About Mid America Mortgage, Inc.

Mid America Mortgage, Inc., Addison, Texas, is a multi-state, full-service mortgage lender serving consumers and mortgage originators through its retail, wholesale and correspondent channels. We offer a wide range of residential home loan programs to meet the needs of most home buyers and homeowners and are also the nation's leading provider of Section 184 home loans for Native Americans. Learn more at https://www.midamericamortgage.com/.

In operation since 1940, Mid America has thrived by retaining its entrepreneurial spirit and leading the market in innovation, including its adoption of eClosings eNotes. Click n' Close is Mid America's ultra-secure, digital mortgage approval and closing process that gets home buyers from application to closing within two weeks. With just a few clicks at closing, Click n' Close puts keys in the home buyer's hand in 15 minutes or less. Apply online at https://www.midamericamortgage.com/click-n-close/#cnc.

Frequently named a top mortgage employer/workplace by industry trade magazines such as Mortgage Professional America, MReport, National Mortgage News and National Mortgage Professional, Mid America is looking for tech-savvy, service-oriented mortgage professionals to join our growing team. We are dedicated to providing our employees with industry-leading tools and technology to deliver a great package of competitive pricing, programs and knowledgeable service. Want to join our team? Visit https://www.midamericamortgage.com/careers/.

News from Mid America Mortgage, Inc.

Mid America Mortgage, Inc. (Mid America) announced today Jemma Pachiano has been honored as an Elite Woman by industry publication, Mortgage Professional America (MPA). The MPA 2021 Elite Women Award seeks to honor outstanding women in the mortgage and housing industry.

Related link: https://www.midamericamortgage.com/

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Mid America Mortgage Promotes Jemma Pachiano to Chief Operating Officer

ADDISON, Texas /ScoopCloud/ -- Mid America Mortgage, Inc. (Mid America) announced today it has promoted former National Support and Training Director Jemma Pachiano to Chief Operating Officer (COO).

"Jemma Pachiano's vast experience in the mortgage industry and keen ability to tackle even the most complex challenges have made a measurable impact on Mid America since 2011, which makes her an excellent fit for this role," said Mid America Owner and CEO Jeff Bode. "As COO, Jemma's solutions-based approach and know-how in regards to implementing more efficient processes, products and systems will be instrumental in propelling Mid America's growth and success through 2021 and beyond."

Serving as a National Support and Training Director for nearly a decade, Pachiano helped Mid America Mortgage maintain a culture of consistent and open communication by liaising with its executive team, operations team and branches. In addition, she spearheaded systems training on new vendor products, LOS upgrades and company-wide initiatives related to process, policy and product changes. Pachiano has increased efficiencies at the branch level by mentoring teams to improve file quality while keeping branch managers updated on their progress, areas of opportunity and training.

Pachiano has actively served as a licensed LO for more than 18 years, with experience in both retail and wholesale positions across Maine, North Carolina and Texas. Prior to Mid America Mortgage, she was employed at Alliance Financial Resources as a senior loan originator and worked as a loan officer at Chase Bank. She also served as a senior loan officer at TowneBank.

"Having experienced Mid America's steady trajectory of growth for the last nine years, my new role as COO inspires me to lead the company in consistently delivering best-in-class products and an exceptional lending experience to our clients," said Pachiano. "My mantra for 2021 is to remain detail-oriented, intentional and to lead with kindness, especially as the industry continues to face on-going changes and uncertainty. I am honored to enter into this new role and my passion for the mortgage business fuels me to drive operational success at Mid America for years to come."

About Mid America Mortgage, Inc.

Mid America Mortgage, Inc., Addison, Texas, is a multi-state, full-service mortgage lender serving consumers and mortgage originators through its retail, wholesale and correspondent channels. We offer a wide range of residential home loan programs to meet the needs of most home buyers and homeowners and are also the nation's leading provider of Section 184 home loans for Native Americans. Learn more at https://www.midamericamortgage.com/.

In operation since 1940, Mid America has thrived by retaining its entrepreneurial spirit and leading the market in innovation, including its adoption of eClosings eNotes. Click n' Close is Mid America's ultra-secure, digital mortgage approval and closing process that gets home buyers from application to closing within two weeks. With just a few clicks at closing, Click n' Close puts keys in the home buyer's hand in 15 minutes or less. Apply online at https://www.midamericamortgage.com/click-n-close/#cnc.

Frequently named a top mortgage employer/workplace by industry trade magazines such as Mortgage Professional America, MReport, National Mortgage News and National Mortgage Professional, Mid America is looking for tech-savvy, service-oriented mortgage professionals to join our growing team. We are dedicated to providing our employees with industry-leading tools and technology to deliver a great package of competitive pricing, programs and knowledgeable service. Want to join our team? Visit https://www.midamericamortgage.com/careers/.

Twitter: @midamericamtge

News from Mid America Mortgage, Inc.

Mid America Mortgage, Inc. (Mid America) announced today it has promoted former National Support and Training Director Jemma Pachiano to Chief Operating Officer (COO).

Related link: https://www.midamericamortgage.com/

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FormFree Promotes Cindy Snow to Chief Operating Officer (COO)

ATHENS, Ga. /ScoopCloud/ -- FormFree(R) has promoted Cindy Snow to the position of Chief Operating Officer (COO). In her role as COO, Snow will craft efficient systems that elevate FormFree's performance while directly overseeing business operations, product management, business intelligence, integrations and customer support.

Snow joined FormFree as a product manager in May 2019 and quickly advanced to director of product marketing. During her tenure at FormFree, Snow has facilitated partnerships and product updates that enhance lender speed, pull-through rates and security at a time of accelerated growth for FormFree. Notably, Snow's initiatives have led FormFree to see a surge in user adoption, with the organization rounding out 2019 with a 65% increase in AccountChek verification reports over the previous year.

"Since day one, Cindy has created operationally excellent processes that have helped FormFree deliver top-tier service to our 1,000-plus mortgage lender customers," said FormFree Founder and CEO Brent Chandler. "Her collected and methodical approach to complex challenges has earned her the respect of the entire organization, and I know she will excel in a position of executive leadership."

"An agile and innovative organization, FormFree engages my full professional skill set, which both gratifies and motivates me," said Snow. "I'm excited to have a hand in FormFree's mission to revolutionize the credit decisioning landscape."

Earlier this week, Snow was honored as a member of HousingWire's 2020 class of HW Insiders Award recipients.

About FormFree

FormFree(R) is a market-leading fintech company whose revolutionary products AccountChek(R) and Passport(TM) are changing the credit decisioning landscape and encouraging lenders nationwide to incorporate a more holistic view of each borrower's financial DNA. To date, thousands of U.S. lenders and brokers have ordered millions of FormFree's patented verification reports representing over a trillion dollars in loan verifications.

FormFree delights borrowers and lenders with a paperless experience, reduces origination timelines by up to 20 days and offers automated analysis and standardized delivery to lenders and investors using a secure ReIssueKey(TM). A HousingWire TECH100(TM) company for four consecutive years, FormFree is based in Athens, Georgia.

For more information, visit https://www.formfree.com/or follow FormFree on LinkedIn: https://www.linkedin.com/company/formfree/

Twitter: @RealFormFree #digitalmortgage #peoplemovers

Image link for media: https://www.depthpr.com/media/formfree/

News from FormFree

FormFree has promoted Cindy Snow to the position of Chief Operating Officer (COO). In her role as COO, Snow will craft efficient systems that elevate FormFree's performance while directly overseeing business operations, product management, business intelligence, integrations and customer support.

Related link: https://www.formfree.com/

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Mike Marshall Named COO at Mold Inspection Sciences Texas

AUSTIN, Texas /ScoopCloud/ --

News from Mold Inspection Sciences Texas

Mold Inspection Sciences Texas announced today that Director of Operations Mike Marshall has been promoted to chief operating officer. In his new role, Marshall will oversee the company's operational aspects, coordinate with managers and departments to achieve objectives and goals, promote employee growth, and assist in establishing policies that continue to promote company culture and vision.

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Paul B. Stetz Joins Fairport Wealth

CLEVELAND, Ohio /ScoopCloud/ -- Fairport Wealth (formerly Fairport Asset Management) announced today the appointment of Paul B. Stetz as Chief Operating Officer and member of the Executive Leadership Team.

Prior to joining Fairport, Paul has held leadership positions with Schwab Advisor Services and Fidelity Clearing & Custody Solutions, where he successfully led Sales & Relationship Management teams focused on developing trusted partnerships, delivering strategic consulting and value-added solutions to Registered Investment Advisors and their end clients.

Most recently, Stetz was a Managing Director with Mercer Advisors, where he successfully led the firm's mergers and acquisitions strategy in the Central, Great Lakes and Northeast Regions. He brings a deep understanding of the M&A landscape, deal structure and trusted relationships with RIA firms and industry partners across the country.

"Paul's track record in leading successful teams and deep understanding of RIAs and their clients make him an ideal fit for the role of Chief Operating Officer at Fairport," said Managing Partners Kenneth Coleman and Heather Ettinger. "His focus and experience will allow us to accelerate momentum and future growth. We're thrilled to have him on our team."

"Fairport is a recognized and trusted brand. I have always viewed Fairport as a leader in the wealth management industry, delivering a planning-led, holistic wealth management solution to clients and delivering customized solutions to their niche markets well ahead of their industry peers," said Stetz. "The client-first culture, committed and professional staff and a dedicated leadership team with a clear vision for the future make Fairport very special."

About Fairport Wealth:

Fairport Wealth inspires families by providing comprehensive wealth management solutions to high net worth individuals. Our team of credentialed professionals, including CPAs, CFP(R) certificants and CFA(R) charterholders have experience in guiding corporate executives, business owners and women of wealth. We help our clients with life's transitions including succession, retirement and liquidity planning, marital/partnership changes or loss of a spouse. Our clients value our depth of talent and experience, along with our collaborative and approachable style. More information available at https://www.fairportwealth.com/.

Luma Wealth Advisors is a division of Fairport that provides women with personalized wealth planning, experienced investment management, and a supportive, enriching community where they can learn, connect, and celebrate with other women. More information available at http://lumawealth.com/.

About HighTower:

HighTower is a national wealth management firm that provides growth capital and front- to back-end support services to independent-minded financial advisory businesses. Operating as a Registered Investment Advisor, HighTower provides investment, financial and retirement planning services to individuals, foundations and family offices. Corporate services include 401(k) consulting and corporate cash management. Visit https://www.hightoweradvisors.com/.

Securities offered through HighTower Securities, LLC. Member FINRA/SIPC, HighTower Advisors, LLC is a SEC registered investment Adviser.

News from Fairport Wealth

Fairport Wealth (formerly Fairport Asset Management) announced today the appointment of Paul B. Stetz as Chief Operating Officer and member of the Executive Leadership Team.

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MQMR Bolsters Executive Team with Addition of Mortgage Industry Veteran Stephen Sherman as COO

LOS ANGELES, Calif. /ScoopCloud/ -- Mortgage Quality Management and Research, LLC (MQMR) announced today that seasoned mortgage and real estate professional Stephen Sherman has joined the firm as Chief Operating Officer. Sherman brings more than 30 years of experience in mortgage servicing, secondary marketing, warehouse lending, commercial real estate sales, corporate consulting and REO management services to his new role at MQMR, where he will be responsible for overseeing MQMR's day-to-day operations and managing the firm's long-term growth strategy.

"Helping our clients succeed in today's challenging mortgage environment is Priority No. 1 at MQMR, and doing so requires us to consistently produce best-in-class services and deliverables to ensure our clients can adequately address risk within their organizations - wherever it may lie," said MQMR President Michael Steer. "Having provided similar services to mortgage companies throughout his career, Stephen Sherman brings an intimate knowledge of the core services MQMR provides and is uniquely qualified to help us continually refine our internal processes and systems to achieve our desired service levels and outcomes."

Prior to joining MQMR, Sherman founded Sherman Consulting, a mortgage and real estate consulting firm that specialized in providing managerial coaching, risk assessment reviews and process improvement plans. A serial entrepreneur, he also co-founded Blueprint Asset Management, an REO asset management service dedicated to managing and liquidating high-value real estate. In addition, Sherman also formed and served as Chief Operating Officer of Green River Financial and Infinity Valuation Services, two sister companies of leading real estate service provider Green River Capital LC, a subsidiary of Radian Group, Inc. When not serving in permanent roles, Sherman also provided contracting services as an auditor in due diligence reviews to investors of bulk loan purchases.

"Accepting the role of COO was an easy decision after having worked with the incredible talent at MQMR and witnessed the priority placed on delivering meaningful results to clients and the firm's family-focused, supportive culture," Sherman said. "Moving forward, my goals as COO are very simple - support our internal divisions by advocating for the necessary resources, tools and training to deliver best-in-class service to our clients; infuse MQMR's corporate mission statement, vision statement and core values in the day-to-day operations of the company; and maintain alignment between internal operations and the needs of our current clients and prospects by working seamlessly with our sales team."

About Mortgage Quality Management and Research, LLC

MQMR helps its clients climb higher by bridging the gap between risk and compliance through its suite of risk-related services. MQMR provides mortgage compliance consulting throughout the origination process, conducting internal audit risk assessments and ongoing internal audit support, servicing QC and subservicing oversight to master servicers, and filling the void of meeting vendor management oversight requirements. With 2,000+ operational reviews of mortgage companies, subservicers, document custodians, and vendors annually, MQMR prides itself on being the mortgage industry partner of choice for audit, risk and compliance. To learn more, visit mqmresearch.com, subsequentqc.com, and hqvendormanagement.com.

News from Mortgage Quality Management and Research LLC

Mortgage Quality Management and Research, LLC (MQMR) announced today that seasoned mortgage and real estate professional Stephen Sherman has joined the firm as Chief Operating Officer. Sherman brings more than 30 years of experience in mortgage servicing, secondary marketing, warehouse lending, commercial real estate sales, corporate consulting and REO management services to his new role at MQMR, where he will be responsible for overseeing MQMR's day-to-day operations and managing the firm's long-term growth strategy.

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Capacity Announces Appointments of Josh Krueger as COO and Nick Curatallo as Head of Partnerships

NORTH BRUNSWICK, N.J. /ScoopCloud/ -- Capacity LLC, trusted leaders in order fulfillment, eCommerce, and EDI solutions, has confirmed two key appointments for the company, with a new Chief Operating Officer, Josh Krueger, and Nick Curatallo coming on as Head of Partnerships.

With a background in retail logistics and fulfillment, Krueger is eminently qualified to take up this new role with Capacity's experienced logistics team. After starting his career at WalMart, Josh made the jump to Amazon in its early days, climbing up the managerial ranks in various operational roles including oversight of robot-automated facilities. Krueger then joined rapidly growing eCommerce brand Zulily as VP of Fulfillment. He coordinated a multimillion-dollar project to create a state-of-the-art fulfillment center, with a focus on automation and accelerating delivery times.

Krueger moves to his new position at Capacity from the VP of Logistics role at QVC in Pennsylvania, where he moved after the acquisition of Zulily. His experience with so many well-known brands, at a time when change is the only constant of the online retail landscape, will make Krueger a major asset for Capacity's clients.

Nick Curatallo joins Capacity from Newgistics and Pitney Bowes, having previously spent a decade at DHL specializing on eCommerce parcel shipping solutions. His ability to manage multiple stakeholders and deliver compelling fulfillment and shipping strategies will serve Capacity's expanding client base with fresh ideas and creative solutions, while helping Capacity form new partnerships and explore new industry verticals. In a dynamic and complex retail landscape, Curatallo's Head of Partnerships position will play a pivotal role in keeping Capacity at the forefront of eCommerce fulfillment.

"Josh and Nick join our passionate team at a crucial juncture for Capacity," says Thom Campbell, Capacity's Chief Strategy Officer. "With our investment in the latest technology and a brand-new fulfillment center coming online in 2020, we need talent. We seek the brightest minds, broad experience, and strong leaders in operational and strategic excellence. At this point in our growth we need leaders who can continue to cultivate a strong culture of leadership at all levels. Our new Chief Operating Officer and Head of Partnerships deliver all of these qualities and much more."

These appointments, viewed alongside the company's expanded relationships with tier-one fulfillment technology partners and a state-of-the-art facility opening in 2020, show that Capacity continues to develop its ability to offer premium order fulfillment services. Krueger and Curatallo are the latest in a series of strategic hires that further enhance Capacity's ability to deliver those services to internationally renowned brands and exciting new startups as the company enters the next decade.

About Capacity LLC:

Since 1999, Capacity LLC has offered expert order fulfillment services, warehousing, value-added services, assembly services, and technology solutions to businesses nationwide. Capacity LLC provides a bicoastal fulfillment solution, from four facilities in North Brunswick, N.J., and a fifth in City of Industry, California. These strategic locations on both coasts allow for reduced transit times, cost-effective shipping, and more flexible transportation solutions.

All five facilities are close to the major ports of Los Angeles/Long Beach and Newark/New York. The company also has well-developed infrastructure serving the European market, with fulfillment operations in Lyon, France and a facility near London's Gatwick Airport in partnership with Yusen Logistics subsidiary ILG.

Capacity LLC is cGMP certified, operates FDA registered facilities, and is NJ & CA State Board of Health approved food grade. Capacity LLC provides domestic and international distribution to companies of all sizes, from startups to household name brands who ship around the world.

Learn more at: https://www.capacityllc.com/.

News from Capacity LLC

Capacity LLC, trusted leaders in order fulfillment, eCommerce, and EDI solutions, has confirmed two key appointments for the company, with a new Chief Operating Officer, Josh Krueger, and Nick Curatallo coming on as Head of Partnerships.

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McWhirter Realty Partners Hires Susan C. Dorr as Chief Operating Officer

ATLANTA, Ga. /ScoopCloud/ -- McWhirter Realty Partners, a comprehensive real estate services firm offering brokerage, asset management, property management, development and advisory services, today announced it has hired Susan C. Dorr as Chief Operating Officer.

Dorr will be responsible for leading the company's management expansion across the Southeast. She will also work closely with Barry E. McWhirter, CEO, to improve the company's IT services, enhance software platforms for internal and external reporting and develop the overall strategy of growth.

"Susan's experience is a natural fit for our company as we grow our management portfolios," said Barry E. McWhirter, CEO. "We are excited about the leadership she brings to our team, and the vast knowledge of cutting-edge systems and processes necessary to ensure we continue to deliver the highest quality services to our clients."

Susan has more than 30 years of healthcare real estate experience with both private and public real estate investment trusts, along with experience in retail and office portfolio management, development and leasing. She is recognized for her ability to deliver successful projects, increase profitability and foster solid client relationships.

Throughout her career she has directed property and asset management platforms for over five million square feet of medical office buildings in the southeast for institutional owners including American Healthcare Investors, Healthcare Trust of America, Cogdell Spencer ERDMAN and Edens & Avant. Dorr holds CPM and CCIM designations, as well as a Georgia and South Carolina Broker's License.

McWhirter Realty Partners:

Founded in 1981, McWhirter Realty Partners has established itself as a leading real estate services firm averaging more than 200 sale and lease transactions representing in excess of $150 million in real estate volume. McWhirter Realty Partners focusses on brokerage, asset management, property management and development services with expertise in industrial, office, retail, medical and land sales throughout the United States. The company consistently ranks as a Top Ten Producer as recognized by the Atlanta Commercial Board of Realtors. McWhirter Realty Partners is located at 300 Galleria Parkway, Suite 300, Atlanta, Georgia 30339.

More information: http://www.mcwrealty.com/

* Logo link for media: Send2Press.com/300dpi/18-1022s2p-mcwhirter-realty-300dpi.jpg

News from McWhirter Realty Partners

McWhirter Realty Partners, a comprehensive real estate services firm offering brokerage, asset management, property management, development and advisory services, today announced it has hired Susan C. Dorr as Chief Operating Officer.

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Mid America Mortgage Promotes Kara Lamphere to Chief Operating Officer

ADDISON, Texas /ScoopCloud/ -- Mid America Mortgage, Inc. (Mid America) announced today it has promoted former Chief Compliance Officer and Director of Correspondent Lending Kara Lamphere to Chief Operating Officer (COO).

"Kara Lamphere is a tremendous asset to Mid America Mortgage and has been essential to Mid America's ability to execute eClosings and eNotes in our retail and TPO channels. She has also lead Mid America's efforts to help brokers make the successful transition to mortgage bankers through our eCorrespondent division," said Mid America Owner and CEO Jeff Bode. "Having already played such a key role in our operations, Kara was the natural choice for our COO, and we have no doubt that she will continue to drive operational excellence and growth for Mid America in this new role."

Prior to re-joining Mid America mortgage in December 2016, Lamphere was employed at CMG Financial, serving as senior vice president of compliance, and later adding the role of managing correspondent lending operations. She also served as Chief Compliance Officer at Mid America Mortgage from July 2012 to July 2014.

In addition, Lamphere has also held senior-level positions with numerous other financial institutions. As Senior Vice President of Compliance at CMG Financial, she was responsible for the oversight of six critical areas within the organization: Compliance, Quality Control, Fraud, Internal Audit, Counterparty Relations, and Correspondent Operations. She was also tasked with developing policies, procedures, training, analysis, and other related responsibilities and successfully managed a team of over 50 people through teamwork and communication.

As Vice President of Compliance for PrimeLending, Lamphere managed Prime's compliance program, providing her direct expertise and leadership in Compliance Risk, Marketing, Consumer Complaints and Complaint Analysis, Auditing and Testing, and the full oversight of State Compliance Program. She was also integral in developing PrimeLending's training, policies and procedures, and product development.

"Mid America has been at the forefront of the push towards fully electronic mortgages, and to have played a role in that effort has been both challenging and rewarding," Lamphere said. "As COO, I am excited for the opportunity to challenge myself further in the industry and to aid Mid America in its continued success."

About Mid America Mortgage, Inc.:

Mid America Mortgage, Inc., Addison, Texas, is a multi-state, full-service mortgage lender serving consumers and mortgage originators through its retail, wholesale and correspondent channels. In operation since 1940, Mid America has thrived by retaining its entrepreneurial spirit and leading the market in innovation, most recently with its adoption of electronic mortgage closings (eClosings) and promissory notes (eNotes). We offer a wide range of residential home loan programs to meet the needs of most home buyers and homeowners, and are also the nation's leading provider of Section 184 home loans for Native Americans.

Mid America is looking for tech-savvy, service-oriented mortgage professionals to join its growing team. We are dedicated to providing our employees with industry-leading tools and technology to deliver a great package of competitive pricing, programs and knowledgeable service. Want to join our team? Visit http://www.midamericacareer.com/.

Additional information about Mid America Mortgage, Inc. can be found on the company's website at http://www.midamericamortgage.com/about/.

Twitter: @midamericamtge

*PHOTO for Media: Send2Press.com/300dpi/17-0803s2p-lamphere-300dpi.jpg
*Photo Caption: Kara Lamphere promoted to Chief Operating Officer.
*Photo Credit: Jason Gilmore, J&J Studio.

News from Mid America Mortgage, Inc.

Mid America Mortgage, Inc. (Mid America) announced today it has promoted former Chief Compliance Officer and Director of Correspondent Lending Kara Lamphere to Chief Operating Officer (COO).

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ScoopCloud Newswire

Mortgage Capital Trading’s COO Phil Rasori to Speak on Secondary Marketing Panel at Independent Mortgage Bankers Conference

PALM SPRINGS, Calif. /ScoopCloud/ -- Independent Mortgage Bankers Conference (IMBC), Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing technology firm, announced that its COO, Philip Rasori, will speak on a panel session on the subject of investor base optimization.

About the Panel:
Growing your business ultimately means finding outlets for the variety of products you offer to borrowers. But what is the right number of investors? More importantly, how can you manage your investor base to ensure the best execution over the long term? Learn from a panel of experts on the art of optimizing your investor base and maintaining balance between the quality and quantity of your relationships.

Speakers:
* Phil Rasori, Chief Operating Officer, Mortgage Capital Trading, Inc. (MCT).
* John M. Hedlund, Chief Operating Officer and Managing Director, AmeriHome Mortgage Company.
* David Battany, EVP, Capital Markets, Guild Mortgage Company.

Session Information:
Topic: Optimizing Your Investor Base
Date: Wednesday, Jan. 25, 2017
Time: 2:45 p.m. - 4 p.m. Pacific Standard Time
Location: La Quinta Palm Springs Hotel, Fiesta Ballroom 2

MCT will be holding meetings with interested lenders while at the conference. Contact the company to arrange a discussion time at (619) 543-5111

About Phil Rasori:
Mr. Rasori is a recognized thought-leader in capital markets operations within the mortgage banking community. His areas of expertise include complex financial modeling, computational dynamics, and linear programming for operational optimization. He developed the ground-breaking mortgage pipeline hedging algorithms that form the foundation of MCT's HALO Program today. He has also pioneered several metrics that have become standard industry parlance, including "beta pull-through" factors.

In addition to banking clients, Mr. Rasori has consulted with GSE agencies and the U.S. Government on hedging best practices for community banks. Mr. Rasori has functionally led MCT operations since 2005 and ascended to his current role as COO in 2007. He is a graduate of the University of California, San Diego, and holds a B.S. in Management Science.

About MCT:
Mortgage Capital Trading, Inc. (MCT) is a capital markets-focused risk management and advisory services company providing independent analysis, training, hedging strategy and loan sale execution support to clients engaged in the secondary mortgage market. Founded in San Diego, California in May 2001, the company has expanded to include field sales and support offices in Philadelphia, Dallas, San Francisco and Charlotte.

MCT is a recognized leader in the industry and currently supports more than 150 clients on the HALO (Hedging And Loan sales Optimization) Program. The company also develops and supports MCTlive!(TM), an award-winning real-time, trading and best-execution secondary marketing platform. MCT's LockCentral(TM) is the industry's largest outsourced centralized lock desk service. In addition, MCT offers a suite of tools and supporting guidance for MSR needs.

For more information, visit http://mct-trading.com/ or call (619) 543-5111.

MEDIA CONTACT:
Joe Bowerbank
Profundity Communications, Inc.
949-378-9685
jbowerbank@profunditymarketing.com

Independent Mortgage Bankers Conference (IMBC), Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing technology firm, announced that its COO, Philip Rasori, will speak on a panel session on the subject of investor base optimization.

This version of news story was published on ScoopCloud™ (ScoopCloud.com) - part of the Neotrope® News Network - all rights reserved.