Tag: Finance

HOUSTON, Texas and NEW YORK, N.Y., Aug. 22, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that EPIC's Houston office and New York-based Frenkel & Company - an EPIC Company have received Bronze level recognitions in the American Heart Association's Workplace Health Achievement Index.

SAN FRANCISCO, Calif., Aug. 22, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that it has been ranked No. 2746 on Inc. Magazine's 37th annual Inc. 5000, the most prestigious ranking of the nation's fastest-growing private companies.

NEW YORK, N.Y., Aug. 21, 2018 (SEND2PRESS NEWSWIRE) -- The members and employees of Klingenstein Fields Wealth Advisors are deeply saddened by the passing of John Klingenstein, one of our founding members and a Principal of the firm.

SAN DIEGO, Calif., Aug. 21, 2018 (SEND2PRESS NEWSWIRE) -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, Calif., announced the addition of three tenured Branch Managers to support the company's recent expansion into Los Angeles County.

DALLAS, Texas, Aug. 21, 2018 (SEND2PRESS NEWSWIRE) -- The Cooksey Team, a top producing retail branch of Mid America Mortgage, Inc., announced today it has been recognized for a second straight year by Dallas Business Journal as one of its "Best Places to Work." The branch was one of only 100 companies recognized in this year's list.

WASHINGTON, D.C. and SAN FRANCISCO, Calif., Aug. 21, 2018 (SEND2PRESS NEWSWIRE) -- The American Council of Engineering Companies Business Insurance Trust (BIT) and Greyling/EPIC Insurance Brokers & Consultants announced today leadership changes within the Trust as well as new Trustee appointments. Current Trustees Robin S. Greenleaf, P.E., LEED AP, Robert A. Overfield, P.E., and Michael D. Klingner, P.E. have assumed new leadership roles for the ACEC BIT.

AUSTIN, Texas, Aug. 21, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants announced today that Craig Morelos has joined the firm's Property and Casualty practice as a Principal, reporting to EPIC Managing Principal and Director Southwest Region, KJ Wagner.

AUSTIN, Texas, Aug. 21, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants announced today that Sam Siddons has joined the firm's Property & Casualty practice as a Principal, reporting to EPIC Managing Principal and Director Southwest Region, KJ Wagner.

IRVINE, Calif., Aug. 20, 2018 (SEND2PRESS NEWSWIRE) -- Cloudvirga, a leading provider of digital mortgage point-of-sale (POS) software whose enterprise technology is powered by the intelligent Mortgage Platform, today announced that Finance of America Mortgage (FAM) will deploy the Cloudvirga Enterprise POS as its digital mortgage platform.

SAN DIEGO, Calif., Aug. 17, 2018 (SEND2PRESS NEWSWIRE) -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced new functionality that delivers real-time pricing and automates loan committing for Freddie Mac clients. MCT's lender clients receive the pricing information seamlessly via its integrated capital markets technology platform, MCTlive! MCT is the first vendor to have successfully completed the first commitment via Freddie Mac's new API technology.

SAN DIEGO, Calif., Aug. 17, 2018 (SEND2PRESS NEWSWIRE) -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that Rhonda Beck, CMB, has been designated to Mortgage Professional America (MPA) magazine's list of Elite Women in Mortgage for 2018.

DALLAS, Texas, Aug. 14, 2018 (SEND2PRESS NEWSWIRE) -- FinKube, a company that provides AI-powered Platform-as-a-Service solutions for a range of industries, announced today that it has published a new white paper entitled "Simplifying the Digital Mortgage Process." The new paper outlines some of the risks lenders face when making choices about the technologies they employ on the front ends of their mortgage origination processes.

COLUMBIA, Md., Aug. 8, 2018 (SEND2PRESS NEWSWIRE) -- Intelligent Fiscal Optimal Solutions (iFOS) received a blanket purchase agreement (BPA) to provide Financial Review Management and Resolution Professional Services to the U.S. Agency for International Development (USAID) Agency.

SAN DIEGO, Calif., Aug. 7, 2018 (SEND2PRESS NEWSWIRE) -- The Mortgage Collaborative (TMC), the nation's only independent mortgage cooperative, today announced the release of its enhanced benchmarking solution for its lender members. In collaboration with TMC Preferred Partner LBA Ware, TMC Benchmark now has an improved user interface, augmented reporting dashboards and peer segmentation.

IRVINE, Calif., Aug. 7, 2018 (SEND2PRESS NEWSWIRE) -- Cloudvirga, a leading provider of digital mortgage point-of-sale (POS) software whose enterprise technology is powered by the intelligent Mortgage Platform, has partnered with Radian Guaranty, a subsidiary of Radian Group (NYSE: RDN), to deliver instant and accurate mortgage insurance (MI) rate quotes and streamline the ordering of MI certificates for lenders.

SAN ANTONIO, Texas, Aug. 7, 2018 (SEND2PRESS NEWSWIRE) -- For the second consecutive year, Express Information Systems, a leading provider of business software and consulting for growing businesses in Texas and beyond, has been included in the Accounting Today VAR 100.

SAN DIEGO, Calif., Aug. 3, 2018 (SEND2PRESS NEWSWIRE) -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced automation of the Tri-Party Agreement required between lenders, investors, and broker dealers during Assignment Of Trade (AOT) transactions in the secondary market. The functionality is built into MCT's Bid Auction Manager(TM) (BAM) bid tape management and best execution platform.

GLASTONBURY, Conn. and IRVINE, Calif., Aug. 3, 2018 (SEND2PRESS NEWSWIRE) -- PowerGuard Specialty Insurance Services - a renewable energy program manager based in the United States - announced today the addition of warranty and service agreement specialist Dan Cantafi as the firm's Senior Vice President of Sales and Marketing. He will be based in Glastonbury, Conn. and report to PowerGuard's Co-Founder, Mike McMullen and COO Scott Gunnison.

NEWPORT BEACH, Calif., Aug. 2, 2018 (SEND2PRESS NEWSWIRE) -- Rick Triola, founder and CEO of the industry's most popular remote online notarization solution, NotaryCam, calls the Department of Treasury's recommendations in its July 31 report to the President: A Financial System That Creates Economic Opportunities: Nonbank Financials, Fintech, and Innovation "a cure to the persistent drags on real estate transactions that have prevented the consumer from experiencing the benefits now possible with digital technologies."

MIAMI, Fla. /Florida Newswire/ -- Aclaro, a leading provider in blockchain-based open platform solutions, recently released its latest A.I. solution. The new tool, Aclaro TrueView is designed to provide automotive and other lenders with a competitive advantage through robust features that save them time, money, and facilitate better lending decisions.