CA Finance

CA Finance

CA Finance

CA Finance
ReverseVision and Total Expert

Total Expert and ReverseVision Join Forces to Transform Reverse Mortgage Customer Journey

SAN DIEGO, Calif. /California Newswire/ -- ReverseVision, the leading provider of technology and training for the reverse mortgage industry, today announced a partnership with Total Expert, creator of the first marketing operation system (MOS) specifically for banks and mortgage lenders. The two companies have deployed an API integration that links the Total Expert MOS with ReverseVision's RV Exchange (RVX).
Benefits Consultant Dennis Park

EPIC Insurance Brokers adds Benefits Consultant Dennis Park in Irvine Calif.

IRVINE, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Dennis Park has joined the firm as Vice President, Employee Benefits.
Bank of Southern California NA

Bank of Southern California, N.A. Names Robby Piper Senior Managing Director, Business Banking

SAN DIEGO, Calif. /California Newswire/ -- Bank of Southern California, N.A. (OTC Pink: BCAL), a community business bank headquartered in San Diego, is pleased to announce that Robby Piper has joined the company as Senior Managing Director, Business Banking. He will be responsible for expanding Bank of Southern California's client base.
NotaryCam

NotaryCam Having Banner Year in 2019, Citing Growing Adoption of Remote Online Closing

NEWPORT BEACH, Calif. /California Newswire/ -- NotaryCam(R), creator of remote online notarization (RON), acknowledged leader in online notarization and original provider of patented mortgage eClosing solutions, today announced it is extending its 2018 record growth to another unprecedented performance in 2019. Following a nearly 140 percent 2018 increase in new users, NotaryCam surpassed 200,000 users in the first half of 2019, and is on pace to add 10,000 users monthly.
DocMagic and LendingPad LOS Integrate

DocMagic and LendingPad LOS Integrate for Compliant Document Preparation and eSigning

TORRANCE, Calif. /California Newswire/ -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that it has completed an integration with cloud-based loan origination system (LOS) provider LendingPad from WEI Technology LLC, offering its document preparation services directly from within the LendingPad environment.
NotaryCam

Fidelity National Financial Inc. (NYSE:FNF) Adds NotaryCam Remote Notarization Service to Online Closing Options

NEWPORT BEACH, Calif. /California Newswire/ -- NotaryCam(R), the pioneering leader in online notarization and the original provider of mortgage eClosing solutions, today announced that Fidelity National Financial (FNF), will allow the use of NotaryCam to deliver remote online notarization (RON) and remote online closing (ROC) capabilities to FNF's network of direct title and settlement operations, as well as its network of independent title agents.
EPIC at CFMA 2019

Mary Grandy of EPIC Insurance Brokers Receives 2019 Joe Quigley Memorial Award

SACRAMENTO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that EPIC Sacramento-based Vice President of Property & Casualty, Mary Grandy, was the 2019 recipient of the Joe Quigley Memorial Award, conferred annually by the Construction Financial Management Association (CFMA).
Kevin Ach of EPIC

EPIC’s Kevin Ach to Moderate Executive Session on Loss Prevention and Asset Protection at NRF Protect

ANAHEIM, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Kevin Ach, Vice President of Risk Assurance for EPIC's Integrated Risk Solutions Practice will moderate the Executive Afternoon session on loss prevention at the National Retail Foundation's "NRF Protect" Conference, June 11 in Anaheim, Calif.
Exactuals' Hurst, Hiller, and Mauritzen

Showbiz Tech from EXACTUALS Shows a Better Way to Pay: Insurance Industry Alert issued by EraNova Institute

LOS ANGELES, Calif. /California Newswire/ -- Today the EraNova Institute issued a business alert: "Showbiz shows a better way to pay." EraNova's Director, Dick Samson, says, "For non-employees in entertainment and insurance, getting the money due you has often been a chore." For decades complexity has been a sore spot in both industries, according to the alert. Then in 2011, Mike Hurst and Jason Hiller established Exactuals, LLC.
MCT TAM - Trade Auction Manager

Mortgage Capital Trading (MCT) Launches Trade Auction Manager to Enable Electronic TBA MBS Trading

SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that it has officially launched Trade Auction Manager(TM) (TAM) to enable more efficient bidding of TBA mortgage-backed securities used by lenders to hedge their open mortgage pipelines. The browser-based software module is accessible via MCTlive!, the company's award-winning comprehensive capital markets platform.
ReverseVision

ReverseVision Launches New Tool to Help Originators and Consumers Compare HECM Loans with HELOCs, First- and Second-Lien Mortgages

SAN DIEGO, Calif. /California Newswire/ -- ReverseVision, the leading provider of technology and training for the Home Equity Conversion Mortgage (HECM) and senior lending industry, today announced the release of the Comparison Calculator within RV Sales Accelerator (RVSA).
Paragon Insurance - Erik Kriens

Paragon Insurance Strengthens Wine Industry Operations with Promotion of Erik Kriens to Regional President in the West

SAN FRANCISCO, Calif. /California Newswire/ -- Paragon Insurance Holdings LLC ("Paragon"), a national multi-line specialty MGA (Managing General Agency) based in Avon, Conn., today announced the promotion of Erik Kriens to Regional President. Kriens is based in Paragon's San Francisco office and reports directly to Paragon CEO and Co-founder Ron Ganiats.
Sean Dlal of BCAL

Bank of Southern California NA Names Mr. Sean Dlal Managing Director of Business Banking

SAN DIEGO, Calif. /California Newswire/ -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, is pleased to announce that Sean Dlal has joined the company as Managing Director of Business Banking in Del Mar. He will be responsible for expanding Bank of Southern California's client base by actively seeking new business opportunities in the San Diego region.
Mortgage Quality Management

MQMR Hires Mortgage Compliance Exec Jeff Christensen as Vice President of Sales

LOS ANGELES, Calif. /California Newswire/ -- Mortgage Quality Management and Research, LLC (MQMR) announced today that it has hired Jeff Christensen as Vice President of Sales. In this role, Christensen will be responsible for leading sales, driving new business opportunities and expanding awareness of the MQMR brand in the market.
BlackFin Group

BlackFin Group in Irvine CA Officially Launches Financial Services Consulting Practice

IRVINE, Calif. /California Newswire/ -- BlackFin Group - a boutique-style consulting firm focused on mortgage banking and financial services - announced that it has formally launched operations with the goal of bringing a unique method to projects that drastically deviates from the way traditional consulting practices work with clients.
Bank of Southern California NA

Bank of Southern California, N.A. Announces its Q1-2019 Results and Reports Growth Amidst Expansion

SAN DIEGO, Calif. /California Newswire/ -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL) today reported results for the first quarter ended March 31, 2019. Total assets grew to $769 million for the first quarter of 2019, a 47% increase compared to the first quarter of 2018. Quarterly net income increased 72% to $1.85 million compared to $1.07 million in Q1 of 2018. Total loans ended the quarter at $629 million and total deposits were $636 million.
EPIC Insurance

EPIC Insurance Brokers Acquires Book of Business of Brokers Insurance Mart, Inc. (BIM)

LIVERMORE, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that it acquired in an asset sale the book of business of Brokers Insurance Mart, Inc. (BIM) on April 15, 2019.
NotaryCam

NotaryCam and Milo Credit Team To Complete International Remote Online Closing Transaction

NEWPORT BEACH, Calif. /California Newswire/ -- NotaryCam(R), the pioneering leader in online notarization and original provider of mortgage eClosing solutions, today announced that it has partnered with Milo Credit to complete the lender's first remote online closing (ROC) transaction.
Leslie Winick

Mortgage Capital Trading (MCT) Bolsters Executive Management Team with Addition of Leslie Winick as Chief Strategy Officer

SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that Leslie Winick has joined the company as Chief Strategy Officer (CSO). In this newly created position, Ms. Winick will play an integral role in helping MCT hone its strategic direction, further increase market share, manage rapid growth, and delight clients.
EPIC Insurance

At 2019 Retail Asset Protection Conference EPIC’s Kevin Ach and Walter Palmer to Present on Business Continuity and Theft

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Practice Leader Walter Palmer will facilitate a session on May 6 at Retail Asset Protection Conference and Vice President of Risk Assurance Kevin Ach will present on May 7 at the Gaylord Rockies Resort in Denver.
Absolute Trust Talk with Kirsten Howe

Absolute Trust Talk with Kirsten Howe: Tax Law Changes Impact Charitable Giving – Is Philanthropy Motivated by Tax Reasons Dead?

WALNUT CREEK, Calif. /California Newswire/ -- Absolute Trust Talk, a monthly podcast released by Absolute Trust Counsel, recently sat down with Michael Crvarich, Vice President of Legacy Giving at the John Muir Health Foundation, to discuss how an individual's core value system is the new driving force behind charitable giving.
Bank of Southern California NA

Bank of Southern California, N.A. Appoints Rick Beatty Vice President, Underwriter

SAN DIEGO, Calif. /California Newswire/ -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, has named Rick Beatty Vice President, Underwriter. He will be responsible for structuring, analyzing and underwriting commercial credit for small to middle market companies as well as managing an existing portfolio of clients.
Tiffany McClellan of EPIC

Tiffany McClellan of EPIC to Present on Designing Benefits Plans at HRE Health and Benefits Leadership Conference

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Regional Director of Employee Benefits Tiffany McClellan, CEBS, will present at the Human Resource Executive (HRE) Health & Benefits Leadership Conference on Thursday, April 25 at 11:30 a.m. at the Aria Resort & Casino in Las Vegas.
Mortgage Capital Trading - MCT

Mortgage Capital Trading Reorganizes Sales Processes, Expands National Sales Team, and Forms Customer Success Group

SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, today announced it has restructured the company's internal sales processes, bolstered the sales team, and launched a Customer Success Group (CSG). Implementation of the changes pave the way for significant growth as the company continues innovating, launching new products and services, and on-boarding clients.
Tony DiVita of Bank Southern Calif.

Bank of Southern California NA Names Tony DiVita Chief Operating Officer

SAN DIEGO, Calif. /California Newswire/ -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, has named Tony DiVita Executive Vice President, Chief Operating Officer. Mr. DiVita joined Bank of Southern California in 2011 and most recently held the position of Executive Vice President, Chief Banking Officer.
Reconciled

Reconciled Expands with New Los Angeles Location providing Online Bookkeeping Services for Entrepreneurs

LOS ANGELES, Calif. /California Newswire/ -- Reconciled is pleased to announce the opening of a new satellite office in Los Angeles. The online bookkeeping firm for entrepreneurs launched a L.A. office in partnership with local bookkeeping firm Logistis to expand services to entrepreneurs in the greater L.A. region.
Gaylin Anderson of BCAL

Bank of Southern California NA Names Gaylin Anderson to Chief Banking Officer

SAN DIEGO, Calif. /California Newswire/ -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, has appointed Gaylin Anderson Executive Vice President, Chief Banking Officer. Mr. Anderson previously served as Executive Vice President, Market Executive, and was responsible for the bank's growth within the newly added Los Angeles and Orange County markets.
Bank of Southern California NA

Bank of Southern California NA Extends Loan Facility to San Diego’s NTC Foundation

SAN DIEGO, Calif. /California Newswire/ -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCA), a community business bank headquartered in San Diego, Calif., announced today that it has extended a loan facility to the NTC Foundation, a San Diego-based non-profit organization focused on creating a destination for arts and culture at the former Naval Training Center in San Diego.
Bank of Southern California NA

Bank of Southern California NA Appoints Ashley Lopez as Branch Managing Director in Carlsbad

SAN DIEGO, Calif. /California Newswire/ -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, has announced the appointment of Ashley Lopez as Branch Managing Director for the company's Carlsbad office. She will be responsible for expanding Bank of Southern California's market presence by actively seeking new business banking relationships with a focus on San Diego's North County communities.
Britt Haven of MQMR

Britt Haven of MQMR Receives Achievement Certification from the MBA’s Certified Mortgage Compliance Professional Program

LOS ANGELES, Calif. /California Newswire/ -- Mortgage Quality Management and Research, LLC (MQMR) announced today that its National Account Executive Britt Haven has completed Level I of the Certified Mortgage Compliance Professional (CMCP) Certification and Designation program offered by the Mortgage Bankers Association (MBA).
Ian Miller CMO

MCT CMO Ian Miller Named a 2019 ‘Top 40 Most Influential Mortgage Professionals Under 40’ by NMP

SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading, Inc. (MCT) a leading mortgage hedge advisory and secondary marketing software firm, announced that its Chief Marketing Officer, Ian Miller, was recognized by National Mortgage Professional Magazine's (NMP) for his industry accomplishments, landing him on the 2019 'Top 40 Most Influential Mortgage Professionals Under 40' list.
The Mortgage Collaborative (TMC)

The Mortgage Collaborative Adds 3 New Board Members, 45 Lender Members and Grows Attendance at 2019 Winter Conference

SAN DIEGO, Calif. /California Newswire/ -- The Mortgage Collaborative, a fast-growing independent mortgage cooperative of banks, credit unions and mortgage bankers, continues growth initiatives by adding three new mortgage executives to its Board of Directors. The new board members were voted in at their bi-annual member conference held in Austin, Texas.
Bank of Southern California NA

Bank of Southern California, N.A. Continues to Expand Its Business Development Team in Los Angeles

LOS ANGELES, Calif. /California Newswire/ -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, is pleased to announce the expansion of its business development team in the Los Angeles market with the hiring of two seasoned banking professionals to support the company's continued growth and expansion in the Southern California region.
EPIC Insurance

Risk & Insurance Honors 8 of EPIC Brokers’ Consultants as 2019 Power Brokers

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Alexander Brown (Environmental), DeAnna Buck (Captives), Alexandra Forcucci (Real Estate), Maron Impagliazzo (Transportation), Matt Sears (Employee Benefits), and Neil Slattery (Retail) have been recognized as 2019 Power Brokers(R) by Risk & Insurance(R) magazine. Lawrence Kirshner (Employee Benefits) and Laura Tesoriero (Retail) were named as finalists.
PowerGuard Insurance Services

PowerGuard Specialty Insurance Launches Residential Solar Protection Program for Dealers and Installers

IRVINE, Calif. /California Newswire/ -- PowerGuard Specialty Insurance Services - a renewable energy program manager based in the United States - announced today the availability of a unique, first of its kind, insured full-system warranty for residential solar installations, including solar panels, wiring/leads and inverters.
Base Zero, Inc. Security

Base Zero’s New Crypto Custody Keeps Financial Institutions Safe from Theft and Fraud

BERKELEY, Calif. /California Newswire/ -- Multi-signature transaction authorization has become more secure and more convenient, thanks to Base Zero's handheld signer devices. The devices work in combination with flexible security software that smoothly integrates with existing financial systems. Base Zero institutional crypto custody enables offline safekeeping of client crypto assets while maintaining 24/7 real-time asset access and transaction capability.
MCT Trading - chart - remain loyal

Mortgage Capital Trading (MCT) Scores High Marks in Satisfaction, Lender Loyalty, and Functionality Effectiveness According to Recent Study by STRATMOR Group

SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that the 2018 STRATMOR Technology Insight Study rated MCT as the leader in overall satisfaction, lender loyalty, and functionality effectiveness in the production pipeline hedging industry, according to survey respondents.
Bank of Southern California NA

Bank of Southern California, N.A. Announces Q4-2018 and Year End Financial Results

SAN DIEGO, Calif. /California Newswire/ -- Bank of Southern California, N.A. (OTC Pink: BCAL) announced quarterly net income of $2.0 million for the fourth quarter of 2018, compared to $875 thousand in the third quarter of 2018 and $1.1 million for the fourth quarter of 2017. For the year ended December 31, 2018, net income was $5.3 million compared to $4.0 million for the year ended December 31, 2017.
Bank of Southern California NA

Bank of Southern California, NA Names Scott Yates as Regional Managing Director

SAN DIEGO, Calif. /California Newswire/ -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, has expanded its business development team with the appointment of Scott Yates as Group Managing Director of Branch Sales and Deposit Origination. He will be responsible for leading the branch banking group in their efforts to grow the bank's core deposits, deepening existing client relationships and originating new client relationships.
EPIC Holdings Inc. and INTEGRO

EPIC Holdings Inc. Finalizes its Acquisition of Integro USA

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Holdings, Inc. ('EPIC') today announced the closing of EPIC's acquisition of Integro Holdings Inc. (substantially all of the U.S. operations of Integro Group Holdings). Please see our press release issued on December 17, 2018 that follows for more details and comments on the transaction.
John E Chung of BCAL

Bank of Southern California, N.A. Names John E. Chung as Group Managing Director

SAN DIEGO, Calif. /California Newswire/ -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, has announced the appointment of John Chung as Group Managing Director of Business Banking. He will be responsible for leading the team's impact of meeting the banking needs of small to medium sized businesses throughout Southern California.
NotaryCam’s Rick Triola

NotaryCam Helps East Texas Title Complete Its First Remote Online Closing (ROC)

NEWPORT BEACH, Calif. /California Newswire/ -- NotaryCam(R), the pioneering and market leader in remote online notarization and mortgage eClosing solutions, today announced that East Texas Title has executed its first remote online closing (ROC(TM)) in Texas since the state's remote online notarization law went into effect. The transaction, which was executed using NotaryCam's eClose360(R) eClosing platform, was performed on behalf of a couple currently located in Colorado and selling their property in Longview, Texas.
Cloudvirga

Fintech provider Cloudvirga closes 2018 with customers producing nearly $200B in loan volume, secures $50m in capital

IRVINE, Calif. /California Newswire/ -- Cloudvirga(TM), a leading provider of digital mortgage software, closed the books on 2018 with a 54 percent year-over-year increase in mortgage loan volume processed through its intelligent Mortgage Platform(TM). The strong 2018 results topped a long list of achievements.
EPIC and HR Hotlink

EPIC Insurance Brokers and HR Hotlink Partner for the Benefit of CNCDA Members

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today a marketing and distribution agreement with HR Hotlink. Both firms are longtime valued partners of the California New Car Dealers Association (CNCDA).
Bank of Southern California NA

Bank of Southern California, N.A. Names Bill Lamison VP, Underwriter

SAN DIEGO, Calif. /California Newswire/ -- Bank of Southern California, N.A. (OTC Pink: BCAL), a community business bank headquartered in San Diego, has announced the appointment of Bill Lamison as Vice President, Underwriter. He will join the company's established business banking team and will be responsible for structuring, analyzing and underwriting commercial credit for new clients as well as managing an existing portfolio of customers.
Dan Sogorka and Kelly Kucera

Dan Sogorka, Former FNF/Black Knight executive joins Cloudvirga as chief revenue officer

IRVINE, Calif. /California Newswire/ -- Cloudvirga, a leading provider of digital mortgage software, today announced the appointments of Dan Sogorka as chief revenue officer and Kelly Kucera as senior vice president of marketing. Sogorka, a seasoned mortgage technology executive, will drive Cloudvirga's continued revenue growth and oversee the firm's sales and marketing strategy with the help of veteran cloud technology marketer Kucera.
Blake Kirk

EPIC Insurance Adds Blake Kirk as a Principal in San Francisco

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants announced today that risk management and insurance professional Blake Kirk has joined the firm's operations in Northern California as a Senior Vice President and Principal.
Randy Pizer

Randy Pizer Joins EPIC Insurance Brokers in Orange County, Calif.

IRVINE, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants ('EPIC') announced today that risk management and insurance professional Randy Pizer has joined the firm's operations in California as Vice President/Account Executive.
Ashley Lundquist of Cloudvirga

Former Houzz and Drip leader, Ashley Lundquist, joins Cloudvirga as vice president of talent

IRVINE, Calif. /California Newswire/ -- Cloudvirga, a leading provider of digital mortgage software, today announced the appointment of Ashley Lundquist as vice president of talent. Lundquist will oversee the firm's initiatives to attract, develop and retain top technology talent as Cloudvirga rapidly expands its team.
The Mortgage Collaborative (TMC)

The Mortgage Collaborative Adds 44 New Lender Members in 2018, Now Growing Staff to Serve 2019 Expansion

SAN DIEGO, Calif. /California Newswire/ -- The Mortgage Collaborative (TMC), the mortgage industry's only independent cooperative, today announced it added 44 new lender member companies in 2018, its strongest year ever for new member growth. To help support the significant growth of their network, TMC has also added Sarah Oldani and Jennifer Haning to their staff.

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