CA Finance - Page 12
Home CA Finance
The Mortgage Collaborative Releases Aggressive 2016 Growth Data with $150B in Origination Volume
SAN DIEGO, Calif. /California Newswire/ -- The Mortgage Collaborative, the industry's premier mortgage cooperative, today released year-end data on its 2016 growth. "Adding 50 new lender members and 20 new Preferred Partners in 2016 met the aggressive goals established by our Board, and grew our aggregate origination volume to over $150 billion," said David G. Kittle, CMB, the Collaborative's President.
NRMLA Adds ReverseVision CEO John Button to Board of Directors
SAN DIEGO, Calif. /California Newswire/ -- ReverseVision, the leading provider of software and technology for the reverse mortgage industry, today announced that its president and CEO, John Button, has joined the board of directors for the National Reverse Mortgage Lenders Association (NRMLA).
New Book, ‘Axe the Taxes’ Might Help You Pay for Your Big Christmas!
RIVERSIDE, Calif. /California Newswire/ -- Marvin Lee Robey announces the release of his latest book, "Axe the Taxes." Mr. Robey says "Axe the Taxes" is based on Supreme Court cases dealing with taxes and quotes those Supreme Court rulings.
rateOne Home Loans Opens Branch Office in San Clemente, Calif.
LOS ANGELES, Calif. /California Newswire/ -- Finance of America Mortgage, a national, full service mortgage banker, is pleased to announce that Jeana Ziroli Kobielsky has opened rateOne Home Loans, a division of Finance of America Mortgage in San Clemente, Calif. Orange County native, Jeana Ziroli Kobielsky, will serve as Branch Manager and will focus on developing new retail branches by assembling a team of talented mortgage advisors and processors.
Big Savings Insurance Agency acquired by Protector Holdings
SAN FRANCISCO, Calif. /California Newswire/ -- Protector Holdings, a joint venture of EPIC Insurance Brokers & Consultants and Dowling Capital Partners, announced today the acquisition of Big Savings Insurance Services, the firm's largest acquisition to date. Headquartered in Sacramento, California, Big Savings specializes in providing insurance services to Hispanic consumers; writing auto insurance from 14 California locations including Sacramento, Yuba City, Lodi, Stockton, Rancho Cordova, Roseville, Modesto, Turlock, Fresno, San Leandro, San Jose and Salinas.
ReverseVision President and CEO John Button named a 2016 Vanguard Award Winner
SAN DIEGO, Calif. /California Newswire/ -- ReverseVision, the leading provider of software and technology for the reverse mortgage industry, today announced that its President and CEO John Button has been selected as a 2016 Vanguard Award(TM) winner by HousingWire magazine. Button was recognized for his excellence as a business leader as well as his overall contributions to the reverse mortgage industry and U.S. housing economy.
EPIC Brokers’ Rob Massa and Craig Schmidt Named 2016 ‘Top Benefit Advising Innovators’
SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Employee Benefit Adviser (EBA) named Director of Retirement Rob Massa and Senior Wellness Consultant Craig Schmidt as "Top Benefit Advising Innovators."
EPIC Golf Insurance Services Named ‘Insurance Provider of the Year’ Second Year in a Row
SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that it has been named the 2016 "Excellence in Achievement" award winner for the second year in a row by BoardRoom Magazine as the "Insurance Provider of the Year."
DocMagic Total eClose Enables Industry’s First Completely Paperless Digital Closing – Start to Finish
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 successfully completed the mortgage industry's first comprehensive eClosing in Massachusetts, which included both lender and closing/settlement agent documentation, for radius financial group, inc.
Corporate Partner Geoffrey Perusse joins VLP Law Group Team
PALO ALTO, Calif. /California Newswire/ -- VLP Law Group LLP is pleased to announce that Geoffrey Perusse has joined the firm's Corporate Practice Group as a partner based in the San Francisco Bay Area. Mr. Perusse will chair the firm's Private Funds and Investment Management Group.
EPIC Insurance Named an Elite Agency for Second Year in a Row by Insurance Business America
SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that it has been named a 2016 Elite Agency for the second year in a row by Insurance Business America, a publication that reports on the latest achievements in insurance and also provides the latest in business best practices in a continually evolving industry.
EPIC Insurance Brokers’ Chuck Simpson to Speak at OSHA Oil & Gas Safety and Health Conference
SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Senior Risk Control Consultant Chuck Simpson will speak at the OSHA Oil & Gas Safety and Health Conference on Wednesday, November 30 at 2 p.m. at the Hilton Americas in Houston, Texas.
David G. Kittle, CMB, appointed President at The Mortgage Collaborative
SAN DIEGO, Calif. /California Newswire/ -- The Mortgage Collaborative, an independent mortgage lending cooperative, today announced the appointment of David G. Kittle, CMB as its President said John M. Robbins, CMB, the corporation's Chairman.
Bank of Southern California, N.A. adds Luz Gonzalez as Branch Sales Manager in Rancho Mirage
RANCHO MIRAGE, Calif. /California Newswire/ -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL) announced today that Luz Gonzalez has joined the Company as Branch Sales Manager of its Rancho Mirage branch. Most recently, Ms. Gonzalez served the Coachella Valley community as a Deputy Sheriff for the Riverside County Sheriff's Department, following a successful eleven-year career at El Paseo Bank.
Utah’s Box Home Loans Selects ReverseVision Exchange to Support New Reverse Mortgage Unit
SAN DIEGO, Calif. /California Newswire/ -- ReverseVision, the leading provider of software and technology for the reverse mortgage industry, today announced that Utah-based Box Home Loans (Box) has selected ReverseVision Exchange (RVX) loan origination system (LOS) to support its new reverse mortgage origination business.
Mortgage Capital Trading’s Enhancements to Industry-Leading Services Extends its Market Share
SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading, Inc. (MCT), an industry leading hedge advisory firm and developer of MCTlive!(TM), the award-winning secondary marketing software suite, announced that it has added a number of new features to its best execution service offering. The enhancements outpace existing competitor offerings and position MCT to capture additional business among lenders.
EPIC Insurance Brokers adds Broker-Producer Rick Haycock in Sacramento
SACRAMENTO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a unique and innovative national retail insurance brokerage and employee benefits consulting firm, announced today that Rick Haycock has joined the firm as a property & casualty insurance broker/producer.
ReverseVision Exchange RVX Now Offers Integrated Flood Determination from ServiceLink
SAN DIEGO, Calif. /California Newswire/ -- ReverseVision, the leading provider of software and technology for the reverse mortgage industry, announced it has completed an integration with ServiceLink Flood (ServiceLink) that enables users of RV Exchange (RVX) loan origination software (LOS) to order a "life of loan" flood certification from ServiceLInk without ever leaving the RVX system. ServiceLink flood products can be ordered from within RVX as of the system's 6.2 update.
Michael Nischan of EPIC to Speak at Seventh Annual Commercial Motor Vehicle Litigation Seminar
SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Vice President of Transportation & Logistics Risk Control Michael Nischan will speak at the Seventh Annual CMV Litigation Seminar on Thursday, October 27 at Villa Christina in Atlanta, Georgia.
Utelogy Corporation Completes Series A Private Equity Offering to Enhance Education and Enterprise Tech
LOS ANGELES, Calif. /California Newswire/ -- Utelogy Corporation, creator of enterprise audio/visual control, management, services and analytics software for use in higher education and enterprises announced that it has successfully closed a fully-subscribed, private equity offering with a small group of private Accredited Investors at an undisclosed value. Funds from this offering will support the company's current growth trajectory including software developers and additional support staff.
The Mortgage Collaborative Adds 12 New Lender Members for Q4/2016
SAN DIEGO, Calif. /California Newswire/ -- The Mortgage Collaborative, the nation's only independent mortgage lending cooperative, recently added twelve new lenders to their national network of originating members, proclaimed The Collaborative's EVP of National Sales & Strategic Alliances, Rich Swerbinsky.
Lender Price Investor Glenn Stearns Appearing at 2016 MBA Convention in Boston
PASADENA, Calif. /California Newswire/ -- Lender Price, the emerging leader in real-time, competitive mortgage analytics and product pricing and eligibility (PPE) solutions complete with full mobile functionality and advanced business intelligence, today announced that its investor Glenn Stearns will appear at its 2016 MBA Annual Convention exhibit in Boston on October 23 - 26.
EPIC Insurance Brokers Launches Cyber Risk Insurance Platform for SMBs
SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, today announced the launch of a proprietary Cyber Risk and Insurance Platform, tailored to the unique needs of small and mid-sized businesses who are increasingly the most desirable targets of Cyber-attacks.
nCino Bank OS selected by Bank of Southern California, N.A. to Improve Workflow Process
SAN DIEGO, Calif. /California Newswire/ -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL) announced today that it has selected nCino's Bank Operating System to automate the Bank's lending and treasury management processes, enabling the bank to ultimately better serve its customers.
EPIC Insurance Brokers Adds Gerrad Newton to CNCDA Auto Dealer Specialty Program
SACRAMENTO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Gerrad Newton has joined the firm as a producer within their CNCDA Auto Dealer Specialty Program team.
Lender Price Launches Real-Time, Competitive Analytics and Pricing Platform at 2016 MBA Convention Boston
PASADENA, Calif. /California Newswire/ -- Lender Price, the emerging leader in real-time, competitive mortgage analytics and product pricing & eligibility (PPE) solutions complete with full mobile functionality and advanced business intelligence, today announced its upcoming launch at the 2016 MBA Annual Convention in Boston, October 23 - 26.
Corporate Settlement Solutions (CSS) Implements DocMagic’s Total eClose Mortgage Solution
TORRANCE, Calif. /California Newswire/ -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, compliance, eSign and eDelivery solutions, announced that Corporate Settlement Solutions (CSS), a title and settlement services company, has successfully implemented DocMagic's Total eClose(TM) solution. As a result, CSS can offer a completely new customer experience, gain a competitive advantage, and remain 100 percent TRID compliant at all times.
Bank of Southern California, N.A. Announces $7M Capital Offering with Castle Creek Capital
SAN DIEGO, Calif. /California Newswire/ -- Bank of Southern California N.A. (OTC Pink: BCAL / OTCMKTS:BCAL) announced today that it has signed a stock purchase agreement for a private placement of $7 million of the Bank's common stock with Castle Creek Capital, based in Rancho Santa Fe, California. The transaction is anticipated to close in the fourth quarter, subject to regulatory approvals and other standard closing conditions.
EPIC Insurance to Co-Host Employment Law Seminar on Protecting Your Business in 2017, in Atlanta
SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Vice President Pete Smith and Benefits Strategy consultant Suzannah Gill will present at "Protect Your Business in 2017," an employment law seminar that EPIC is both sponsoring and co-hosting. The event will take place on Wednesday, Sept. 28 from 8:30 a.m. to 1 p.m. at The 1818 Club in Duluth, Georgia.
Mortgage Capital Trading makes Inc. 5000 List of Fastest-Growing Private Companies for the Sixth Year in a Row
SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading, Inc. (MCT), a leader in mortgage risk management providing pipeline hedging, best-execution loan sales and centralized lock desk services, announced that the company has earned a spot on the Inc. 5000 list for the sixth straight year. MCT had a three-year growth rate of 62 percent and annual revenue of $11.4 million for 2015.
Reverse Mortgage Tech Leader, ReverseVision to Host UserCon 2017 Feb. 8-10 in San Diego
SAN DIEGO, Calif. /California Newswire/ -- ReverseVision, the leading provider of software and technology for the reverse mortgage industry, today announced it will host its second annual user conference Feb. 8-10, 2017, at the Hilton San Diego Resort and Spa in San Diego, Calif. ReverseVision UserCon 2017 will deliver three days of educational programming, financial product sales training, networking opportunities and vendor exhibits tailored for industry newcomers as well as seasoned reverse mortgage loan originators and operations personnel.
Jim Hughes joins EPIC Insurance as VP and Managing Consultant of Loss Control
SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Jim Hughes has joined the firm as a vice president and the Managing Consultant of Loss Control Services in their National Construction Specialty Group.
Wilson Long and Zohreh Talebzadeh of EPIC Insurance Recognized as 2016 Young Guns by Insurance Business
SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Insurance Business America (IBA) has named Principal Wilson Long (Birmingham, Ala.) and Team Leader Zohreh Talebzadeh (San Francisco, Calif.) among their "Young Guns" of 2016.
The Mortgage Collaborative and Roostify Partner to Provide Mortgage Process Automation
SAN FRANCISCO, Calif. /California Newswire/ -- Roostify, a provider of automated mortgage transaction technology, today announced that the company has joined the Preferred Partner Network for The Mortgage Collaborative, an independent mortgage lending network of small, mid-sized and community-based lenders, in order to provide network members with access to Roostify's mortgage technology platform.
Mortgage Capital Trading and Fannie Mae Form Strategic Collaboration for Tech Deployment
SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading, Inc. (MCT), an industry leading hedge advisor and developer of MCTlive!(TM), the award-winning secondary marketing software suite, has entered into a strategic collaboration with Fannie Mae(R) to facilitate new technology deployment, collaborative planning, and better service to mutual clients.
ReverseVision Welcomes Retirement Income Expert Jamie Hopkins to Board of Directors
SAN DIEGO, Calif. /California Newswire/ -- ReverseVision, the leading provider of software and technology for the reverse mortgage industry, today announced that Jamie Hopkins, Esq., MBA, LLM, CLU(R), RICP(R), has joined its board of directors. A noted expert and frequent speaker on matters of financial planning and retirement income, Hopkins is also a distinguished professor who has educated thousands of financial services professionals over the course of his career.
Rob Massa and Craig Schmidt of EPIC Insurance Honored as Employee Benefit Advisers of the Year
SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Employee Benefit Adviser (EBA) has named Director of Retirement Rob Massa the "Retirement Advisor of the Year" and Senior Wellness Consultant Craig Schmidt the "Wellness Advisor of the Year" in the publication's 2016 Employee Benefit Advisers of the Year Awards.
Mortgage Capital Trading, Inc. Named ‘Best Place to Work’ by San Diego Business Journal for Fifth Straight Year
SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading, Inc. (MCT), a recognized leader in mortgage risk management providing pipeline hedging, best-execution loan sales, and centralized lock desk services, announced that it has been named Best Places to Work by the San Diego Business Journal (SDBJ) for the fifth straight year.
Bank of Southern California, N.A. Recognized as a Top Small Business Lender
SAN DIEGO, Calif., /California Newswire/ -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL) has been recognized as a top small business lender in San Diego County based on the volume of SBA 7(a) loans originated according to the San Diego District Office of the U.S. Small Business Administration's fiscal year-end lender rankings as of July 31, 2016.
Bank of Southern California N.A. Completes Acquisition of Opus Bank Branch
SAN DIEGO, Calif. /California Newswire/ -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL) has completed the purchase of the deposits of the La Quinta branch of Opus Bank. The transaction closed on Friday, August 19, 2016. Customers of the Opus Bank La Quinta branch were consolidated into the existing La Quinta branch of Bank of Southern California. As of Monday, August 22, 2016, the former Opus Bank La Quinta customers now have access to all Bank of Southern California locations, including three Coachella Valley branches located in La Quinta, El Paseo-Palm Desert, and Rancho Mirage.
EPIC Insurance Brokers adds Vincent G. Caracciolo as Managing Director of Claims and Coverage Advocacy
SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Vincent G. Caracciolo has joined the firm as National Managing Director of Claims and Coverage Advocacy.
ReverseVision RV Exchange (RVX) Integrates with Informative Research to Expand Credit Report Options
SAN DIEGO, Calif. /California Newswire/ -- ReverseVision, the leading provider of software and technology for the reverse mortgage industry, announced it has completed its integration with Informative Research, one of the nation's oldest and largest credit reporting agencies. The integration makes it faster and easier for users of RV Exchange (RVX) loan origination software (LOS) to order Premier Credit Report, Informative Research's version of the tri-merge credit report that has become the mortgage industry standard.
EPIC Insurance adds Jim Williford to National Energy Construction Practice
SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that risk management and insurance professional Jim Williford has joined the firm's National Energy Construction Practice as a Business Development Manager.
Calif. Assembly Speaker Rendon Statement on Cap and Trade Spending Plan
SACRAMENTO, Calif. /California Newswire/ -- Calif. Assembly Speaker Anthony Rendon (D-Paramount) released the following statement regarding a cap and trade spending plan: "A responsible...
New American Funding Builds Out 47-State Reverse Mortgage Op with ReverseVision RVX
SAN DIEGO, Calif. /California Newswire/ -- ReverseVision, the leading provider of software and technology for the reverse mortgage industry, is pleased to announce that Tustin, California-based national mortgage lender New American Funding is expanding its reverse mortgage lending operation to 47 states using the RV Exchange (RVX) loan origination software (LOS).
San Diego’s The Mortgage Collaborative Adds 12 Providers to Preferred Partner Network
SAN DIEGO, Calif. /California Newswire/ -- The Mortgage Collaborative, an independent mortgage lending cooperative, today announced the formal approval of twelve new preferred partner companies to their national network, announced the Collaborative's EVP of National Sales & Strategic Alliances, Rich Swerbinsky.
Nations Valuation Services Implements Platinum Data’s Collateral Expert
ALISO VIEJO, Calif. /California Newswire/ -- Platinum Data Solutions, a provider of valuation data and analytics solutions for the mortgage industry, has announced that Nations Valuation Services, a nationwide appraisal management company, has quantifiably improved its workflow processes by implementing Platinum Data's Collateral Expert(R) property information report.
The Mortgage Collaborative Announces Speakers for 2016 Summer Member Conference in Denver
SAN DIEGO, Calif. /California Newswire/ -- The Mortgage Collaborative, an independent mortgage lending cooperative with a rapidly growing membership, will open the doors to its annual summer member conference two months from today on August 20 at the soaring Four Seasons Hotel in downtown Denver, Colorado.
EPIC Insurance Brokers adds Mark Millard to Risk Solutions Practice in Connecticut
SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that risk management professional Mark Millard has joined the firm's Stamford, Conn.-based EPIC Risk Solutions team as a Principal and Senior Producer.
EPIC’s Mark Niebuhr and Bill Cosgrove to Present at Globalaw’s European Regional Meeting
SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Managing Principal and Practice Leader for the Financial Risk Solutions Practice Bill Cosgrove and Senior Vice President Mark Niebuhr will present at Globalaw ERM Amsterdam on Saturday, June 11 from 10:30 a.m. to 10:45 a.m. at the Sofitel Legend the Grand Hotel in Amsterdam.
