CA Finance

CA Finance

CA Finance

CA Finance
Gerrad Newton

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

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.
DocMagic

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 NA

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

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

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.
ReverseVision

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

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

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

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

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.
Jamie Hopkins, Esq., MBA, LLM, CLU

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.
EPIC Consultants Rob Massa and Craig Schmidt

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.
MCT Trading Inc

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 NA

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 NA

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

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 and Informative Research

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.
Jim Williford

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.
Anthony Rendon

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...
ReverseVision

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).
The Mortgage Collaborative

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.
Platinum Data Solutions

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

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.
Mark Millard

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

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.
Dana Liedel, Suzanne McGarey and Lydia Rivera

Three of EPIC Insurance's Consultants Recognized in 25 Most Influential Women in Benefit Advising

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 Dana Liedel, Senior Vice President Suzanne McGarey and Senior Vice President Lydia Rivera have been included in Employee Benefit Adviser's list of the 25 Most Influential Women in Benefit Advising.
ReverseVision

ReverseVision and Factual Data to Provide Integrated Credit Reporting Solutions to Users of RVX LOS

SAN DIEGO, Calif. /California Newswire/ -- ReverseVision, the leading provider of software and technology for the reverse mortgage industry, has partnered with Factual Data to provide integrated credit reporting solutions to users of RV Exchange (RVX) loan origination software (LOS). Credit information supplied by Factual Data is available in RVX as of the system's most recent update on April 18.
ReverseVision RVX LOS

ReverseVision and Open Mortgage to Exhibit Reverse Mortgage Origination Tech at 2016 EMERGE Forum

SAN DIEGO, Calif. /California Newswire/ -- ReverseVision, the leading provider of software and technology for the reverse mortgage industry, is pleased to announce that it will be an exhibitor at the EMERGE: Consumer Financial Health Forum being held June 15-17 at the historic Roosevelt Hotel in New Orleans, Louisiana.
Eric Leventhal

EPIC Insurance Brokers adds Employee Benefits Consultant Eric Leventhal in San Francisco

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers & Consultants (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Eric Leventhal has joined the firm's Employee Benefits Consulting Practice. He will be based in San Francisco and report to John Connell, President, Employee Benefits of California.
Bank of Southern California NA

Bank of Southern California N.A. to Acquire Opus Bank La Quinta Branch

SAN DIEGO, Calif. /California Newswire/ -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL) announced that it has reached a definitive agreement to acquire the deposits of the La Quinta branch of Opus Bank located at 78080 Calle Estado #101, La Quinta, pending regulatory approval. The sale is anticipated to close on or about August 19, 2016.
Nick Tan

EPIC Insurance adds Nick Tan as Surety Manager serving the Northern California Construction Community

SAN RAMON, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Nick Tan has joined the firm as Surety Manager. Tan will be based in EPIC's San Ramon Construction Services Practice, reporting to Regional Director, Property & Casualty, Brian Quinn.
Jake Perata

EPIC Insurance adds Broker-Producer Jake Perata to Calif. Golf Insurance Services Team

SACRAMENTO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Jake Perata has joined the firm as an insurance broker/producer for the firm's Sacramento Calif.-based Golf Insurance Services Practice.
ReverseVision

Open Mortgage Rolls Out Reverse Mortgage Wholesale Operation on ReverseVision RV Exchange

SAN DIEGO, Calif. /California Newswire/ -- ReverseVision, the leading provider of software and technology for the reverse mortgage industry, is pleased to announce that Texas-based mortgage lender Open Mortgage has launched its reverse mortgage wholesale operation on the RV Exchange (RVX) loan origination software (LOS).
ReverseVision

Concord Mortgage Group Helps Baby Boomers Downsize Affordably with HECM and ReverseVision Exchange (RVX)

SAN DIEGO, Calif. /California Newswire/ -- ReverseVision announced today that Concord Mortgage Group (Concord), a Westerville, Ohio-based full-service mortgage banker and division of NOIC, Inc. (NMLS# 121455), has chosen RV Exchange (RVX) as its reverse mortgage loan origination software (LOS). Concord offers home-equity conversion mortgages (HECM), commonly called reverse mortgages, to clients in eight states.
DocMagic

DocMagic Announces 'eQC' Automated Due Diligence Solution for Lending Industry

TORRANCE, Calif. /California Newswire/ -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, compliance, eSign and eDelivery solutions, announced the formal launch of its fully integrated 'eQC' solution that automates due diligence for investors and correspondent lenders.
EPIC Insurance

Ascende's Rob Massa to Present at Gulf Coast Symposium in Houston May 12

HOUSTON, Texas and SAN FRANCISCO, Calif. /California Newswire/ --- MEDIA ADVISORY: Ascende, an EPIC company, today announced that Ascende Retirement Director Rob Massa is speaking at the Gulf Coast Symposium. Massa will speak on 'The Intersection of Health Care and Retirement' on Thursday, May 12 at 9 a.m. at the NRG Center in Houston, Texas.
ReverseVision

Home-Equity Loans Facts Track seminar for mortgage lenders in Huntington Beach May 11

SAN DIEGO, Calif. /California Newswire/ -- ReverseVision, Inc. is pleased to announce that it is again offering the popular 'Home-Equity Loans Facts Track' seminar for mortgage lenders interested in learning more about the home-equity conversion mortgage (HECM) loan on May 11, 2016 at the Hyatt Regency Huntington Beach, Sandpiper Room from 12:30 p.m. to 2:30 p.m.

EPIC Insurance Continues 2016 Growth in the Sacramento Region with the Addition of Two New Consultants

SACRAMENTO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, has announced continued expansion of their operations in the Sacramento Region with the additions of Victoria McKinney and Robin Neer. Both will be based in EPIC's Gold River office, under the leadership of Regional Director of Employee Benefits, Beth Barr.

EPIC Insurance Brokers' Mark Niebuhr Recognized as a 2016 Energi Elite Producer

SAN FRANCISCO, Calif. /California Newswire/ -- Energi, a leading provider of risk management and insurance programs for the energy industry, has recognized Mark Niebuhr of EPIC Insurance Brokers and Consultants as a 2016 Energi Elite Producer. At Energi's third Elite Producer Conference in Miami, Florida, Energi acknowledged Niebuhr and 64 other leading producers for their outstanding performance and dedication to promoting energy insurance products and services.
PAVASO

eClosing Leader Pavaso Completes 2000 Live Transactions on Digital Closing Platform

LOS ANGELES, Calif. /California Newswire/ -- Pavaso, a leader in eClosing and Consumer Management technology solutions, announced it has recorded its 2,000th live transaction on the Digital Close platform. In addition, more than 6,500 user accounts have been created in the platform, spanning from mortgage lenders to title/settlement agents to REALTORS and consumers. The announcement was made in conjunction with the Mortgage Bankers Association's National Technology in Mortgage Banking Conference and Expo.
ReverseVision

ReverseVision Exchange Software selected by NOVA Home Loans to Originate Reverse Mortgages

SAN DIEGO, Calif. /California Newswire/ -- ReverseVision, Inc. announced today that NOVA(R) Home Loans (NOVA), a Tucson, Arizona-based mortgage lender serving the Southwestern United States, has selected RV Exchange (RVX) as its reverse mortgage loan origination software (LOS). NOVA has originated reverse mortgages as a correspondent lender since 2014.
DocMagic

DocMagic Launches New Total eClosing Solution, Transforming the Entire Mortgage Process

TORRANCE, Calif. /California Newswire/ -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, compliance, eSign and eDelivery solutions, announced today the formal launch of its fully integrated eClosing solution that electronically transforms the entire mortgage process from initial eDisclosure to final eClosing through investor eDelivery.

The Carlyle Group Acquires Wholesale Trading Co-op and Rebrands Firm as Wholesale Trading Insurance Services

SAN FRANCISCO, Calif. /California Newswire/ -- Wholesale Trading Co-op Insurance Services, a privately-held wholesale insurance specialist serving a group of leading retail insurance brokers, announced today that The Carlyle Group (NASDAQ:CG) has agreed to acquire a majority stake in wholesale insurance broker JenCap Holdings, LLC and the assets of Wholesale Trading Co-Op Insurance Services, which will be re-named Wholesale Trading Insurance Services, LLC.

Platinum Data's Craig Zielazny Named to Board of Advisors, Wittenberg University Master of Science in Analytics Program

ALISO VIEJO, Calif. /California Newswire/ -- Platinum Data Solutions, a provider of valuation data and analytics solutions, has announced that Craig Zielazny, the company's senior vice president of valuation analytics, has been named to the Board of Advisors for Springfield, Ohio-based Wittenberg University's new Master of Science in Analytics program. The Board of Advisors is charged with collaborating to create the department's curricula and courses, and could include guest lecturing. The inaugural semester for Wittenberg University's Master of Science in Analytics program begins in August 2016.

Business Insurance Risk Management: EPIC VP Dan Houston to Moderate Panel on 'Captive' Topics

SAN FRANCISCO, Calif. and ATLANTA, Ga. /California Newswire/ -- In the world of risk management, captive insurers are taking on a major role for companies of all sizes. As the number and types of captive insurers are expanding, so too have the types of risks that captive owners are funding through these alternative-risk financing structures, says EPIC Insurance Brokers and Consultants.
ReverseVision RVX LOS

ReverseVision Exchange Loan Origination Software selected by Alpha Mortgage of N.C.

SAN DIEGO, Calif. /California Newswire/ -- ReverseVision has announced that Wilmington, N.C.-based Alpha Mortgage, a full-service mortgage lender serving the Carolinas and Virginia, has selected RV Exchange (RVX) as its reverse mortgage loan origination software (LOS) solution. Alpha Mortgage opened its reverse mortgage lending channel in early 2016 under the guidance of division manager and Certified Reverse Mortgage Professional Greg Gianoplus.

EPIC Insurance Strengthens Northern Calif. Construction Practice with Addition of Trish Drew

SAN FRANCISCO and CONCORD, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a unique and innovative national retail insurance brokerage and employee benefits consulting firm, announced today that Trish Drew has joined the firm's Northern California Construction Practice.

Mark Niebuhr of EPIC Insurance Brokers Honored as a 2016 Insurance Industry 'Power Broker'

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants (EPIC), a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Mark Niebuhr has been recognized as a 2016 Power Broker in the Manufacturing sector by Risk and Insurance Magazine.

New Energy Start-Up Wattcoin Technologies Launched in San Francisco

SAN FRANCISCO, Calif. /California Newswire/ -- Wattcoin Technologies Inc., a platform-as-a-service (PAAS) solution for energy companies to manage their customer's billing processes, energy savings and renewable energy investments, opens office in San Francisco, Calif.

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