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MCT Fortifies Its Team of Mortgage Leaders Before 2020 Market Volatility
SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that it appointed two mortgage industry veterans in early 2020 which strengthen its support to the capital markets community during the worldwide pandemic and associated financial turbulence.
Perigee Fund Invests in Health-focused Charity, 2020 Mom, and Exec. Director Joins from Cigna
LOS ANGELES, Calif. /California Newswire/ -- 2020 Mom has been awarded a significant multi-year capacity investment by the Perigee Fund, a philanthropic organization focused in supporting early parenting, so families can thrive.
DocMagic and Simplifile Team to Advance eClosing Adoption in Mortgage Industry
TORRANCE, Calif. /California Newswire/ -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced it has partnered with leading real estate document collaboration and recording technology provider Simplifile to deliver new process efficiencies that further digitize the closing process.
MortgageCountry Perfects the eClosing Process, Goes Live with DocMagic’s Custom-Configured Total eClose
TORRANCE, Calif. /California Newswire/ -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that MortgageCountry, a newly formed mortgage banker, has implemented its Total eClose platform and dynamic document preparation service.
Sasha Baluka Promoted to Partner at Bessolo Haworth, a Leading West Coast Tax, Accounting & Business Advisory Firm
SHERMAN OAKS, Calif. /California Newswire/ -- Bessolo Haworth, a leading West Coast tax, accounting and business advisory firm, announces the promotion of Sasha Baluka to partner. Baluka will continue to manage some of the firm's largest clients and will now also work with the firm's partners to manage and lead the organization.
NotaryCam Founder Rick Triola Praises ALTA, MBA and NAR for Issuing Model RON Executive Order
NEWPORT BEACH, Calif. /California Newswire/ -- NotaryCam Founder and CEO Rick Triola today hailed the efforts of the American Land Title Association (ALTA), Mortgage Bankers Association (MBA) and National Association of Realtors (NAR) to provide guidance and standardization for states seeking to temporarily authorize the use of remote online notarization (RON) for real estate closings.
So-Cal Startup Accelerator, Expert DOJO, Invests $1.2M in Diverse Startups this June
SANTA MONICA, Calif. /California Newswire/ -- On June 3, 2020, Expert DOJO has announced that its current accelerator cohort has invested in 12 companies. Of 12 investments made, 9 are minority-led businesses, and of the same 12 investments, 4 have female founders.
ReverseVision Adds Carissa Orozco as Director of Business Development, Strategic Partners
SAN DIEGO, Calif. /California Newswire/ -- ReverseVision, the leading technology provider for the Home Equity Conversion Mortgage (HECM) and private reverse lending program market, today announced the appointment of Carissa Orozco as director of business development, strategic partners.
Quest Settlements’ Louis Masry Takes Role as President of the National Structured Settlements Trade Association (NSSTA)
WESTLAKE VILLAGE, Calif. /California Newswire/ -- The National Structured Settlements Trade Association (NSSTA) has named Louis Masry as 2020-2021 President. Masry is a co-owner at Quest Settlements, where he serves as Principal and as a Senior Settlement Consultant. He has assumed the role of President from Michelle Caine, who completed her year in the role.
Amid Ongoing Work-From-Home Requirements, DocMagic Provides its eSign Tech at No Cost to Boost Employee Productivity
TORRANCE, Calif. /California Newswire/ -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced it has made an agnostic version of its eSign technology available for free in order to help organizations increase productivity, efficiency and compliance among work-from-home employees during COVID-19 stay-at-home orders as well as after they are lifted.
Bank of Southern California, N.A. Funds More Than $487.8 Million in PPP Loans
SAN DIEGO, Calif. /California Newswire/ -- Bank of Southern California, N.A. (OTC Pink: BCAL), a community business bank headquartered in San Diego, announced today that it has funded more than $487.8 million in Paycheck Protection Program (PPP) loans. These results, as of 9:30 p.m. PDT on May 7, 2020, provided 1,940 local businesses affected by the Coronavirus (COVID-19) with critical financing to retain or restore jobs for 51,523 individuals.
KROST CPAs Provides Much-Needed Help to Businesses Affected by the Economic Downturn Caused by the COVID-19 Pandemic
LOS ANGELES, Calif. /California Newswire/ -- Los Angeles-based firm, KROST CPAs & Consultants, has launched several programs to assist businesses during the Coronavirus pandemic. Since April 2020, the firm has assisted hundreds of businesses and individuals through the development of COVID-19 resources.
Bank of Southern California, N.A. (BCAL) Announces Q1 2020 Results
SAN DIEGO, Calif. /California Newswire/ -- Bank of Southern California, N.A. (OTC Pink: BCAL) today reported results for the first quarter ended March 31, 2020. Total assets increased to $852 million at March 31, 2020, up from $830 million in the prior quarter and an increase of 10.8% compared to March 31, 2019.
Certain Lending Launches Major Survey of 500 Real Estate Investors
SAN FRANCISCO, Calif. /California Newswire/ -- Certain Lending released a national survey of real estate investors. A majority of real estate investors expect COVID-19 will cause home prices to decline up to 20%. The survey of 569 real estate investors across the U.S., conducted between April 20 and 24, is the first of its kind.
Bank of Southern California, N.A. and CalWest Bancorp Announce Changes to Merger Agreement
SAN DIEGO, Calif. /California Newswire/ -- Bank of Southern California, N.A. (OTC Pink: BCAL) and CalWest Bancorp (OTCBB: CALW), today announced that they have renegotiated the terms of their merger and have agreed to amend the initial Definitive Agreement announced on October 21, 2019 following shareholder meetings held on April 22, 2020.
Lead Generation Co, CIENCE, Debuts at 31/500 in The Financial Times 2020 Americas’ Fastest Growing Companies
SAN DIEGO, Calif. /California Newswire/ -- The Financial Times announced the inaugural listing of the fastest-growing privately-held companies in the Americas, and lead generation company CIENCE Technologies placed No. 31 out of 500 companies measured.
Nationwide Equities Taps ReverseVision Private Program Support to Launch ‘EquityPower’ Reverse Mortgage Program
SAN DIEGO, Calif. /California Newswire/ -- ReverseVision, the leading provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, today announced that Nationwide Equities Corporation (Nationwide Equities) has leveraged ReverseVision's private product support to launch its own private reverse mortgage program, EquityPower.
Mortgage Quality Management and Research Adds Mortgage-Focused Social Media Monitoring Platform
LOS ANGELES, Calif. /California Newswire/ -- Mortgage Quality Management and Research, LLC (MQMR) announced today that it has added ActiveComply, a social media monitoring platform, to its suite of audit, risk and compliance-focused solutions for financial institutions and independent mortgage lenders.
Tapcheck and PRO Resources Inc. Partner to Bring More Companies Early Wage Access
TARZANA, Calif. /California Newswire/ -- Financial solutions company, Tapcheck, has announced its latest partnership with PRO Resources - a multi-state Professional Employer Group with over 30 years of experience.
MQMR Promotes Team: Mabel Lee to Head of Warehouse Due Diligence, Scott Weintraub to Lead Internal Audit Department
LOS ANGELES, Calif. /California Newswire/ -- Mortgage Quality Management and Research, LLC (MQMR) announced today that it has promoted Mabel Lee to Warehouse Due Diligence Manager and hired Scott Weintraub as Internal Audit Manager.
NotaryCam CEO Rick Triola Named 2020 ‘Tech All-Star’ by Mortgage Bankers Association
NEWPORT BEACH, Calif. /California Newswire/ -- NotaryCam, the pioneering leader in online notarization and original provider of mortgage eClosing solutions, announced that its founder and CEO Rick Triola is one of the five mortgage technology innovators honored by the Mortgage Bankers Association (MBA) as a 2020 Tech All-Star.
EPIC Adds Nick Nelson as Senior VP, Property & Casualty in Rancho Cordova, Calif.
SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Nick Nelson has joined the firm as Senior Vice President in their property and casualty practice based in Rancho Cordova, California office. Nelson will report to Kevin E. Harnetiaux, COO, Pacific North Region.
HECM Innovator ReverseVision Names Mortgage Tech Veteran Joe Langner President
SAN DIEGO, Calif. /California Newswire/ -- ReverseVision, the leading provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, today announced the appointment of Joe Langner as president. Langner will lead the company to achieve its strategic vision of establishing HECM and private reverse mortgages as lending portfolio staples alongside traditional and government loans.
Currency Notes Can Be Super Spreader of COVID-19 says HexGn Research
SAN FRANCISCO, Calif. /California Newswire/ -- At a time when various governments and health bodies are still figuring out the different modes of transmission of novel coronavirus 2019, there are some spelled out precautions for which there is a universal consensus, says HexGn research. One of them is to avoid contact with the objects, people, surfaces, et al.
EPIC Adds Wesley Carson as Senior VP in Sacramento, Expanding Employee Benefits Team
SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Wesley Carson has joined the firm as a Senior Vice President, Employee Benefits in their Sacramento, California office.
EPIC Adds Blake Chauvin as VP in Concord CA – Will Further Expand EPIC’s Risk Management Capabilities
SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Blake Chauvin has joined the firm as a Producer in their Concord, California office.
Bank of Southern California N.A. Announces Q4 and Year End 2019 Results
SAN DIEGO, Calif. /California Newswire/ -- Bank of Southern California, N.A. (OTC Pink: BCAL) today reported results for the fourth quarter ended December 31, 2019. Total assets ended the year at $830 million at December 31, 2019, an increase of 8.1% compared to December 2018. Total loans increased 6.6% to $677 million and total deposits increased 7.0% to $672 million compared to the prior year as well.
KROST CPAs Kicks Off 2020 by Announcing Merger with BPE&H an Accountancy Corporation
PASADENA, Calif. /California Newswire/ -- KROST CPAs and Consultants, a firm based out of Los Angeles, has merged in BPE&H out of Woodland Hills effective January 1, 2020. Seven principals will join the leadership team at KROST, including Scott Eisner, Martin Belak-Berger, Bob Price, Phil D'Amico, Scott Gilmore; and founding BPE&H principals Jerry Block and Jane Plant.
EPIC Welcomes Kevin Melvin as Director of the firm’s Southeast Charter School Practice
SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Kevin Melvin has joined the firm as Director of the firm's Southeast Charter School Practice.
Best Financial Life Launches Deliberate Money Moves Podcast with Six Episodes Focusing on Topics That Build a Foundation on Eliminating Financial...
DANVILLE, Calif. /California Newswire/ -- Greater East Bay financial planning firm Best Financial Life announces the launch of the Deliberate Money Moves podcast. Deliberate Money Moves was developed as a new avenue to educate clients and prospects on a wide variety of money and financial wellness topics so they can discover how to make better, more beneficial decisions when it comes to their financial landscape.
EPIC Insurance Brokers & Consultants Launches New National Specialty Practice: Asset Lifecycle Management
SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers & Consultants announced today the launch of a national specialty practice, Asset Lifecycle Management, providing risk consulting and risk transfer solutions focused on clinical and electronic equipment. Large healthcare systems, major universities, and financial institutions rely on electronic equipment to conduct daily operations.
OptifiNow Leverages ReverseVision’s RV Exchange to Streamline Reverse Loan Origination at Open Mortgage
SAN DIEGO, Calif. /California Newswire/ -- ReverseVision, the leading provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, today announced their recently released Loan Import API has been leveraged by OptifiNow for mutual lender client Open Mortgage.
The Mortgage Collaborative Partners with Mortgage Guaranty Insurance Company (MGIC)
SAN DIEGO, Calif. /California Newswire/ -- The Mortgage Collaborative (TMC), the mortgage industry's only independent cooperative, is pleased to announce it has signed an agreement with Mortgage Guaranty Insurance Company (MGIC) to be the newest addition to join its Preferred Partner Network.
NotaryCam CEO Rick Triola Praises Florida for Continuing Remote Online Notarization Legalization and Advancement
NEWPORT BEACH, Calif. /California Newswire/ -- NotaryCam Founder and CEO Rick Triola today applauded the Florida legislature for passing HB 409, which went into effect on January 1, 2020. The bill authorizes online notarizations and specifies requirements and standards for performance of such online notarizations.
Frenkel & Company Completes Transition to the EPIC Brand
SAN FRANCISCO, Calif. /California Newswire/ -- Edgewood Partners Insurance Center, which operates as EPIC Insurance Brokers and Consultants (EPIC), announced today that Frenkel & Company, acquired by EPIC in November 2017, has completed their adoption of the EPIC Insurance Brokers & Consultants name and brand.
NotaryCam Approved to Provide eNotary, RON Services for Michigan State’s Notaries
NEWPORT BEACH, Calif. /California Newswire/ -- NotaryCam the pioneering leader in online notarization and original provider of mortgage eClosing solutions, today announced that it has been approved by the Michigan Department of State to provide both eNotary and remote online notarization (RON) services to the more than 113,000 notaries public registered in the state.
EPIC welcomes Lisa Huscher as a Sales Executive, as Part of its LEAP Program
SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Lisa Huscher has joined the firm as a sales executive through their LEAP sales development program.
JLA Trust: Lifting People with Disabilities Out of Poverty, JLA Pooled Trust Hits $5M in Beneficiary Assets
LOS ANGELES, Calif. /California Newswire/ -- In recognition of the highly impactful, life-changing work provided to people with disabilities in the region, the Jewish Community Foundation of Los Angeles (The Foundation) has awarded Jewish Los Angeles Special Needs Trust & Services (JLA Trust) with a three-year, $250,000 Next Stage Grant.
Bank of Southern California, NA (OTC:BCAL) Completes Capital Offering and Plans to Form Holding Company
SAN DIEGO, Calif. /California Newswire/ -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS: BCAL), a community business bank headquartered in San Diego, announced today the successful completion of a capital raise of approximately $12 million through the issuance of common stock in a private placement to institutional and accredited individual investors at a price of $12.00 per share.
Juniper Labs Announces Open Data Set for Commercial Insurance Launch at Plug and Play Winter Summit
SUNNYVALE, Calif. /California Newswire/ -- Automated underwriting insurtech Juniper Labs today announced that it is launching the first ever open-sourced data set purpose built for commercial insurance. Juniper Labs plans to release over 40 million business records it acquired to train its underwriting models for anyone to use.
Raylene Chiarizzio has joined EPIC as Senior VP of the firm’s Southwest Risk Management Practice
LOS ANGELES, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants ("EPIC"), a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Raylene Chiarizzio has joined the firm as Senior Vice President of the firm's Southwest Risk Management Practice.
EPIC adds David Thoke to its Risk Management operations in Los Angeles
LOS ANGELES, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that David Thoke has joined the firm as Managing Principal of the firm's Southwest Risk Management Practice.
BobbiJo DeNofa joins the EPIC Risk Management team in Los Angeles
LOS ANGELES, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that BobbiJo DeNofa has joined the firm as Managing Principal of the firm's Southwest Risk Management Practice.
Black Knight Inc. Joins The Mortgage Collaborative (TMC) Preferred Partner Network
SAN DIEGO, Calif. /California Newswire/ -- The Mortgage Collaborative (TMC), the mortgage industry's only independent cooperative, today announced that Black Knight, Inc. (NYSE:BKI), a leading provider of mortgage software, data and analytics solutions, has been added to its Preferred Partner network.
EPIC Adds Scott Weiss as Principal – Strengthens its Risk Management Operations in California
SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Scott Weiss has joined the firm as a Principal in their Risk Management Practice.
Kelly Geary of EPIC Insurance Brokers Named National Executive Risk and Cyber Practice Leader
SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Kelly Geary has been named National Executive Risk & Cyber Practice Leader. Geary and her team bring deep knowledge and expertise in Cyber and Executive Risk to EPIC and their clients with an average of over 25 years of experience.
EPIC’s Betsey Brewer honored with 2019 Ramsden/Sullivan Memorial Award from the Independent Insurance Brokers and Agents of California
SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Betsey L. Brewer, CPCU was honored recently with the distinguished Ramsden/Sullivan Memorial Award.
New YouTube Channel, ‘Dr. Nevine Carmelle TV’ Spotlights Financial and Real Estate Problems and Solutions
IRVINE, Calif. /California Newswire/ -- Dr. Nevine Carmelle, PhD is excited to announce the launch of her new YouTube channel - "The Dr. Nevine Carmelle TV Show." After receiving numerous questions pertaining to tax problems and the law via phone calls and emails, she thought it would be a good idea to launch a channel where people could tune in on their own time and have many of their questions answered for free.
Bank of Southern California, N.A. Names Troy Perry Managing Director, Business Banking in L.A. Area
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 Troy Perry has joined the company as Managing Director of Business Banking. He will be responsible for broadening Bank of Southern California's market presence by actively seeking new business opportunities throughout Los Angeles' Westside.
DocMagic Holds Highest Market Share in Document Generation in STRATMOR Group’s 2019 Study
TORRANCE, Calif. /California Newswire/ -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that its Total eClose(TM) platform is the eClosing leader based on market share, overall satisfaction and lender loyalty in STRATMOR Group's 2019 Mortgage Technology Insight Study.
