The Mortgage Collaborative Adds Two New Board Members, Enjoys Record Attendance at Summer 2019 Conference
SAN DIEGO, Calif. /California Newswire/ -- The Mortgage Collaborative (TMC), the mortgage industry's only independent cooperative, today announced the addition of Kate deKay and Allison Johnston to their prestigious board of directors. Johnston and deKay were voted in Sunday, August 18, 2019, during the Lender Co-op board meeting, which took place in Nashville, Tennessee during TMC's summer conference.
DocMagic and INTEGRA Software Systems Announce Strategic Alliance for Mortgage Tech Solutions
TORRANCE, Calif. /California Newswire/ -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that INTEGRA Software Systems (INTEGRA) will offer the company's document preparation solution to their client base via an integration with INTEGRA's new LOS, EPIC.
Bank of Southern California, NA Names Joel Ewan Senior Vice President, Credit Administration
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 Joel Ewan as Senior Vice President, Credit Administration. In this newly created role, he will be responsible for managing, implementing, and evaluating credit policy initiatives as well as analyzing and structuring commercial credit for clients across multiple industry sectors.
KROST CPAs & Consultants Named to Inside Public Accounting 2019 ‘Best of the Best’ and ‘Top 200 Firms’
PASADENA, Calif. /California Newswire/ -- Inside Public Accounting (IPA) named KROST CPAs & Consultants and its affiliated tax consulting practice Best of the Best and Top 200 Firms for the fourth year in a row. The firm placed 109th on the prestigious top 200 list, a substantial leap from 157th in 2016 when it first made the rankings.
EPIC Insurance Brokers & Consultants Acquires Trumark Insurance & Financial Services
SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today the acquisition of Trumark Insurance & Financial Services, a Pleasanton, CA-based Brokerage/General Agency specializing in the institutional financial advisory market.
MQMR Bolsters Exec Team with Addition of Mortgage Industry Veteran Stephen Sherman as COO
LOS ANGELES, Calif. /California Newswire/ -- Mortgage Quality Management and Research, LLC (MQMR) announced today that seasoned mortgage and real estate professional Stephen Sherman has joined the firm as Chief Operating Officer. Sherman brings more than 30 years of experience in mortgage servicing, secondary marketing, warehouse lending, commercial real estate sales, corporate consulting and REO management services to his new role at MQMR, where he will be responsible for overseeing MQMR's day-to-day operations and managing the firm's long-term growth strategy.
Justin Roscoe named AVP, Training Officer at Bank of Southern California, N.A.
SAN DIEGO, Calif. /California Newswire/ -- Bank of Southern California, N.A. (OTC Pink: BCAL), a community business bank headquartered in San Diego, has named Justin Roscoe as Assistant Vice President, Training Officer. In this newly created role, he will lead all learning and development, and career pathing programs for the Bank. In addition, he will be responsible for developing a structured recruiting process and company-wide internship program.
NotaryCam Applauds Texas for Eliminating Roadblock to Remote Notarized Real Estate Transactions
NEWPORT BEACH, Calif. /California Newswire/ -- NotaryCam(R) Founder and CEO Rick Triola today praised the Texas legislature for passing SB 2128, which will go into effect on September 1. The bill provides recording jurisdictions with additional clarity when conducting paper recordings of electronically executed documents.
Successful Repayment of $27M to EB-5 Investors in New Commercial Enterprise Managed by A&J Capital, Inc.
LOS ANGELES, Calif. /California Newswire/ -- A&J Capital, Inc. (A&J), a financial services & advisory firm specializing in EB-5, private equity, and investment management, today announced its latest milestone of repaying $27 million of capital to EB-5 investors for one of its managed new commercial enterprises (NCE). A&J serves as a manager of the NCE and oversees its day-to-day activities, including the administration of the EB-5 loan.
Bank of Southern California, N.A. Announces 2019 Q2 Results
SAN DIEGO, Calif. /California Newswire/ -- Bank of Southern California, N.A. (OTC Pink: BCAL) today reported results for the second quarter ended June 30, 2019. Total assets were $767 million for the second quarter of 2019, a 47% increase compared to the second quarter of 2018. Quarterly net income increased 20% to $1.57 million compared to $1.31 million in Q2 of 2018.
Former IRS Exec, Mark Bodenstab, Joins KBKG as Director of Research and Development Tax Credits
PASADENA, Calif. /California Newswire/ -- Nationwide tax specialty firm KBKG adds another former IRS manager to their team of experts. Mark Bodenstab joins as the firm's Director of Research & Development Tax Credits with over 30 years combined at the IRS and in the private sector.
ReverseVision Names Sunny Mahdii Vice President of Operations
SAN DIEGO, Calif. /California Newswire/ -- ReverseVision, the leading provider of technology and training for the Home Equity Conversion Mortgage (HECM) industry, today announced it has appointed Sunny Mahdii to the position of vice president of operations. In this role, Mahdii will work with ReverseVision's professional services, training, implementation, document management and customer success teams to execute a holistic operations strategy.
Bank of Southern California, N.A. Names Ian McKay Managing Director
SAN DIEGO, Calif. /California Newswire/ -- Bank of Southern California, N.A. (OTC Pink: BCAL), a community business bank headquartered in San Diego, has expanded its business development team with the hiring of Ian McKay as Managing Director of Business Banking. He will focus on developing and managing a portfolio of small to medium sized businesses located throughout Orange County.
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).
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, 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 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 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.
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.
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).
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.
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.
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 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 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.
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.
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 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, 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 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 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.
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.
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: 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, 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 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 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.
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 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.
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 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 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 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).
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 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, 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.
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 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’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.
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.
