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Tag Archives | CA Finance

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. Originally published on […]

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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. Originally published on CaliforniaNewswire.com — OptifiNow Leverages ReverseVision’s RV Exchange to Streamline […]

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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. Originally published on CaliforniaNewswire.com — The Mortgage Collaborative Partners with Mortgage Guaranty Insurance […]

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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. Originally published on CaliforniaNewswire.com — NotaryCam CEO Rick Triola Praises […]

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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. Originally published on CaliforniaNewswire.com — Frenkel & Company Completes Transition […]

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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. Originally […]

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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. Originally published on CaliforniaNewswire.com — EPIC welcomes Lisa Huscher as a Sales Executive, as […]

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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. Originally published on CaliforniaNewswire.com — […]

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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 […]

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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. Originally published on CaliforniaNewswire.com — Juniper Labs […]

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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. Originally published on CaliforniaNewswire.com — Raylene Chiarizzio has joined EPIC as Senior […]

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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. Originally published on CaliforniaNewswire.com — EPIC adds David Thoke to its Risk Management operations […]

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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. Originally published on CaliforniaNewswire.com — BobbiJo DeNofa joins the EPIC Risk Management team in […]

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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. Originally published on CaliforniaNewswire.com — Black Knight Inc. Joins The Mortgage Collaborative (TMC) Preferred […]

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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. Originally published on CaliforniaNewswire.com — EPIC Adds Scott Weiss as Principal – Strengthens its Risk Management […]

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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 […]

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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. Originally published on CaliforniaNewswire.com — EPIC’s Betsey Brewer honored with 2019 Ramsden/Sullivan Memorial Award from the Independent Insurance […]

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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 […]

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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 […]

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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. Originally published on CaliforniaNewswire.com — DocMagic Holds […]

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Tom Mackey of EPIC Insurance Brokers Recognized as 2019 ‘Young Gun’ by Insurance Business America

SAN FRANCISCO, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants, a unique and innovative national retail insurance brokerage and employee benefits consulting firm, announced today that Tom Mackey, Risk Management Consultant has been named a 2019 Insurance Industry “Young Gun” by Insurance Business America (IBA). Originally published on CaliforniaNewswire.com — Tom Mackey of EPIC […]

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Domestic and International Arbitrator Dr. Nevine Carmelle Authors Book on Wealth and Business Planning Strategies

IRVINE, Calif. /California Newswire/ — Dr. Nevine Carmelle, a celebrated professional who’s dedicated to the field of finance, recently authored, “Wealth and Business Planning Strategies: The Ultimate Guide for Wealth Management, Privacy & Prosperity for Business Owners” (ISBN: 978-0692562017). Available in paperback and Kindle edition, the book quickly became a bestseller on Amazon. Originally published […]

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California-based Tax Specialty Firm KBKG Joins Real Estate Roundtable (RER)

PASADENA, Calif. /California Newswire/ — Last year, specialty tax incentive firm KBKG joined the Real Estate Roundtable (RER), and several of KBKG’s executive leadership team currently serve as members of the organization’s President’s Council, Associate Council, and Committees. Originally published on CaliforniaNewswire.com — California-based Tax Specialty Firm KBKG Joins Real Estate Roundtable (RER)

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Bank of Southern California, N.A. (BCAL) Announces Third Quarter 2019 Results

SAN DIEGO, Calif. /California Newswire/ — Bank of Southern California, N.A. (OTC Pink: BCAL) today reported results for the third quarter ended September 30, 2019. Total assets grew to $839 million at September 30, 2019, a 14% increase compared to the third quarter of 2018. Originally published on CaliforniaNewswire.com — Bank of Southern California, N.A. […]

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MCT Launches InvestorMatic to Elevate the Whole Loan Trading Experience Between Lenders and Investors

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 introduced a unique program called InvestorMatic in the lead up to the MBA Annual Convention & Expo in Austin, Texas. Originally published on CaliforniaNewswire.com — MCT Launches InvestorMatic to […]

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ReverseVision Unveils New Tech Strategy: Major Platform Updates and Brand Transformation

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 its transformation as an API-enabled flexible reverse lending platform, unveiling a new logo as part of its revised mission and rebranding. Originally published on CaliforniaNewswire.com — ReverseVision Unveils New […]

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Bank of Southern California, N.A. (BCAL) and CalWest Bancorp to Merge

SAN DIEGO, Calif. /California Newswire/ — Bank of Southern California, N.A. (OTC Pink: BCAL) and CalWest Bancorp (OTCBB: CALW), today announced the signing of a definitive agreement and plan of merger (the “Agreement”) whereby CalWest Bank will merge with and into Bank of Southern California. The merger is subject to customary closing conditions, including the […]

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Bank of Southern California (BCAL) Names Jacob Mathews Managing Director of 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 Jacob Mathews has joined the company as Managing Director of Business Banking. He will be responsible for expanding Bank of Southern California’s client base by actively seeking new […]

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EPIC Insurance Brokers & Consultants Launches New Healthcare Practice: Edgewood Healthcare Advisors

SAN FRANCISCO, Calif. /California Newswire/ — EPIC Insurance Brokers & Consultants (Edgewood Partners Insurance Center or EPIC), a retail property and casualty insurance brokerage and employee benefits consultant, announced today the expansion and reorganization of its healthcare practice. Originally published on CaliforniaNewswire.com — EPIC Insurance Brokers & Consultants Launches New Healthcare Practice: Edgewood Healthcare Advisors

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MCT’s COO Phil Rasori Honored with 2019 HousingWire Tech Trendsetters Award

SAN DIEGO, Calif. /California Newswire/ — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that its COO, Phil Rasori, has been designated to HousingWire’s inaugural Tech Trendsetters award list. Phil is credited with being instrumental in the architecture and launch of multiple innovative capital markets solutions. Originally […]

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MQMR: Fannie Mae Selling Guide Updates Compel Lenders to Conduct Independent Audit Reviews of QC Process Before Year’s End

LOS ANGELES, Calif. /California Newswire/ — Mortgage Quality Management and Research, LLC (MQMR) President Michael Steer reminded lenders to conduct an independent audit review of their quality control (QC) process immediately in deference to updates to “Subpart D1, Lender QC Process” of the Fannie Mae Selling Guide. Originally published on CaliforniaNewswire.com — MQMR: Fannie Mae […]

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NotaryCam’s Rick Triola Named a 2019 HousingWire Tech Trendsetter

NEWPORT BEACH, Calif. /California Newswire/ — NotaryCam(R), the leader in online notarization and original provider of mortgage eClosing solutions, today announced that its Founder and CEO Rick Triola has been named a 2019 Tech Trendsetter by HousingWire magazine as part of its inaugural HW Tech Trendsetter Awards(TM) program. Originally published on CaliforniaNewswire.com — NotaryCam’s Rick […]

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EPIC’s Marine Insurance Operations Bolstered with Addition of Ivon Friedman in San Francisco

SAN FRANCISCO, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants (EPIC) announced today that Ivon Friedman has joined the firm’s Marine Practice in San Francisco. Friedman will report to EPIC’s Risk Management – National Property and Marine Practice Leader, Michael Korn. Originally published on CaliforniaNewswire.com — EPIC’s Marine Insurance Operations Bolstered with Addition of […]

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KBKG Tax Specialty Firm Welcomes Alex Martin to Lead its New Transfer Pricing Practice for Cross-border Businesses

PASADENA, Calif. /California Newswire/ — Nationwide tax specialty firm KBKG announced the hiring of Alex Martin as Principal and leader of the firm’s new Transfer Pricing practice. Alex comes with over 22 years of full-time, international transfer pricing experience working in Washington, D.C.; Melbourne, Australia; and Detroit, Michigan where he resides currently. Originally published on […]

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Blockchain for Good Conference in San Francisco: Polyient Labs is Co-sponsoring Event Focused on Helping Nonprofits

SAN FRANCISCO, Calif. /California Newswire/ — Phoenix-based Polyient Labs, an early-stage, blockchain-startup incubator, is co-sponsoring Blockchain for Good, October 25 -27, 2019 in San Francisco. The agenda includes keynote speakers and workshops where participants can pitch ideas. Originally published on CaliforniaNewswire.com — Blockchain for Good Conference in San Francisco: Polyient Labs is Co-sponsoring Event Focused […]

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KROST CPAs Partners with Executive Chef Phil Kastel who will serve as the firm’s Restaurant and Culinary Consultant

PASADENA, Calif. /California Newswire/ — Los Angeles-based tax and accounting firm, KROST, recently brought on restaurant industry titan Chef Phil Kastel (co-creator of nationally recognized Public School gastropubs) who will serve as the firm’s Restaurant and Culinary Consultant. Established in 1939, KROST has a long history in the restaurant space. Originally published on CaliforniaNewswire.com — […]

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KROST CPAs Partners with Executive Chef Phil Kastel who will serve as the firm’s Restaurant and Culinary Consultant

PASADENA, Calif. /California Newswire/ — Los Angeles-based tax and accounting firm, KROST, recently brought on restaurant industry titan Chef Phil Kastel (co-creator of nationally recognized Public School gastropubs) who will serve as the firm’s Restaurant and Culinary Consultant. Established in 1939, KROST has a long history in the restaurant space. Originally published on CaliforniaNewswire.com — […]

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New MCTlive! Mobile App Puts Secondary Marketing at Mortgage Lenders’ Fingertips

SAN DIEGO, Calif. /California Newswire/ — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, debuted a new MCTlive! mobile application at its MCT Exchange client conference last Friday. The app enables secondary marketing managers to review reporting, manage loan pipelines, and conduct whole loan trading from the convenience […]

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Paragon Insurance Holdings Launches Nationwide Workers’ Compensation Insurance Program

SAN DIEGO, Calif. /California Newswire/ — Paragon Insurance Holdings LLC (“Paragon”), a national multi-line specialty MGA (Managing General Agency) based in Avon, Conn., today announced the addition of a new nationwide Workers’ Compensation Insurance Program. Originally published on CaliforniaNewswire.com — Paragon Insurance Holdings Launches Nationwide Workers’ Compensation Insurance Program

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Cecille Feliciano Joins EPIC Insurance Brokers in Los Angeles as Senior VP, Employee Benefits

LOS ANGELES, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Cecille Feliciano has joined the firm as Senior Vice President, Employee Benefits. Originally published on CaliforniaNewswire.com — Cecille Feliciano Joins EPIC Insurance Brokers in Los Angeles as Senior VP, Employee […]

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Reinsurance Specialists and Founders of RBS Re Join EPIC Insurance as Part of Growing EPIC Reinsurance Unit

SAN FRANCISCO, Calif. /California Newswire/ — EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today the additions of Alex Soria, Tony Rodriguez, Randy Baker and Ken Knopp, a well-known and highly regarded team of Healthcare Reinsurance specialists, who spent nearly 20 years together as RBS Re […]

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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 […]

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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. Originally published on CaliforniaNewswire.com — DocMagic and INTEGRA Software […]

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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 […]

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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 […]

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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. Originally published on CaliforniaNewswire.com — EPIC Insurance Brokers & Consultants Acquires […]

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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 […]

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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 […]

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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. Originally published on CaliforniaNewswire.com — NotaryCam Applauds Texas for Eliminating […]

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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 […]

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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. Originally published on CaliforniaNewswire.com — Former IRS Exec, Mark […]

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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 […]

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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 […]

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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 […]

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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. Originally published on CaliforniaNewswire.com — EPIC Insurance Brokers adds Benefits Consultant Dennis Park in Irvine Calif.

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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. Originally published on CaliforniaNewswire.com […]

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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 […]

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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. Originally published on CaliforniaNewswire.com […]

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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, […]

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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). Originally published on […]

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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 […]

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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 […]

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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 […]

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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). Originally published on CaliforniaNewswire.com — ReverseVision Launches New Tool to Help Originators and Consumers Compare HECM Loans […]

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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. Originally published on CaliforniaNewswire.com […]

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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 […]

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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. Originally published on CaliforniaNewswire.com — […]

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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. Originally published on CaliforniaNewswire.com — BlackFin […]

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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 […]

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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. Originally published on CaliforniaNewswire.com — EPIC Insurance Brokers Acquires Book of Business […]

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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. Originally published on CaliforniaNewswire.com — NotaryCam and Milo Credit Team To Complete International Remote Online Closing […]

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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 […]

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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 […]

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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. Originally published on CaliforniaNewswire.com — […]

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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 […]

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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 […]

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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 […]

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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 […]

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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. Originally published on CaliforniaNewswire.com — Reconciled Expands […]

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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 […]

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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 […]

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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 […]

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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). Originally published on CaliforniaNewswire.com — Britt Haven of MQMR Receives Achievement […]

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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. […]

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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. Originally published on CaliforniaNewswire.com […]

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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 […]

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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 […]

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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. Originally published on CaliforniaNewswire.com — PowerGuard Specialty Insurance Launches Residential […]

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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. Originally published on CaliforniaNewswire.com — PowerGuard Specialty Insurance Launches Residential […]

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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 […]

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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. Originally published on CaliforniaNewswire.com […]

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

SAN DIEGO, Calif. /California Newswire/ — Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, has expanded its business development team with the appointment of Scott Yates as Group Managing Director of Branch Sales and Deposit Origination. He will be responsible for leading the branch banking […]

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EPIC Holdings Inc. Finalizes its Acquisition of Integro USA

SAN FRANCISCO, Calif. /California Newswire/ — EPIC Holdings, Inc. (‘EPIC’) today announced the closing of EPIC’s acquisition of Integro Holdings Inc. (substantially all of the U.S. operations of Integro Group Holdings). Please see our press release issued on December 17, 2018 that follows for more details and comments on the transaction. Originally published on CaliforniaNewswire.com […]

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

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

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

NEWPORT BEACH, Calif. /California Newswire/ — NotaryCam(R), the pioneering and market leader in remote online notarization and mortgage eClosing solutions, today announced that East Texas Title has executed its first remote online closing (ROC(TM)) in Texas since the state’s remote online notarization law went into effect. The transaction, which was executed using NotaryCam’s eClose360(R) eClosing […]

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

IRVINE, Calif. /California Newswire/ — Cloudvirga(TM), a leading provider of digital mortgage software, closed the books on 2018 with a 54 percent year-over-year increase in mortgage loan volume processed through its intelligent Mortgage Platform(TM). The strong 2018 results topped a long list of achievements. Originally published on CaliforniaNewswire.com — Fintech provider Cloudvirga closes 2018 with […]

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

SAN FRANCISCO, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today a marketing and distribution agreement with HR Hotlink. Both firms are longtime valued partners of the California New Car Dealers Association (CNCDA). Originally published on CaliforniaNewswire.com — EPIC Insurance Brokers and HR […]

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

SAN DIEGO, Calif. /California Newswire/ — Bank of Southern California, N.A. (OTC Pink: BCAL), a community business bank headquartered in San Diego, has announced the appointment of Bill Lamison as Vice President, Underwriter. He will join the company’s established business banking team and will be responsible for structuring, analyzing and underwriting commercial credit for new […]

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