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Tag Archives | risk management

New Energy Risk Publishes Sustainability Report, Adds Two Key Hires

AVON, Conn., Nov. 10, 2022 (SEND2PRESS NEWSWIRE) — New Energy Risk (NER), a wholly-owned division of Paragon Insurance Group, today announces the release of its annual Sustainability Report and two key hires to support its goal of “Underwriting a Greener Future.” The report details the climate, sustainability, and environmental impacts of NER’s client portfolio.

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ACES Quality Management Executives selected to speak at Mortgage Bankers Association’s 2022 RMQA Conference

DENVER, Colo., Aug. 11, 2022 (SEND2PRESS NEWSWIRE) — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced Executive Vice President of Compliance Amanda Phillips and Executive Vice President of Operations Sharon Reichhardt have been selected to speak at the upcoming Mortgage Bankers Association’s (MBA) […]

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EPIC Welcomes Shelley Yim to grow risk management and California Winery Practice

SAN FRANCISCO, Calif. /California Newswire/ — EPIC Insurance Brokers & Consultants is pleased to welcome Shelley Yim who will partner with EPIC’s leadership to focus on continuing to grow the firm’s footprint with large complex Risk Management clients along with helping lead EPIC’s burgeoning Winery Practice. Originally published on CaliforniaNewswire.com — EPIC Welcomes Shelley Yim […]

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EPIC Welcomes Shelley Yim

SAN FRANCISCO, Calif., April 20, 2022 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers & Consultants is pleased to welcome Shelley Yim who will partner with EPIC’s leadership to focus on continuing to grow the firm’s footprint with large complex Risk Management clients along with helping lead EPIC’s burgeoning Winery Practice.

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EPIC Adds Joseph Freeman to Lead West Region Loss Control 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 Joseph Freeman has joined the firm as Managing Principal. He will be based in Los Angeles. Originally published on CaliforniaNewswire.com — EPIC Adds Joseph Freeman to Lead West Region Loss […]

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Certa Partners with Comply Exchange to Digitize Third Party Tax Journey

SARATOGA, Calif. /California Newswire/ — Certa, the leading no-code third party risk management platform today announced its integration with Comply Exchange, a global leader in tax compliance. Certa is the only platform that digitizes, orchestrates, and automates the entire third-party journey across procurement, compliance, IT, legal, finance, and other groups. Originally published on CaliforniaNewswire.com — […]

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Certa Partners with Comply Exchange, Digitizes Third Party Tax Journey

SARATOGA, Calif., Dec. 10, 2021 (SEND2PRESS NEWSWIRE) — Certa, the leading no-code third party risk management platform today announced its integration with Comply Exchange, a global leader in tax compliance. Certa is the only platform that digitizes, orchestrates, and automates the entire third-party journey across procurement, compliance, IT, legal, finance, and other groups.

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Sector-Leading No-Code Platform CERTA Signs Agreement with supplier.io to Provide Diversity Analytics to Clients

PALO ALTO, Calif. /California Newswire/ — Certa, the leading no-code platform for procurement, risk and compliance, and supplier.io, a pioneer in the field of supplier diversity solutions, announced a strategic partnership to bring Certa’s clients supplier.io’s best-in-class supplier diversity analytics. Originally published on CaliforniaNewswire.com — Sector-Leading No-Code Platform CERTA Signs Agreement with supplier.io to Provide […]

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Industry-Leading No-Code Platform Certa Signs Agreement with supplier.io to Provide Diversity Analytics to Clients

PALO ALTO, Calif., Aug. 26, 2021 (SEND2PRESS NEWSWIRE) — Certa, the leading no-code platform for procurement, risk and compliance, and supplier.io, a pioneer in the field of supplier diversity solutions, announced a strategic partnership to bring Certa’s clients supplier.io’s best-in-class supplier diversity analytics.

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ACES Quality Management Launches ACES CONNECT While Also Integrating 30 New Vendors to Its Core Platform

DENVER, Colo., May 18, 2021 (SEND2PRESS NEWSWIRE) — ACES Quality Management™ (ACES), the leading provider of enterprise quality management and control software for the financial services industry, today announced the launch of ACES CONNECT™, as well as the addition of 30 integrated vendor partners into ACES Quality Management & Control™ software as part of its […]

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AMI Expeditionary Healthcare to partner with Pennsylvania to disseminate 94,600 COVID-19 vaccines to schoolteachers

HARRISBURG, Pa., March 11, 2021 (SEND2PRESS NEWSWIRE) — AMI Expeditionary Healthcare announces its partnership with the state of Pennsylvania and for its special initiative to help vaccinate all schoolteachers, child-care worker and school staff. Pennsylvania expects to receive an initial allocation of 94,600 doses of the Johnson & Johnson (Janssen) single-dose vaccine this week and […]

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EPIC Welcomes John Prentis and Larry Bowlus to Executive Risk and Cyber Practice in San Francisco

SAN FRANCISCO, Calif. /California Newswire/ — EPIC Insurance Brokers & Consultants is pleased to welcome John Prentis and Larry Bowlus to its Executive Risk and Cyber practice. Joining from a global broker, Prentis and Bowlus will focus on large public, technology, and financial institution executive liability coverages, including Directors & Officers Liability. Originally published on […]

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EPIC Welcomes John Prentis and Larry Bowlus to Executive Risk and Cyber Practice

SAN FRANCISCO, Calif., Feb. 2, 2021 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers & Consultants is pleased to welcome John Prentis and Larry Bowlus to its Executive Risk and Cyber practice. Joining from a global broker, Prentis and Bowlus will focus on large public, technology, and financial institution executive liability coverages, including Directors & Officers Liability.

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Pulsar Global Solutions acquires Blueshield Security and Investigations

WARRENTON, Va. and Pittsburgh, Pa., Feb. 2, 2021 (SEND2PRESS NEWSWIRE) — Pulsar Global Solutions, a wholly owned subsidiary of Valentis, a defense and risk management firm, announces the acquisition of Blueshield Security and Investigations, LLC based in Warrenton, VA. The acquisition by Pulsar Global brings to realization the investigation unit of Valentis Security.

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CERTA, the No-Code Platform, Hires Senior Talent From D&B and GLG

PALO ALTO, Calif. /California Newswire/ — Certa, the leading no-code platform for cross-enterprise solutions including supplier risk management, KYC/AML and credit and insurance applications, has significantly boosted its leadership strength with key hires of senior talent, as well as other leadership moves. Originally published on CaliforniaNewswire.com — CERTA, the No-Code Platform, Hires Senior Talent From […]

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PayneWest Insurance selects TrustLayer Compliance and Certificate Management Software to leverage next generation technology in their leading Compliance Service Practice

SAN FRANCISCO, Calif. /California Newswire/ — PayneWest Insurance, a leading insurance brokerage in the Pacific Northwest, today announced partnering with TrustLayer, Inc., the next generation solution for compliance tracking. PayneWest will leverage TrustLayer to expand value added services within their many Specialty Practices. Originally published on CaliforniaNewswire.com — PayneWest Insurance selects TrustLayer Compliance and Certificate […]

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PayneWest Insurance, a Top 100 National Insurance Brokerage, selects TrustLayer Compliance and Certificate Management Software to leverage next generation technology in their leading Compliance Service Practice

SAN FRANCISCO, Calif., Sept, 15, 2020 (SEND2PRESS NEWSWIRE) — PayneWest Insurance, a leading insurance brokerage in the Pacific Northwest, today announced partnering with TrustLayer, Inc., the next generation solution for compliance tracking. PayneWest will leverage TrustLayer to expand value added services within their many Specialty Practices.

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ARMCO Executive Joins QC-Focused Panel for Mortgage Bankers Association’s Virtual Risk Management Conference

DENVER, Colo., Aug. 11, 2020 (SEND2PRESS NEWSWIRE) — ACES Risk Management (ARMCO), the leading provider of enterprise quality management and control software for the financial services industry, announced that Executive Vice President of Operations, Sharon Reichhardt has been selected to speak on the topic of quality control during the MBA Live – Risk Management, QA […]

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ARMCO Launches ACESXPRESS for Early Payment Defaults

DENVER, Colo., May 13, 2020 (SEND2PRESS NEWSWIRE) — ACES Risk Management (ARMCO), the leading provider of enterprise quality management and control software for the lending industry, announced the release of ACESXPRESS for Early Payment Defaults (EPDs) to bolster lenders’ existing audit programs in light of the recent increases in required monthly EPD audit volume.

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Jordan Etem Networks Tackles Global Challenges Head-On in 2020 with a Convergence of Innovations

LOS ANGELES, Calif. /California Newswire/ — Jordan Etem Networks is a global leader in technological convergence for more adaptive and intelligent systems. Risks are around us all the time, says founder J Originally published on CaliforniaNewswire.com — Jordan Etem Networks Tackles Global Challenges Head-On in 2020 with a Convergence of Innovations

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Aclaró A.I. Announces Artificial Intelligence Platforms: SAM Sales And SAM Service – Helping Dealers Increase Sales and Lower Marketing Costs

CHICAGO, Ill., Feb. 11, 2020 (SEND2PRESS NEWSWIRE) — Aclaró AI, the game-changing Fintech built on sophisticated artificial intelligence technology, recently announced SAM (Sales AI multiplier) Sales and SAM Service products for its dealers and retail partners. These new tools let Aclaró A.I. dealer clients better retain customers, increase service revenue, and maximize sales.

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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. Originally published on CaliforniaNewswire.com — EPIC Adds Blake Chauvin as VP in Concord CA – Will […]

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Latest ARMCO QC Trends Report Draws Correlation Between Lenders’ Profitability and Adaptability to Market

DENVER, Colo., Dec. 19, 2019 (SEND2PRESS NEWSWIRE) — ACES Risk Management (ARMCO), the leading provider of enterprise financial risk management solutions, announced the release of the quarterly ARMCO Mortgage QC Trends Report. The latest report covers second quarter (Q2) 2019 and provides loan quality findings for mortgages reviewed by ACES Audit Technology.

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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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EPIC Adds Sheryl Marshall in Napa, CA

NAPA, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Sheryl Marshall has joined the firm as Principal within the firm’s Moving & Storage Practice. Originally published on CaliforniaNewswire.com — EPIC Adds Sheryl Marshall in Napa, CA

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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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EPIC’s Kamran Khaliq Recognized as 2019 ‘Young Gun’ by Insurance Business America

NEW YORK, N.Y. and SAN FRANCISCO, Calif., Oct. 14, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a unique and innovative national retail insurance brokerage and employee benefits consulting firm, announced today that Kamran Khaliq, Vice President, Private Equity and M&A, has been named a 2019 Insurance Industry “Young Gun” by Insurance Business America […]

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ARMCO QC Trends Report: Loan Quality Corrects with Market’s Upturn

POMPANO BEACH, Fla., Sept. 16, 2019 (SEND2PRESS NEWSWIRE) — ACES Risk Management (ARMCO), the leading provider of enterprise financial risk management solutions, announced the release of the quarterly ARMCO Mortgage QC Trends Report. The latest report covers first quarter (Q1) 2019 and provides loan quality findings for mortgages reviewed by ACES Audit Technology(TM).

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Lemme, a division of EPIC, Welcomes Owen Bailitz to Professional Services Firms Practice

SAN FRANCISCO, Calif. and ARLINGTON HEIGHTS, Ill., Aug. 21, 2019 (SEND2PRESS NEWSWIRE) — Lemme, a division of EPIC Insurance Brokers & Consultants, announce today the addition of Owen Bailitz as a Principal within the firm’s Professional Services Firms Practice. He will be based in Lemme’s Arlington Heights, Illinois offices.

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ARMCO QC Trends Report: Defects Related to Loan Package Documentation Doubled from 2017 to 2018

POMPANO BEACH, Fla., July 11, 2019 (SEND2PRESS NEWSWIRE) — ACES Risk Management (ARMCO), the leading provider of enterprise financial risk management solutions, announced the release of the quarterly ARMCO Mortgage QC Trends Report. The latest report covers both the fourth quarter (Q4) and the calendar year (CY) 2018, and provides loan quality findings for mortgages […]

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OpenClose and Vice Capital Markets Integrate for Enhanced Hedging Automation

WEST PALM BEACH, Fla., July 11, 2019 (SEND2PRESS NEWSWIRE) — OpenClose, an industry-leading multi-channel loan origination system (LOS) and digital mortgage fintech provider, announced the completion of an integration with Vice Capital Markets Inc., an established mortgage hedge advisory firm. Focused on maximizing hedging efficiencies, the new interface reduces the time to prepare and deliver […]

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ARMCO Q3 2018 QC Trends Report: Defect Trends Reflect Lower Volume, Hyper-Competitive Market

POMPANO BEACH, Fla., March 14, 2019 (SEND2PRESS NEWSWIRE) — ACES Risk Management (ARMCO), the leading provider of enterprise financial risk management solutions, announced the release of the quarterly ARMCO Mortgage QC Trends Report. The latest report covers the third quarter (Q3) of 2018, and provides loan quality findings for mortgages reviewed by ACES Audit Technology.

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EPIC Insurance Adds Blake Kirk as a Principal in San Francisco

SAN FRANCISCO, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants announced today that risk management and insurance professional Blake Kirk has joined the firm’s operations in Northern California as a Senior Vice President and Principal. Originally published on CaliforniaNewswire.com — EPIC Insurance Adds Blake Kirk as a Principal in San Francisco

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Randy Pizer Joins EPIC Insurance Brokers in Orange County, Calif.

IRVINE, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants (‘EPIC’) announced today that risk management and insurance professional Randy Pizer has joined the firm’s operations in California as Vice President/Account Executive. Originally published on CaliforniaNewswire.com — Randy Pizer Joins EPIC Insurance Brokers in Orange County, Calif.

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Aclaro adds AI Loan Repayment Risk Management Product to its Relationship-Building Tech, Opens New San Francisco Office

SAN FRANISCO, Calif. /California Newswire/ — Aclaro, the leading provider and developer of Artificial Intelligence and Blockchain-based technology solutions, announces the launch of their newest Fintech App in conjunction with the opening of a new office in San Francisco, California. Originally published on CaliforniaNewswire.com — Aclaro adds AI Loan Repayment Risk Management Product to its […]

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EPIC adds Lou D’Agostino as a Principal in New York serving the Financial Services Industry

NEW YORK, N.Y., July 24, 2018 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers & Consultants today announced that risk management and insurance brokerage veteran Lou D’Agostino and his Iron Cove Partners team have joined the firm. D’Agostino has over 17 years of insurance brokerage experience with an expertise in serving the Financial Services industry.

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EPIC Adds Michael McNulty as Wine and Beverage Practice Leader in San Francisco

SAN FRANCISCO, Calif., June 12, 2018 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants announced today that risk management and insurance brokerage veteran Michael McNulty has rejoined the firm as Managing Principal and Wine & Beverage Practice Leader. McNulty will be based in San Francisco and report to Curt Perata, EPIC’s Pacific North Region President.

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At NRF Protect EPIC’s Kevin Ach and Walter Palmer to Moderate Executive Afternoon Session on Loss Prevention

HOUSTON, Texas, June 11, 2018 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that EPIC’s Kevin Ach, vice president of Risk Assurance and Walter Palmer, practice leader of Integrated Risk Solutions will moderate the Executive Afternoon session on loss prevention at the National […]

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ARMCO Integrates with BankVOD, Enabling Seamless Transfer of Bank Data

POMPANO BEACH, Fla., May 16, 2018 (SEND2PRESS NEWSWIRE) — ACES Risk Management (ARMCO), ACES Risk Management (ARMCO), the leading provider of enterprise financial risk mitigation software solutions, announced an integration with BankVOD, the company that pioneered the electronic risk interface for asset verifications. This integration, which provides a direct, seamless connection between ARMCO’s ACES Audit […]

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EPIC Insurance Adds Diane Montelione to Financial Risk Practice in New York

SAN FRANCISCO, Calif. and NEW YORK, May 15, 2018 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants announced today that financial and professional risk management and insurance veteran Diane Montelione has joined the firm’s Financial Risk Practice as a senior vice president. She will be based in New York and report to managing principal and […]

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EPIC Adds KJ Wagner as Principal and Director of Southwest Region Property and Casualty Operations

DALLAS, Texas and SAN FRANCISCO, Calif., April 26, 2018 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers & Consultants, a leading national retail property, casualty insurance brokerage and employee benefits consultant, today announced the addition of insurance industry veteran KJ Wagner as Principal and Director of Property & Casualty Insurance Operations for the firm’s Southwest Region.

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EPIC Insurance Adds Philip Westphal in Sacramento, Calif.

SACRAMENTO, Calif., Jan. 22, 2018 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants announced today that risk management and insurance professional Philip Westphal has joined the firm’s commercial property/casualty team in Sacramento, Calif. as a Risk Advisor/Broker in EPIC’s Healthcare Practice. Westphal will report to Managing Principal and Healthcare Practice Co-leader, Tom McCready.

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OpenClose Adds AFR’s Flood Services to its LOS via Seamless Interface

WEST PALM BEACH, Fla., Dec. 13, 2017 (SEND2PRESS NEWSWIRE) — OpenClose(R), a multi-channel loan origination system (LOS) and mortgage software solutions provider, announced that it partnered with AFR Services (AFR) to enable customers to access the company’s complete suite of flood services. Using the interface makes it quick and easy to order AFR’s various flood […]

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Guaranteed Rate Selects ARMCO’s ACES Audit Technology™

POMPANO BEACH, Fla., Nov. 8, 2017 (SEND2PRESS NEWSWIRE) — ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software, has announced that Guaranteed Rate, one of the largest retail mortgage lenders in the nation, has selected the company’s award-winning quality control and compliance software, ACES Audit Technology, for its quality control […]

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EPIC’s David McNeil to Present on Emerging Cyber Threats at American Association of Water Distribution and Management Thought Leadership Lab

SAN FRANCISCO, Calif., Oct. 25, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Principal David McNeil will present at the American Association of Water Distribution and Management (AAWD&M) Ronald W. Seymour Memorial Thought Leadership Lab which will be hosted and live […]

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EPIC’s Tom Mackey to Present on Protecting Operations from Cyber Security Threats at Next Generation Manufacturing Event

ATLANTA, Ga., Sept. 26, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Risk Management Consultant Tom Mackey will present at the Seventh Annual Next Generation Manufacturing Signature Event on Thursday, Sept. 28 at Mercedes-Benz Stadium in Atlanta, Ga.

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Jordan & Jordan Announces Separation from John Powter Insurance Agency

ADDISON, Texas, May 19, 2017 (SEND2PRESS NEWSWIRE) — Linda Jordan ended her business partnership with Powter Insurance, and launched Product Liability Specialty, LLC doing business as Jordan and Jordan Insurance Group. This structural change will have little to no impact on daily business operations with the agency. Any correspondence and checks will continue to bear […]

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Mortgage Capital Trading Adds Cara Krause to its Growing Sales Team

SAN DIEGO, Calif., April 26, 2017 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing technology firm, announced that Cara Krause has joined the company as regional sales director. Ms. Krause will handle business development efforts and client management for new lender clients in the Northeast region of […]

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EPIC’s Mark Millard and Michael Turk to present at 2017 Risk and Insurance Management Society (RIMS) Annual Conference

SAN FRANCISCO, Calif. and STAMFORD, Conn., April 4, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers & Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Principals Mark Millard and Michael Turk are among the featured risk management and insurance professionals who will be presenting at the RIMS Annual Conference & […]

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EPIC’s Brian Tanner, Mary Grandy and Tony Lorber Honored as Risk & Insurance Magazine 2017 ‘Power Brokers’

SAN FRANCISCO and SACRAMENTO, Calif., and BIRMINGHAM, Ala., Feb. 23, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Principal Brian Tanner, Senior Vice President Mary Grandy and Senior Vice President Tony Lorber have been recognized as 2017 Power Brokers by Risk […]

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EPIC adds Timothy B. Ward to Risk Solutions Practice

SAN FRANCISCO, Calif. and STAMFORD, Conn., Jan. 12, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that casualty risk management professional Timothy Ward has joined the firm’s Stamford, Connecticut-based EPIC Risk Solutions Practice as a Principal and Casualty Practice Leader.

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EPIC Adds Melissa Delaney as Senior Vice President – Private Client Solutions

SAN FRANCISCO, Calif. and NEW YORK, N.Y., Jan. 9, 2017 (SEND2PRESS NEWSWIRE)– EPIC Insurance Brokers & Consultants, a retail property, casualty brokerage and employee benefits consultant, announced today that Melissa Delaney has joined the firm as a senior vice president in their Private Client Solutions Specialty Group. Delaney will be responsible for client relations, management […]

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HousingWire Honors Mortgage Capital Trading President Curtis Richins with 2016 Vanguard Award

SAN DIEGO, Calif., Dec. 21, 2016 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT), an industry leading hedge advisory firm and developer of MCTlive!(TM), the award-winning secondary marketing software suite, announced that its president, Curtis Richins, has been designated to HousingWire’s Vanguard Award list for 2016. Now in its second year, the program recognizes executives […]

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TRID Defects Down Slightly in Q2 2016 ARMCO Mortgage QC Industry Trends Report

POMPANO BEACH, Fla., Dec. 1, 2016 (SEND2PRESS NEWSWIRE) — ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software, announced it has released its ARMCO Mortgage QC Industry Trends report, covering the second quarter of 2016. Using the Fannie Mae loan defect taxonomy, the report details the analysis of post-closing quality […]

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HousingWire Designates Chris Anderson of MCT to its Inaugural Insiders Award List

SAN DIEGO, Calif., Oct. 14, 2016 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT), an industry leading hedge advisor and developer of MCTlive!(TM), the award-winning secondary marketing software suite, announced that its chief administrative officer, Chris Anderson, has been named to HousingWire’s inaugural Insider Awards list. The new list is designed to honor unsung heroes […]

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EPIC’s Thompson Mackey Selected for Elite Lloyd’s Broker Academy in London

ATLANTA, Ga. and LONDON, U.K., Sept. 21, 2016 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Risk Management Consultant Thompson (Tom) Mackey is one of 35 young insurance and risk management professionals from the U.S. and Canada selected to participate in the […]

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San Diego Business Journal Names MCT to its Best Places to Work List for the Fifth Straight Year

SAN DIEGO, Calif., Aug. 30, 2016 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT), a recognized leader in mortgage risk management providing pipeline hedging, best-execution loan sales, and centralized lock desk services, announced that it has been named Best Places to Work by the San Diego Business Journal (SDBJ) for the fifth straight year.

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EPIC adds Mark Millard to Risk Solutions Practice

SAN FRANCISCO, Calif. and STAMFORD, Conn., June 15, 2016 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that risk management professional Mark Millard has joined the firm’s Stamford, Conn.-based EPIC Risk Solutions team as a Principal and Senior Producer.

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EPIC adds Loss Control Consultant Joshua Allen, CSP, CFPS

SAN FRANCISCO, Calif., Feb. 10, 2016 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that risk control professional Joshua Allen has joined the firm as West Region Risk Management Loss Control Specialist. In this role, Allen will be responsible for providing comprehensive […]

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The Compliance Group Hires Michelle Doyle as Director of Quality Control to Oversee Mortgage Quality Control Services

CARLSBAD, Calif., Nov. 13, 2015 (SEND2PRESS NEWSWIRE) — Leading mortgage compliance and quality control (QC) services provider The Compliance Group, Inc. (TCG) announced it has hired Michelle Doyle as Director of Quality Control. Doyle brings more than two decades of experience in mortgage underwriting, quality control, risk mitigation and compliance to her new role at […]

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San Diego Metro Magazine Honors Phil Rasori with Top 40 Under 40 Award

SAN DIEGO, Calif., Nov. 4, 2015 (SEND2PRESS NEWSWIRE) — MCT Trading, Inc. (MCT), a recognized industry leader in mortgage risk management providing pipeline hedging, best-execution loan sales and centralized lock desk services, announced that its COO, Phil Rasori, was named to San Diego Metro (SD Metro) magazine’s prestigious Top 40 Under 40 list for 2015.

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EPIC Grows in Reno with the Addition of Courtney Pino and Move into New Offices

SAN FRANCISCO, Calif., May 26, 2015 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty and employee benefits insurance brokerage and consultant, announced today the addition of Courtney Pino as a commercial insurance broker/producer as well as their move into new Reno, Nevada offices.

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Veros Delivers First Direct Connection to FHA’s Electronic Appraisal Delivery Portal

SANTA ANA, Calif., May 18, 2015 (SEND2PRESS NEWSWIRE) — Veros Real Estate Solutions (Veros), an award-winning industry leader in enterprise risk management, collateral valuation services and predictive analytics, announced today that lenders and technology vendors interested in the option of implementing a direct connection to FHA’s recently announced Electronic Appraisal Delivery (EAD) portal for electronic […]

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EPIC adds Veteran Broker Tim Woodhull in North East

SAN FRANCISCO, Calif., April 15, 2015 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Timothy C. (Tim) Woodhull has joined the firm as a principal. Woodhull brings 35 years of diverse insurance industry experience and leadership in corporate insurance brokerage, insurance carrier […]

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EPIC expands with the acquisition of Greyling Insurance Brokerage and Risk Consulting

SAN FRANCISCO, Calif., Nov. 24, 2014 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today it has acquired Greyling Insurance Brokerage and Risk Consulting, Inc., a specialty insurance broker and risk management consultant based in Atlanta, Ga., with locations in St. Louis, Mo. […]

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EPIC adds Bill Cosgrove as Financial Institutions Practice Leader

SAN FRANCISCO, Calif., Oct. 13, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that William P. (Bill) Cosgrove has joined the firm as managing principal and Financial Institutions Practice leader. Cosgrove brings 28 years of insurance industry underwriting, production, marketing, client service, […]

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EPIC adds Multinational Placement Specialist Annette Shepherd in its Southeast Region

DULUTH, Ga., Sept. 22, 2014 (SEND2PRESS NEWSWIRE) — EPIC, a retail property, casualty insurance brokerage and employee benefits broker, announced today that it has added Annette Shepherd as a Multinational Placement Specialist and Account Executive on their risk management team in the Southeast. Shepherd brings over 30 years of insurance and risk management experience, including […]

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EPIC adds retail team from JLT Towers Re

SAN FRANCISCO, Calif., Aug. 13, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a nationwide retail property, casualty and employee benefits insurance broker/consultant, announced today the addition of the retail risk management and property/casualty team of JLT Towers Re. This strategic build-out of a team serving large, complex risk management accounts is a product […]

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The Compliance Group Assists Mortgage Lenders, Financial Institutions with Comprehensive Suite of Outsourced Compliance, Audit Services

CARLSBAD, Calif., May 5, 2014 (SEND2PRESS NEWSWIRE) — To meet lenders’ growing demand for compliance assistance, leading mortgage compliance services provider The Compliance Group, Inc. (TCG) announced it offers a comprehensive suite of audit and monthly outsourced compliance services, encompassing both federal and state-level audits as well as a host of other compliance-related reviews and […]

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EPIC adds Risk Management Professional Don Atkinson to its Southeast Region, The McCart Group

DULUTH, Ga., Feb. 5, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center) a retail property, casualty insurance brokerage and employee benefits consultant, announced today that it has added Don Atkinson to the risk management consulting practice in their Southeast Region, The McCart Group. Atkinson brings 29 years of experience in risk management and insurance […]

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Trustmark National Bank Selects CONIX Systems’ Fraud Detective

MANCHESTER, Vt., Feb. 28, 2013 (SEND2PRESS NEWSWIRE) — CONIX Systems, Inc. (CONIX), a leading international provider of payment processing solutions to the financial services industry, is pleased to announce that Trustmark National Bank (Trustmark) will add Fraud Detective(R) to the bank’s payment processing operation. Trustmark, with approximately 220 branch locations in Alabama, Florida, Mississippi, Tennessee, […]

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