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Tag Archives | risk management

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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