Tag: Finance
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Strategic Benefits Advisors Taps Leslie Olds as Senior Benefits Consultant
ATLANTA, Ga. — Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) has hired veteran retirement plans leader Leslie Olds for the role of senior benefits consultant. A retirement benefits consultant of 28 years, Olds will advise SBA’s plan sponsor clients on managing all aspects of their broad-based and executive retirement programs, including…
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Hurricane Season 2019 Kicks Off Earlier Than Expected: 5 Tips for Finding the Right Travel Insurance Plan
NEW YORK, N.Y. — The Atlantic Hurricane Season got off to an early start this year, with Subtropical Storm Andrea forming on May 20, marking the record fifth year in a row that the hurricane season arrived early. This, along with experts predicting an above average hurricane season, means that travelers could be facing an…
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Blue Ridge Bank, N.A. Partners with ReverseVision to Launch HECM and Reverse Lending Division
SAN DIEGO, Calif. — ReverseVision, the leading provider of technology and training for the Home Equity Conversion Mortgage (HECM) industry, today announced that it has partnered with North Carolina-based Blue Ridge Bank, N.A. Mortgage Division (Blue Ridge Bank).
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Jaime Steers Joins Klingenstein Fields Wealth Advisors as Director, Wealth Advisor
NEW YORK, N.Y. — Klingenstein Fields Wealth Advisors (KFWA), a leading wealth management firm with approximately $3 billion in assets under management, is pleased to announce that Jaime Steers has joined the firm as a Director, Wealth Advisor.
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MCT Officially Launches Trade Auction Manager to Enable Electronic TBA MBS Trading
SAN DIEGO, Calif. — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that it has officially launched Trade Auction Manager(TM) (TAM) to enable more efficient bidding of TBA mortgage-backed securities used by lenders to hedge their open mortgage pipelines. The browser-based software module is accessible via MCTlive!,…
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FirstBank Mortgage Reduces Loan Originator Compensation Processing Time by 75 percent with CompenSafe
MACON, Ga. — LBA Ware(TM), provider of the leading automated incentive compensation and sales performance management platform for mortgage lenders, announced today that FirstBank Mortgage has optimized the execution of its incentive compensation with CompenSafe(TM). By replacing spreadsheets with CompenSafe, FirstBank Mortgage has reduced the time it takes to calculate loan compensation by 75 percent
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Simplifile Adds 38 Eastern US Jurisdictions to E-recording Network
PROVO, Utah — Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents and counties, today announced that 38 additional recording jurisdictions located in 12 states throughout the Mid-Atlantic, Northeast and Southeast U.S. have joined Simplifile’s e-recording network.
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After, Inc. Announces Publication of ‘First of its Kind’ Study of Millennials and Extended Service Plans (ESPs)
NORWALK, Conn. — In December 2018, After, Inc. launched its “Millennials and Extended Service Plans” study, to investigate the attitudes and behavior of Millennials regarding manufacturers’ product warranties and Extended Service Plans (ESPs).
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ReverseVision Launches Interactive Tool to Help Originators and Consumers Compare HECM Loans with HELOCs, First- and Second-Lien Mortgages
SAN DIEGO, Calif. — 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).