Finance

September 10, 2018

PitBullTax Institute Organizes Its Second User Conference – Tax Resolution Expert Program

FORT LAUDERDALE, Fla. — PitBullTax Institute, an educational branch of the well-established IRS Tax Resolution Software, organizes its Second PitBullTax User Conference: “Tax Resolution Expert Program.” It will take place on September 20-21-22, 2018 at the Hilton Fort Lauderdale Beach Resort. This conference is designed exclusively for existing and potential users of PitBullTax Software….

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Bank of Southern California, N.A. Appoints Ann Torrico as Managing Director

SAN DIEGO, Calif. — Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, has announced the appointment of Ann Torrico as Managing Director in Los Angeles. She will be responsible for expanding Bank of Southern California’s market presence by actively seeking new business opportunities in the Greater Los Angeles region with a focus in West Los Angeles and South Bay….

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September 7, 2018

Strategic Benefits Advisors Adds Lesley Posey to Its Benefits Consulting Team

ATLANTA, Ga. — Independent, full-service employee benefits consulting firm Strategic Benefits Advisors (SBA) today announced the appointment of Lesley Posey to the position of benefits consultant. In this role, Posey will provide pension and retiree medical plan sponsors with a full array of actuarial and strategic advisory services, including administration services for defined benefit plans….

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September 6, 2018

RESPECT May Not Be Exactly What Aretha Franklin’s Legacy Will Get

WALNUT CREEK, Calif. — Weeks have passed since the death of the Queen of Soul herself, Aretha Franklin, and the world is still reeling – mainly from the loss of a such a beloved icon, but also from the fact that she seems to have died without a trust, says estate planning attorney Kirsten Howe of Absolute Trust Counsel. Without a will, and without any sort of estate plan in place, where will that $80 million go?…

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American Financial Network Deploys Cloudvirga Digital Mortgage Technology Nationwide

IRVINE, Calif. — Cloudvirga(TM), a leading provider of digital mortgage software, today announced the deployment of its Cloudvirga Enterprise POS to all 100 branch locations of American Financial Network (AFN), a privately held mortgage company that employs over 750 loan officers and serves tens of thousands of customers nationwide….

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As Hurricane Florence Nears the US, Here’s What To Know About Travel Insurance Coverage

NEW YORK, N.Y. — As one of the first major storms of 2018 looms over the East Coast, many travelers may be caught off guard if their vacations are impacted, according to TravelInsurance.com. But for those who purchased travel insurance already, many of their trip costs could be covered for travel interruptions or cancellations if directly impacted by Hurricane Florence….

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Paladin Advisory Services Adds Mortgage Loan Quality Expert John Gray to Lead Forensic Loan File Reviews, Enhance Strategic Guidance and Training Services

ATLANTA, Ga. — Paladin Advisory Services, LLC, is pleased to announce that mortgage loan quality subject matter expert John Gray, CFE, CAMS, has joined its team. Gray will drive Paladin’s forensic loan file review programs and enhance its offerings in strategic guidance and training for mortgage lenders….

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TRK Connection Add Industry-Leading Reverification Functionality to Insight RDM Mortgage QC Platform

SALT LAKE CITY, Utah — TRK Connection, a leading provider of mortgage quality control (QC) and origination management solutions, announced it has added functionality to its flagship QC audit platform Insight Risk & Defect Management (RDM) to help lenders digitally manage the reverification process, including eSign and automated bulk document indexing….

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September 5, 2018

Lisa Birmingham of LBA Ware Wins 2018 HousingWire Insiders Award

MACON, Ga. — LBA Ware(TM), a leading provider of automated compensation software and systems integration solutions for mortgage lenders, announced that DevOps Manager Lisa Birmingham has been named a 2018 Insiders Award(TM) recipient by HousingWire (HW) magazine….

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September 4, 2018

NotaryCam’s David Kressel and Henry Smith Honored by HousingWire as Mortgage Industry ‘Insiders’

NEWPORT BEACH, Calif. — NotaryCam(R) today announced that its Vice President of Finance and Operations, David Kressel, and Director of Notary Operations, Henry Smith, were each named to HousingWire’s 2018 HW Insiders Award(TM) list of the mortgage industry’s unsung heroes….

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