Finance
Bank of Southern California N.A. Opens Orange County Office
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 opening of a production office in Orange County in the city of Orange, Calif. In addition, the bank said it is actively looking to expand into other Southern California markets, as the company continues to grow the banks franchise throughout the Southern California region….
EPIC and Qualified Plan Advisors Announce Collaboration Agreement for the Benefit of Ascende Wealth Advisor Retirement Plan Consulting Clients
HOUSTON, Texas — EPIC Insurance Brokers and Consultants (EPIC), the retail property and casualty insurance brokerage and employee benefits consulting subsidiary of EPIC Holdings, announced today a collaboration agreement between EPIC’s Houston-based Ascende Wealth Advisors, Inc. (AWAI) and Qualified Plan Advisors (QPA), a division of Prime Capital Investment Advisors. QPA is a federally regulated investment advisor with more than 30 years of specialized expertise in 401k planning advisory services and private wealth management advisory services….
Supreme Lending Branch Partners with May We Give for Love
DALLAS, Texas — Supreme Lending, a nationwide lender, has announced that its San Diego, California branch has partnered with May We Give for Love, a San Diego-based nonprofit organization that provides financial contributions and volunteer support to several local charitable causes….
Michael Cooksey Named One of National Mortgage Professional Magazine’s ’40 Under 40′
DALLAS, Texas — The Cooksey Team, a top producing retail branch of Mid America Mortgage, Inc., announced today that its founder Michael Cooksey has been named one of The 40 Most Influential Mortgage Professionals Under 40 for 2017 by industry trade magazine National Mortgage Professional….
Cloudvirga Co-founder Kyle Kamrooz Named One of National Mortgage Professional Magazine’s 40 Most Influential Mortgage Professionals Under 40
IRVINE, Calif. — Cloudvirga, developer of intelligent mortgage point-of-sale (POS) platforms, today announced that its co-founder and Chief Strategy Officer Kyle Kamrooz has been named one of National Mortgage Professional magazine’s 2017 ’40 Most Influential Mortgage Professionals Under 40.’…
Matic COO Named One of National Mortgage Professional Magazine’s 40 Most Influential Mortgage Professionals Under 40
SHERMAN OAKS, Calif. — Matic Insurance Services, a digital insurance agency whose technology enables borrowers to purchase homeowner’s insurance during the mortgage transaction, announced today that company co-founder and COO Benjamin Madick has been named one of National Mortgage Professional magazine’s 2017 ’40 most influential mortgage professionals under 40.’…
The Mortgage Collaborative Adds FullCircle Placements to Preferred Partner Network
SAN DIEGO, Calif. — The Mortgage Collaborative (TMC), the nation’s only independent mortgage cooperative, today announced the addition of FullCircle Placements to its Preferred Partner network. FullCircle will be the first mortgage-centric recruiting and placement service provider within TMC’s network….
ReverseVision Names New CTO and VP of Operations to Senior Management Team
SAN DIEGO, Calif. — ReverseVision, the leading provider of technology and training for the Home Equity Conversion Mortgage (HECM) industry, today announced it has added new Chief Technology Officer (CTO) Jim Magner and Vice President of Operations Stacey Lund to its senior management team….
Mortgage Automation Trailblazer Cloudvirga Hires Jim Portner as Chief Product Officer
IRVINE, Calif. — Cloudvirga, developer of intelligent mortgage point-of-sale (POS) platforms, has hired Jim Portner as chief product officer. Portner will report to Cloudvirga CEO Michael Schreck and will oversee product strategy, development and marketing for the company’s digital mortgage automation platforms….
OpenClose Adds AFR’s Flood Services to its LOS via Seamless Interface
WEST PALM BEACH, Fla. — OpenClose, a multi-channel loan origination system (LOS) and mortgage software solutions provider, announced that it partnered with AFR Services 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 services directly from within OpenClose’s LenderAssist LOS….