Finance
EPIC Named Elite Agency for Second Year in a Row by Insurance Business America
SAN FRANCISCO, Calif. — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that it has been named a 2016 Elite Agency for the second year in a row by Insurance Business America, a publication that reports on the latest achievements in insurance and also provides the latest in business best practices in a continually evolving industry….
The Mortgage Collaborative Appoints David G. Kittle, CMB, President
SAN DIEGO, Calif. — The Mortgage Collaborative, an independent mortgage lending cooperative, today announced the appointment of David G. Kittle, CMB as its President said John M. Robbins, CMB, the corporation’s Chairman….
Local Banker Luz Gonzalez Joins Bank of Southern California, N.A.
RANCHO MIRAGE, Calif. — Bank of Southern California, N.A. (OTC Pink:BCAL / OTCMKTS:BCAL) announced today that Luz Gonzalez has joined the Company as Branch Sales Manager of its Rancho Mirage branch. Most recently, Ms. Gonzalez served the Coachella Valley community as a Deputy Sheriff for the Riverside County Sheriff’s Department, following a successful 11-year career at El Paseo Bank….
LIBERTY Dental Plan Selected to Participate in Covered California for Individual/Family Plans and for Small Businesses
IRVINE, Calif. — LIBERTY Dental Plan is proud to announce its selection as a participating dental plan for the 2017 benefit year. LIBERTY will offer individual or family dental plans through Covered California this open enrollment period as well as coverage options for small businesses….
OpenClose Releases New Mobile and Online Tools for Borrowers with Enhancements to its ConsumerAssist Solution
WEST PALM BEACH, Fla. — OpenClose, an enterprise-class, multi-channel loan origination system (LOS) provider, announced that it has redesigned and added new features to its borrower-facing ConsumerAssist(TM) solution to deliver exceptional online and mobile point-of-sale tools….
Short Range Wireless Technologies Create New Markets
NEW YORK, N.Y. — According to a new study by Thintri, Inc., an array of short range wireless (SRW) technologies is about to remake a range of markets with inexpensive, easy to use products available to nearly every consumer or business. The report, “Market Opportunities in Short Range Wireless,” explores short range wireless technologies and the markets they address….
Enhancements to Mortgage Capital Trading’s Industry-Leading Best Execution Services Extends Market Share
SAN DIEGO, Calif. — 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 it has added a number of new features to its best execution service offering. The enhancements outpace existing competitor offerings and position MCT to capture additional business among lenders….
Ascende – an EPIC Company Expands Southwest Leadership Team and Welcomes New International Benefits Leader
HOUSTON, Texas — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Ascende – an EPIC Company has promoted Mary Parker and Dina Flavin to managing principals, joining Steve Goulet and Suzanne McGarey as strategic leaders of Ascende’s Health & Welfare practice. Collectively, they also serve as client engagement managers, providing senior leadership support and direction to the firm’s consulting clients….
Guild Mortgage Selects AccountChek by FormFree for Automated, GSE-Compliant Verification of Borrower Ability to Repay
ATLANTA, Ga. — FormFree, a provider of automated verification software, today announced that Guild Mortgage (Guild) has selected AccountChek(TM) by FormFree as its partner for automated borrower asset review and decision support. AccountChek eliminates the hassle of collecting bank statements and other asset documents for loans by empowering borrowers to submit their financial data directly to lenders in minutes using a secure app….
iFOS Awarded Multi-Year Travel Management Support Services Contract by National Credit Union Administration
COLUMBIA, Md. — Intelligent Fiscal Optimal Solutions(R) (iFOS) received a contract award under its General Services Administration (GSA) Professional Support Services (PSS) Schedule GS-23F-0102X to provide Travel Management Support Services for the National Credit Union Administration (NCUA). The contract award is for a base period with five (5) option years….