Management and Career Moves
Cheryl Messner joins Sales Boomerang to oversee customer experience department
WASHINGTON, D.C. — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, today announced that it has tapped Cheryl Messner to manage its customer experience departments. In her new role, Messner will define strategies to enhance Sales Boomerang’s customer experience, engagement, success and operations as well as help the company build upon its growth from a fintech startup to the industry’s leading borrower intelligence solution….
Southwestern Investment Group Names Brandon Kew as Vice President
FRANKLIN, Tenn. — Southwestern Investment Group, an independent wealth management company, is pleased to announce the promotion of Brandon Kew of the Kew Wealth Team to Vice President. His promotion to Vice President of Southwestern Investment Group is a testament to his strong work ethic, as he is always seeking to provide enhanced value to his clients….
XG names Yvonne Robinson Chief Operations Officer
NEWPORT BEACH, Calif. — California-based XG announced today the appointment of Yvonne Robinson as Chief Operating Officer. In this role, she will guide the company’s operations and growth, while overseeing the day-to-day management….
Gary D. McKiddy Assumes Chief Financial Officer Role at Mid America Mortgage
ADDISON, Texas — Mid America Mortgage, Inc. (Mid America) announced today that Gary D. McKiddy has been promoted from Chief Risk Officer to Chief Financial Officer. In this new role, McKiddy will manage financial operations and strategy as Mid America Mortgage continues to refine its operations and drive business growth through recent product line additions, such as its correspondent down payment assistance (DPA) program….
Mortgage Coach promotes Suzanne Duniphin to VP, Customer Experience and David Bowser to VP, Customer Engagement
IRVINE, Calif. — Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, announced the advancement of two of its department directors to vice president-level positions. Suzanne Duniphin was promoted from director of eLearning to VP, customer experience, and David Bowser was promoted from director of account management to VP, customer engagement….
MMI appoints Kortney Lane-Schafers as Regional Director of Growth
SALT LAKE CITY, Utah — Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, today announced it has hired Kortney Lane-Schafers as a regional director of growth. Lane-Schafers’ responsibilities will include consulting and strategizing with MMI’s growing roster of mortgage enterprise clients….
Housing Finance Strategies Names Allen Jones Chief Administrative Officer
WASHINGTON, D.C. — Housing Finance Strategies President Faith Schwartz today announced that she has named industry veteran and former Big 4 consulting executive Allen Jones as Chief Administrative Officer and Managing Director of the Consulting Practice….
EPIC Welcomes Paul Lopez – Further Strengthens Entertainment & Sports Practice
SAN FRANCISCO, Calif. — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Paul Lopez has joined its Entertainment & Sports practice as a principal. He joins as part of the Los Angeles team and will be based in Irvine, California….
Paragon Welcomes Andy Borst who Joins as President, E&S Lines and International Programs
AVON, Conn. — Paragon Insurance Holdings LLC, a nationwide multiline specialty managing general agent (MGA), is pleased to announce the hire of Andrew “Andy” Borst as President-Excess & Surplus (E&S) Lines and International Programs….
Weldon, Williams & Lick, Inc. Names Evan Gitomer as Firm’s First Chief Revenue Officer
FORT SMITH, Ark. — Weldon, Williams & Lick, Inc. (WW&L), a visionary provider of ticketing and custom security printed solutions, announced today that it has appointed Evan Gitomer as its first Chief Revenue Officer, effective immediately. In this newly created role, Evan will oversee and develop the go-to-market team and strategy to support growth at the company….