Management and Career Moves
John J. Patterson Joins Vanbridge, EPIC’s Financial Services Division
SAN FRANCISCO, Calif. — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that John J. Patterson has joined the firm as Managing Principal, Head of Claims with Vanbridge, its Financial Services division….
Housing Finance Strategies Hires Stuart Quinn as Managing Director
WASHINGTON, D.C. — Housing Finance Strategies Founder & CEO Faith Schwartz today announced she has recruited mortgage consulting and product manager Stuart Quinn to join her firm as Managing Director….
Graham V. Bayly Joins EPIC’s Midwest Region and Financial Services Division
CHICAGO, Ill. — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Graham V. Bayly has joined the firm as a managing principal and Midwest Private Equity practice leader in its Financial Services division….
iEmergent appoints Chris Richey as Chief Analytics Officer
DES MOINES, Iowa — iEmergent, a forecasting and advisory services firm for the financial services, mortgage and real estate industries, today announced the appointment of Chris Richey as chief analytics officer. In this role, Richey will oversee and expand upon iEmergent’s data analytics capabilities, which help mortgage lenders identify gaps in sales coverage and effectively expand into new markets….
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….