Management and Career Moves
Click n’ Close names mortgage industry veteran Ian Kimball as president
ADDISON, Texas — Click n’ Close, a multi-state mortgage lender, today announced the appointment of Ian Kimball as president. In this role, Kimball will oversee strategic growth initiatives, operational execution and market expansion, reporting to founder and CEO Jeff Bode….
Ryan Abramson Expands Career in Higher Education with New Strategic Communications Role
LANGHORNE, Pa. — Communications strategist Ryan Abramson, founder Oakridge Leaders, has joined the field of higher education in a new role as Director of Strategic Communications at Penn State Lehigh Valley. Abramson brings more than 25 years of experience in marketing, communications, and leadership development to support the University’s mission of student success and community engagement….
Depth expands leadership team, adding mortgage marketing veteran Elizabeth Schroeder as vice president
ATLANTA, Ga. — Depth, a leading provider of consultative B2B marketing, public relations and reputation management services for technology companies serving the residential mortgage finance, fintech and regtech industries, today announced its addition of mortgage industry veterans Elizabeth Schroeder, vice president of client services, and Amy Jerina, client services manager, along with former business journalist Amber Perry, who also joins as a client services manager….
FirstClose Strengthens Sales Team with Industry Veterans to Support Growth in Home Equity Lending
AUSTIN, Texas — FirstClose™, a leading fintech provider of data and workflow solutions for mortgage and home equity lenders nationwide, announced the expansion of its sales organization with the addition of four accomplished industry sales professionals. These new team members bring deep industry experience and proven track records that will support the company’s continued growth in home equity lending….
Home equity fintech FirstClose promotes Andria Lightfoot to vice president of client success
AUSTIN, Texas — FirstClose™, a leading fintech provider of data and workflow solutions for mortgage and home equity lenders nationwide, announced today the promotion of Andria Lightfoot to vice president of client success. In her new role, Lightfoot will join the sales and revenue organization and be responsible for implementation and customer success strategy….
Mobilfy Worldwide, LLC Welcomes David ‘Dave’ Terlizzi as Director of SMB and Mid-Market Sales
BROOKLYN, N.Y. — Mobilfy is proud to announce that David “Dave” Terlizzi joins the company on Tuesday, September 2, 2025 as Director of SMB & Mid-Market Sales. In this new role, Dave will lead Mobilfy’s expansion in the SMB and mid-market segment, driving growth strategies and partner engagement to strengthen the company’s position as the premier master agent for T-Mobile for Business….
Friday Harbor adds Chris Simms, Gregory Buehler to leadership team to accelerate AI-powered mortgage origination
SEATTLE, Wash. — Friday Harbor, an AI-powered platform that helps loan officers assemble complete and compliant loan files in real time, announced two strategic hires today: Chris Simms has joined as head of strategic partnerships, and Gregory Buehler has joined as founding product manager. They bring over 35 years of combined experience in mortgage lending, product strategy and technology innovation….
Glancy Wine Education Foundation Welcomes New Board Members
SAN FRANCISCO, Calif. — The Glancy Wine Education Foundation (GWEF) today announced the appointment of two new board members, Brandon Ford and Annie Shi, as the organization marks a leadership transition with the stepping down of Vice President Alder Yarrow after five years of dedicated service….
ACES Quality Management strengthens executive team with key promotions in compliance leadership
DENVER, Colo. — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, today announced the promotion of two internal compliance leaders: Amanda Phillips to general counsel and executive vice president of compliance, and Savannah Prout to associate vice president of compliance….
Strategic Benefits Advisors welcomes Andy Clonts as director and senior benefits consultant
ATLANTA, Ga. — Strategic Benefits Advisors, Inc. (SBA) today announced the appointment of Andy Clonts as director and senior benefits consultant. In this role, Clonts will be responsible for driving business growth while leveraging his extensive experience in employee benefits strategy, healthcare navigation and client engagement to deliver tailored solutions to SBA’s expanding roster of clients….