Management and Career Moves

August 22, 2019

Founders of RBS Re Join EPIC Insurance Brokers and Consultants as Part of Growing EPIC Reinsurance Unit

MIAMI, Fla. — EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today the additions of Alex Soria, Tony Rodriguez, Randy Baker and Ken Knopp, a well-known and highly regarded team of Healthcare Reinsurance specialists, who spent nearly 20 years together as RBS Re and more recently as Cardinal Point, LLC (a South Miami based firm)….

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August 21, 2019

The Mortgage Collaborative Adds Two New Board Members, Enjoys Record Attendance at Summer Conference

SAN DIEGO, Calif. — The Mortgage Collaborative (TMC), the mortgage industry’s only independent cooperative, today announced the addition of Kate deKay and Allison Johnston to their prestigious board of directors. Johnston and deKay were voted in Sunday, August 18, 2019, during the Lender Co-op board meeting, which took place in Nashville, Tennessee during TMC’s summer conference….

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Lemme, a division of EPIC, Welcomes Owen Bailitz to Professional Services Firms Practice

ARLINGTON HEIGHTS, Ill. — Lemme, a division of EPIC Insurance Brokers & Consultants, announce today the addition of Owen Bailitz as a Principal within the firm’s Professional Services Firms Practice. He will be based in Lemme’s Arlington Heights, Illinois offices….

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August 14, 2019

Take Three Technologies Selects Ruth Lee, CMB, as Executive Vice President

DENVER, Colo. — Take Three Technologies (Take3(TM)), a Denver-based FinTech startup focused on empowering mortgage lenders and loan originators with best-in-class technology solutions today announced its hiring of Ruth Lee as the organization’s Executive Vice President….

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August 12, 2019

Bank of Southern California N.A. Names Joel Ewan Senior Vice President, Credit Administration

SAN DIEGO, Calif. — Bank of Southern California, N.A. (OTC Pink: BCAL), a community business bank headquartered in San Diego, has announced the appointment of Joel Ewan as Senior Vice President, Credit Administration. In this newly created role, he will be responsible for managing, implementing, and evaluating credit policy initiatives as well as analyzing and structuring commercial credit for clients across multiple industry sectors….

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August 7, 2019

EHOP Health Hires Baker Freiberg as Vice President of Sales

RALEIGH, N.C. — EHOP Health(R), a chronic disease reversal company headquartered in the Triangle region, is proud to announce the hire of Baker Freiberg as Vice President of Sales. A veteran of the insurance industry, Freiberg brings extensive experience working with large employers that are looking for help reducing their healthcare costs….

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August 6, 2019

MQMR Bolsters Executive Team with Addition of Mortgage Industry Veteran Stephen Sherman as COO

LOS ANGELES, Calif. — Mortgage Quality Management and Research, LLC (MQMR) announced today that seasoned mortgage and real estate professional Stephen Sherman has joined the firm as Chief Operating Officer. Sherman brings more than 30 years of experience in mortgage servicing, secondary marketing, warehouse lending, commercial real estate sales, corporate consulting and REO management services to his new role at MQMR, where he will be responsible for overseeing MQMR’s day-to-day operations and managing the firm’s long-term growth strategy….

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August 5, 2019

Bank of Southern California NA Announces Justin Roscoe as AVP, Training Officer

SAN DIEGO, Calif. — Bank of Southern California, N.A. (OTC Pink: BCAL), a community business bank headquartered in San Diego, has named Justin Roscoe as Assistant Vice President, Training Officer. In this newly created role, he will lead all learning and development, and career pathing programs for the Bank. In addition, he will be responsible for developing a structured recruiting process and company-wide internship program….

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July 31, 2019

OpenClose Bolsters Commitment to Software Innovation and Enhancement of Digital Mortgage Technology, Adds Experienced Technologist as VP of Innovation

WEST PALM BEACH, Fla. — OpenClose, an industry-leading multi-channel loan origination system (LOS) and digital mortgage fintech provider, announced that Allen Pollack, a seasoned industry veteran that has been instrumental in the digital shift and transformation of the industry, has joined the company in the newly created position of vice president of product innovation….

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July 29, 2019

First Priority Group Adds Rick Huskey as Territory Sales Manager in Georgia

ATLANTA, Ga. — First Priority Group, LLC (FPG), a diversified manufacturer, dealer, up-fitter and service provider of emergency and specialty vehicles announced they are pleased to welcome Rick Huskey to its salesforce as Territory Sales Manager in Georgia….

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