Rocket, Cenlar, Rate add to leadership teams

August 13, 2024 5:00 AM

Rocket taps Glenn McGillivray for new C-suite role

Rocket Cos. welcomed former Intuit executive Glenn McGillivray as chief people and places officer, a new role serving all brands belonging to the Detroit-based enterprise. In the leadership role, McGillivray will be responsible for developing company culture and engagement, working with human resources, training and development and diversity, equity and inclusion teams. Before joining Rocket, he held several roles at Intuit, eventually ascending to the position of vice president of people and places for its consumer group.

Cenlar adds IBM, Fannie alum Leslie Peeler as chief operating officer

Photo by Eric Michael Clarke

Leading subservicer Cenlar recently announced the appointment of Leslie Peeler as executive vice president and chief operating officer. An established executive at several well-known companies throughout her career, Peeler will help establish strategic priorities for the Ewing Township, New Jersey-based company to better serve clients, while working towards greater adoption of digital processes and in-house collaboration.

Previously, Peeler served as senior partner at IBM, where she helped drive artificial intelligence strategy for several clients, also and led its risk and compliance unit Promontory Financial Group. Before joining IBM, Peeler worked within home finance in leadership roles at Fannie Mae and GMAC Mortgage.

Rate welcomes Daniel Manginelli with launch of coaching program

Photo by Terry Mag Photography

National lender Rate, formerly known as Guaranteed Rate, welcomed Daniel Manginelli to lead its executive sales coaching program. Manginelli will head the recently launched Success Coaching Solutions, which is integrated to the Rate platform and designed to increase sales productivity through a performance dashboard and regular training sessions. "We aim to double each sales individual's growth within twelve 12 months," Manginelli said in a press release.

A published motivational author, Manginelli is the owner of his own coaching firm that has worked with clients nationwide. He also has served the mortgage industry as a salesperson and in various management roles at several lenders before joining the newly renamed Chicago-based company.

Mobility Market Intelligence adds AI expert Dan Jones

Data insights provider Mobility Market Intelligence welcomed former Rocket Mortgage executive Dan Jones as chief data officer. A technology veteran who has previously worked in artificial intelligence strategy, Jones will be in charge of building AI capabilities in MMI's products to help strengthen the platform, in addition to enhancing other efficiencies.

Prior to joining the Salt Lake City-based company, Jones spent 17 years at Rocket Cos. where he was instrumental in building AI in company workflows and ramping up business intelligence and data science capabilities. He held several titles at the company, including head of data intelligence at Rocket Mortgage and Rocket Central.

Candor names Eric Rawlings chief technology officer

Candor Technology, the automated underwriting solutions provider based in Alpharetta, Georgia, appointed Eric Rawlings chief technology officer. An information security leader also versed in disaster recovery, risk management and compliance, Rawlings will lead Candor's technology development and future growth, with a focus on scalability. Previously, Rawlings held technology leadership roles in a range of industries, and also worked at the Department of Defense.

Waterstone adds financial leader Jim Harper

Retail lender Waterstone Mortgage tapped Jim Harper as its new vice president of accounting and finance. A financial services veteran, In his new role, Harper will lead the Pewaukee, Wisconsin-based lender's accounting and funding teams, aiming for better efficiency and timely financial reporting. With a career across different business segments, Harper has spent the past seven years in the home lending industry, most recently serving as chief financial officer at Summit Mortgage. The company is a fully owned subsidiary of Waterstone Bank.

Change Lending names Madison Simm chief financial officer

Anaheim, California-based Change Lending welcomed industry veteran Madison Simm as chief financial officer. He joins the mortgage unit of community-development financial institution The Change Company following his recent tenure as president of real estate at Texas Capital Bank.

In his new role, Simm will be responsible for advising leadership on matters related to capital markets and strategic planning, as well as overseeing financial operations.

Asurity welcomes compliance expert Patti Joyner

Compliance advisory firm Asurity Technologies tapped Patti Joyner for its senior leadership team. The financial services and lending consultant will lead training and coaching initiatives, educating clients on best uses and regulatory practices related to Asurity's software products. Joyner will also lead growth of Washington-based Asurity's compliance training programs.

Before joining Asurity, Joyner helped lead Financial Solutions, a training and advisory provider that she launched in 1990. She is also a frequent presenter for the American Bankers Association.

Cornerstone Capital Bank adds Dana Abernathy, TL Nguyen, Cara Williams

Left to right: Thu-Lynn Nguyen, Cara Williams, Dana Abernathy

With the announcement of the addition of several new leaders across the company as it pursues growth, Houston-based Cornerstone Capital Bank recently welcomed mortgage veterans Dana Abernathy and Thu-Lynn "TL" Nguyen. Abernathy steps in as Cornerstone's new vice president of loan servicing business development. She brings past experience in the home lending industry from the likes of Computershare Loan Services and National MI and will be responsible for expanding the bank's mortgage servicing operations.

Nguyen joins Cornerstone as vice president of marketing, tapping into her mortgage industry background to grow its market presence and develop sales teams. Versed in the use of technology to reach potential customers, she previously served as a marketing leader at Interlinc Mortgage, Nations Reliable Lending and Envoy Mortgage.

Coming onboard alongside Abernathy and Nguyen is Cara Williams, who takes over the role of senior vice president, chief compliance officer at the bank. Most recently principal at Spinnaker Consulting Group, Williams brings experience working with some of the country's largest financial institutions, including Wells Fargo and First Citizens.

Dunmor promotes Andy Thienkosol, adds banking veteran Melissa Perez

Left to right: Andy Thienkosol, Melissa Perez

Real estate investment lender Dunmor announced the promotion of Andy Thienkosol to chief operating officer. Previously the company's chief revenue officer, Thienkosol will oversee day-to-day running of the Los Angeles-based firm, tapping into his expertise in sales, underwriting and secondary markets within business-purpose lending. Before joining Dunmor, he held roles at similar companies in the space, including Genesis Capital and Corevest Finance.

Dunmor also welcomed First Republic alum and mortgage expert Melissa Perez as senior vice president of operations. Earlier in her career, Perez served in leadership at home lenders, including Prospect Mortgage, Citinet Mortgage, and Countrywide, before leading six offices for First Republic.

Rocktop adds Jason Tanaka as chief technology officer

Fixed-income market services provider Rocktop Technologies recently welcomed Jason Tanaka as chief technology officer. His appointment coincides with the announcement of a new partnership with blockchain-backed platform LiquidFi. Tanaka will be responsible for harnessing technology, including data science, machine learning, generative AI, and blockchain in search of greater efficiency for Dallas-based Rocktop.

Tanaka arrives at Rocktop after holding technology leadership roles within financial services at companies, such as USAA Federal Savings Bank, Livegage and Credit Union Student Choice.

Servicelink welcomes sales executives Yancy Riggs, Nate Johnson

Left to right: Yancy Riggs, Nate Johnson

Servicelink, a technology solutions provider across all stages of the mortgage process, announced the hiring of Yancy Riggs as vice president, national sales executive to its default division. Riggs will be responsible for business development, tasked with growing the client base for Servicelink's default solutions. Yancy joins the company after holding various sales and leadership roles at several technology firms serving mortgage industry stakeholders, including Corelogic, Black Knight, Equifax and most recently, Covius.

His appointment comes following the June hiring of Nate Johnson as national sales executives in originations. Bringing experience in sales, operations, capital markets, servicing and technology, Johnson will help develop strategies for client growth of origination solutions. Most recently, Johnson served as global head of mortgage at Sutherland and earlier held a key executive role at Coforge.

Equifi appoints Paul Giangrande president of mortgage division

Equfi Corp. a provider of shared equity home financing products, announced the appointment of Paul Giangrande as corporate executive vice president and president of its mortgage division. In the role, Giangrande will be responsible for expanding availability through the addition of state licenses and developing relationships and agreements with wholesale mortgage brokers. He will also have a hand in creating Equifi's marketing strategy and distribution processes. Giangrade comes to the San Jose, California-based home-equity investment platform, which is organized as a for-profit public benefit corporation, after previous financial leadership roles including president of Americash Mortgage.

Advantage Capital adds Natalie Moretz to grow LIHTC business

photos by www.caleynewberry.com

St.Louis-based investment firm Advantage Capital announced the hiring of Natalie Moretz as senior vice president. Moretz joins the company as it works to expand its state low-income housing tax credit business line to ramp up affordable housing development. In the role, she will work with developers to finance new construction, originating investor tax credit equity for state LIHTC funding. Advantage has syndicated more than $2.4 billion in state tax credits – and more than $2.3 billion in the federal segment. Moretz's previous background in originations include roles at Berkadia Commercial Mortgage, AllianceBernstein and Citigroup Global Markets.