Notable mortgage industry additions and promotions, Jan. 13-17

The personnel moves you need to know from the past week

Notable mortgage industry additions and promotions, Jan. 13-17

The personnel moves you need to know from the past week
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Lower has hired Adam Wiener to be the company’s new president. Wiener will lead Lower’s technology, marketing, data science and direct-to-consumer sales organizations. Prior to joining Lower, Wiener worked for Redfin for more than 16 years, leading the company’s marketing and growth initiatives. He also founded and ran the company’s mortgage and title businesses and ended his career there as the president of real estate services. Wiener will focus on growing Lower’s brand, both online and offline, and oversee the development of LowerOS, Lower’s proprietary technology to dramatically improve the lending experience for borrowers and loan officers. 

The National Association of Realtors (NAR) has appointed Jarrod Grasso senior vice president of industry relations. Grasso will oversee NAR’s efforts to enhance engagement with state and local associations. He will focus on raising awareness of and promoting value around NAR initiatives. Prior to joining the NAR, Grasso was CEO of NJ Realtors in Trenton, New Jersey. He worked at the office for more than two decades. Before becoming CEO, he served as chief lobbyist and vice president of government affairs.

Treliant has named Andrew Surgan as managing director, regulatory compliance, mortgage and operations solutions. His appointment reflects the consulting firm’s focus on helping global broker dealers, investment advisers, and asset management clients mitigate regulatory risk and streamline compliance. Surgan has more than 30 years of experience in regulatory compliance including 23 years in the broker dealer and investment banking sector. Most recently, he was a managing director at Grant Thornton in New York City, leading the firm’s regulatory compliance practice focused.

RE/MAX Holdings has appointed Chris Lim executive vice president and chief growth officer. He will start in the new position on Feb. 3. With more than 22 years of experience in real estate sales, franchise development, market expansion and strategic growth, Lim brings a wealth of expertise to the role. Prior to joining RE/MAX, Lim was the president of Christie’s International Real Estate. He also held leadership roles as president of @properties, brand president at Realogy Holdings and was founder and CEO of Climb Real Estate.

Class Valuation, a leading provider of real estate valuation services and technology, has hired Jonathan Willen as its new chief revenue officer. Willen most recently served as the chief revenue officer at LERETA, a property tax and flood services company, and brings more than 25 years of experience in revenue generation, strategic sales and account management within the mortgage and financial services industries.

BSI Financial Services announced that Allen Price has been selected to join the IMN Home Equity Investment Advisory Board. Price, who serves as senior vice president of sales, client and transaction management at BSI Financial Services, is the first mortgage servicing executive appointed to the board. The IMN Home Equity Investment Advisory Board is comprised of thought leaders and key stakeholders from servicing, capital markets, HEI originations and rating agency organizations.

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