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Alight Mort­gage So­lu­tions, a sub­sidiary of Alight Inc., has named

Ka­t­rina Marshall sales direc­tor, West­ern re­gion and strate­gic ac­counts.

Marshall brings to the com­pany over 30 years of ex­pe­ri­ence as a mort­gage ex­ec­u­tive man­ag­ing orig­i­na­tions, op­er­a­tions, un­der­writ­ing and tech­nol­ogy in­te­gra­tions.

Prior to Alight, she was with man­age­ment con­sult­ing and pro­fes­sional ser­vices firm Ac­cen­ture.

Pre­vi­ously, Marshall spent 15 years in mort­gage insurance, most re­cently with Na­tional Mort­gage Insurance Corp. as a direc­tor.


New­bold Ad­vi­sors has pro­moted Robert Simpson to part­ner. He will be based out of the firm’s na­tional op­er­a­tions cen­ter in Fort Worth, Texas.

Simpson has more than 20 years of se­nior man­age­ment ex­pe­ri­ence in the fi­nan­cial ser­vices in­dus­try, in­clud­ing in­ter­na­tional work in In­dia, Panama and the Philip­pines.

He was pre­vi­ously the chief op­er­at­ing of­fi­cer at a re­gional de­fault ser­vices law firm.

Prior to that, Simpson held ex­ec­u­tive roles with CMS Hold­ings, Lehman Broth­ers, Aurora Loan Ser­vices and RBMG.


Vi­sionet Sys­tems Inc. has hired Thomas Lin as se­nior vice pres­i­dent, client suc­cess. He brings to the com­pany 25 years of ex­pe­ri­ence in the mort­gage in­dus­try.

Lin has held man­age­ment roles at Bank of Amer­ica, Coun­try­wide Home


Loans and Coast Fed­eral Bank and more re­cently with ISGN So­lu­tions, where he served as se­nior vice pres­i­dent of busi­ness de­vel­op­ment.

Ca­lyx Soft­ware has pro­moted Bob Dougherty to ex­ec­u­tive vice pres­i­dent of busi­ness de­vel­op­ment. He re­places

Den­nis Boggs who re­tired on June 30 after 27 years with the com­pany.

Dougherty joined the com­pany in 2016 as the vice pres­i­dent of busi­ness de­vel­op­ment.

Pre­vi­ously, he was the vice pres­i­dent of mort­gage op­er­a­tions at Mer­chants Bank in Wi­nona, Minn., where he led op­er­a­tion and sec­ondary mar­ket­ing func­tions for its mort­gage bank­ing di­vi­sion.

Prior to Mer­chants Bank, Dougherty was ex­ec­u­tive vice pres­i­dent at Boom Brother Com­mer­cial Cap­i­tal, an in­ter­me­di­ary con­sult­ing firm fa­cil­i­tat­ing com­mer­cial fi­nanc­ing for com­mer­cial/mul­ti­fam­ily build­ings.


Union Bank has hired De­bra Mont­gomery as man­ag­ing direc­tor, Pa­cific North­west re­gion for the pri­vate mort­gage di­vi­sion of Union Bank Home Loans.

She will man­age the team of pri­vate mort­gage con­sul­tants and be based in the bank’s Belle­vue, Wash., of­fice.

Mont­gomery has more than 15 years of ex­pe­ri­ence in the mort­gage in­dus­try.

Most re­cently she served as North­west market leader for Move­ment Mort­gage, where she led a team of mort­gage con­sul­tants in ad­di­tion to man­ag­ing her own port­fo­lio of clients.

Prior to that, she was a vice pres­i­dent, se­nior home loans man­ager for Bank of Amer­ica in Belle­vue.

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