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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 and member of the start-up team that launched the company.



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 vice president of business development.

Previously, he was 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 manager 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.

Are you a mortgage professional who recently changed jobs? Let us know! Send your announcement and photo (if available) to Glenn McCullom at

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