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Skills

  • First Aid/CPR
  • Project organization
  • Networking with Financial Planners and Elder Law Attorneys
  • Budgets
  • Category equipment
  • Customer service
  • Team management
  • Relationship development
  • Client Satisfaction Improvement
  • Legal and Financial Coordination

Work Experiences

  • Looked for industry trends on social media and through online sources.
  • Achieved a 33% reduction in loan cancellations.
  • Calculated home equity projections for reverse mortgage clients.
  • Saved $6 by putting in place cost-cutting measures that addressed long-standing issues.
  • Advised over 12 senior clients on reverse mortgage options, driving conversion rates by 66% in 2018.
  • Addressed client concerns.
  • Conducted one-on-one consultations with clients aged 5 and above.
  • Analyzed property appraisals and credit reports to determine client loan eligibility, boosting approval success rate by 52% in 2023.
  • Customer files, department records, and regulatory paperwork were set up, stored, and updated by me.
  • Transported ServiceNow to several months customer locations.

Summaries

  • Client-dedicated Reverse Mortgage Consultant.
  • Analytical Reverse Mortgage Consultant with over 5 years of experience.
  • Advised senior clients on financial solutions.
  • Reverse Mortgage Consultant is a multi-talented Reverse Mortgage Consultant who is consistently rewarded for planning and operational improvements.
  • Costs were consistently reduced while profits were increased.
  • Client-focused Reverse Mortgage Consultant.
  • Client-focused Reverse Mortgage Consultant with a proven record of closing successful transactions, surpassing monthly goals by 51% consistently. Adept at providing seniors with financial strategies to unlock home equity while ensuring compliance with federal regulations.
  • Achieved high approval rates.
  • Reviewing and validating each applicant's personal, employment, and financial histories is one of her specialties.
  • Achieved a 25% approval rating in reverse mortgage applications.

Accomplishments

  • Closed reverse mortgage loans valued at over $8 in 2018, contributing toward record-breaking sales achievements within the branch.
  • Documented and resolved process which led to initiative.
  • Spearheaded the adoption of SAP, leading to a 32% increase in follow-up efficiency and conversion rates.
  • Utilized compassionate client care principles to navigate delicate financial discussions for senior clients, resulting in an Top Performer for outstanding customer service.
  • Developed custom reverse mortgage plans for clients, resulting in a 80% increase in loan applications over 14 months.
  • Presented reverse mortgage options to 5 senior clients, achieving a 36% increase in loan conversions year-over-year.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Partnered with 10 financial planners and elder law attorneys to expand the reverse mortgage client base, resulting in 78% growth in business leads.
  • Led reverse mortgage training sessions and ensured all consultants were up-to-date on category, resulting in 21% improvement in loan processing times.
  • Experienced in networking with community resources like elder law attorneys, collaborating on 18 joint efforts that generated 78% more client inquiries.

Affiliations

  • Financial Planning Association (FPA)
  • International Association of Administrative Professionals
  • Professional Mortgage Brokers Association (PMBA)
  • Project Management Institute
  • Association of Information Technology Professionals
  • Certified Financial Education Instructor (CFEI)
  • Reverse Mortgage Education Program (RMEP) Alumni
  • Affiliate Member of Real Estate Boards of Phoenix
  • Online Mortgage Education Programs (OMP)
  • Society of Financial Educators

Certifications

  • Senior Real Estate Specialist (SRES) - National Association of Realtors (NAR)
  • Certified Mortgage Underwriter - National Association of Mortgage Underwriters (NAMU)
  • Certified Financial Counselor (CFC) - National Association of Certified Credit Counselors (NACCC)
  • FHA HECM (Home Equity Conversion Mortgage) Program Certification
  • Mortgage Quality Control Professional Certification
  • HUD Reverse Mortgage Counselor Certification
  • Salesforce
  • Fair Lending Certification for Mortgage Lenders
  • Certified Financial Risk Manager (FRM)
  • Senior Residential Appraiser (SRA) Certification

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