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Skills

  • Regulatory and Legal Liaison for Clients
  • High-volume loan processing
  • Organization
  • Problem-Solving in Complex Financial Situations
  • CRM System Optimization and Training
  • Custom Reverse Mortgage Plan Design
  • Business operations
  • Loan processing efficiency optimization
  • Operational improvement
  • Financial Risk Assessment for Housing Markets

Work Experiences

  • Conducted presentations and consultations.
  • Closed 5 successful transactions in a month, consistently surpassing monthly goal by 50%, resulting in Excellence Award.
  • Addressed issues surrounding reverse mortgage payouts.
  • Calculated home equity projections for reverse mortgage clients.
  • Advised over 16 senior clients on reverse mortgage options.
  • Achieved results over a period of 12 months.
  • Had an excellent attendance record and was always on time for work.
  • Oversaw the delivery of program project by system team, which resulted in metric.
  • Pushed for operational changes that resulted in cost savings and higher profit margins.
  • Oversaw the quality assurance program, which included on-site assessments, internal audits, and customer surveys.

Summaries

  • Built a referral network.
  • Achieved a 25% approval rating in reverse mortgage applications.
  • Accomplished Reverse Mortgage Consultant.
  • Client-centric Reverse Mortgage Consultant credited with increasing satisfaction rates by 18%. Expertise in reverse mortgage financing, resulting in recurring business and stronger client retention across Seattle.
  • Achieved 79% higher retention of existing clients.
  • Strengths in strategic planning and process improvement backed up by Banking and Financial Services training.
  • Reverse Mortgage Consultant is a multi-talented Reverse Mortgage Consultant who is consistently rewarded for planning and operational improvements.
  • Dedicated to learning, growing, and succeeding in Banking and Financial Services.
  • Clear understanding of stakeholder engagement and quality assurance as well as process improvement training.
  • Collaborated with real estate agents.

Accomplishments

  • Achieved a 24% higher customer retention rate by consistently providing thorough, compassionate advice to elderly clients.
  • Experienced in networking with community resources like elder law attorneys, collaborating on 18 joint efforts that generated 78% more client inquiries.
  • Closed reverse mortgage loans valued at over $8 in 2018, contributing toward record-breaking sales achievements within the branch.
  • Devised and implemented specific client care protocols for elderly populations, improving first-contact resolution rates by 16%.
  • Collaborated with lending, legal, and compliance departments to mitigate risks, helping the company maintain a 100% compliance rating during audits.
  • Assisted 3 senior clients through the reverse mortgage process, delivering personalized plans and improving conversion rates by 60% in 2016.
  • Reduced reverse mortgage loan processing times by 36% by optimizing procedures and introducing new technology solutions.
  • Designed custom reverse mortgage strategies, tailored to individual clients' needs, which contributed to a 72% increase in client satisfaction scores.
  • Created a customer feedback mechanism that increased post-loan satisfaction by 85% and improved subsequent reverse mortgage offerings.
  • Ranked as a top-producing consultant in 2021 for excellent customer service and closing 15 reverse mortgage loans exceeding $3 in total value.

Affiliations

  • Association of Financial Professionals (AFP)
  • International Association of Mortgage Regulators (IAMR)
  • Association of Information Technology Professionals
  • American Marketing Association
  • Society of Women Engineers
  • Freemason
  • National Aging in Place Council (NAIPC)
  • National Association of Realtors (NAR)
  • Affiliate Member of Real Estate Boards of Phoenix
  • Financial Planning Association (FPA)

Certifications

  • SHRM Certified Professional (SHRM-CP)
  • Client Advocacy Certification for Senior Financial Planning
  • Accredited Mortgage Professional (AMP) - Mortgage Bankers Association (MBA)
  • CompTIA Security+
  • Certified Mortgage Advisor (CMA) – Cedar Works
  • Certified Real Estate Broker - Reverse Mortgage Specialist Designation
  • SHRM Senior Certified Professional (SHRM-SCP)
  • CompTIA Network+
  • Mortgage Compliance Certification - Mortgage Bankers Association (MBA)
  • Project Management Professional (PMP)

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