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Skills

  • Conflict resolution and mediation
  • Supervision
  • Financial transactions expertise
  • Client Retention Strategies
  • First Aid/CPR
  • Business operations
  • Client onboarding process improvement
  • Client financial assessment
  • Collaborations with financial advisors and attorneys
  • Equity conversion and refinancing

Work Experiences

  • Accounted for clients' unique financial situations.
  • Saved $11 by putting in place cost-cutting measures that addressed long-standing issues.
  • Accomplished this over one year.
  • Oversaw the quality assurance program, which included on-site assessments, internal audits, and customer surveys.
  • Adapted company-wide CRM for client communication.
  • Authored white papers on reverse mortgage trends and regulations, helping establish company thought leadership within the industry and driving 13% more leads to conversion.
  • Acted as the primary liaison between clients, underwriters, and government agencies throughout the application process, ensuring an average approval time of 8 days.
  • Closed over 7 reverse mortgage loans resulting in $9 in revenue over the past year.
  • Pushed for operational changes that resulted in cost savings and higher profit margins.
  • Collaborated with loan officers to develop customized reverse mortgage plans that accounted for clients' unique financial situations, raising conversion rates by 42% over one year.

Summaries

  • Awarded President's Club in 2020.
  • Achieved 52% growth in referral business.
  • Achieved results over two years.
  • Award-winning Reverse Mortgage Specialist recognized for increasing client base by 53% through effective referral growth strategies and exceeding origination goals by 43% in three years.
  • Reverse Mortgage Specialist has 2 years of experience in consumer lending, loan administration, default management, and customer service.
  • Built long-term relationships with senior homeowners.
  • Achieved 78% success rate in resolutions.
  • Costs were consistently reduced while profits were increased.
  • Achieved 45% client retention.
  • Excellent communication and analytical skills.

Accomplishments

  • Developed reverse mortgage educational materials that cut customer confusion by 20% and reduced application dropouts.
  • Introduced referral-based business development initiatives that expanded client base by 31% in 2018.
  • Earned ITIL which improved overall compliance with reverse mortgage regulations and processes.
  • Decreased client onboarding time by 77% through streamlined communication and resource packets.
  • Documented and resolved process which led to system.
  • Spearheaded training sessions for 6 new mortgage professionals, contributing to a 44% increase in team productivity.
  • Initiated market research to identify high-demand regions, resulting in a 59% increase in reverse mortgage leads.
  • Automated the reverse mortgage loan tracking system, cutting administrative time by 55%.
  • Reduced loan processing errors by 34% through the implementation of quality checks and team performance reviews.
  • Simplified the loan application process by implementing a customized checklist, reducing average loan processing time by 77% days.

Affiliations

  • Rotary International
  • HUD HECM Counseling standard
  • Financial Planners Association – Mortgage Relationships Partner
  • National Mortgage News Publication Contributor 2019
  • American Association of Senior Citizens – Endorsed Reverse Mortgage Professional 2024
  • State Certified Reverse Mortgage Counselor 2015
  • Innovative Retirement Solutions Forum Speaker 2018
  • Senior Homeowners Advocacy Group – Aligning Mortgage Solutions Partner
  • Federally-approved FHA Mortgage Broker 2015
  • Reverse Mortgage Market Analysis Taskforce Member

Certifications

  • CERTIFIED Bank Secrecy Act (BSA) and Anti-Money Laundering Professional
  • Certified Financial Planner (CFP) with Reverse Focus
  • NMLS Mortgage Loan Originator (MLO) License
  • Certified Reverse Mortgage Professional (CRMP) - National Reverse Mortgage Lenders Association
  • Certified Master Coach (CMC) for Reverse Mortgages - Lakeside Partners
  • Senior Home Owner Specialist Certification
  • Compliance Certification - Reverse Mortgages Vantage
  • First Aid/CPR Certified
  • Certified Public Accountant (CPA)
  • Certified Financial Counselor (CFC) - system

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