Dana Slimmer
Mounds View,MN
Summary
Accomplished Homeownership Specialist with a proven track record, adept in customer relations and expert problem-solving. Skilled in documentation management and analytical thinking. Extensive experience with homeownership counseling and education, financial literacy training/coaching. I excel in both team and independent settings, am always mindful of cultural diversities and can adapt to various learning styles. I am HUD certified and hold several state and national certifications related to various counseling programs. I have been a member of the Minnesota Homeownership Center's Program Advisory Committee (2019-21) and was on the Board of the Minnesota Mortgage Foreclosure Prevention Association (2013-2020).
Overview
26
26
years of professional experience
1
1
Certification
Work History
Homeownership Specialist
Washington County Community Development Agency
10.2018 - Current
- Provides housing counseling to residents facing foreclosure, those starting the home buying process, those looking to refinance their current mortgage(s), and seniors considering a reverse mortgage (HECM).
- Assists participants to develop household budget plans, analyze and evaluate participant's credit and their qualifications for community resources to determine solutions and options for achieving or retaining homeownership.
- Screens, interviews, and provides information to homeownership program participants.
- Collect, analyze and prepare reports of homebuyers and homeownership data (including HUD and HECAT reports) and present information to interested parties.
- Coordinate volunteers, schedule workshops, facilitate and administer Homestretch home buying training workshops.
- Complete data entry, maintain client records, and follow standards of counseling and government programs
- Assist with training of new team staff.
- Maintain certification and continuing education requirements
- Participate in trainings and activities with Minnesota Housing Finance Agency and Minnesota Homeownership Center
- Participate in community development and Agency marketing programs
Homeownership and Asset Development Coordinator
Community Action Partnership of Hennepin County
02.2009 - 10.2018
- Met with potential homebuyers to analyze their credit, income and debt readiness to purchase a home.
- Counseled homeowners in foreclosure on how the loss mitigation process works, what their rights are in Minnesota, and the feasibility of working out a resolution with their mortgage servicer.
- Counseled senior homeowners about reverse mortgage: how they work, who can benefit from them, and analyze their individual financial circumstances for feasibility. Provide alternative and community resources.
- Coordinate multiple workshop locations, supplies , staff and volunteers for 24 Homestretch and 6 Financial Literacy workshops yearly, and facilitated all these workshops.
- Administered and coordinated scheduling attendees, processing applications and all data entry and reports for these workshops.
- Completed data entry and processed HECAT and HUD reports
- Prepared and submitted state and federal foreclosure grant reports
- Helped create and and implement counseling program procedures and policies
- Trained and mentored new counselors and staff
- Volunteer tax preparer for agency VITA site program. Took and passed required IRS exams for certification
- Assisted with community foreclosure prevention clinics, senior literacy/scam prevention workshops, and Volunteer Lawyers Network legal clinics
- Presented annual summaries, and answered questions at City Council meetings regarding CDBG funds
Assistance Branch Manager
CitiFinancial
11.1998 - 01.2009
- Collaborated with senior leadership on strategic planning initiatives to align branch objectives with corporate goals.
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Ensured regulatory compliance through diligent adherence to industry standards, guidelines, and company policies.
- Processed mortgage and loan applications directly with clients by phone and in person
- Closed mortgage and personal loans; made sure documents were filed correctly and timely
- Acted as collection agent for late payments
- Trained and mentored new employees for our branch as well as others in the district
- Maintained client data entry and file management systems to align with company policies and follow federal guidelines
- Monitored federal regulation updates and changes to keep staff in compliance
Education
Bachelor of Science - International Studies, Business, & Communications
Concordia College
Moorhead, MN05-1989
Skills
- Customer relations
- Expert problem solving
- Analytical thinking
- Documentation management
- Works independently or as part of team
- Aware of cultural diversities
- Familiar with federal guidelines for counseling services and grant processes
Accomplishments
Received Minnesota HOC AWARd
Certification
HUD
Certified Housing Counselor
Certified HECM Counselor
NeighborWorks
Financial Capabilities
Post-Purchase Education
Minnesota Homeownership Center
Foreclosure Prevention
Homebuyers Counseling
Homebuyers Education
Refinance Counseling
Lutheran Social Services
Financial Literacy Educator
Timeline
Homeownership Specialist
Washington County Community Development Agency
10.2018 - Current
Homeownership and Asset Development Coordinator
Community Action Partnership of Hennepin County
02.2009 - 10.2018
Assistance Branch Manager
CitiFinancial
11.1998 - 01.2009
HUD
Certified Housing Counselor
Certified HECM Counselor
NeighborWorks
Financial Capabilities
Post-Purchase Education
Minnesota Homeownership Center
Foreclosure Prevention
Homebuyers Counseling
Homebuyers Education
Refinance Counseling
Lutheran Social Services
Financial Literacy Educator
Bachelor of Science - International Studies, Business, & Communications
Concordia College
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