Michelle McGarity
Hampton Bays
Overview
11
11
years of professional experience
1
1
Certification
Work History
Reverse Mortgage Loan Officer
Finance of America Mortgage
Remote
04.2023 - Current
- Educated clients on reverse mortgage guidelines and process, enhancing satisfaction and retention
- Managed a diverse portfolio of clients, tailoring each strategy based on individual financial needs and goals
- Built and maintained relationships with clients to promote referral and repeat business
- Resolved complex client's issues, ensuring compliance and fostering trust
- Mentored jr. loan officers
- Ensured client satisfaction and retention through timely follow-ups and consistent communication throughout the loan process
Reverse Mortgage Loan Officer
American Advisors Group
Remote
04.2014 - 04.2023
- Educated and managed a diverse portfolio of clients, tailoring each loan based on individual needs and goals
- Conducted comprehensive financial analyses to accurately assess borrower eligibility for revers mortgage loans
- collaborated effectively with underwriters, processors, and other team members to ensure timely closings
- Resolved complex loan issues by applying industry knowledge and problem-solving skills to find solutions
- Delivered informative presentations at community events to educate potential borrowers about reverse mortgage options.
- Developed strong relationships with clients, resulting in increased referral business and repeat business
- Provided exceptional customer service throughout the entire loan process.
Skills
- Pipeline management
- Document preparation
- Credit evaluation
- Loan origination
- Negotiation skills
- Referral generation
- Interpersonal skills
- Complex Problem-solving
Certification
- Licensed in MI, NY, NJ, MD, SC, FL, MA, TX, OK, NV, AZ, CA
Timeline
Reverse Mortgage Loan Officer
Finance of America Mortgage
04.2023 - Current
Reverse Mortgage Loan Officer
American Advisors Group
04.2014 - 04.2023
- Licensed in MI, NY, NJ, MD, SC, FL, MA, TX, OK, NV, AZ, CA
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