Robert Dietlmeier
Forked River,NJ
Summary
Experienced with reverse mortgage processes and client advisory services, ensuring compliance and satisfaction. Utilizes financial analysis skills to guide clients through complex decisions. Strong understanding of customer service and regulatory requirements.
Overview
22
22
years of professional experience
Work History
Mortgage Loan Originator/Reverse Mortgage Consultant
Bluerock Mortgage, LLC
1120 Campus Dr. West, Morganville NJ 07751
12.2018 - 04.2021
- Collaborated with underwriters, processors, and other team members to resolve issues, ensuring smooth transactions for all parties involved.
- Analyzed applicant financial data to determine eligibility for various loan products, tailoring recommendations based on individual needs.
Reverse Mortgage Consultant
Genworth Financial
1055 West Lakes Dr., Berwyn, Pennsylvania
06.2010 - 01.2013
- Enhanced client satisfaction by providing personalized reverse mortgage solutions tailored to individual needs.
- Streamlined the application process for clients, ensuring timely completion and approval of reverse mortgages.
- Acted as a trusted advisor to clients, providing ongoing support even after the reverse mortgage process was complete, ensuring lasting satisfaction with their financial decisions.
Reverse Mortgage Consultant
Sovereign Bank
36 Washington St., Toms River NJ 08753
04.2007 - 07.2009
- Participated in community outreach events to raise awareness about reverse mortgage products and services.
- Enhanced client satisfaction by providing personalized reverse mortgage solutions tailored to individual needs.
- Acted as a trusted advisor to clients, providing ongoing support even after the reverse mortgage process was complete, ensuring lasting satisfaction with their financial decisions.
Mortgage Loan Officer/Reverse Mortgage Loan Officer
Commerce Bank
56 Gilbert St., Tinton Falls NJ
02.1999 - 09.2004
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
Skills
- Loan origination expertise
- Licensed mortgage loan originator
- HECM program knowledge
- Reverse mortgage regulations
Timeline
Mortgage Loan Originator/Reverse Mortgage Consultant
Bluerock Mortgage, LLC
12.2018 - 04.2021
Reverse Mortgage Consultant
Genworth Financial
06.2010 - 01.2013
Reverse Mortgage Consultant
Sovereign Bank
04.2007 - 07.2009
Mortgage Loan Officer/Reverse Mortgage Loan Officer
Commerce Bank
02.1999 - 09.2004