Susan Smitha
Anacortes,WA
Summary
Dedicated and accomplished Reverse Mortgage Professional with 25 years of experience in the financial services industry. Proven track record of providing exceptional customer service and tailored financial solutions to clients. Expertise in navigating complex regulations and fostering relationships with clients to secure their financial futures. Strong experience in managing and optimizing reverse mortgage processes. Skilled in financial analysis, compliance, and customer relations, ensuring seamless and transparent transactions. Known for team collaboration and adaptability, consistently driving results through effective communication and problem-solving. Recognized for reliability, integrity, and client-focused approach.
Overview
13
13
years of professional experience
Work History
Reverse Mortgage Professional, Branch Manager
Open Mortgage, LLC
12.2014 - 05.2023
- Assisted clients in understanding reverse mortgage options, enabling them to make informed decisions regarding their home equity.
- Organized informational seminars for seniors and community members, promoting awareness of available financial products and services.
- Developed strong rapport with clients through excellent communication skills, empathy, and personalized attention to their financial needs.
- Recognized as a top performer within the organization due to consistent achievement of sales goals and exceptional customer service ratings.
Reverse Mortgage Specialist, Branch Manager
Associated Mortgage Bankers, Inc.
09.2013 - 12.2014
- Educated clients on the benefits and risks associated with reverse mortgages, fostering trust and credibility.
- Conducted thorough analyses of applicants' financial situations, ensuring accurate evaluations and appropriate recommendations.
- Facilitated smooth communication between borrowers, third-party vendors, title companies, and internal departments to expedite loan processing.
Reverse Mortgage Specialist, Branch Manager
Security One Lending
08.2010 - 09.2013
- Developed strong rapport with clients through excellent communication skills, empathy, and personalized attention to their financial needs.
- Streamlined the loan application process for clients, ensuring timely approvals and efficient closings.
- Provided ongoing support to clients post-closing, addressing concerns or questions related to their reverse mortgage loans.
Education
Bachelor of Arts - Business Administration
Western Washington University
Bellingham, WA06-1984
Skills
- Deep understanding of reverse mortgage products and regulations
- Strong analytical and problem-solving abilities
- Excellent communication and interpersonal skills
- Proven ability to build and maintain client relationships
- Loan origination expertise
- Sales and marketing
- Risk assessment capabilities
- Networking and referrals
- Professional development commitment
- Strong analytical skills
- In-depth industry awareness
- Real estate market awareness
Timeline
Reverse Mortgage Professional, Branch Manager
Open Mortgage, LLC
12.2014 - 05.2023
Reverse Mortgage Specialist, Branch Manager
Associated Mortgage Bankers, Inc.
09.2013 - 12.2014
Reverse Mortgage Specialist, Branch Manager
Security One Lending
08.2010 - 09.2013
Bachelor of Arts - Business Administration
Western Washington University
Similar Profiles
Shane KelleyShane Kelley
Regional Area Manager at Open Mortgage, LLCRegional Area Manager at Open Mortgage, LLC
Crystal StPierreCrystal StPierre
Processing Team Lead at Open Mortgage, LLCProcessing Team Lead at Open Mortgage, LLC
Aimee MacMahonAimee MacMahon
Reverse Mortgage Underwriter/ DE-FHA at Open Mortgage, Llc - Se Wi Reverse MortgagesReverse Mortgage Underwriter/ DE-FHA at Open Mortgage, Llc - Se Wi Reverse Mortgages