Treena Booth
Spring Lake,NC
Overview
9
9
years of professional experience
1
1
Certification
Work History
Certified HECM Counselor
Consumer Education Services, Inc.
Raleigh, NC
09.2023 - Current
- Developed individualized counseling for clients to fully understand how a reverse mortgage works.
- Conducted thorough assessments to identify client needs and appropriate resources.
- Developed customized budgets to address each client's unique financial challenges and goals.
Certified Housing Counselor
Consumer Education Services Inc.
Raleigh, NC
12.2021 - Current
- Managed high caseloads effectively while maintaining strict confidentiality standards.
- Assisted clients in accessing essential housing resources, such as utility assistance programs and emergency shelter services.
- Improved client financial literacy by conducting comprehensive budget and credit counseling sessions.
- Developed successful housing action plans, addressing individual client needs and financial goals.
Origination Counselor
Consumer Education Services Inc.
Raleigh, NC
10.2015 - 12.2021
- Provided ongoing support to clients throughout their journey toward improved financial health.
- Developed customized action plans to address each client''s unique financial challenges and goals.
- Educated clients on credit management strategies for long-term financial success.
- Assisted individuals in reducing debt through careful review of their finances and tailored repayment plans.
Certification
- Certified HUD Counselor, September 2021
- Certified HUD HECM Counselor, September 2023
- Helping Homeowners Avoid Foreclosure, February 6, 2024
- HECM 101: Understanding the Protocol, January 23, 2024
- HECM HO11: Home Equity Conversion Mortgages, August 21, 2023
- HO104el: HECM Counseling Basics, July 16, 2023
- Intro to HECM Counseling Webinar, June 22, 2023
Timeline
Certified HECM Counselor
Consumer Education Services, Inc.
09.2023 - Current
Certified Housing Counselor
Consumer Education Services Inc.
12.2021 - Current
Origination Counselor
Consumer Education Services Inc.
10.2015 - 12.2021
- Certified HUD Counselor, September 2021
- Certified HUD HECM Counselor, September 2023
- Helping Homeowners Avoid Foreclosure, February 6, 2024
- HECM 101: Understanding the Protocol, January 23, 2024
- HECM HO11: Home Equity Conversion Mortgages, August 21, 2023
- HO104el: HECM Counseling Basics, July 16, 2023
- Intro to HECM Counseling Webinar, June 22, 2023