Overview
Work History
Certification
Timeline
Generic

Treena Booth

Spring Lake,NC

Overview

9
9
years of professional experience
1
1
Certification

Work History

Certified HECM Counselor

Consumer Education Services, Inc.
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.
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.
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
Treena Booth