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Amanda Keith - Home Equity Retirement Specialist in San Diego, CA

Amanda Keith

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Home Equity Retirement Specialist

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Southern Methodist University
Southern Methodist University
Amanda Keith is a licensed Mortgage Loan Originator specializing in the HUD­ insured HECM, and Jumbo Reverse Mortgages. She is a multiple time President's Club top-producer with Mutual of Omaha. She serves San Diego and throughout Californi... Show More
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Southern Methodist University
Southern Methodist University
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Reviews from Web
  • Encompass
    R
    Rita G
    Pleasanton, CA
    Posted on June 24th, 2020 03:47 PM
    Great customer service. Attention to detail is outstanding.
  • Encompass
    S
    Sandra B
    Emeryville, CA
    Posted on June 24th, 2020 02:38 PM
    Amanda was accessible, especially since our communication was entirely on-line, explained everything I needed to understand clearly and facilitated the process with skill, patience and warmth.
  • Encompass
    M
    Michele M
    Alameda, CA
    Posted on June 2nd, 2020 11:30 PM
    Amanda was wonderful and answered every question we had. I would definitely recommend her!
  • Encompass
    B
    Barbara M
    OAKLAND, CA
    Posted on May 28th, 2020 05:03 PM
    Amanda was always clear and precise in answering my questions and explaining things to me. She was readily available and responsive to my emails. She met with my family, which gave them confidence that I was doing the right thing for myself....
    read more
  • agent
    T
    Tron M
    Posted on April 18th, 2020 10:52 PM
    I just wanted to say thanks to Amanda for all of her help and assistance. In both planning, and luck, we were so fortunate to have completed my Refinance on the Reverse Mortgage before this crisis started. There are five million other people...
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  • Encompass
    J
    James A
    Richmond, CA
    Posted on April 3rd, 2020 01:05 PM
    Amanda's kindness, patience ,knowledge and professionalism.
  • agent
    C
    Cindy H
    Posted on February 14th, 2020 09:12 PM
    Amanda was patient and helpful as we dealt with a few hiccups which developed during the process. She helped us and guided us to get the repairs and paperwork we needed. She communicated everything clearly, was very responsive to all my inquiries...
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  • Encompass
    K
    Kent H
    Ashland, OR
    Posted on January 14th, 2020 10:29 PM
    Amanda was great. But the process was interminable and frustrating as we kept having to come up with more and more repeated paperwork. All in all, it was the worst loan process we've ever encountered.
  • Encompass
    E
    ERIC R
    San Francisco, CA
    Posted on December 18th, 2019 05:38 PM
    Amanda is a subject matter expert. She was very responsive to questions and kept us aware of where we were in the process.
  • Encompass
    R
    Robert T
    Oakland, CA
    Posted on November 29th, 2019 04:40 PM
    Amanda is friendly and knowledgeable and helped make the process go smoothly.
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    About
    Amanda Keith is a licensed Mortgage Loan Originator specializing in the HUD­ insured HECM, and Jumbo Reverse Mortgages. She is a multiple time President's Club top-producer with Mutual of Omaha. She serves San Diego and throughout California as well as other states. As an experienced financial professional, with a CPA background, Amanda offers complimentary consultations. She can help you and your clients understand how this program can be used to improve retirement cash flow.
    Products & Services
    Mortgage Loan Officer
    Jumbo Home Loan
    Specialities
    Reverse Mortgage consultations
    Reverse Mortgage 'Second'
    Jumbo/Proporietary Reverse Mortgages
    Home Equity Conversion Mortgage (HECM) aka Reverse Mortgage
    Home Equity Conversion Mortgage, HomeSafe Jumbo Reverse Mortgage, HomeSafe Second Reverse Mortgage
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    Education
    • Southern Methodist University
      Accounting
      Bachelor of Business Administration (BBA)
      Sep 2002 -Dec 2004
      Southern Methodist University logo
    • The University of Texas at Dallas
      Accounting
      Master's Degree
      Jan 2005 -Dec 2005
      The University of Texas at Dallas logo
    Positions
    • Mutual of Omaha Mortgage - Reverse Mortgage Specialist
      Nov 1st, 2019 - Current
    • Retirement Funding Solutions - Reverse Mortgage Specialist
      Dec 1st, 2014 - Nov 1st, 2019
    Memberships
    • Financial Planning Association of San Diego, Treasurer
    • Financial Planning Association of San Diego, Board Member
    • ProVisors
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    Addresses and Serving Areas

    Year Started

    2014

    Time Zone

    Pacific Standard Time (PST)
    Licenses
    • NMLS # 1247741
    • Texas CPA # 090524
    Achievements
    • CPA
    Hobbies
    • Gardening
    • Hiking
    • Travel
    • View All