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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
  • google
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    A G U
    Posted on October 28th, 2019 06:48 PM
    Amanda is a fantastic representative. Very thorough, knowledgeable and easy to work with. My reverse mortgage went very smooth from application to closing. Amanda made it easy.
    Reply from Owner
    April 19th, 2022 06:05 PM
    Thank you for this! Pleasure to work with you.
  • google
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    Erik W
    Posted on October 23rd, 2019 04:11 PM
    Amanda is a go to resource for me in helping my clients work a way to stay in their home in retirement.
    Reply from Owner
    April 19th, 2022 06:05 PM
    Thank you, Erik. I appreciate being your trusted resource.
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    Chris G
    Posted on October 22nd, 2019 10:26 PM
    I would never have enough space here to truly convey how positive my experience was when working with Amanda Keith. I'll try to keep it simple here and just say that from the very beginning stages of our loan, she was right there to help educate...
    read more
  • FTP
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    Roger H
    Pataskala, OH
    Posted on September 17th, 2019 01:05 AM
    Everyone at Retirement Funding Solutions was was wonderful to work with. Thank you to Amanda, Ann Marie, Chris and all of those working behind the scenes. Very professional,knowledgeable and thorough.
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    OLLIE S
    San Francisco, CA
    Posted on September 15th, 2019 03:22 AM
    It was great working with her! She was very thorough and patient and took the time to answer all my questions etc. I would highly recommend her.
  • FTP
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    Agnete H
    Walnut Creek, CA
    Posted on September 14th, 2019 05:07 PM
    A very professional attitude and a very organized way to approach all the various issues which came up!! Amanda was a delight to work with and kept us current with the loan progression but never over promised the length it would take etc
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    Mary E
    Orinda, CA
    Posted on September 14th, 2019 03:21 PM
    Amanda made the process so easy. Everything was discussed at my home. She is a very charming and efficient agent.
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    Ralph B
    Santa Rosa, CA
    Posted on September 13th, 2019 11:00 PM
    We found Amanda to be very thorough and very helpful throughout our entire process. She kept us informed every step of the way. I had a little difficulty transmitting some information to her, and she even helped with that. She also has a great...
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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