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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
Overall Ratings
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5 Star
95%
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4%
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Reviews from Web
  • Encompass
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    C C K
    EL CERRITO, CA
    Posted on June 12th, 2023 11:05 AM
    The agent, Amanda, was friendly and constantly accessible.
    Reply from Amanda Keith
    June 5th, 2024 09:33 PM
    I'm so glad to hear that you had a positive experience with me at Mutual of Omaha! It's always my goal to be accessible and friendly for my clients. Your feedback means a lot and it encourages me to keep providing the best service. Thank you...
    read more
  • google
    S
    Steven R
    Posted on April 5th, 2023 01:27 AM
    Two of my clients have worked with Amanda on reverse mortgages. She was brilliant and a joy to work with. Brilliant.
  • Encompass
    S
    Stephen M
    ALAMEDA, CA
    Posted on April 4th, 2023 04:01 PM
    Thank you Amanda for all of your hard work on our rather complex reverse mortgage.
  • Encompass
    R
    Rusane M
    RICHMOND, CA
    Posted on April 2nd, 2023 09:38 PM
    Amanda was professional, kind, resourceful, and intuitive. I cannot imagine anyone being a better reverse mortgage person. She is also excellent at listening closely, and then discerning what the issues are, and re-articulating to me what she...
    read more
    Reply from Amanda Keith
    April 4th, 2023 07:19 PM
    Thank you! You were a pleasure to work with :)
  • google
    J
    Jack S
    Posted on November 18th, 2022 06:34 PM
    Amanda Keith has received a review with 5 star rating from Jack S
  • Encompass
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    Jack S
    OAKLAND, CA
    Posted on November 12th, 2022 04:21 PM
    Amanda is patient and quite willing to answer kindly and succinctly repeated questions. She held our hand thru this process and we think she is a jewel of thoroughness and goodness and knowledge.
  • Encompass
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    Rodney M
    SAN FRANCISCO, CA
    Posted on October 7th, 2022 04:54 PM
    Amanda is a skilled Professional who seemed to know just what needed to be done, regardless of the knowledge of her clients...We recommend Amanda without hesitation...
  • Encompass
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    Laird D
    Joshua Tree, CA
    Posted on September 26th, 2022 05:10 PM
    Amanda was very easy to work with. She had an excellent knowledge of the available products, and was always prompt in returning my calls. An asset for your organization.
  • Encompass
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    Joy T
    Walnut Creek, CA
    Posted on September 20th, 2022 10:05 PM
    She was so helpful and pleasant
  • google
    D
    Daniel L
    Posted on September 19th, 2022 06:39 PM
    Amanda is both professional and caring. Her attention to detail and friendly communication made the whole process actually pleasant. I "auditioned" several people for my reverse mortgage and she clearly had the most experience - reverse mortgage...
    read more
    Reply from Owner
    September 19th, 2022 07:24 PM
    Thank you, Daniel! It was a pleasure working with you.
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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