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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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95%
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Reviews from Web
  • ManualUpload
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    Lyla W
    El Cerrito, California
    Posted on September 19th, 2022 05:32 PM
    Amanda was super informative, shepherding the process, making it as clear and easy as possible
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    Steven H
    Alameda, CA
    Posted on September 19th, 2022 01:15 PM
    We decided upon Mutual of Omaha specifically because of our comfort with Amada’s competent service.
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    Marguerite D
    El Cerrito, CA
    Posted on September 18th, 2022 03:24 PM
    It had nothing to do with Amanda. I was unprepared to have to keep or sell our home. Lyla really was in charge of the whole process and you and she did a great job. I am still in a state of overwhelm. Thank you. so should be the one to take...
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    Reply from Amanda Keith
    September 19th, 2022 05:48 PM
    Thank you, Marguerite. I did reach out to Lyla per your recommendation, and she did complete a review for me.
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    Daniel L
    SAN FRANCISCO, CA
    Posted on September 4th, 2022 07:17 PM
    The combination of her professionalism and her symphathetic nature made my experiece terrific. She was always available to answer my dumb questions, and stayed ahead of all the various deadlines. I give Amanda an A+!
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    Waltraud D R
    Brea, CA
    Posted on August 6th, 2022 11:21 PM
    Amanda was always there when needed'
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    Monica W
    PIEDMONT, CA
    Posted on July 24th, 2022 04:07 AM
    Amanda was very helpful and efficient. So easy working working with her.
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    Annette H
    WALNUT CREEK, CA
    Posted on June 19th, 2022 08:18 PM
    We had great information and very timely communication with Amanda. She is very knowledgeable and extremely pleasant to deal with. What, I suppose, could have been a pretty tense experience turned out to very smooth and easy to understand,Thanks...
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    Ginger P
    Berkeley, CA
    Posted on June 14th, 2022 02:50 PM
    We started in early February, took way too long.Constantly asking for more information, please ask for the information needed up front. We were unable to get the interest rate we were quoted because of delaysWe were dismayed by the time this...
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    BeeGee E
    Posted on April 19th, 2022 05:19 PM
    I am about three years late leaving this review, but time has not diminished my memory of the unbelievable experience Amanda provided. In fact, I called her recently to ask a question unrelated to the RM but related to the sale of our house...
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    Reply from Owner
    April 19th, 2022 06:04 PM
    Thank you so much for this review! It was my pleasure and honor to work with you!
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    Allison L A
    Meadow Vista, CA
    Posted on April 1st, 2022 03:47 PM
    Amanda was very professional and she answered all our questions promptly. She made us feel comfortable about process and advantages of a reverse mortgages. She made the process seamless.
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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