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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
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    Carolyn J W
    Brentwood, CA
    Posted on March 22nd, 2022 02:52 PM
    Amanda was so helpful in making this process so easy, keeping me informed every step of the way. She is my go to agent. This is my second loan we have done together.
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    Annette R B
    BERKELEY, CA
    Posted on March 17th, 2022 07:23 PM
    Lots of good info on how to handle complicated issues
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    Janice J
    PLEASANT HILL, CA
    Posted on March 16th, 2022 11:13 PM
    Amanda knows her stuff very well. However the communication could have been better with more customer service,i.e., more updates as to what the status was. There were very long periods of no communication. I learned some things from the appraiser...
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    Celeste M B
    Emeryville, CA
    Posted on March 16th, 2022 10:05 PM
    Amanda stayed in touch with me even when I didn't apply and didn't reply to her messages. She'd periodically check in. When the time came and I was ready to apply my case turned out more challenging than expected. But Amanda never gave up and...
    read more
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    Wendy S
    OAKLAND, CA
    Posted on March 15th, 2022 04:03 PM
    Amanda was happy to help me understand step-by-step the process, and it made everything easier. Besides she is a great person who was a pleasure to work with!
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    Steven S
    Oakland, CA
    Posted on March 7th, 2022 04:31 PM
    Amanda Amanda
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    Mary V
    ALAMEDA, CA
    Posted on November 26th, 2021 03:43 AM
    Extremely knowledgeable, helpful, personable!!! A true asset to your company!
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    Karen C
    VACAVILLE, CA
    Posted on November 19th, 2021 05:07 PM
    Amanda worked hard to get everything done on a time restraint. She is always available to answer questions and explain the process.
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    Leo B
    Posted on November 8th, 2021 08:50 PM
    I have done other reverse mortgages, however the level of knowledge, experience , and customer service by Amanda surpasses the others. She is definitely my go to person
    Reply from Owner
    April 19th, 2022 06:04 PM
    Thank you, Leo. I appreciate being your trusted resource.
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    James A L
    EL CERRITO, CA
    Posted on September 5th, 2021 10:00 PM
    Amanda is extremely knowledgeable, proactive, with great communication skills. She made a challenging transaction seem effortless.
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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