3 minute read
In this special series, we honor outstanding HECM originators at leading lender companies. We get the scoop on their personal favorites and learn the secrets to their professional success.
My favorite vacation was a recent family trip to London to celebrate my daughter’s graduation.
If I were a professional athlete, I would be abasketball player, since I am so tall. But I’m not coordinated enough to be a professional!
My first car was a Cougar. I paid $200 for it in 1976. It lasted all of six weeks and then couldn’t pass inspection.
My favorite movie is The Intern with Anne Hathaway and Robert De Niro. It’s funny and makes you think.
My favorite website is definitely Houzz! I can spend all night looking at pictures of rooms and getting design ideas.
I never miss an episode of Modern Family. Sometimes I’ll watch an episode four or five times.
My first job was at a store called Cloth World. I learned a lot about customer service there.
The most memorable moment in my life was when my daughter was born.
The best purchase I’ve ever made was my Kindle. I love to read and I resisted an e-reader for years. Now I love it!
For success I have sacrificed family time. But I love what I do, so I try my best to keep a good work/life balance.
Ten years from now I’ll be thinking about my retirement and how to spend it!
Every morning I hope I will have a shorter to-do list than what I started with that day.
I can’t go without having dessert every day!
My favorite time of day is having dinner with my family and talking about our days.
The best lesson I’ve ever learned was that it is more important to be interested than to be interesting.
The best advice I could give a fellow HECM originator would be to be an educator, not a salesperson.
I try to connect with potential clients by listening to them and understanding their unique stories and situations.
My biggest sales tip is not to sell! Focus on educating people so they can make an informed decision.
I love my job because I am passionate about HECM for Purchase and the benefits it offers homebuyers age 62-plus.
People should seek a career in the reverse mortgage industry because it is an opportunity to help seniors achieve a better quality of life after retirement.
The most challenging part of my job is not getting defensive when uninformed people make negative comments about the HECM program.
I entered this industry because I was looking into reverse mortgages for a family member. When an opportunity in the industry presented itself, I decided to give it a try.
To be successful in selling HECM loans you need to have integrity. Always do the right thing for each and every client.
The most important thing seniors should understand about reverse mortgages is that knowledge is power. Keep an open mind and learn about the program before you make a decision.
