Mutual of Omaha Reverse Mortgage Expands Wholesale Team with New Hires

Contact:

Michelle Sexton
Mutual of Omaha Mortgage
402-351-2962
michelle.sexton@mutualofomaha.com
February 26, 2024

 

FOR IMMEDIATE RELEASE: 


SAN DIEGO, CA — Mutual of Omaha Mortgage announced the expansion of its wholesale division with the addition of two industry veterans to its sales team. Kathleen Martinez and Darren Primicias have been appointed as national wholesale account executives for the mortgage company.

In their new roles, they will work to further expand Mutual’s footprint by signing up new brokers and lenders nationally.


Prior to joining Mutual of Omaha Mortgage, Primicias served as a wholesale account representative at Open Mortgage and Martinez served as a wholesale account representative at Liberty Reverse Mortgage.


“Kathy and Darren are seasoned veterans, both bringing more than a decade of experience to our wholesale division,” said Mark O’Neil, senior vice president of wholesale at Mutual of Omaha Mortgage. “We had a breakout year in 2023 and we think the experience and knowledge they bring to our team will help us further propel Mutual’s third-party business. We are proud to be expanding during a challenging time for our industry, and we think the investments we are making now will set our programs up for a strong future.”


If you would like more information about these recent changes, please contact Michelle Sexton at (402) 351-2962 or michelle.sexton@mutualofomaha.com.


About Mutual of Omaha Mortgage
A subsidiary of Mutual of Omaha, Mutual of Omaha Mortgage offers a variety of home financing and refinancing options as well as industry-leading reverse mortgage products to help its customers through life’s transitions. For more information about Mutual of Omaha Mortgage, visit www.mutualmortgage.com.


About Mutual of Omaha
Founded in 1909, Mutual of Omaha is a highly rated, Fortune 500 organization offering a variety of insurance and financial products for individuals, businesses, and groups throughout the United States. As a mutual company, Mutual of Omaha is owned by its policyholders and committed to providing outstanding service to its customers. For more information about Mutual of Omaha, visit www.mutualofomaha.com.


###

Mutual of Omaha Reverse Mortgage Expands Wholesale Team with Key Management Hire

Contact:
Mark O’Neil
Mutual of Omaha Mortgage
moneil@mutualmortgage.com
941-661-4688
October 16, 2023

 

FOR IMMEDIATE RELEASE: 

Mutual of Omaha Reverse Mortgage Expands Wholesale Team with Key Management Hire

Mutual of Omaha Reverse Mortgage has appointed industry veteran Jennifer Allen as Wholesale Operations Manager. Allen brings more than 20 years of mortgage experience, including 15 years focused on reverse mortgage underwriting and operations.

 

“Jennifer brings a wealth of industry experience to our leadership team, including a strong credit background and an innovative mindset that will be pivotal in helping Mutual of Omaha Mortgage grow,” said Rachael Loonam, Senior Vice President of Operations at Mutual of Omaha Mortgage. “Jennifer will be an important voice and asset to our leadership team, and I can’t wait to see what we accomplish together in the future.”

 

Prior to joining Mutual of Omaha Mortgage, Allen held management roles at various companies within the reverse mortgage industry, including most recently serving as the Wholesale Underwriting Manager at Longbridge Financial.

 

“Every reverse mortgage loan is more important than ever, especially as our industry faces challenges,” Allen said. “I’m excited to bring my experience to this role, so I can work closely with both our sales team and partners to make sure we close as many of these loans as possible for our borrowers.”

 

About Mutual of Omaha Mortgage

A subsidiary of Mutual of Omaha, Mutual of Omaha Mortgage offers a variety of home financing and refinancing options as well as industry-leading reverse mortgage products to help its customers through life’s transitions. For more information about Mutual of Omaha Mortgage, visit www.mutualmortgage.com.

 

About Mutual of Omaha 

Founded in 1909, Mutual of Omaha is a highly rated, Fortune 500 organization offering a variety of insurance and financial products for individuals, businesses, and groups throughout the United States. As a mutual company, Mutual of Omaha is owned by its policyholders and committed to providing outstanding service to its customers. For more information about Mutual of Omaha, visit www.mutualofomaha.com.

###

Mutual of Omaha Mortgage Launches New Mobile App

Contact:
Michelle Meisinger
Mutual of Omaha
402-351-2962
michelle.meisinger@mutualofomaha.com
December 18, 2020 

FOR IMMEDIATE RELEASE: 

Mutual of Omaha Mortgage Launches New Mobile App 

Omaha, NE – Mutual of Omaha Mortgage recently launched a mobile app for its reverse mortgage loan programs, including the HECM for Purchase (H4P) product. The free app is an industry-first tool for potential reverse mortgage clients, their family and friends, and their trusted advisors to learn more about the programs offered and start the loan application process.   

“We are excited to bring this new technology to our Reverse Mortgage customers,” said Chris Kargacos, executive vice president of national sales for Mutual of Omaha Mortgage. “We feel this innovative solution will allow us to better serve our customers at the highest level, especially in this current environment.” 

The app uses new technology to offer users convenience at their fingertips, including the following features: 

  • An online application allows borrowers to begin the application process using a mobile device or a desktop computer. 
  • Borrowers can easily take pictures and upload required supporting documents to their account via mobile device or desktop computer.  
  • Loan milestone notifications keep borrowers and real estate agents up-to-date on the status of their transaction.  
  • A built-in chat feature allows users to communicate in realtime with their loan officer and/or real estate agent. 
  • Mortgage calculators provide borrowers or real estate agents a convenient way to calculate their loan amounts or proceeds from a HECM for Purchase or reverse mortgage. 
  • Additional information about the HECM for Purchase and other reverse mortgage programs.  

“This app is a game-changer for our reverse mortgage industry,” said John Metcalf, vice president of sales technology and strategy for Mutual of Omaha Mortgage. “Its features help keep our customers informed and connected, makes processes faster and more efficient, and provides them with the option to conduct their business virtually. Historically, much of the process was done face-to-face, so being able to facilitate these activities from a mobile device or a computer is a big advantage, especially right now.” 

For more information, visit mutualreverse.com/app/The app can be downloaded for free in the App Store and Google Play Store by searching Mutual of Omaha Mortgage

About Mutual of Omaha Mortgage
Founded in 1909, Mutual of Omaha is a highly rated, Fortune 500 organization offering insurance and financial products for individuals, businesses, and groups throughout the United States. As a mutual company, Mutual of Omaha is owned by its policyholders and committed to providing outstanding service to its customers. Mutual of Omaha Mortgage offers a variety of home financing and refinancing options as well as industry-leading reverse mortgage products to help its customers through life’s transitions. For more information about Mutual of Omaha Mortgage, visit mutualreverse.com. 

Home Point Financial Hires Steven Sless

For Immediate Release

Media Contact:

Leslie Kiesel

734-256-4456

Home Point Financial Hires Steven J. Sless as Towson, MD Branch Manager

Ann Arbor, Michigan – February 19, 2016 – Home Point Financial Corporation (“Home Point Financial”) announced Steven J. Sless has joined as Branch Manager of their Towson, Maryland branch to focus on the continued expansion of their reverse mortgage channel. Steven will manage the day-to-day operations, hold local events and connect with potential borrowers by expanding on his innovative seminar series.

“Steven brings both management and tactical experience to help expand our footprint quickly. With his successful track record and community roots, he adds an important piece to our growing program.” said Josh Shein, Senior Director – Reverse Lending.

Previous to his new position at Home Point Financial, Mr. Sless was a managing partner at Bayshore Reverse Mortgage and an originator with Maverick Funding’s Reverse Mortgage Network. He brings a wealth of knowledge and has built a reputation as a skilled communicator through public workshops, industry publications and national media spotlights.

“I’m excited to build on the foundation that has been started by bringing in talented and passionate reverse mortgage professionals who share the same vision as Home Point,” Steven added about his new role.

 

About Home Point Financial Corporation

Home Point Financial is a nationwide mortgage banking business focused on multi-channel residential mortgage origination and servicing. Home Point Financial is a subsidiary of Home Point Capital LP, a financial services holding company founded in 2014 and owned by members of management and by investment funds managed by Stone Point Capital LLC.  For further information about Home Point Financial, please visit our website www.homepointfinancial.com

AAG Unveils New Commercial

American Advisors Group’s Newest Television Commercial Features Noted Academics

Orange, Calif. (February 10, 2016) – American Advisors Group (AAG), the leading reverse mortgage lender in the nation, today announced the launch of its new television commercial. The 120-second spot, depicting reverse mortgage as a viable retirement planning tool, is airing now and scheduled to run over the next quarter.

The spot features noted academics David W. Johnson, Ph.D., associate professor of finance at Maryville University, and Barbara Howard, MBA, finance; MA, gerontology and adjunct professor at University of Bridgeport. The two professors emphasize the importance of a reverse mortgage loan as a flexible financial solution during a time when traditional sources of retirement income may not provide enough financial stability for today’s retirees.

reverse mortgage newsThe commercial debuts as academics garner mainstream media coverage about a national crisis faced by older Americans—about two-thirds of seniors are not financially prepared for retirement. Financial experts are encouraging homeowners age 62 and older to consider converting their home equity as a means to help fund ongoing expenses, including medical costs and long-term care. The spot also highlights a reverse mortgage standby line of credit available for homeowners to use when they need it most.

“The new AAG commercial sheds light on how reverse mortgage loans are becoming widely accepted by academics and experts as a versatile financial solution to help seniors achieve retirement security,” AAG Chief Creative Officer Teague McGrath explains. He continues, “At AAG our mission is to help educate consumers on the advantages of this powerful tool, and the experts’ confidence in the product provides valuable third-party credibility.”

This is the first new commercial to be produced following the death of AAG national spokesperson Fred Thompson in November of 2015. The ad serves as a starting point for the company’s larger, multi-faceted marketing approach that will feature a complete refresh of AAG’s creative materials later in the year.

The ad will run across cable and national networks, including ABC, NBC and CBS. It can also be viewed here.

About American Advisors Group

 

American Advisors Group (AAG) is the nation’s leader in reverse mortgage lending. We are dedicated to helping American seniors convert a portion of their home equity, a largely untapped asset, to help fund their retirement needs.

AAG holds an A+ rating by the Better Business Bureau, has a 96 percent customer satisfaction rating and is a proud member of the National Reverse Mortgage Lenders Association (NRMLA). To learn more about American Advisors Group and reverse mortgages, please visit the company’s website at www.aag.com, on Facebook at https://www.facebook.com/AAGreverse and on Twitter at https://twitter.com/AAGreverse.

Reverse Focus Adds New Team Member with 
Emphasis on Strategic Growth



In their eighth year as the industry’s leading provider of technology, tools and training Reverse Focus, Inc. is pleased to announce the addition of Elissa Shaner as Account Manager.

Elissa Shaner: Account Manager
Elissa Shaner: Account Manager

Elissa brings over 15 years of technical training experience, a decade of experience implementing software, and an impressive record of successful business development to Reverse Focus. As a technical trainer, she received accolades from Universities around the country and from companies such as Cengage Learning and HSBC. As an Account Executive, at Turning Technologies, she built some the company’s largest accounts, including the University of Washington, Boise State, CSU Chico and Humboldt State University. She is looking forward to bringing her expertise to the Reverse Mortgage industry.

“In her short time here Elissa has greatly improved level of service and implementation of new clients to Reverse Focus and Sales Engine CRM”, said company president Shannon Hicks.

“I was most impressed with her ‘raving fans’ approach to customer service”, said Eric Hiatt, Reverse Focus CEO.

Elissa is solely dedicated to assisting companies and lenders to implement Reverse Focus technologies into their business practices for growth and improved efficiency.

Elisssa can be contacted at elissa@reversefocus.com or at 1-800-805-9328 X2.

 

Mortgage Information Services Joins NRMLA

Mortgage Information Services Joins NRMLA

July 26, 2012
CLEVELAND, OH:

Mortgage Information Services, Inc. (MIS) is proud to announce that it has joined the National Reverse Mortgage Lenders Association (NRMLA) and is attending their Annual Meeting and Expo as a Gold Sponsor, which is being held in San Antonio, Texas October 15th-17th, 2012.
MIS believes that NRMLA is an integral part of the reverse mortgage market and that their guidance is critical to the growth and health of the industry. MIS is honored to be a part of this nationally recognized organization and looks forward to offering its support, not only to NRMLA, but also to the lenders, servicers and borrowers in the reverse mortgage community.

Mortgage Information Services Joins NRMLA

About MIS, Inc.

MIS has been a leading national provider of real estate information to the residential mortgage market since 1990 and offers title insurance, settlement services and valuations to loan originators and servicing companies. From its centralized platform, MIS covers the entire country allowing its clients to work with a single point of contact for each of their orders.

MIS’s commitment to providing superior customer service is unmatched in the industry, ranking MIS high on both regional and national vendor management scorecards.