Kamyar Azimi
@kamyarazimi
Experienced mortgage and operations professional blending finance, marketing, and client-focused leadership.
United StatesWhat I'm looking for
I am a Business Marketing graduate with extensive experience across mortgage lending, financial analysis, and operations management. I have a proven track record in reverse mortgage origination, consultative selling, and client relationship management.
At Mutual of Omaha Mortgage and American Advisors Group I guided clients through reverse mortgage processes, conducted financial needs assessments, ensured regulatory compliance, and coordinated closings with underwriting and title partners. I deliver transparent financial consultation and tailored loan solutions.
Earlier roles in business development and operations management at North Orange Physical Therapy had me improving patient retention, negotiating payer contracts, optimizing billing procedures, and leading staff training to boost productivity and customer-centric care.
I combine digital marketing and analytics experience from Web 2.0 MarketingSystems with leadership in sales and team management, operating CRM and LOS platforms, and applying tech-savvy problem solving to improve processes and outcomes.
Experience
Work history, roles, and key accomplishments
Consumer Direct Loan Originator
Mutual of Omaha Mortgage
Feb 2023 - Apr 2024 (1 year 2 months)
Cultivated borrower relationships and guided clients through reverse mortgage origination, ensuring compliance and smooth closings while analyzing financial situations to recommend suitable products.
Mortgage Loan Officer
American Advisors Group
Jul 2020 - Dec 2022 (2 years 5 months)
Managed full lifecycle of reverse mortgage loans by assessing applicants' finances, advising on appropriate solutions, assisting with applications and counseling coordination to support retirement goals.
Business Development Manager
North Orange Physical Therapy
Apr 2014 - Feb 2020 (5 years 10 months)
Led program development, payer contract negotiation, and retention initiatives, improving patient engagement and clinic productivity while implementing marketing campaigns and billing policies.
Jr Mortgage Planner
American Financial Network
Jul 2013 - Jan 2014 (6 months)
Managed leads and referral follow-ups, prepared applications and pre-approvals, and coordinated loan locks, appraisals, and title to support timely mortgage closings.
Senior Account Specialist
Web 2.0 Marketing Systems LLC
Jun 2012 - Feb 2013 (8 months)
Executed and analyzed digital marketing and SEO campaigns, improving organic and paid performance through analytics, PPC optimization, and tag/pixel implementation to maximize ROI.
Senior Sales Manager
Reliable Places
Sep 2011 - Jun 2012 (9 months)
Managed and coached a 15-person sales team, driving performance through hiring, evaluations, quality reviews, and process improvements to increase conversion and customer satisfaction.
Education
Degrees, certifications, and relevant coursework
CFCalifornia State University, Fullerton
Bachelor of Arts, Marketing
Activities and societies: Marketing Honors Networking Program (by faculty invitation)
Completed a Marketing concentration within the Mihaylo College of Business and Economics, graduating in May 2011 with honors program participation.
University of Tehran
Bachelor of Science, Computer Science
Earned a Bachelor of Science in Computer Software Programming from the College of Computer Science, awarded in May 2004.
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Job categories
Skills
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