Class No CE


13 Nov

Financing 101 - Address Clients' Needs with Confidence - Presented by AES

Financing 101 - Address Clients' Needs with Confidence - Presented by AES

Tuesday, November 13, 2018 (10:30 AM to 12:00 PM)
0.00 CE Hours
Orlando Regional Realtor Association, Orlando, Florida

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Financing 101 - Address Clients' Needs with Confidence - Presented by Affiliate Education Series
ORRA Member Pricing: $10
Instructor: Dan Felix

As an agent, you must be prepared to direct a  client to find answers to their most pressing budgeting, financing and insurance questions as they consider one of life's biggest decisions - buying or selling a home. Daniel Felix will guide agents through the process of addressing clients' financial needs with confidence. From leveraging the latest tools to setting a realistic budget and securing the right home insurance policy, participants will walk away with tops and tricks to help their clients buy and sell with peace of mind. 

As an ORRA Affiliate member and assistance vice president of mortgage services at FAIRWINDS Credit Union, Felix manages a team of 11 loan officers, originating approximately $225 million in mortgage production each year. With over a decade of industry experience, Felix has an extensive background to residential mortgagees and consumer loans, as well as branch operations. He is a regular speaker at FAIRWINDS' popular Home Buying Seminars, sharing helpful information with members and nonmembers alike. 


Special Disabilities:  Accommodated with advance notice.

CANCELLATION/NO-SHOWS
Cancellations not received within two (2) days prior to class start time will result in the forfeiture of the registration fee. Cancellations can be made through ORRA’s Professional Development Department at 407.513.7268 or email at  education@orlandorealtors.org

Orlando Regional Realtor Association - Conference Center
Orlando Regional Realtor Association (Conference Center)
1330 Lee Road
Orlando, FL 32810

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Daniel Felix

 

Daniel Felix | Assistant Vice President of Mortgage Services | FAIRWINDS Credit Union

 

As assistant vice president of mortgage services at FAIRWINDS Credit Union, Daniel Felix manages a team of 11 loan officers, originating approximately $225 million in mortgage production each year.

Dan joined the FAIRWINDS family in 2011 as a relationship manager, followed by the position of senior mortgage underwriter in 2013.  Just one year later, Dan was promoted to assistant vice president of mortgage lending.

With over a decade of industry experience, Dan has an extensive background in residential mortgages and consumer loans, as well as branch operations.  He is a regular speaker at FAIRWINDS’ popular Home Buying Seminars, sharing helpful information with members and nonmembers alike as they consider one of life’s biggest decisions – financing a home.

Dan received a master’s degree in divinity and theology from the Reformed Theological Seminary and graduated with a Bachelor of Science in Biblical Studies and Missions from Philadelphia Biblical University.  An Orlando resident since 2005, Dan spends his free time with his wife and two children or serving as a deacon at his local church. 


CANCELLATION/NO-SHOWS
Cancellations not received within two (2) days prior to class start time will result in the forfeiture of the registration fee. Cancellations can be made through ORRA’s Professional Development Department at 407.513.7268 or email at education@orlandorealtors.org