Job description
About Us
At Finance of America, we help homeowners unlock the joy that comes from realizing the full potential of their retirement. Many people have significant wealth tied up in their homes and want to use it meaningfully in their next chapter. Our unique range of reverse mortgages allow homeowners 55+ to access that wealth while maintaining control over their home and financial future. With options tailored to their unique goals, we provide the financial flexibility they need to move forward with confidence.
Finance of America is guided by five values: We are customer obsessed, they are why we exist. We raise the bar. We take extreme ownership. We practice genuine collaboration. And we unleash our excellence. Together we are actualizing our vision to be the most beloved brand for homeowners in their next chapter.
To learn more about us, visit
Purpose of Role
Responsible for processing Reverse mortgage loans, and acting as the liaison between clients and Loan Officers through the closing process. Also responsible for helping eligible applicants obtain loans in a timely and professional manner while adhering to all company guidelines, as well as federal and state regulations.
Expectations
Ensures the accurate input of information into the LOS and update information throughout the process as necessary and required
Confirms that all rates and fees input into the system are accurate and comply with the requirements of federal/ state and Company guidelines
Ensures necessary verifications of income, employment and assets are obtained as/when needed
Serves as liaison and point of contact to guide clients & Loan Officers through processing of the loan in preparation for closing.
Reviews all underwriting conditions required from the borrower that have been submitted within 24-48 hrs
Collects all required documentation for closing of loan (title insurance policies, hazard, etc.)
Ensures system in Loan Origination System is accurate and corresponds to document data
Ensures all fees are updated and documented for the preparation of both the Initial Disclosures and Final Loan Documents
Ensures that all Change of Circumstances are properly documented and disclosed within the required timeframe
Reviews and ensures that all prior to closing conditions and documents are prepared, signed off and in file
Acts as main point of contact for sales, underwriting, funding, title company, broker and or client and settlement agent (if required)
Maintains clear, consistent and professional lines of communication between all parties involved in process and escalates issues as required to Management in a timely manner to ensure effective resolution
Ensures that pipeline is reviewed and updated regularly with emphasis on critical dates and expiration and carefully applies all required procedures to pipeline loans being cancelled or denied
Ensures loan packages comply with Company policies and procedures as well as investor policies and procedures
Maintains acceptable levels of conversion (active and closed loans) ratios pursuant to position
Processes and maintains a pipeline of 50 loans
Communicates clearly and precisely with loan officers, borrowers, underwriters and funders to facilitate and ensure smooth closing process
Attends and participates in regular and ad hoc departmental meetings
Remains current on all company requirements and federal and state regulations to ensure compliance
Ensure compliance with federal state, investor and company policies and procedures
Follows the Company standards for delivery of integrity, client focus, teamwork and respect for each individual in every interaction
Exhibits observable sense of urgency in the execution of all job functions and duties
Meets or exceeds levels of Customer Service delivery established by the Company
Meets all productivity standards as set by the Company
Performs other duties as assigned by management
Qualifications – Education Requirements
High School Diploma
Qualifications – Education – Preferred
Bachelor's Degree
Qualifications – Experience/Skills/Competencies
Minimum of 2 years experience with Loan Processing
Prior experience working with automated Loan Origination Systems and in the mortgage industry
Excellent customer service skills
Ability to adapt to change quickly
Strong interpersonal skills and must be a team player
Proficiency with Microsoft Office
Excellent communication skills, verbal, written and presentation
Analytical end-to-end thinking and problem-solving skills.
Highly organized and detail oriented
Multi-tasking and prioritization skills
Ability to work in a fast-paced environment under time constraints
Compensation
The base salary range for this position ($56,388 - $74,880) is inclusive of all geographical differences in the labor market. The base salary for the position will be determined based on factors such as the candidate’s work location, skills, education, and experience. In addition to those factors, we believe in the importance of pay equity and consider the internal equity of our current team members in determining any final offer. We offer a competitive benefits package including health, dental, vision, life insurance, paid time-off benefits, flexible spending account, 401(k) with employer match, and ESPP.
Additional Information
The application deadline for this role is 11/23/2026.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.
Finance of America is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, sex (including pregnancy), sexual orientation, religion, creed, age, national origin, physical or mental disability, gender identity and/or expression, marital status, veteran status or other characteristics protected by law.
Originally posted on Himalayas
Who can apply
Eligible countries: United States. Accepted UTC offsets: UTC-10, UTC-9, UTC-8, UTC-7, UTC-6, UTC-5, UTC+14. Review the full description for employer-specific work authorization, residency and schedule requirements.