Teams at Finance of America Companies

Processes, scans, organizes, tracks, and transmits original collateral and lender documentation. Reviews funding packages, logs incoming materials, maintains accurate records, meets daily deadlines, and coordinates documentation needs with Funding, Purchasing, Shipping, funders, and internal teams. The role requires careful handling of confidential documents, adherence to procedures, and reliable on-site office support.

Processes reverse mortgage loans from application through closing, ensuring accurate Loan Origination System data, documentation, disclosures, underwriting conditions, regulatory compliance, and timely communication among borrowers, loan officers, underwriters, funders, title companies, and settlement agents. Maintains a pipeline of approximately 50 loans, resolves issues, monitors critical dates, and meets productivity, conversion, and customer service standards.

Sells reverse mortgage products through outbound prospecting, community outreach, referrals, presentations, and lead follow-up. Manages a territory, sales pipeline, marketing strategy, production goals, loan quality, customer service, and closing-related issues. The role requires regular work outside the office, reverse mortgage sales experience, originator training, public speaking, loan origination system experience, and Microsoft Office proficiency.