About Us
Finance of America helps homeowners 55+ access the equity they’ve built while staying in full control of their home and their financial future. Through a range of reverse mortgage solutions, we help customers shape the retirement they’ve earned while continuing to evolve how we serve and work together.
Joining Finance of America now means stepping into a period of momentum and growth, with teams actively shaping what comes next and opportunities to make an impact and grow your career.
To learn more about us, visit www.financeofamerica.com
Purpose of Role
Responsible for maintaining, organizing, and updating documents for our business while maintaining disclosure matrices. Works closely with our sales, marketing, compliance and operational teams to keep document packages streamlined, efficient and compliant.
Key Responsibilities and Expectations
• Creates, organizes, and maintains a detailed document package library across multiple loan origination systems, including tracking document and document samples in main LOS.
• Maintains product specific, state-specific disclosure matrix, including tracking document and document samples.
• Matintains product specific disclosure matrix, including tracking document and document samples.
• Maintains tracking of document changes.
• Works JIRA tickets as assigned through completion and with documentation.
• Implements new documents and document packages, as necessary, for new products, new state launches, regulatory changes, and/or changes of the needs of the business.
• Works with multiple loan origination system teams on this implementation as applicable.
• Analyzes and provides signoff on implemented document changes in the system of record, coordinating with business owners as necessary.
• Works with internal Compliance and Legal and external partners, as necessary, to implement document changes and new document packages.
• Provides direction and/or prioritization of document requests across all stakeholders and applications outside of Loan Product & State Expansion priorities.
• Creates test loans and document packages with specific, provided parameters for document auditing by legal, compliance or other stakeholders.
• Pulls document packages for compliance requests, regulatory audits, or business requests as needed.
• Investigates document-related questions and communicates findings to stakeholders.
• Reviews and ensures mapping from system of record to appropriate documents by identifying appropriate field and screen or working with the LOS team to create a new field.
• Communicates with Loan Product & State expansion Document Review Team, document review group, and stakeholders across the organization to keep them abreast of all changes to document packages.
• Assist with creation of P&P and training materials for documents in LOSs.
• Assist as backup for additional LOS.
• Performs other duties as assigned.
Reports To
VP, Operations Enablement
Qualifications
Qualifications - Experience/Skills/Competencies
• Minimum of 4 years of experience as a Document analyst or related mortgage experience.
• Proficient in Microsoft Office products, including Microsoft Outlook, Power Point, Excel, and Word.
• Experience with document management within loan origination systems.
• Prior mortgage document experience strongly preferred.
• Excellent customer service skills.
• Has a get-it-done personality that values independent thinking and research.
• Detail oriented and highly organized.
• Work in fast-paced environment under time constraints.
• Strong interpersonal skills and is a team player.
Qualifications - Education - Required
High School Diploma or GED
Qualifications - Education - Field(s)/Profession(s)
Qualifications - Education - Preferred
Bachelor's Degree
Compensation
The base salary range for this position is ($90,000 - $110,000) 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 job opportunity is 1/28/2027.
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.
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Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Skills Required
- Minimum of 4 years of experience as a document analyst or in related mortgage work
- Proficiency with Microsoft Outlook, PowerPoint, Excel, and Word
- Experience with document management within loan origination systems
- Prior mortgage document experience
- Excellent customer service skills
- Independent thinking and research skills
- Strong attention to detail and organization
- Ability to work in a fast-paced environment under time constraints
- Strong interpersonal skills and ability to work as part of a team
- High school diploma or GED
- Bachelor's degree
What We Do
Finance of America Companies provides a diverse selection of lending products and services that meet customers’ financial needs throughout each phase of their lives. From home loans and reverse mortgages, to commercial real estate loans, to student loans, to a variety of other financial services, we deliver a positive customer experience and do business with a personal touch.
