Finance of America

Processor

• Process Reverse mortgage loans
• Act as liaison between clients and Loan Officers through the closing process
• Help eligible applicants obtain loans in a timely and professional manner while adhering to company guidelines and federal and state regulations
• Accurately input and update information in the Loan Origination System
• Confirm rates and fees are accurate and compliant
• Obtain income, employment, and asset verifications
• Guide clients and Loan Officers through loan processing toward closing
• Review underwriting conditions submitted by borrowers within 24–48 hours
• Collect required closing documentation
• Ensure Loan Origination System data corresponds to document data
• Update and document fees for Initial Disclosures and Final Loan Documents
• Document and disclose Changes of Circumstances within required timeframes
• Prepare, sign off, and file prior-to-closing conditions and documents
• Coordinate with sales, underwriting, funding, title companies, brokers, clients, and settlement agents
• Maintain communication and escalate issues to Management
• Review and update the loan pipeline, including critical dates, expirations, cancellations, and denials
• Ensure loan packages comply with company and investor policies
• Process and maintain a pipeline of 50 loans
• Attend regular and ad hoc departmental meetings
• Maintain current knowledge of company requirements and federal and state regulations
• Meet customer service, productivity, conversion, and compliance standards
• Perform other duties as assigned by management

Processor II

Director

• Provide thought leadership on analytics trends, data-driven decision-making, and best practices
• Collaborate with executive leadership to identify business drivers and growth opportunities in customer acquisition, retention, and engagement
• Refine business performance metrics and KPIs and develop stakeholder scorecards
• Lead granular KPI analysis to identify learnings and best practices
• Drive conversion rate optimization and identify customer-journey drop-offs
• Lead initiatives optimizing customer experience, operational performance, and revenue growth
• Accelerate A/B testing volume and improve use of the A/B testing platform
• Develop campaign measurement frameworks with marketing teams
• Assess campaign performance and deliver actionable insights to improve targeting, messaging, and ROI
• Establish journey reporting for CRM programs and segment journeys based on customer interactions and behaviors
• Integrate customer feedback and data from digital interactions, surveys, and CRM systems
• Analyze behavior, expectations, and value across customer segments
• Develop quarterly “state of the customer” insights and reporting
• Develop cohort-based business views to forecast volume flow and next steps
• Oversee scalable analytics frameworks and systems across the customer journey
• Ensure data quality, governance, and integrity across multiple data sources
• Integrate analytics into business processes to improve operational efficiency
• Develop the customer data structure and improve its robustness and actionability
• Enhance analytics architecture for scalability and real-time insights
• Improve data accessibility and usability across the organization
• Implement advanced analytics tools and methodologies, including machine learning and predictive modeling
• Act as primary liaison for analytics initiatives with executive leadership and external partners
• Present analytics insights and strategic recommendations to senior management and board-level audiences
• Champion a data-driven culture across the organization
• Perform other duties as assigned

Director, Customer Analytics

Compliance

• Oversee and support the Company's state and federal regulatory reporting obligations
• Coordinate preparation, validation, and submission of HMDA, NMLS Mortgage Call Reports, and state-specific periodic reports
• Maintain reporting calendars and ensure timely submissions across jurisdictions
• Monitor regulatory changes and implement reporting updates
• Oversee HMDA data integrity, validation, and reconciliation processes
• Coordinate cross-functional data collection with Operations, Servicing, Secondary, and IT
• Review edit checks and resolve data discrepancies before submission
• Support annual HMDA submissions and respond to CFPB or state regulator inquiries
• Maintain documentation of HMDA data governance controls and methodologies
• Coordinate quarterly and annual MCR filings through NMLS
• Reconcile financial and loan activity data with Finance and Accounting
• Complete narrative responses and required attestations
• Develop and maintain reporting procedures, data dictionaries, and methodology documentation
• Establish and monitor reporting controls for accuracy and completeness
• Conduct periodic internal reviews of reporting data
• Identify and escalate reporting risks, trends, and inconsistencies
• Support state and federal examinations related to regulatory reporting
• Provide documentation and explanations regarding HMDA, MCR, and other filings
• Draft written responses to regulator inquiries
• Maintain centralized documentation within governance systems such as Archer
• Perform other duties as assigned

Compliance Officer I, Reporting

Sales

• Evaluate sales processes, workflows, and practices to identify opportunities to improve efficiency, consistency, productivity, and sales execution
• Partner with Retail Sales leaders and frontline teams to understand operational challenges, performance barriers, and improvement opportunities
• Develop and implement process improvements supporting business, customer, and compliance requirements
• Collaborate cross-functionally to evaluate, prioritize, and implement initiatives affecting the Retail Sales organization
• Analyze sales performance data, process metrics, trends, and stakeholder feedback to identify root causes and recommend improvements
• Lead cross-functional sales optimization projects from problem identification and solution design through implementation, adoption, and measurement
• Establish success measures and evaluate optimization initiative results
• Support rollout and adoption of new or revised sales processes, tools, workflows, and business practices
• Communicate recommendations, project status, performance insights, and business impacts to sales leaders and cross-functional partners
• Promote consistent sales-process execution aligned with organizational, regulatory, and compliance requirements
• Report to the SVP, Revenue Growth and Channel Strategy

Manager, Sales Optimization

Sales Operations Manager

• Develop and execute a comprehensive Retail Sales enablement strategy aligned with organizational objectives, sales priorities, and performance goals
• Partner with Retail Sales leaders to identify performance gaps, capability needs, and opportunities to improve sales effectiveness and execution
• Lead the design and implementation of training, development, coaching, and enablement programs
• Apply firsthand sales leadership experience to ensure enablement strategies and programs are practical, relevant, and aligned with the sales environment
• Establish scalable onboarding, ongoing development, leadership development, and continuous learning approaches
• Collaborate cross-functionally to support implementation and adoption of sales initiatives, processes, tools, products, and organizational changes
• Evaluate sales performance data, business results, learner feedback, and other measures to identify opportunities and assess program effectiveness
• Establish measures of enablement effectiveness and continuously improve programs, resources, and delivery approaches
• Provide strategic guidance to senior Retail Sales leaders regarding capability development, change adoption, sales execution, and performance improvement
• Lead, develop, and establish priorities for the Enablement function
• Promote consistent sales practices and reinforce regulatory, compliance, and organizational requirements through enablement programs and resources
• Perform other duties as assigned
• Report to the SVP, Revenue Growth and Channel Strategy

Processor II

Director, Customer Analytics

Compliance Officer I, Reporting

Manager, Sales Optimization

VP, Sales Enablement