Loan Associate

Finance of America

. Collect, track, and upload required borrower documentation and manage document checklists .

Posted 10/13/2026full-timeRemote • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in mortgage loan origination processes, including document management, borrower communication, and pipeline tracking. Proficient in using Loan Origination Systems and Salesforce to ensure efficient loan processing and customer service.

Highest-signal resume keywords

Mortgage Loan Origination ExperienceActive NMLS LicensingLoan Origination Systems ProficiencySalesforce ManagementExcellent Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Document ManagementPipeline TrackingAppraisal CoordinationFile ReviewLoan Status Updates

Soft Skills

Customer ServiceInterpersonal SkillsOrganizational SkillsSelf-MotivationAccountability

Tools & Technologies

SalesforceMCPLoan Pipeline Tracker SpreadsheetDocuSign

Certifications & Qualifications

Active NMLS License

Industry Keywords

Mortgage IndustryBorrower DocumentationElectronic Signature ProcessCall Center ExperienceEthical Standards

About the role

Key responsibilities & impact

Collect, track, and upload required borrower documentation and manage document checklists
Send counseling certificates and other assigned documents through DocuSign, monitor completion, and upload completed documents
Follow up on unsigned applications and guide borrowers through the electronic-signature process
Coordinate appraisal payment, ordering, scheduling, and related follow-up
Review assigned files for readiness and support transfer to processors and underwriting
Maintain loan status information in Salesforce, MCP, the shared Loan Pipeline Tracker Spreadsheet, and other systems
Serve as a point of contact for Sales Support, processors, and underwriters on routine file-status matters
Communicate with borrowers by email, phone, and text regarding document collection, portal access, texting opt-in, and appraisal coordination
Monitor active pipeline files and follow up on outstanding requirements to prevent processing delays
Coordinate routine post-underwriting follow-up, including minor repair items, appraisal-related needs, and outstanding borrower items
Acknowledge Loan Officer requests within 45 minutes and respond to internal and external emails within two hours
Update Salesforce, MCP, and the shared Loan Pipeline Tracker Spreadsheet with current file status, outstanding items, next steps, and follow-up activity
Identify and escalate borrower resistance, missing documentation, appraisal concerns, delays, and other file risks
Manage on-hold files and maintain appropriate follow-up and status visibility
Review Loan Officer pipelines at the beginning of the day and ensure end-of-week pipeline information is current
Perform other duties as assigned
Report to the Sales Manager

Requirements

What you’ll need

Minimum 6 months of prior experience in a role related to mortgage loan origination
Active NMLS licensing is required
Excellent written communication and interpersonal skills
Demonstrated computer proficiency
Previous call center experience
Excellent customer service, communication, and organizational skills
Prior experience working with automated Loan Origination Systems
Self-motivated with a strong sense of ownership and accountability
Possess a hybrid of technical and soft skills
Ethical, with a commitment to company values
High School Diploma or GED required
Bachelor's Degree preferred

Benefits

Comp & perks

Health insurance
Dental insurance
Vision insurance
Life insurance
Paid time-off benefits
Flexible spending account
401(k) with employer match
Employee Stock Purchase Plan (ESPP)