TPO Partner Support Associate

Finance of America • ,

5d • $45,000 - $60,000

About The Position

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. The purpose of this role is to assist and provide support to Wholesale Third Party Originator (TPO) Partners and sales support.

Requirements

• Minimum 1 year experience in the Reverse Mortgage Industry.
• Prior understanding of FAR mortgage processes.
• Prior experience supporting Wholesale Account Executives and TPO Partners.
• Ability to problem solve and handle TPO Partner inquiries.
• Ability to handle daily new business, monthly recertifications, emails and alerts with a high level of customer service.
• Self-motivated and excellent customer service skills.
• Highly proficient with Microsoft Word, Excel, PowerPoint and Outlook.
• Multi-tasking and prioritization skills.

Responsibilities

• Assists partners with the pre-application process.
• Reviews all TPO Partner documentation for new approval and/or re-certification.
• Processes TPO partner Applications for final approval.
• Sets up newly approved accounts in Archer.
• Sets up new users in ReverseVision, Link, Salesforce, and Quantum Reverse.
• Monitors and processes Comergence Alerts.

Benefits

• health
• dental
• vision
• life insurance
• paid time-off benefits
• flexible spending account
• 401(k) with employer match
• ESPP

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED