Job Description

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 ordering all required condominium project documentation to support the Condo Project Review Team. This role also performs an initial pre-review of documents to help identify completeness and potential eligibility considerations and creates and maintains document library to keep project reviews on track.

Key Duties and Responsibilities

• Request and obtain required condo project documentation from HOAs, property management companies, and third-party vendors
• Perform an initial pre-review to determine eligibility for the program being requested
• Track outstanding requests and follow up to ensure timely receipt
• Upload and organize documents in designated systems (e.g., Salesforce, shared drives, system)
• Review documents for completeness, legibility, and proper labeling
• Maintain file organization in line with internal procedures and provide regular status updates on document requests
• Partner with the Condo Project Review Team to ensure completeness of required documentation
• Monitor and manage the Pre-Condo Review inbox
• Build working knowledge of HomeSafe, FHA, and Agency review requirement processes
• Perform other duties as assigned

Reports To

• Condo/PUD Project UW Lead

Qualifications - Experience/Skills/Competencies

• Experience in mortgage operations, loan processing, or condo-related workflows preferred
• Strong organization and follow-up skills
• Ability to manage multiple requests and priorities simultaneously
• Clear and professional communication skills
• High attention to detail, particularly with document handling
• Ability to work within established turnaround times
• Proficiency in Microsoft Office (Word, Excel, Outlook, Teams)
• Salesforce experience preferred

Qualifications - Education - Required

• High School Diploma or GED

Compensation

The base salary range for this position is ($4 5,000 - $60,000 ) 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 7/20/2026.

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.