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 assisting and providing support to Wholesale Third Party Originator (TPO) Partners and sales support.
EXPECTATIONS
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.
Qualifications
QUALIFICATIONS - EDUCATION - REQUIRED
High School Diploma
QUALIFICATIONS - EXPERIENCE/SKILLS/COMPETENCIES
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.
Compensation
The base salary range for this position is ($45,000 - $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 Reverse 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.
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.
Similar Jobs
.png)
What you need to know about the Charlotte Tech Scene
Key Facts About Charlotte Tech
- Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
- Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
- Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
- Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
- Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus
