Loan Associate

🕒 October 13

🇺🇸 United States – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

🚫👨‍🎓 No degree required

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 10%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Finance of America

WebsiteLinkedInAll Job Openings

501 - 1000 employees

🛡️ Insurance

💸 Finance

🏦 Banking

Insurance • Finance • Banking

<Finance of America> Finance of America is a U. S. -based mortgage lender specializing in reverse mortgages and home equity solutions for older homeowners. The company offers proprietary and government-backed products (including HomeSafe and HECM), lines of credit and loans up to $4M, borrower education and calculators, and partner tools for financial professionals and wholesale partners. It is a licensed mortgage banker focused on helping homeowners (typically 55+) access home equity for retirement, home improvements, or living expenses while providing consumer protections and counseling.

📋 Description

• 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

• 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

• 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)