Note: The job is a remote job and is open to candidates in USA. Finance of America helps homeowners 55+ access the equity they’ve built while staying in full control of their home and their financial future. The TPO Partner Support Associate is responsible for assisting and providing support to Wholesale Third Party Originator (TPO) Partners and sales support.
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
Skills
- High School Diploma
- 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
Benefits
- Health, dental, vision, life insurance
- Paid time-off benefits
- Flexible spending account
- 401(k) with employer match
- ESPP
Company Overview
Finance of America offers innovative retirement financing solutions that are reshaping what financial security and flexibility look like for the modern retiree. It was founded in 2013, and is headquartered in New York, New York, USA, with a workforce of 501-1000 employees. Its website is http://www.financeofamerica.com.