About Us
At Finance of America we help homeowners unlock the joy that comes from realizing the full potential of their retirement. Many people have significant wealth tied up in their homes and want to use it meaningfully in their next chapter. Our uniquerange of reverse mortgages allow homeowners 55 to access that wealth while maintaining control over their home and financial future. With options tailored to their unique goals we provide the financial flexibility they need to move forward with confidence.
Finance of America is guided by five values: We are customer obsessed they are why we exist. We raise the bar. We take extreme ownership. We practice genuine collaboration. And we unleash our excellence. Together we are actualizing our vision to be the most beloved brand for homeowners in their next chapter.
To learn more about us visit
Purpose of Role
Responsible for supporting the organizations compliance program with a specialized focus on privacy consumer complaints and marketing compliance. Assists in monitoring reviewing and evaluating business practices to ensure alignment with federal and state regulations internal policies and industry standards. Collaborates closely with Marketing Legal Operations and the broader Compliance team to help mitigate risk maintain adherence to regulatory requirements and promote a culture of compliance throughout the organization.
Key Responsibilities and Expectations
- Assists in the monitoring and enforcement of privacy policies including adherence to GLBA CCPA/CPRA and other applicable privacy regulations.
- Supports privacy incident intake investigation documentation and escalation processes.
- Coordinates with internal teams to ensure proper handling of consumer data data subject requests and opt-out preferences.
- Maintains and updates privacy logs records and audit artifacts as needed.
- Reviews categorizes and tracks consumer complaints received through internal and external channels.
- Assists with complaint investigations by gathering documentation reviewing system data and communicating with business units.
- Ensures timely and accurate responses in accordance with company policies and regulatory expectations (e.g. CFPB state regulators BBB).
- Identifies potential trends or emerging issues and escalate them appropriately.
- Supports reporting on complaint metrics trends and root cause analyses.
- Conducts compliance reviews of marketing materialsincluding digital content print materials social media email campaigns scripts and training contentto ensure adherence to regulatory and brand requirements.
- Verifies required disclosures licensing record-keeping practices and version control standards across all marketing assets.
- Monitors marketing practices to ensure compliance with UDAP/UDAAP standards state-specific rules and company policies.
- Supports ongoing training and guidance related to compliant marketing practices.
- Assists with internal audits risk assessments and testing related to privacy complaints and marketing.
- Maintains organized documentation evidence and workflow tracking for regulatory and internal reporting.
- Participates in the development and enhancement of compliance policies procedures and process improvements.
- Provides support for regulatory examinations and internal reviews.
- Collaborates with cross-functional teams to resolve compliance issues and ensure consistent application of compliance standards.
- Performs other duties as assigned.
Reports To
- Director Marketing Risk Management
Qualifications - Experience/Skills/Competencies
- Minimum 3 years of related experience in mortgage lending or banking.
- General knowledge of key regulations such as GLBA CCPA/CPRA CAN-SPAM UDAAP and other consumer protection laws.
- Experience working with consumer lending mortgage or financial services compliance programs.
- Familiarity with marketing review processes complaint management systems and privacy requests workflows.
- Experience providing internal and external customer service excellence.
- Mathematical acumen to analyze equations.
- Ability to organize and manage multiple priorities simultaneously.
- Interpersonal oral and written communication and presentation skills.
- Analytical and problem-solving skills with a customer service orientation.
- Organizational prioritization and time management skills with attention to detail to work in a fast paced environment under time constraints.
- Highly proficient with Microsoft Word Excel PowerPoint and Outlook.
Qualifications - Education - Required
Qualifications - Education - Field(s)/Profession(s)
Compensation
The base salary range for this position is ($55000 - $70000) inclusive of all geographical differences in the labor market. The base salary for the position will be determined based on factors such as the candidates work location skills education and 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 the job opportunity is 2/23/2026.
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.
Required Experience:
IC
About Us At Finance of America we help homeowners unlock the joy that comes from realizing the full potential of their retirement. Many people have significant wealth tied up in their homes and want to use it meaningfully in their next chapter. Our uniquerange of reverse mortgages allow homeowners 5...
About Us
At Finance of America we help homeowners unlock the joy that comes from realizing the full potential of their retirement. Many people have significant wealth tied up in their homes and want to use it meaningfully in their next chapter. Our uniquerange of reverse mortgages allow homeowners 55 to access that wealth while maintaining control over their home and financial future. With options tailored to their unique goals we provide the financial flexibility they need to move forward with confidence.
Finance of America is guided by five values: We are customer obsessed they are why we exist. We raise the bar. We take extreme ownership. We practice genuine collaboration. And we unleash our excellence. Together we are actualizing our vision to be the most beloved brand for homeowners in their next chapter.
To learn more about us visit
Purpose of Role
Responsible for supporting the organizations compliance program with a specialized focus on privacy consumer complaints and marketing compliance. Assists in monitoring reviewing and evaluating business practices to ensure alignment with federal and state regulations internal policies and industry standards. Collaborates closely with Marketing Legal Operations and the broader Compliance team to help mitigate risk maintain adherence to regulatory requirements and promote a culture of compliance throughout the organization.
Key Responsibilities and Expectations
- Assists in the monitoring and enforcement of privacy policies including adherence to GLBA CCPA/CPRA and other applicable privacy regulations.
- Supports privacy incident intake investigation documentation and escalation processes.
- Coordinates with internal teams to ensure proper handling of consumer data data subject requests and opt-out preferences.
- Maintains and updates privacy logs records and audit artifacts as needed.
- Reviews categorizes and tracks consumer complaints received through internal and external channels.
- Assists with complaint investigations by gathering documentation reviewing system data and communicating with business units.
- Ensures timely and accurate responses in accordance with company policies and regulatory expectations (e.g. CFPB state regulators BBB).
- Identifies potential trends or emerging issues and escalate them appropriately.
- Supports reporting on complaint metrics trends and root cause analyses.
- Conducts compliance reviews of marketing materialsincluding digital content print materials social media email campaigns scripts and training contentto ensure adherence to regulatory and brand requirements.
- Verifies required disclosures licensing record-keeping practices and version control standards across all marketing assets.
- Monitors marketing practices to ensure compliance with UDAP/UDAAP standards state-specific rules and company policies.
- Supports ongoing training and guidance related to compliant marketing practices.
- Assists with internal audits risk assessments and testing related to privacy complaints and marketing.
- Maintains organized documentation evidence and workflow tracking for regulatory and internal reporting.
- Participates in the development and enhancement of compliance policies procedures and process improvements.
- Provides support for regulatory examinations and internal reviews.
- Collaborates with cross-functional teams to resolve compliance issues and ensure consistent application of compliance standards.
- Performs other duties as assigned.
Reports To
- Director Marketing Risk Management
Qualifications - Experience/Skills/Competencies
- Minimum 3 years of related experience in mortgage lending or banking.
- General knowledge of key regulations such as GLBA CCPA/CPRA CAN-SPAM UDAAP and other consumer protection laws.
- Experience working with consumer lending mortgage or financial services compliance programs.
- Familiarity with marketing review processes complaint management systems and privacy requests workflows.
- Experience providing internal and external customer service excellence.
- Mathematical acumen to analyze equations.
- Ability to organize and manage multiple priorities simultaneously.
- Interpersonal oral and written communication and presentation skills.
- Analytical and problem-solving skills with a customer service orientation.
- Organizational prioritization and time management skills with attention to detail to work in a fast paced environment under time constraints.
- Highly proficient with Microsoft Word Excel PowerPoint and Outlook.
Qualifications - Education - Required
Qualifications - Education - Field(s)/Profession(s)
Compensation
The base salary range for this position is ($55000 - $70000) inclusive of all geographical differences in the labor market. The base salary for the position will be determined based on factors such as the candidates work location skills education and 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 the job opportunity is 2/23/2026.
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.
Required Experience:
IC
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