About Us
Finance of America helps homeowners 55 access the equity theyve 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 theyve 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
Purpose of Role
Scans or imports document images for electronic storage and prepares physical files for off-site storage to meet customer service standards in compliance with legal and regulatory requirements.
Expectations
- Images and places documents into the appropriate program for electronic storage.
- Names each document in LOS so it may be viewed by other authorized individuals within the company.
- Prepares the physical files to be shipped to off-site storage facility.
- Follows the Company standards for delivery of integrity client focus teamwork and respect for each individual in every interaction.
- Exhibits observable sense of urgency in the execution of all job functions and duties.
- Meets or exceeds levels of Customer Service delivery established by the Company.
- Performs other duties as assigned.
Reports To
- Trail Docs Mail Imaging Lead
Qualifications Education Requirements
- At least 6 months of experience mortgage banking or loan processing preferred
- Prior experience working with automated Loan Origination Systems preferred
- Proficiency with Microsoft Office
- Current knowledge of industry guidelines and procedures as well as federal state and local regulations
- Knowledge of mortgage banking
- Proficiency with Microsoft Office
- Analytical skills
- Detail oriented
- Highly organized
- Multi-tasking and prioritization skills necessary
- Ability to work in a fast paced environment under time constraints
- Ability to organize and coordinate projects
- Ability to adapt to change quickly
- Strong interpersonal skills and must be a team player
- Excellent customer service skills
- Excellent communication skills both written and verbal
Qualifications Education Requirements
Qualifications Education Preferred
Compensation
The base salary range for this position is 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 this job opportunity is 5/1/2026.
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 Finance of America helps homeowners 55 access the equity theyve 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 theyve earned while continuing to evolve how we serve and work t...
About Us
Finance of America helps homeowners 55 access the equity theyve 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 theyve 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
Purpose of Role
Scans or imports document images for electronic storage and prepares physical files for off-site storage to meet customer service standards in compliance with legal and regulatory requirements.
Expectations
- Images and places documents into the appropriate program for electronic storage.
- Names each document in LOS so it may be viewed by other authorized individuals within the company.
- Prepares the physical files to be shipped to off-site storage facility.
- Follows the Company standards for delivery of integrity client focus teamwork and respect for each individual in every interaction.
- Exhibits observable sense of urgency in the execution of all job functions and duties.
- Meets or exceeds levels of Customer Service delivery established by the Company.
- Performs other duties as assigned.
Reports To
- Trail Docs Mail Imaging Lead
Qualifications Education Requirements
- At least 6 months of experience mortgage banking or loan processing preferred
- Prior experience working with automated Loan Origination Systems preferred
- Proficiency with Microsoft Office
- Current knowledge of industry guidelines and procedures as well as federal state and local regulations
- Knowledge of mortgage banking
- Proficiency with Microsoft Office
- Analytical skills
- Detail oriented
- Highly organized
- Multi-tasking and prioritization skills necessary
- Ability to work in a fast paced environment under time constraints
- Ability to organize and coordinate projects
- Ability to adapt to change quickly
- Strong interpersonal skills and must be a team player
- Excellent customer service skills
- Excellent communication skills both written and verbal
Qualifications Education Requirements
Qualifications Education Preferred
Compensation
The base salary range for this position is 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 this job opportunity is 5/1/2026.
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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