Finance of America

• Defines and drives the conversion optimization strategy across digital entry points and customer journeys. • Identifies and prioritizes opportunities to improve user flows, reduce friction, and increase activation and conversion rates. • Translates business objectives and user insights into a clear, data-driven roadmap of experience improvements. • Leads the design and evolution of landing pages, lead forms, and mid-funnel user experiences. • Establishes and executes a scalable experimentation and testing strategy to validate hypotheses and improve performance. • Partners with analytics teams to define success metrics, interpret behavioral data, and measure impact of design changes. • Applies advanced interaction design, user experience principles, and persuasive design techniques to deliver high-impact solutions. • Collaborates with Product, Marketing, and Engineering to align on experience strategy and influence decision-making without direct authority. • Develops and scales reusable design frameworks, patterns, and components to improve consistency and efficiency. • Contributes to and evolves the enterprise design system to support scalable and high-performing experiences. • Identifies gaps and opportunities across the broader end-to-end customer journey and recommends strategic improvements. • Communicates design concepts, strategies, and results effectively to stakeholders and leadership.

• Responsible for establishing repeatable processes for identifying technologies adopted across the organization. • Assessing associated risks and onboarding technologies into operational management. • Improving visibility into the organization's technology ecosystem. • Works collaboratively with Security, IT, Enterprise Architecture, Procurement, Privacy, Legal, and business stakeholders. • Develops and implements processes that improve visibility into SaaS applications, cloud services, AI platforms, browser extensions, and other business-adopted technologies. • Analyzes telemetry from enterprise identity, endpoint, cloud, network, browser, and security platforms. • Investigates technology usage to determine business purpose, ownership, data sensitivity, regulatory considerations, operational dependencies, and associated security risks. • Partners with business stakeholders to understand technology adoption and facilitate secure onboarding into established operational processes. • Coordinates with IT and technology teams to ensure technologies are appropriately reviewed, documented, inventoried, and transitioned into operational ownership. • Establishes and maintains inventories of business applications, technology owners, integrations, data classifications, and associated risk information. • Performs technical risk assessments and recommend practical security controls and mitigation strategies that support business objectives. • Implements and optimizes capabilities supporting technology governance, technology inventory, and security posture management. • Develops automation using scripting, APIs, and workflow technologies to improve discovery, inventory synchronization, reporting, and lifecycle management. • Produces operational and executive reporting that communicates technology adoption trends, governance maturity, operational metrics, and technology risks. • Builds trusted relationships across technical and business teams to encourage secure technology adoption and effective governance. • Documents all implemented processes, workflows, and operational procedures to support long-term sustainability. • Performs other duties as assigned.

• Responsible for processing Reverse mortgage loans • Acting as the liaison between clients and Loan Officers through the closing process • Helping eligible applicants obtain loans in a timely and professional manner while adhering to all company guidelines, as well as federal and state regulations • Ensures the accurate input of information into the LOS and update information throughout the process as necessary • Confirms that all rates and fees input into the system are accurate • Ensures necessary verifications of income, employment and assets are obtained as/when needed • Serves as liaison and point of contact to guide clients & Loan Officers through processing of the loan in preparation for closing • Reviews all underwriting conditions required from the borrower • Collects all required documentation for closing of loan • Ensures system in Loan Origination System is accurate and corresponds to document data • Ensures all fees are updated and documented for the preparation of both the Initial Disclosures and Final Loan Documents • Ensures that all Change of Circumstances are properly documented • Reviews and ensures that all prior to closing conditions and documents are prepared, signed off and in file • Acts as main point of contact for sales, underwriting, funding, title company, broker and or client • Maintains clear, consistent and professional lines of communication between all parties involved in process • Ensures that pipeline is reviewed and updated regularly • Ensures loan packages comply with Company policies and procedures • Maintains acceptable levels of conversion ratios pursuant to position

• Produces high quality loans which meet Reverse Mortgage guidelines while providing superior customer service • Manages personal pipeline production and achieves production goals • Resolves problems relating to the closing and funding of loans • 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

• Responsible for leading all Retail Processing operations • Oversees end-to-end processing performance and drives operational strategy • Develops and executes operational strategies aligned with company growth goals • Identifies opportunities to improve cost, speed, quality, and borrower experience • Leads large-scale process improvement initiatives • Partners with IT and Product teams to prioritize and implement system enhancements • Utilizes data and analytics to identify trends, risks, and performance gaps • Builds a high-performing, accountable, and scalable organization

• Participate in the optimization and continuous improvement of the software development process. • Contribute to an analytics program by developing new and enhancing existing applications. • Participate in evaluating and improving existing systems and their documentations. • Experiment and implement new technologies and techniques in the cloud. • Develop and maintain software in Python. • Write re-usable, testable and efficient code. • Resolve problems with software functionality and suggest improvements. • Work closely with junior members of the team and provide feedback on their work.

• Provides top-level strategic executive leadership oversight • Acts as a key advisor for the enterprise’s systems security and data integrity • Participates in the formulation of general management policy • Develops and monitors short- and long-term security standards and best practices • Provides final approval for strategic information systems security plans • Drives technology risk and change management priorities • Monitors the execution of strategic plans for disaster recovery and business continuity • Analyzes and resolves escalated IT security related issues • Directs the development and production of reporting tools, key performance metrics, and policies • Proactively addresses and resolves conflict and helps others navigate ambiguity

• Leads the strategy, development, delivery, and optimization of customer-facing digital platforms, applications, and experiences • Drives measurable improvements in customer acquisition, funnel conversion, and overall customer experience outcomes • Establishes performance objectives, operational metrics, and accountability standards • Implements AI, automation, and modern engineering practices to improve productivity and delivery velocity • Develops and executes engineering transformation roadmaps • Builds and maintains a high-performance engineering culture • Partners with Product Management leadership • Communicates technology initiatives, organizational performance, and business outcomes clearly • Evaluates emerging technologies for competitive advantage

• responsible for performing audits to assess Finance of America’s compliance with HUD, state, and federal regulatory requirements • manages QC audits including, but not limited to, post funding, prefunding, auditing the auditor vendor reviews and denied loans to follow all applicable state, federal, agency and investor guidelines including HUD QC Plan requirements • manages question sets on the QC checklists including keeping question sets updated • ensures proper findings/issues are addressed properly in the LOS system by the underwriter • assists with the identification of potential areas for improvement through the completion of Quality Control audits • meets review timelines and performance metrics • communicates audit findings, as necessary, to related responsible parties • assists leadership with projects designed to improve the audit process • finalizes determination of audit findings • complies with all local and federal fair lending laws and net benefit requirements • performs other duties as assigned.

• Responsible for writing and editing short and long-form marketing content for print, web, digital, and social platforms • Delivers compelling, brand-aligned copy that supports business goals and resonates with target audiences • Ensures copy adheres to brand voice, messaging frameworks, and compliance requirements • Collaborates with designers, video editors, strategists, and stakeholders to translate briefs into effective content • Contributes to messaging development and refinement for key campaigns • Uses AI tools to aid in content creation, versioning, proofing, refining, and optimization • Adapts writing style for different audiences and channels • Participates in content reviews and feedback loops with internal stakeholders and compliance teams • Performs other duties as assigned