Finance of America

Performance Marketing

• Responsible for developing and executing data-driven CRM strategies that drive engagement, referrals, and customer satisfaction.
• Oversees the development and delivery of targeted multi-channel campaigns, such as email, SMS, direct mail, and digital, using CRM platforms and analytics to ensure personalized, impactful communication.
• Collaborates with cross-functional teams to translate business goals into effective customer journeys aligned with brand strategy and measurable outcomes.
• Analyzes email and customer data to identify opportunities for improving inbox placement and engagement, translating insights into actionable recommendations.
• Manages the Email and SMS channel calendar, ensuring accurate scheduling, coordination, and timely deployment of all communications.
• Tracks campaign performance and proactively recommends optimizations to campaign and strategy teams.
• Owns CRM campaign execution, ensuring all communications meet Finance of America’s brand, compliance, and quality standards.
• Designs, implements, and analyzes A/B tests to continuously enhance key campaign performance metrics.
• Stays ahead of CRM and Reverse Mortgage industry trends and technologies to identify opportunities to initiate and lead improvement projects.
• Performs other duties as assigned.

Campaign Manager, CRM

Salesforce Developer

• Plays a key role in coding, testing, and deploying Salesforce solutions
• Works closely with product owners and developers to deliver high quality experiences
• Designs, codes, tests, and deploys Salesforce solutions
• Documents application development processes and systems
• Coordinates enterprise projects, third-party tools, and custom software integrations
• Completes user stories and configures solutions
• Provides expertise in enterprise application development and deployment tools
• Analyzes, cleans, transforms, and models data for reporting solutions
• Resolves and documents escalated technical issues
• Coaches, mentors, and trains more junior Salesforce Developers
• Participates in Scrum teams and Agile ceremonies

Senior Salesforce Developer

Vice President

• Responsible for overseeing and optimizing the operational performance of HECM Assignments, Default Administration functions, Foreclosure and Bankruptcy for Finance of America.
• Oversees key workflows related to HUD assignment eligibility and post-default timeline management, ensuring regulatory compliance, operational efficiency, and risk mitigation.
• Maintains the financial integrity of the loan portfolio while safeguarding institutional interests through strategic oversight and continuous process improvement.
• Directs and oversees all activities related to HECM Assignments, default servicing administration, foreclosure, and bankruptcy functions.
• Formulates and executes strategies to effectively manage and minimize loan assignment and or default timelines, aligning with the organization's goals and risk tolerances.
• Identifies and implements process improvements, automation, and technology enhancements to streamline operations, enhance efficiency, and improve overall departmental performance.
• Leads risk management initiatives, ensuring the identification and mitigation of potential servicing risks within the servicing portfolio.
• Ensures strict adherence to all applicable laws, regulations, policies, and investor/insurer guidelines (e.g., Fannie Mae, Freddie Mac, FHA, VA) related to loan servicing and default management.
• Builds, mentors, and guides a high-performing default servicing team, including managers and staff, fostering a culture of accountability and continuous improvement.
• Manages hiring, training, performance reviews, and compensation adjustments.
• Develops and maintains strong relationships with key stakeholders, including subservicers, vendors, attorney network, investors, regulatory bodies, and industry partners.
• Develops and provides regular reports to the executive team and other leadership on portfolio status, operational KPIs, and relevant metrics.
• Conducts in-depth portfolio reviews to identify emerging trends, opportunities, and risks.
• Handles escalated inquiries and issues, ensuring timely and effective resolution.
• Selects and manages relationships with external vendors supporting default servicing operations.
• Stays abreast of industry trends, technology advancements, and regulatory changes in loan servicing and default management.

VP, Timeline Management

Project Manager

• Responsible for leading cross-functional projects that drive operational excellence, compliance, and innovation within servicing and asset management functions.
• Develops, implements, and manages project plans for servicing initiatives.
• Coordinates with servicing, asset management, and IT teams to gather requirements and ensure stakeholder alignment.
• Drives project progress using Agile or traditional methodologies.
• Identifies, assesses, and mitigates project risks and issues.
• Facilitates meetings and maintains comprehensive project records and reports.
• Ensures compliance with regulatory requirements and company policies.

Campaign Manager, CRM

Senior Salesforce Developer

VP, Timeline Management

VP, Servicing Project Management