Collateral Coordinator

Finance of America; Tulsa (OK); On-site; USD 34,000 - 43,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Paid time off

Flexible spending account

401(k) with employer match

ESPP

Job summary

Finance of America is seeking an Administrative Specialist in Tulsa to accurately process, organize, scan, and track original collateral and lender documents. You will collaborate with Funding and Purchasing teams to ensure timely delivery and precise record-keeping, all while maintaining confidentiality in an on-site role.

The successful candidate will have at least 1 year of office experience, strong attention to detail, and proficiency with MS Office, Excel, Outlook, and Teams.

Qualifications

• Minimum 1 year of prior experience in an administrative role in an office setting.
• Strong attention to detail and accuracy.
• Ability to stay organized while handling multiple packages and documents.
• Ability to follow established procedures and meet daily deadlines.
• Basic computer skills and willingness to learn company systems and processes.
• Ability to use Excel, Outlook, and Microsoft Teams or learn these programs with training.
• Reliable and dependable attendance.
• Ability to communicate effectively with team members and other departments.
• Proficiency in MS suite.

Responsibilities

• Reviews emails and Microsoft Teams messages at the beginning of each workday for corrected items, outstanding documentation, and incoming collateral.
• Opens, sorts, and logs incoming FedEx and UPS mail.
• Process and scans Notes and any additional collateral documentation for funders.
• Organizes funding packages according to funding date.
• Reviews physical funding packages and identify original collateral items and lender-required documents.
• Stamps and signs documents as required.
• Scans completed documents and email them to the assigned funders.
• Logs all original collateral items using the provided Excel spreadsheet and turn them into the Safe Coordinator or by the end of each business day.
• Communicates with the Funding, Purchasing, and Shipping teams regarding collateral and documentation needs.
• Ensures documents are processed accurately, efficiently, and within required timeframes.
• Follows company procedures for handling, tracking, and transmitting confidential documentation.
• Perform other duties as assigned.

Skills

Attention to detail

Organization

Multitasking

Time management

Communication

Reliability

Education

High School Diploma or GED

Tools

Excel

Outlook

Microsoft Teams

MS Office

Job description

About Us

Finance of America helps homeowners 55+ access the equity they’ve 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 they’ve earned while continuing to evolve how we serve and work together.

About Us

Finance of America helps homeowners 55+ access the equity they’ve 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 they’ve 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 www.financeofamerica.com

Purpose of Role

Responsible for accurate and timely processing, organization, scanning, and tracking of original collateral and lender documentation. Ensures required documents are properly prepared and delivered to assigned funders while maintaining accurate records of all original collateral items. Works closely with the Funding and Purchasing teams to keep documentation organized and ensure daily collateral requirements are completed accurately and on time. This is an on-site, in-office position in the FoA Tulsa location.

Key Responsibilities and Expectations

• Reviews emails and Microsoft Teams messages at the beginning of each workday for corrected items, outstanding documentation, and incoming collateral.
• Opens, sorts, and logs incoming FedEx and UPS mail.
• Process and scans Notes and any additional collateral documentation for funders.
• Organizes funding packages according to funding date.
• Reviews physical funding packages and identify original collateral items and lender-required documents.
• Stamps and signs documents as required.
• Scans completed documents and email them to the assigned funders.
• Logs all original collateral items using the provided Excel spreadsheet and turn them into the Safe Coordinator or by the end of each business day.
• Communicates with the Funding, Purchasing, and Shipping teams regarding collateral and documentation needs.
• Ensures documents are processed accurately, efficiently, and within required timeframes.
• Follows company procedures for handling, tracking, and transmitting confidential documentation.
• Perform other duties as assigned.

Reports To

• Manager, Funding

Qualifications - Experience/Skills/Competencies

• Minimum 1 year of prior experience in an administrative role in an office setting.
• Strong attention to detail and accuracy.
• Ability to stay organized while handling multiple packages and documents.
• Ability to follow established procedures and meet daily deadlines.
• Basic computer skills and willingness to learn company systems and processes.
• Ability to use Excel, Outlook, and Microsoft Teams or learn these programs with training.
• Reliable and dependable attendance.
• Ability to communicate effectively with team members and other departments.
• Proficiency in MS suite.

Qualifications - Education - Required

• High School Diploma or GED

Compensation

The base salary range for this position is ($34,200 - $42,800) inclusive of all geographical differences in the labor market. The base salary for the position will be determined based on factors such as the candidate’s work location, skills, education, and experience. In 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 11/26/2026.

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.