Application Specialist

Responsibilities

• Own a pipeline of homeowner applications and move each one through processing
• Collect supplemental information from homeowners through our task/to-do service
• Place orders with third-party vendors for the documentation and reports underwriting needs
• Communicate directly with vendors to track orders, follow up on outstanding items, and resolve issues that come up
• Review all documentation for completeness and accuracy against our guidelines
• Compile the full application package and complete an initial review to determine whether it's ready for underwriting
• Keep our Sales team informed throughout, since they're the homeowner's single point of contact
• Coordinate with our Signing and Funding team to close and fund investments

Requirements

• 1-3 years of experience in an applicable role (e.g. loan processing, finance ops, compliance, servicing, paralegal work, and/or application review)
• A track record in roles where success is measured by accuracy, completeness, and efficiency
• Comfort collaborating cross-functionally, building relationships with key stakeholders, and escalating issues as needed
• Strong written and verbal communication skills
• Strong problem-solving skills
• Strong computer and CRM skills, with a preference for Salesforce experience
• Associate's or Bachelor's degree

Benefits

Additional Information

Here at Hometap, we're collaborative, passionate, and always ready to roll up our sleeves to create solutions that help people get more out of homeownership - and out of life. Our first product, a home equity investment, gives homeowners the opportunity to quickly access the equity they've built in their home to pay for what's most important to them, from handling debt to finally making much-needed renovations, without taking on debt. We work hard, and have some fun along the way, too. You don't have to take our word for it: The Boston Globe and Forbes have recognized us as a great place to work, and we've been honored for our commitment to innovation in the fintech space by Inc. , HousingWire , and more! In case you need any more convincing, we also provide competitive compensation, healthcare coverage, generous PTO, a meaningful equity package, and a strong culture with plenty of opportunities for team-building and camaraderie. Interested in joining us on our mission to make homeownership less stressful and more accessible? We'd love to talk.

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at hometap? Share your experience