Application Specialist

About Us

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 fun along the way. 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.

About the Role

In this role, you'll own a pipeline of homeowner applications from intake through the handoff to underwriting, working closely with our Sales and Underwriting teams to close investments with homeowners. You'll be a key part of the team that makes investments at Hometap, helping fulfill our mission of making homeownership less stressful and more accessible. This role rewards execution and sharp attention to detail. You'll stay organized in a fast-paced, constantly changing environment, and you'll follow and improve repeatable processes as you go.

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

Skills

You're a strong fit if you're outgoing, communicate well across teams, and like being the person who keeps things moving.

Benefits

• Generous medical, dental, and vision coverage
• Work-from-home stipend
• Parental leave
• Plenty of paid time off to recharge
• Meaningful equity package

Pay

The base salary for this role is $65,000 with additional earning potential through a performance-based monthly incentive.