Application Specialist

Who you are

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

What you'll do

• 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

What you'll bring

• 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

Our team is what makes us great. The base salary for this role is $65,000 with additional earning potential through a performance-based monthly incentive. You'll also receive meaningful equity, giving you a real stake in the company's growth and success. We offer generous medical, dental, and vision coverage, a work-from-home-stipend, parental leave, and plenty of paid time off to recharge.