Investment Processor (Title and Escrow Experience Preferred)
Who You Are
As a Investment Processor (Title and Escrow Experience Preferred) (at Hometap we'll call you an Application Specialist), you’ll be a key part of the team that makes investments here at Hometap – helping to fulfill the mission of making home ownership less stressful and more accessible. You will be responsible for reviewing homeowner applications, verifying application data with third party service providers, and coordinating cross functionally to orchestrate the closing and funding of investments.
We’re looking for team members who are execution-oriented with exceptional attention to detail. Your work will require you to stay organized in a constantly changing and fast-paced environment. You’re a great fit if you enjoy following and iterating on versions of repeatable processes, and bring an outgoing nature with strong cross-functional communication skills.
What you’ll do:
Own a pipeline of homeowner applications for processing
Obtain necessary supplemental information from Homeowners via our task/to-do service
Place orders with third-party vendors for all necessary components for underwriting assessment
Verify all documentation for thoroughness per our guidelines
Compile and complete an initial review of full package to determine eligibility to move forward to underwriting
Communicate with our Sales team throughout as they are our Homeowners single point of contact
Coordinate cross-functionally with our Signing and Funding team to orchestrate the closing and funding of investments
What you’ll bring:
1-3 years experience in an applicable role (e.g. loan processing, finance ops, compliance, servicing, paralegal work and/or application review)
Experience in roles where success is measured by accuracy, completeness, and efficiency
Comfort collaborating cross-functionally and escalating issues as needed
Strong written and communication skills
Excellent problem solving skills
Ability to develop and foster cross-functional relationships with key stakeholders
Strong computer & CRM skills, with a preference for Salesforce experience
Associate’s or Bachelor’s Degree preferred
Investment Processor (Title and Escrow Experience Preferred)
Who You Are
As a Investment Processor (Title and Escrow Experience Preferred) (at Hometap we'll call you an Application Specialist), you’ll be a key part of the team that makes investments here at Hometap – helping to fulfill the mission of making home ownership less stressful and more accessible. You will be responsible for reviewing homeowner applications, verifying application data with third party service providers, and coordinating cross functionally to orchestrate the closing and funding of investments.
We’re looking for team members who are execution-oriented with exceptional attention to detail. Your work will require you to stay organized in a constantly changing and fast-paced environment. You’re a great fit if you enjoy following and iterating on versions of repeatable processes, and bring an outgoing nature with strong cross-functional communication skills.
What you’ll do:
Own a pipeline of homeowner applications for processing
Obtain necessary supplemental information from Homeowners via our task/to-do service
Place orders with third-party vendors for all necessary components for underwriting assessment
Verify all documentation for thoroughness per our guidelines
Compile and complete an initial review of full package to determine eligibility to move forward to underwriting
Communicate with our Sales team throughout as they are our Homeowners single point of contact
Coordinate cross-functionally with our Signing and Funding team to orchestrate the closing and funding of investments
What you’ll bring:
1-3 years experience in an applicable role (e.g. loan processing, finance ops, compliance, servicing, paralegal work and/or application review)
Experience in roles where success is measured by accuracy, completeness, and efficiency
Comfort collaborating cross-functionally and escalating issues as needed
Strong written and communication skills
Excellent problem solving skills
Ability to develop and foster cross-functional relationships with key stakeholders
Strong computer & CRM skills, with a preference for Salesforce experience
Associate’s or Bachelor’s Degree preferred