Application Specialist

CV in; Northern (KY); Hybrid; USD 59,000 - 72,000; Full time

Benefits offered by this job

Equity in the company

Medical, dental, and vision insurance

Work-from-home stipend

Parental leave

Generous paid time off

Job summary

Hometap is seeking an Application Specialist to manage a portfolio of homeowner applications through processing stages and prepare packages for underwriting.

You will collaborate with homeowners, vendors, and internal teams to verify information, gather documentation, and ensure timely underwriting while maintaining Salesforce records and delivering excellent service.

Qualifications

• 1–3 years of relevant experience in loan processing, finance operations, or similar fields.
• Strong attention to detail, accuracy, and efficiency is essential.
• Excellent written and verbal communication; able to work with homeowners, vendors, and teams.
• Proficiency with CRM systems, especially Salesforce, and Microsoft Office.

Responsibilities

• Manage a diverse portfolio of homeowner applications through processing stages.
• Contact homeowners to request information and clarify details as needed.
• Order and review documentation for underwriting from third-party vendors.
• Maintain ongoing vendor communications and track item status.
• Verify completeness and accuracy of documents before underwriting.
• Assemble complete application packages for underwriting review.
• Collaborate with Sales, Signing, and Funding teams to support timely funding.
• Maintain detailed CRM records in Salesforce and identify process improvements.
• Participate in meetings and assist onboarding of new team members.
• Deliver clear, professional communication to homeowners and internal teams.

Skills

Attention to detail

Organization

Communication

Cross-functional collaboration

Time management

Problem-solving

Education

Bachelor's degree

Associate's degree

Tools

Salesforce

Excel

Word

Job description

Application Specialist at Hometap.

About the role Hometap is seeking a dedicated Application Specialist to join our team and help streamline the homeowner application process. In this role, you will be responsible for managing a portfolio of applications, ensuring each one moves efficiently through the processing stages. You will work closely with homeowners, vendors, and internal teams to gather necessary documentation, verify information, and prepare applications for underwriting. This position offers an excellent opportunity to contribute to a growing fintech company that values accuracy, collaboration, and customer service. As part of the Application Team, you will play a vital role in delivering a seamless experience for homeowners seeking to access their home equity, supporting the company's mission to provide innovative financial solutions.

Key facts Location: Remote Engagement: Full-time Team: Application Team

What you'll do

• Manage a diverse portfolio of homeowner applications, guiding each application through the various stages of processing from initial submission to final approval.
• Contact homeowners via email or phone to request additional information or clarification needed to complete their application. Use our task management system to track communications and ensure timely follow-up.
• Order and review documentation such as income verification, property reports, and other relevant reports from third-party vendors required for underwriting.
• Maintain ongoing communication with vendors to monitor the status of orders, follow up on pending items, and resolve any issues that may arise during the documentation collection process.
• Verify that all submitted documentation is complete, accurate, and meets the company's guidelines before proceeding to underwriting.
• Assemble the complete application package, conducting an initial review to ensure all necessary components are included and properly documented.
• Collaborate with the Sales team, who serve as the primary point of contact for homeowners, providing updates on application status and ensuring smooth communication.
• Work closely with the Signing and Funding teams to finalize applications, coordinate signing processes, and ensure timely funding of approved applications.
• Maintain detailed records of all application activities, updates, and communications within the company's CRM system, primarily Salesforce.
• Assist in identifying process improvements to enhance efficiency and accuracy in application processing workflows.
• Participate in team meetings and training sessions to stay updated on company policies, procedures, and product offerings.
• Support onboarding and training of new team members as needed, sharing best practices and knowledge to promote team success.
• Uphold the company's commitment to excellent customer service by providing clear, professional, and timely communication to homeowners and internal teams.

Requirements

• 1 to 3 years of relevant experience in fields such as loan processing, finance operations, compliance, servicing, paralegal work, or application review.
• Demonstrated success working in roles that require high attention to detail, accuracy, and efficiency.
• Strong organizational skills with the ability to manage multiple applications simultaneously in a fast-paced environment.
• Excellent written and verbal communication skills, capable of interacting professionally with homeowners, vendors, and internal teams.
• Ability to work collaboratively across departments, building strong relationships and proactively addressing issues.
• Proficiency in computer systems and CRM software, with experience in Salesforce preferred.
• Familiarity with documentation review, order tracking, and process workflows.
• Associate's or Bachelor's degree required.
• Ability to adapt to changing priorities and work independently with minimal supervision.
• Strong problem-solving skills and a proactive approach to resolving issues.

Nice to have

• Experience working within the fintech industry or financial services sector.
• Knowledge of underwriting processes and documentation requirements.
• Experience with task management tools and document tracking systems.
• Prior exposure to home equity products or mortgage-related processes.
• Familiarity with compliance standards relevant to financial applications.

Skills & tools

• Salesforce or similar CRM software.
• Task management and documentation tools.
• Strong organizational skills and attention to detail.
• Effective communication skills, both written and verbal.
• Ability to prioritize tasks and manage time efficiently.
• Proficiency in Microsoft Office Suite, especially Excel and Word.

Practical notes

The base salary for this position is $65,000, with additional earning potential through a performance-based monthly incentive. The company offers equity in the organization, aligning your success with Hometap's growth. Benefits include comprehensive medical, dental, and vision insurance, a work-from-home stipend, parental leave, and generous paid time off. The role is on-site, based in the United States, and requires working during regular business hours. Hometap is committed to fostering a diverse and inclusive workplace that values the perspectives and experiences of all team members. We welcome applicants from all backgrounds and are an equal opportunity employer. If you require accommodations during the application or interview process, please contact us at [e-mail].