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Investor Audit Specialist

Boston (Remote)

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, unlimited PTO, a generous share 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.
 

Who you are:

We are seeking an Investor Audit Specialist to join our Investment Support team. In this role, you’ll be responsible for onboarding investments into our investors’ custodian portfolios. You’ll conduct due diligence with attention to detail to ensure all proper data points and documentation are provided to custodians in a timely manner, and will review and reconcile any exceptions for onboarded investments. Additionally, you’ll conduct documentation audits for prospective investors, and work cross-functionally with Hometap’s finance and operation teams to ensure quality assurance. 

You’re a great fit for this role if you bring experience in investor reporting, quality control, or auditing in a mortgage or similar environment. You have excellent attention to detail, are highly organized, and enjoy working both independently and collaboratively to solve problems. You’re an expert at reviewing mortgage documentation, and are excited to be a part of a growing, fast-paced company!

What you’ll do:

  • Onboard newly originated investments within our investors’ custodian portfolios
  • Review and reconcile any exceptions generated by our investors’ custodians
  • Document processes and procedures on exception reconciliation
  • Facilitate collaboration between title companies and custodians to resolve documentation exceptions that arise
  • Assist in managing fund audits with internal and external parties
  • Cross-functional collaboration with finance and capital teams on custodial processes
  • Oversee documentation management within internal systems
  • Facilitate compliance outreach to homeowners 

What you’ll bring:

  • 2+ years experience in mortgage quality control, auditing, or investor reporting 
  • Located in the Greater Boston Area with the ability to travel to Boston on an intermittent basis preferred
  • Extremely detail-oriented and inquisitive, with a passion for investigating and problem-solving
  • Superior organizational and prioritization skills 
  • Ability to multi-task and quickly adapt to changing work assignments
  • Great work ethic and comfortable in deadline-driven environments
  • Strong follow-up skills, with a deep sense of accountability to teammates and external partners
  • Excellent written communication skills, with proper use of grammar, spelling, punctuation, and sentence structure
  • Familiarity with mortgage documents such as Mortgage & Security Agreements, Assignment of Mortgage, and Closing Disclosures
  • Proficient in Excel (or Google Sheets) and Adobe Acrobat

 

Hometap is on a mission to make homeownership less stressful and more accessible. Our home equity investment product provides homeowners with a fast, simple, and straightforward way to access the equity in their home without taking out a loan or having to sell. By investing alongside homeowners, Hometap offers debt-free cash in exchange for a share of their home’s future value — all without any monthly payments over the life of the investment. Through a combination of financial innovation and best-in-class customer service, Hometap enables people to get more from homeownership so they can get more from life.
 
Hometap believes that our differences are what bring us together, and one of our biggest priorities is creating a diverse workplace that welcomes and values each team member’s unique perspective, background, and ideas. All roles here are filled based solely on candidates’ qualifications and our business needs. 

Hometap is an equal opportunity employer. We provide employment opportunities regardless of race, age, color, religion, sex, sexual orientation, gender, gender identity, gender expression, genetic information, national origin, pregnancy, marital, veteran, or disability status. If there is an accommodation that would support your ability to apply and interview with Hometap, please let us know by emailing work@hometap.com.

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