Application Specialist
Owns homeowner application pipeline from intake through underwriting handoff. Reviews documentation, coordinates with vendors and internal teams, and ensures completeness and accuracy. Requires 1-3 years experience in loan processing or finance ops.
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
Compensation and Benefits
- Base salary: $65,000 with additional earning potential through a performance-based monthly incentive
- Meaningful equity
- Generous medical, dental, and vision coverage
- Work-from-home stipend
- Parental leave
- Plenty of paid time off
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