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Application Specialist

65k – 65kUnited StatesRemote1+ YOE
Summary

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.

About the role

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
Skills
SalesforceCRMLoan ProcessingFinance OperationsComplianceApplication ReviewCross-functional CollaborationProblem SolvingDocumentation ReviewVendor Management
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