Hometap · 7 hours ago
Investor Reporting Specialist
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Financial Services
Growth Opportunities
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Responsibilities
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
Qualification
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Required
2+ years experience in mortgage quality control, auditing, or investor reporting
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
Preferred
Located in the Greater Boston Area with the ability to travel to Boston on an intermittent basis
Benefits
Competitive compensation
Healthcare coverage
Unlimited PTO
A generous share package
Company
Hometap
Access the equity in your home.
Funding
Current Stage
Growth StageRecent News
2024-02-21
Fintech Finance
2023-08-09
2023-05-11
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