Investor Reporting Specialist @ Hometap | Jobright.ai
JOBSarrow
RecommendedLiked
0
Applied
0
External
0
Investor Reporting Specialist jobs in Boston (Remote)
33 applicants
company-logo

Hometap · 4 hours ago

Investor Reporting Specialist

ftfMaximize your interview chances
Financial Services
check
Growth Opportunities

Insider Connection @Hometap

Discover valuable connections within the company who might provide insights and potential referrals.
Get 3x more responses when you reach out via email instead of LinkedIn.

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

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Investor ReportingQuality ControlAuditingMortgage DocumentationExcelAdobe Acrobat

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

Access the equity in your home.

Funding

Current Stage
Growth Stage

Leadership Team

leader-logo
Andrew Vassallo
Co-Founder and VP of Capital
linkedin
Company data provided by crunchbase
logo

Orion

Your AI Copilot