Application Specialist - (January 2027)

Here at the company, 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, generous PTO, a meaningful equity 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

As an Application Specialist, you’ll be a key part of the team that makes investments here at the company – helping to fulfill the mission of making homeownership less stressful and more accessible. You will be responsible for reviewing homeowner applications, verifying application data with third-party service providers, and coordinating cross-functionally to orchestrate the closing and funding of investments.

We’re looking for team members who are execution-oriented with exceptional attention to detail. Your work will require you to stay organized in a constantly changing and fast-paced environment. You’re a great fit if you enjoy following and iterating on versions of repeatable processes, and bring an outgoing nature with strong cross-functional communication skills.

What you’ll do

• Own a pipeline of homeowner applications for processing

• Obtain necessary supplemental information from Homeowners via our task/to-do service

• Place orders with third-party vendors for all necessary components for underwriting assessment

• Verify all documentation for thoroughness per our guidelines

• Compile and complete an initial review of full package to determine eligibility to move forward to underwriting

• Communicate with our Sales team throughout as they are our Homeowners single point of contact

• Coordinate cross-functionally with our Signing and Funding team to orchestrate the closing and funding of 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)

• Experience in roles where success is measured by accuracy, completeness, and efficiency

• Comfort collaborating cross-functionally and escalating issues as needed

• Strong written and communication skills

• Excellent problem-solving skills

• Ability to develop and foster cross-functional relationships with key stakeholders

• Strong computer & CRM skills, with a preference for Salesforce experience

• Associate’s or Bachelor’s Degree preferred

Our team is what makes us great. The base salary for this role is $65,000 with additional earning potential through a performance-based monthly incentive. You’ll also receive meaningful equity, giving you a real stake in the company’s growth and success. We offer generous medical, dental, and vision coverage, a work-from-home-stipend, parental leave, and plenty of paid time off to recharge.

The company 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, the company 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, the company enables people to get more from homeownership so they can get more from life.

The company 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.

The company 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 the company, please let us know by emailing [link for members]