Hometap

Here at Hometap, 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 We're growing our team and looking for ambitious sales professionals who care about getting it right for the homeowner. In this role, you'll be a homeowner's main point of contact from first call to close: connecting with inbound leads, educating them on Hometap's home equity investment, answering their questions, and guiding them through the application process. You'll own a full pipeline and keep every application moving. You're a strong fit if you've carried a quota and have a track record of closing, and you pair that drive with empathy in every conversation. You stay organized across a high volume of daily calls, adapt easily when priorities shift, and hold a high bar for ethics and compliance. You're motivated by clear targets and uncapped earning potential, and you're eager to become an expert in a product that's still new to most of the homeowners you'll talk to. What You'll Do - Engage with inbound leads to provide compliant information while connecting with empathy to understand each homeowner's circumstances - Serve as a single point of contact throughout the investment process – providing status updates, responding to questions, requesting documentation – while maintaining a high volume of daily calls - Coordinate with internal teams (processors, underwriters, etc.) to ensure efficient processes for homeowners - Manage your pipeline using Salesforce and Hometap's proprietary Hub, keeping applications up to date and communicating next steps to homeowners and internal stakeholders - Become an expert in Hometap's home equity investment (HEI) product and unique sales approach, actively participating in training and ongoing coaching - Meet and exceed monthly and quarterly sales goals - Stay current on the competitive landscape and collaborate with colleagues across originations, marketing, and legal to resolve questions and improve the homeowner experience What You Bring - 2+ years in a quota-carrying sales role with demonstrated closing experience - Experience managing a full sales cycle end-to-end, from initial outreach through contract/agreement execution - Track record of meeting or exceeding sales targets - Excellent written and verbal communication skills with strong attention to detail - Technical aptitude to master internal tools; Salesforce experience is a plus - Ability to thrive in a fast-paced environment and adapt quickly to changing priorities - Strong ethical judgment and commitment to regulatory compliance - Willingness to become NMLS licensed (Hometap will sponsor); active NMLS licensing is a plus - A collaborative, team-oriented approach Anticipated Start Date: mid-late August 2026 This is a remote position, and candidates must be based in the continental United States. This position will work west coast hours (9am-5pm PT). Our team is what makes us great. The on-target compensation for this role is $100,000, with uncapped earning potential for high performers. You’ll also receive meaningful equity, so you can share in our 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. Hometap 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, Hometap 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, Hometap enables people to get more from homeownership so they can get more from life. Hometap 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. Hometap 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 Hometap, please let us know by emailing work@hometap.com.

• Engage with inbound leads to provide compliant information while connecting with empathy to understand each homeowner's circumstances • Serve as a single point of contact throughout the investment process – providing status updates, responding to questions, requesting documentation – while maintaining a high volume of daily calls • Coordinate with internal teams (processors, underwriters, etc.) to ensure efficient processes for homeowners • Manage your pipeline using Salesforce and Hometap's proprietary Hub, keeping applications up to date and communicating next steps to homeowners and internal stakeholders • Become an expert in Hometap's home equity investment (HEI) product and unique sales approach, actively participating in training and ongoing coaching • Meet and exceed monthly and quarterly sales goals • Stay current on the competitive landscape and collaborate with colleagues across originations, marketing, and legal to resolve questions and improve the homeowner experience

• draft, review, and negotiate commercial contracts including vendor agreements, technology agreements (SaaS, cloud services, software licenses), professional services agreements, marketing and advertising contracts, and supplier arrangements • partner with Procurement, IT, Product, Engineering, Marketing, Operations, and Finance teams to structure commercial relationships that support business objectives while managing legal and regulatory risk • review and analyze powers of attorney and trust documents to ensure proper authorization for homeowner transactions; advise Investment Support and Operations on POA validity, trust administration, and successor trustee matters • provide day-to-day legal advice to business teams on operational and legal questions across a wide range of topics; serve as accessible legal resource for stakeholders across departments • support third-party risk management (TPRM) by assessing legal and regulatory risks in vendor relationships; ensure commercial agreements comply with consumer financial services regulations • support Legal Operations function with contract management system implementation, template development, and process optimization • assist with litigation matters, commercial disputes, real estate and facilities matters, regulatory examinations, and special projects as needed

• Take ownership of clearing title requirements in preparation for closing • Serve as a primary point of contact, maintaining proactive and clear communication with clients • Act as the main liaison and maintain consistent communication with external title companies • Meticulously review signed closing documents for accuracy and completeness • Support Escrow Officers throughout the escrow lifecycle

• 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 documentation and reports underwriting needs • Communicate directly with vendors to track orders and resolve issues • Review all documentation for completeness and accuracy against our guidelines • Compile the full application package and complete an initial review for underwriting • Keep our Sales team informed throughout • Coordinate with our Signing and Funding team to close and fund investments

Here at Hometap, 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 In this role, you'll own a pipeline of homeowner applications from intake through the handoff to underwriting, working closely with our Sales and Underwriting teams to close investments with homeowners. You'll be a key part of the team that makes investments at Hometap, helping fulfill our mission of making homeownership less stressful and more accessible. This role rewards execution and sharp attention to detail. You'll stay organized in a fast-paced, constantly changing environment, and you'll follow and improve repeatable processes as you go. You're a strong fit if you're outgoing, communicate well across teams, and like being the person who keeps things moving. 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 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. Hometap 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, Hometap 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, Hometap enables people to get more from homeownership so they can get more from life. Hometap 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. Hometap 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 Hometap, please let us know by emailing work@hometap.com.

• Own end-to-end payroll for ~300 employees across ~30 states (exempt and non-exempt) in Rippling, ensuring accuracy across onboarding, variable compensation (commissions/bonuses), and offboarding • Own payroll accounting, including preparing payroll journal entries in NetSuite and resolving variances between payroll and the general ledger • Perform monthly, quarterly, and year-end payroll account reconciliations across wages, taxes, benefits, 401(k), and other payroll liability and expense accounts • Support month-end and quarter-end close by preparing payroll accruals (bonus, commissions, PTO, payroll taxes) and related variance analysis • Reconcile payroll tax filings to the general ledger, resolve tax notices and discrepancies, and ensure compliance with federal, state, and local wage-and-hour laws, payroll tax obligations, and year-end filings such as W-2s and 1099s • Design, document, and maintain robust payroll processes and internal controls, including preparer/reviewer segregation, so we can scale cleanly • Register the company with state agencies for employment purposes and serve as liaison for audits and inquiries from tax agencies, unemployment agencies, and 401(k) administrators • Prepare payroll schedules and supporting documentation for external audits, including year-end financial statement and 401(k) audits • Serve as the primary point of contact for payroll questions and issue resolution for employees and managers • Identify and implement ways to automate, streamline, and scale payroll and payroll-accounting processes

• Engage with inbound leads to provide compliant information while connecting with empathy to understand each homeowner's circumstances • Serve as a single point of contact throughout the investment process – providing status updates, responding to questions, requesting documentation – while maintaining a high volume of daily calls • Coordinate with internal teams (processors, underwriters, etc.) to ensure efficient processes for homeowners • Manage your pipeline using Salesforce and Hometap's proprietary Hub, keeping applications up to date and communicating next steps to homeowners and internal stakeholders • Become an expert in Hometap's home equity investment (HEI) product and unique sales approach, actively participating in training and ongoing coaching • Meet and exceed monthly and quarterly sales goals • Stay current on the competitive landscape and collaborate with colleagues across originations, marketing, and legal to resolve questions and improve the homeowner experience

• Engage with inbound leads to provide compliant information while connecting with empathy to understand each homeowner's circumstances • Serve as a single point of contact throughout the investment process – providing status updates, responding to questions, requesting documentation – while maintaining a high volume of daily calls • Coordinate with internal teams (processors, underwriters, etc.) to ensure efficient processes for homeowners • Manage your pipeline using Salesforce and Hometap's proprietary Hub, keeping applications up to date and communicating next steps to homeowners and internal stakeholders • Become an expert in Hometap's home equity investment (HEI) product and unique sales approach, actively participating in training and ongoing coaching • Meet and exceed monthly and quarterly sales goals • Stay current on the competitive landscape and collaborate with colleagues across originations, marketing, and legal to resolve questions and improve the homeowner experience

• Serve as Hometap's primary point of contact with our third-party tax preparer • Review all federal and state tax filings for accuracy and completeness before submission • Apply partnership tax expertise to review allocations, distributions, and capital account maintenance across Hometap's entities • Manage income tax accounting for Hometap's two corporate entities under ASC 740, including current and deferred tax calculations • Review and respond to state tax notices across all entities • Initiate federal and state estimated tax payments and extension payments on time • Own reconciliation of tax-related general ledger accounts on a regular basis • Communicate proactively with investors about the timing and availability of K-1s • Confirm the accuracy of quarterly distribution calculations and the underlying tax calculations • Track changes in federal, state, and local tax law and assess their impact • Support external auditors on tax matters during the annual audit • Partner with the Controller on special projects and ad hoc analyses • Continuously assess and improve tax processes, controls, and documentation