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.

• Actively seek out new sales opportunities through cold calling and lead generation • Set up meetings with prospects to introduce products and services • Perform prospect and customer needs assessments • Prepare and send quotes and proposals • Coordinate and secure contracts and agreements between clients and contracts team • Support new account implementation activities within sales and operations • Stay current with trends and competitors to identify improvements or recommend new products and services • Attend trade shows and in-person customer visits

• Actively seek out new sales opportunities through cold calling and lead generation • Set up meetings with prospects to introduce our products and services • Perform prospect and customer needs assessments • Prepare and send quotes and proposals • Coordinate and secure contracts and agreements between new clients and contracts team • Support new account implementation activities within sales and operations • Stay current with trends and competitors to identify improvements or recommend new products and services • Attend trade shows and in-person customer visits

• Lead and mentor a team of Technical Account Managers • Define the technical account management roadmap for our Elite accounts • Oversee the delivery of architectural design reviews, operational health checks, and pre-launch risk assessments • Build strong, long-term relationships with key customer stakeholders • Act as a critical bridge between customers and Ping’s internal teams • Serve as the definitive escalation partner for high-impact customer friction and complex technical roadblocks