Investment Manager
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 Comparably have recognized us as a great place to work, and we’ve been honored for our commitment to innovation in the fintech space by BostInno, HousingWire, and more!
In case you need any more convincing, we also provide competitive compensation, healthcare coverage, unlimited PTO, a generous share 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 are seeking ambitious, quick-learners, with a positive phone presence and a passion for real estate. You are joining an extremely passionate and hardworking team of Investment Managers playing a pivotal role in the overall success of the company. You will be responsible for guiding homeowners through the investment process from first contact through funding and providing an exceptional customer experience along the way. You will work with warm leads and perform both inbound and outbound sales activities. You'll spend time building relationships with homeowners, understanding their current needs, qualifying them based on our investment criteria, and presenting the WHY behind Hometap. This role requires a high level of sales activities, a commitment to using strong ethical judgement, and passion for exceeding sales goals. We provide ongoing training, constant feedback and deliver coaching to aid in developing your knowledge and skills. Hometap offers exceptional opportunities for growth and advancement.
What you’ll do:
- Build trust with homeowners considering our product
- Establish a mastery of Hometap’s sales processes
- Work with warm leads to guide homeowners through the investment process with the goal of closing high quality investments for the company
- Deliver compelling cases to potential clients to help them understand the WHY behind Hometap
- Utilize Salesforce CRM to manage all sales activities and pipeline
- Proactively communicate and respond to our homeowners questions and concerns
- Provide updates to application status, underwriting approvals, and closing details
- Collect all necessary information and documentation from homeowners for application completion
- Meet and exceed quarterly investment goals
- Understand competitive landscape and how to best position Hometap in the market
- Collaborate effectively within Hometap investment team
What you will bring to the table:
- The drive and commitment to exceed investment targets
- Empathy - you put yourself in the homeowner’s shoes and take pride in providing a memorable experience
- Excellent written and verbal communication skills
- Technical aptitude to master our CRM
- Attention to detail & ability to thrive in a fast-paced environment
- Interest in homeowners' needs and industry domain knowledge
- Strong ethical judgement
- Experience - 1 - 3 years of closing experience, customer service experience in real estate services, financial services, loan underwriting, consumer lending, personal banking, or another analytical role preferred
- Bonus: seeking bilingual candidates
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 or interest 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 based in Boston, but will consider remote work for this position; however, the position must be performed in the United States entirely outside of Colorado.