Investor Audit Specialist

Who you are:

We are seeking an Investor Audit Specialist to join our Investment Support team. In this role, you’ll be responsible for onboarding investments into our investors’ custodian portfolios. You’ll conduct due diligence with attention to detail to ensure all proper data points and documentation are provided to custodians in a timely manner, and will review and reconcile any exceptions for onboarded investments. Additionally, you’ll conduct documentation audits for prospective investors, and work cross-functionally with Hometap’s finance and operation teams to ensure quality assurance. 

You’re a great fit for this role if you bring experience in investor reporting, quality control, or auditing in a mortgage or similar environment. You have excellent attention to detail, are highly organized, and enjoy working both independently and collaboratively to solve problems. You’re an expert at reviewing mortgage documentation, and are excited to be a part of a growing, fast-paced company!

What you’ll do:

• 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 

What you’ll bring:

• 2+ years experience in mortgage quality control, auditing, or investor reporting 
• Located in the Greater Boston Area with the ability to travel to Boston on an intermittent basis preferred
• 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