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Linh Phan Email & Phone Number
Investment Reporting Associate
at
Hometap
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Investment Reporting Associate
Location
Greater Boston, United States, United States
Company size
Who is Linh Phan? Overview
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Quick answer
Linh Phan is listed as Investment Reporting Associate at Hometap, a company with 271 employees, based in Greater Boston, United States, United States. AeroLeads shows a matched LinkedIn profile for Linh Phan.
Linh Phan previously worked as Investment Reporting Specialist at Hometap and Mortgage Investor Specialist at Digital Federal Credit Union. Linh Phan holds Master Of Business Administration - Mba, Business Administration And Management, General, 3.8 from Southern New Hampshire University.
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Hometap
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Profile bio
About Linh Phan
As an MBA graduate with a deep-rooted passion for leadership and management, I have carved a niche in blending analytical expertise with a strategic approach to business operations. My journey, enriched with diverse experiences in banking, real estate, and event management, has been a testament to my commitment to excellence and innovation.At the core of my professional ethos is a dedication to driving operational efficiency and fostering team growth. My experience in the banking sector, particularly in mortgage analysis and customer service, reflects my ability to navigate complex financial landscapes with ease. My proficiency in Power BI and Tableau underscores my commitment to data-driven decision-making, a skill I have leveraged to enhance business processes and customer satisfaction.In the realm of real estate, my licensed expertise extends beyond transactions to a nuanced understanding of market dynamics and client needs. This, coupled with my ability to lead and innovate within teams, has been pivotal in delivering results that resonate with both organizational goals and client expectations.Beyond the technicalities, my leadership journey has been about inspiring teams, nurturing individual talents, and building a culture of continuous improvement. As a firm believer in the power of collaboration and innovation, I continuously seek opportunities to contribute to and learn from dynamic, forward-thinking environments.Let us connect!Key Skills: Data Analysis & Visualization, Operational Efficiency, Leadership & Team Development, Customer Relationship Management, and Real Estate and Financial Acumen
Current workplace
Linh Phan's current company
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Hometap
5 roles
Linh Phan work experience
A career timeline built from the work history available for this profile.
Investment Reporting Specialist
Current- 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.
Apr 2024 - Present
Mortgage Investor Specialist
As a Mortgage Investor Specialist at Digital Federal Credit Union, I have dedicated myself to conducting comprehensive research and analysis on mortgage loans, with a particular focus on 1098 forms. My role involves executing detailed auditing tasks to guarantee accuracy and adherence to regulatory standards. Furthermore, I am responsible for preparing and.
Apr 2021 - Apr 2024
Realtor
Dcu Realty
As a realtor, I expertly coordinate and take charge of dynamic meetings with lenders, attorneys, inspectors, and property managers, ensuring swift project timelines and flawless completion. My exceptional communication skills and unrivaled market knowledge enable me to skillfully negotiate sales contracts, contingencies, and prices, resulting in highly.
May 2021 - Mar 2024
Business Banking Specialist
During my tenure as a Business Banking Specialist, I focused on educating clients about our various products and services. I excelled in cross-selling and making qualified referrals, tailoring solutions to meet each customer's unique financial needs. By building rapport and establishing strong business relationships, I played a key role in enhancing.
May 2018 - Mar 2021
Team & coworkers
Colleagues at Hometap
Other employees you can reach at hometap.com. View company contacts for 271 employees →
MO
Michael Odubiyi
Colleague at HometapUnited States, United States
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CM
Christopher M Wisniewski
Colleague at HometapPhoenix, Arizona, United States, United States
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CW
Christopher W.
Colleague at HometapYarmouth, Maine, United States, United States
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EK
Eben Kinsella
Colleague at HometapBoston, Massachusetts, United States, United States
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JP
Jesse Pena
Colleague at HometapKansas City Metropolitan Area, United States
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KA
Kevin Afable
Colleague at HometapBoston, Massachusetts, United States, United States
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CL
Charles Lickwola
Colleague at HometapLedyard Center, Connecticut, United States, United States
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IB
Isiah Benjamin
Colleague at HometapGreater Boston, United States
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ZS
Zach Smith
Colleague at HometapQuitman, Mississippi, United States, United States
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KL
Keith Lindsey
Colleague at HometapEmmitsburg, Maryland, United States, United States
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Michael Odubiyi
Colleague at HometapUnited States, United States
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CM
Christopher M Wisniewski
Colleague at HometapPhoenix, Arizona, United States, United States
View →
CW
Christopher W.
Colleague at HometapYarmouth, Maine, United States, United States
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EK
Eben Kinsella
Colleague at HometapBoston, Massachusetts, United States, United States
View →
JP
Jesse Pena
Colleague at HometapKansas City Metropolitan Area, United States
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KA
Kevin Afable
Colleague at HometapBoston, Massachusetts, United States, United States
View →
CL
Charles Lickwola
Colleague at HometapLedyard Center, Connecticut, United States, United States
View →
IB
Isiah Benjamin
Colleague at HometapGreater Boston, United States
View →
ZS
Zach Smith
Colleague at HometapQuitman, Mississippi, United States, United States
View →
KL
Keith Lindsey
Colleague at HometapEmmitsburg, Maryland, United States, United States
View →
2 education records
Linh Phan education
Master Of Business Administration - Mba, Business Administration And Management, General, 3.8
Bachelor'S Degree, Business Administration And Management, General
FAQ
Frequently asked questions about Linh Phan
Quick answers generated from the profile data available on this page.
What company does Linh Phan work for?
Linh Phan works for Hometap.
What is Linh Phan's role at Hometap?
Linh Phan is listed as Investment Reporting Associate at Hometap.
Where is Linh Phan based?
Linh Phan is based in Greater Boston, United States, United States while working with Hometap.
What companies has Linh Phan worked for?
Linh Phan has worked for Hometap, Digital Federal Credit Union, Dcu Realty, and Webster Five.
Who are Linh Phan's colleagues at Hometap?
Linh Phan's colleagues at Hometap include Michael Odubiyi, Christopher M Wisniewski, Christopher W., Eben Kinsella, and Jesse Pena.
How can I contact Linh Phan?
You can use AeroLeads to view verified contact signals for Linh Phan at Hometap, including work email, phone, and LinkedIn data when available.
What schools did Linh Phan attend?
Linh Phan holds Master Of Business Administration - Mba, Business Administration And Management, General, 3.8 from Southern New Hampshire University.
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