Condo Collateral Specialist

The Collateral Condo Specialist supports the condominium loan process by coordinating document ordering HOA and property management requests and outstanding project conditions. In this role you will help ensure that required condominium documentation is obtained accurately and on time supporting efficient mortgage approvals and closing timelines.

You will work closely with Loan Officers Operations Underwriting title companies and HOA or property management partners while maintaining compliance with applicable agency and investor requirements.

• Coordinate the collection of condominium project documentation throughout the mortgage loan process by partnering with Loan Officers Operations Underwriting title companies and HOA or property management companies.
• Order track and obtain required condominium documents including questionnaires budgets insurance documentation financial statements and other agency- or investor-required materials.
• Monitor document requests and outstanding conditions to support loan approval and closing deadlines.
• Process payments for HOA and property management document requests while maintaining complete and accurate payment and request records.
• Review received documentation for completeness and follow up on missing incomplete or inconsistent information.
• Provide timely status updates to internal partners and communicate directly with third-party contacts to resolve documentation issues.
• Escalate concerns that may affect condominium project eligibility loan approval or closing timelines.
• Order CPMs for applicable loan files and track requests through completion.
• Maintain working knowledge of agency investor regulatory and internal condominium project requirements.
• Identify opportunities to improve workflows reduce delays and strengthen the experience for members internal partners and external stakeholders.

• Previous experience supporting condominium loans including ordering collecting tracking or reviewing condominium project documentation.
• Proficiency with Microsoft Excel and the ability to maintain accurate tracking records.
• Ability to manage multiple document requests deadlines and priorities in a fast-paced environment.
• Strong attention to detail and the ability to complete work accurately with limited supervision.
• Strong organizational and time-management skills.
• Ability to identify incomplete documentation follow up appropriately and escalate time-sensitive concerns.
• Excellent verbal written and interpersonal communication skills.
• Ability to handle confidential member loan and business information appropriately.
• Ability to collaborate effectively with internal teams and external third-party partners.

• Bachelor’s degree in business finance real estate or a related field.
• Experience working with condominium project eligibility requirements from agencies or mortgage investors.
• Experience communicating directly with HOAs property management companies title companies or similar third parties.
• Familiarity with mortgage loan origination underwriting or closing processes.
• Experience ordering or managing CPM-related requests.

What We Do

SoFi wasn’t built to be a bank. Or a technology company. We were built for one mission: help people achieve financial independence so they can realize their ambitions. Redefining an entire industry isn’t easy work—and it’s not for the faint of heart. It takes a certain kind of team. People with diverse perspectives and expertise united by a common sense of purpose. People willing to challenge assumptions but always do the right thing. People proving that innovation and responsibility don’t have to compete but can come together to create something truly unconventional in the world. For the last eight years we’ve been charting this new path forward. We call it The SoFi Way. At SoFi we don’t just talk about culture: we live it. The SoFi Way is how we show up every day how we make decisions and how we build for our members clients and each other.

Why Work With Us

Together with our members we’re changing the way people think about and interact with personal finance. We’re a next-generation Fintech company using innovative mobile-first technology to help our members reach their goals. The industry is going through an unprecedented transformation and we’re at the forefront.

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