SoFi

Condo Collateral Specialist

Charlotte, NC

Sponsorship not specifiedDetected 6 days ago

ExcelCommunicationUnderwriting

About the role

The Collateral Condo Specialist supports the condominium loan process by coordinating document ordering, HOA and property management requests, and outstanding project conditions.
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.

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.
Provide timely status updates to internal partners and communicate directly with third-party contacts to resolve documentation issues.
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.
Ability to manage multiple document requests, deadlines, and priorities in a fast-paced environment.
Ability to collaborate effectively with internal teams and external third-party partners.

Proficiency with Microsoft Excel and the ability to maintain accurate tracking records.
Strong attention to detail and the ability to complete work accurately with limited supervision.
Ability to identify incomplete documentation, follow up appropriately, and escalate time-sensitive concerns.
Ability to handle confidential member, loan, and business information appropriately.
In this role, you will help ensure that required condominium documentation is obtained accurately and on time, supporting efficient mortgage approvals and closing timelines.
Order, track, and obtain required condominium documents, including questionnaires, budgets, insurance documentation, financial statements, and other agency- or investor-required materials.

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.
The Company hires the best qualified candidate for the job, without regard to protected characteristics.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
New York applicants: Notice of Employee Rights

The base pay range for this role is listed below.
Final base pay offer will be determined based on individual factors such as the candidate's experience, skills, and location.

To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!

Shape a brighter financial future with us.
Together with our members, we're changing the way people think about and interact with personal finance.
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We're proud to come to work every day knowing that what we do has a direct impact on people's lives, with our core values guiding us every step of the way.
Join us to invest in yourself, your career, and the financial world.
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.
Review received documentation for completeness and follow up on missing, incomplete, or inconsistent information.
Escalate concerns that may affect condominium project eligibility, loan approval, or closing timelines.
Order CPMs for applicable loan files and track requests through completion.
What you'll need
Previous experience supporting condominium loans, including ordering, collecting, tracking, or reviewing condominium project documentation.
Strong organizational and time-management skills.
Excellent verbal, written, and interpersonal communication skills.
Nice to have

This listing is sourced directly from SoFi's careers page and normalized into a canonical job model.