Condo Collateral Specialist

The role

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.

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 So Fi page!

Internal Employees

If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.