Condo Collateral Specialist

About This Role

Key ResponsibilitiesAI-extracted

• 1
  Coordinate the collection of condominium project documentation throughout the mortgage loan process.
• 2
  Order, track, and obtain required condominium documents, including questionnaires, budgets, insurance documentation, financial statements, and other agency- or investor-required materials.
• 3
  Monitor document requests and outstanding conditions to support loan approval and closing deadlines.
• 4
  Process payments for HOA and property management document requests while maintaining complete and accurate payment and request records.
• 5
  Review received documentation for completeness and follow up on missing, incomplete, or inconsistent information.
• 6
  Provide timely status updates to internal partners and communicate directly with third-party contacts to resolve documentation issues.

RequirementsAI-extracted

• 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.

Perks & BenefitsAI-extracted