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Who we are:
Shape a brighter financial future with us.
Together with our members, we’re changing the way people think about and interact with personal finance.
We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. 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.
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.
What you’ll do- 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.
Skills Required
- Previous experience supporting condominium loans, including ordering, collecting, tracking, or reviewing condominium project documentation
- Proficiency with Microsoft Excel and 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 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
- Working knowledge of agency, investor, regulatory, and internal condominium project requirements
- 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 the Team is Saying
SoFi Compensation & Benefits Highlights
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Healthcare Strength — Comprehensive medical, dental, and vision plans are paired with mental-health coaching/therapy, EAP access, and wellness programs, with options noted for low or fully covered premiums. Company-paid life and disability insurance further strengthen core protection.
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Parental & Family Support — Up to 12 weeks fully paid parental leave is complemented by fertility/adoption resources, subsidized back-up child/elder care, caregiver leave, and pet insurance. A 2026 program also matches a new federal $1,000 seed for eligible children’s investment accounts.
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Leave & Time Off Breadth — Exempt employees have flexible/unlimited vacation alongside early-release “SoFi Fridays,” while non-exempt employees receive generous vacation and sick time. Paid volunteer time and role-appropriate leave options extend time-away coverage.
SoFi Insights
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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