SoFi Technologies

1 week ago

Condo Collateral Specialist

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 4 hours agoStatus: Live

Job Summary

Support the condominium loan process by ordering, tracking, and reviewing required condo/HOA and property management documentation. Coordinate document requests with Loan Officers, Operations, Underwriting, title companies, and third parties to meet approval and closing deadlines. Maintain accurate payment and request records, monitor outstanding conditions, provide status updates, and escalate documentation issues that could affect project eligibility, loan approval, or closing timelines.

Location: Charlotte

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Key Responsibilities

•Coordinate the collection of condominium project documentation throughout the mortgage loan process with internal partners, title companies, and HOA/property management companies.
•Order, track, and obtain required condominium documents (e.g., questionnaires, budgets, insurance documentation, financial statements, and investor/agency-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, follow up on missing or inconsistent information, provide status updates, and escalate concerns that may affect eligibility, approval, or timelines.

Pay and Benefits

Salary: USD 22.4 - 42 hourly

Key Requirements

•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.
•Excellent verbal, written, and interpersonal communication skills, including the ability to handle confidential member, loan, and business information appropriately.

Experience:Mortgage lendingCondominium loansHome loans

Skills:Attention to detailOrganizationTime managementCommunicationConfidentiality

Languages:English

Tech Stack:Microsoft Excel

Company Brief

SoFi Technologies

Provides digital financial services including lending, banking, investing, and credit products through a consumer-focused online platform. SoFi serves individuals looking to manage money, borrow, save, invest, and protect their finances in one place.

Industry: Neobanking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: San Francisco, United States

Founded: 2011

Website LinkedIn

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SoFi Technologies

1 week ago

Condo Collateral Specialist

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 4 hours agoStatus: Live

Job Summary

Location: Charlotte

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Key Responsibilities

•Coordinate the collection of condominium project documentation throughout the mortgage loan process with internal partners, title companies, and HOA/property management companies.
•Order, track, and obtain required condominium documents (e.g., questionnaires, budgets, insurance documentation, financial statements, and investor/agency-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, follow up on missing or inconsistent information, provide status updates, and escalate concerns that may affect eligibility, approval, or timelines.

Pay and Benefits

Salary: USD 22.4 - 42 hourly

Key Requirements

•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.
•Excellent verbal, written, and interpersonal communication skills, including the ability to handle confidential member, loan, and business information appropriately.

Experience:Mortgage lendingCondominium loansHome loans

Skills:Attention to detailOrganizationTime managementCommunicationConfidentiality

Languages:English

Tech Stack:Microsoft Excel

Company Brief

SoFi Technologies

Industry: Neobanking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: San Francisco, United States

Founded: 2011

Website LinkedIn