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Role Description

This role involves assisting origination staff with condominium document requests and processing.

• Communicate clearly and effectively with customers, loan agents, and condo approval team.
• Prepare the file by reviewing condominium document requests and contacting HOA/property managers for additional documentation.
• Order Questionnaire, HOA insurance, HOA Budget, etc. from property managers/HOA.
• Pay for Questionnaire etc. by company credit card or request check from accounting.
• Follow up with HOA and package condominium documentation for final review.
• Request any additional condominium conditions required by the condo approval team.
• Communicate to staff about the status of documents and final review.
• Monitor, update, and follow up with pending condo document requests in Project Tracker.

Qualifications

• Current product knowledge of condominium review process for FHA, VA, Conventional, and other loan programs.
• Demonstrate working knowledge of federal and state guidelines, rules, and regulations such as RESPA, TILA, HMDA, etc.
• Excellent written and oral communication skills.
• Current working knowledge of condominium document review process including recognition of HOA Questionnaires, HOA insurance, HOA Financials, Bylaws, Articles, CC&Rs, etc.
• 2+ years' experience in condo document collection, condo project analyst, or equivalent.
• Proficient with Encompass or other paperless mortgage loan origination systems.
• High School Diploma or equivalent.

Requirements

• Must have hands-on experience in condominium review.
• Must be able to lift up to ten pounds.
• Primary functions require sufficient physical ability and mobility to work in an office setting.
• Ability to stand or sit for prolonged periods of time.
• Occasionally stoop, bend, kneel, crouch, reach, and twist.
• Operate office equipment requiring repetitive hand movement and fine coordination including use of a keyboard.
• Verbal communication to exchange information.
• Vision: See in the normal visual range with or without correction.
• Hearing: Hear in the normal audio range with or without correction.

Benefits

• Pay: $26-$27/hr. DOE
• Location: Remote- M-F 8:00 – 5:00 PM

Work Authorization

• Must be able to verify identity and employment eligibility to work in the U.S.