Primary record

Condo Collateral Specialist

SoFi Indexed employerCharlotte, NC · NC - Charlotte
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Workplace

remote

Employment

Internship

Published

Aug 11, 2026

Closes

No date supplied

The role

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Who we are:

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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 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.

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 request

Requirements

Department: Loans Ops - Underwriting