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hoa management jobs near charlotte, nc

Condo Collateral Specialist

SoFi -
Charlotte, NC

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Job Details

Qualifications

Confidential information handling
Spreadsheets
Document quality checks
Escalation handling
Project stakeholder communication

Full Job Description

Employee Applicant Privacy Notice

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 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 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.

What you'll need

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.

Nice to have

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.

Compensation and Benefits

The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate's experience, skills, and location.

To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!

SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.

The Company hires the best qualified candidate for the job, without regard to protected characteristics.

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

New York applicants: Notice of Employee Rights

SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email [email protected].

Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.

Internal Employees

If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.

Apply Now

Refine Your Search

hoa management jobs in charlotte, nc

Condo Collateral Specialist

Director of Community Management

HOA/COA Experienced Onsite General Manager (Fifth & Poplar)

Inspector Driver

HOA Compliance Inspector

Community Manager

Community Manager In Training

Resident Manager

Community Support Specialist

Community Association Manager - Portfolio

Residential Market Specialist

Experienced Community Association Manager

Residential Market Specialist

Bookkeeper and Billing Specialist

Resident Services Advisor

Default Loan Servicing Specialist – Property Preservation - ServiceMac

Accounting Specialist

Land/Lot Paralegal

Sales Admin Supervisor

Default Loan Servicing Specialist – Property Preservation - ServiceMac

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The role

What you'll do

What you'll need

Nice to have

The Company hires the best qualified candidate for the job, without regard to protected characteristics.

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

New York applicants: Notice of Employee Rights

Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.

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