Condo Approval Production Assistant

Position: Condominium Approval Production Assistant

               **Must have hands on experience in condominium review specifically**

Pay: $24-$26/hr. DOE

Location:  Remote- M-F 8:00 – 5:00 PM

                (If living within 31 miles of Santa Ana, CA or Austin, TX will need to be able to work 4 days on-site)

Position Summary:

Primary responsibilities include assisting origination staff (loan officers, sales managers, etc.) with requesting condominium documents, entering information into Project Tracker, using Encompass loan system, and work closely with all parties involved in the condo document collection process including but not limited to customers, loan officers, escrow, title, etc. 

1.Communicate clearly and effectively with customers, loan agents and condo approval team involved in the condominium document request.
2.Prepare the file by reviewing condominium document request and contacting HOA/property managers for additional documentation as needed.
3.Order Questionnaire, HOA insurance, HOA Budget, etc. from property managers/HOA.
4.Pay for Questionnaire etc. by company credit card or request check from accounting
5.Follow up with HOA and package condominium documentation to prepare to send to condo team for final review.
6.Request any additional condominium conditions required by condo approval team
7.Communicate to staff about status of documents and of final review.
8.Monitor, Update, and follow up with pending condo document request in Project Tracker

1. Current product knowledge of condominium review process for FHA, VA, Conventional and other loan programs.
2. Demonstrate working knowledge of federal and state guidelines, rules and regulations such as RESPA, TILA, HMDA, etc.
3. Excellent written and oral communication skills.

Desired Education/Experience:

1. Current working knowledge of condominium document review process including recognition of HOA Questionnaires, HOA insurance, HOA Financials, Bylaws, Articles, CC&Rs, etc.
2. 2+ years' experience in condo document collection, condo project analyst or equivalent.
3. Proficient with Encompass, or other paperless mortgage loan origination systems.
4. High School Diploma or equivalent.

Other Duties: This job profile is not intended to be an all-inclusive list of job duties and responsibilities, as one may perform additional related duties as assigned in order to meet the needs of the organization.

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Must be able to lift up to ten pounds. Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including use of a keyboard; and to verbally communicate 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.

[EOE/M/F/D/V. Drug-free workplace.]

Work Authorization: Must be able to verify identity and employment eligibility to work in the U.S.

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