Condominium Approval Production Assistant

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 t...