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Job Description

The Condo Desk Specialist supports the mortgage underwriting process by managing condominium project documentation, coordinating with HOAs and insurance agents, and ensuring compliance with agency guidelines (Fannie Mae, Freddie Mac, FHA, VA). This role requires strong organizational skills, attention to detail, and the ability to communicate effectively with internal teams and external stakeholders. Experience reviewing non-warrantable condo projects is essential.

Key Responsibilities:

Pipeline Management:

Monitor the Condo Desk pipeline and ensure timely processing of requests. Order HOA documents within 24 hours of request and follow up if not received within 48 hours.

Communication & Coordination:

Respond to inquiries from branches within 1–2 hours via email or phone. Liaise with HOAs and insurance agents to obtain necessary documentation, relieving branches of this responsibility.

Documentation Review:

Use tools like CPM (Condo Project Manager) and CPA (Condominium Project Approval) to determine required documentation before ordering. Review project documentation for eligibility and compliance.

Compliance & Eligibility:

Ensure projects meet Fannie Mae, Freddie Mac, FHA, and VA guidelines. Maintain approved/declined project lists and manage expiration dates.

Evaluate non-warrantable condo projects for risk and eligibility based on investor overlays and company policy.

Customer Service:

Provide excellent service to internal teams including loan officers, processors, and underwriters. Communicate clearly about project status and additional documentation needs.

Administrative Support:

Maintain organized records of project files and correspondence. Assist the Condo Review Specialist with additional tasks as needed.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [email protected] learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

Skills and Requirements

5+ years of experience in mortgage operations, underwriting support, or condo review

Proven experience reviewing non-warrantable condo projects

Familiarity with CPM, CPA, and agency guidelines (Fannie Mae, Freddie Mac, FHA, VA) Encompass experience