Condo Document Procurement Specialist

Primary Residential Mortgage • Salt Lake City, UT

1d

About The Position

The Condo Document Procurement Specialist is responsible for obtaining, organizing, and uploading all required condominium project documentation to support full condo project reviews. This role ensures timely collection of accurate documents and serves as a liaison between internal teams, HOAs, management companies, and third-party vendors.

Requirements

• Strong organizational and follow-up skills
• Ability to manage multiple requests simultaneously
• Excellent communication and customer service skills
• Detail-oriented with strong document management abilities

Nice To Haves

• Experience in mortgage operations, processing, or condo-related workflows preferred
• Familiarity with Encompass or similar systems is a plus

Responsibilities

• Request and obtain all required condo project documentation from: Homeowners Associations (HOAs) Property management companies Title companies Insurance providers Other third-party sources
• Follow up consistently to ensure timely receipt of documents
• Track outstanding requests and escalate delays as needed
• Upload all collected documents into designated systems (Encompass, shared drives, etc.)
• Ensure documents are complete, legible, and properly labeled
• Organize files in accordance with internal procedures
• Maintain and update document tracking logs
• Work closely with Condo Project Review Specialists to ensure all required documentation is received
• Communicate with branches regarding missing or pending items
• Provide status updates on document requests
• Maintain professional and courteous communication with external partners
• Review incoming documents for completeness and accuracy before upload
• Ensure all required documentation is present prior to review submission
• Monitor expiration dates and request updated documents as needed
• Assist in managing Service Desk cases related to document collection
• Support efforts to clear suspense conditions related to missing documentation
• Follow up on inactive or stalled requests
• Follow established procedures for document procurement and handling
• Maintain confidentiality and data integrity standards
• Participate in trainings and stay informed on documentation requirements

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 501-1,000 employees