Responsibilities

The Condo Project Analyst III (CPAIII) position performs the duties and responsibilities of, both, the CPA1 and CPAII. The CPAIII is responsible for upfronting the file, determining required documents, collecting all documents required for the file, reviewing all condo documents when received and decisioning all files by reviewing all condo project documents (questionnaire, budget, master insurance, legal formation documents, etc.) obtained from the HOA, management companies, and commercial insurance companies according to agency guidelines and company timelines and procedures. This position is responsible for rendering a decision of approval or recommendation of denial based on the information submitted for each loan in their pipeline. This position’s responsibilities include data entry into the company’s computer software system.  This position may interact with employees, internal departments and external contacts to ensure loans are being underwritten in a timely and efficient manner and must provide exceptional customer service daily. 

ESSENTIAL DUTIES AND RESPONSIBILITIES

(Duties and responsibilities may include, but are not limited to the following):

•     Performs all upfronts, document collection from third parties, review of documents, reconditioning and decisioning files within department guidelines.
•     Reviews files upfront for initial decision based on Company checklists and guidelines.
• Utilizes all necessary checklists as defined by the Company.
• Issues loan approvals or escalates files to Condo Loan Committee when necessary based on Company guidelines.
• Reviews files throughout the process and communicates errors and missing information with the filed or third party, via email or phone call.
• Emails information pertaining to the loan file through PC Lender.
• Adjusts condition sheet in PC Lender with applicable conditions.
• Reviews files for final approval once all items have been received.
• Issues final approval uploading all necessary approval documentation into Company’s software systems with appropriate signatures.
• Submits validated loan data into CPM for decisioning; Streamline PERS, as directed by CPA Manager.
• Submits file for Project Eligibility Waiver (PEW) as directed by CPA Manager.
• Works with post-closing department on any stipulations for closed files.
• Performs complex and confidential administrative functions including but not limited to organizing confidential files, performing data entry and maintaining accurate records.
• Provides exceptional customer service to internal and external clients as needed.
• Answers and respond to emails and requests in a timely, professional and efficient manner.
• Processes and responds to all incoming communications, including phone calls, email, correspondence, mail, memos, and faxes; responds independently when possible.

Qualificatio

(To perform the job successfully, the candidate should demonstrate the following competencies to perform the essential functions of this job.)

• Associate degree in business management or related field.

• 1-3 years business experience.
• Excellent time management skills.
• Excellent management of multiple tasks.
• Ability to maintain the highest level of confidentiality.
• Presents self in professional manner and have ability to interact with all levels of organization and outside contacts.
• Analysis skills – ability to review a problem and recommend appropriate solutions based on knowledge of job and company procedures.
• Interpersonal skills –listens to others, works well in a team environment; team player.
• Excellent communication skills including written and verbal; ability to present ideas clearly and concisely.
• Strong organizational skills; planning and organizing, can prioritize work activities; uses time   efficiently; detailed oriented.
• Adaptability – adapts to change in the work environment, manages competing demands and is able to handle frequent changes.
• Dependability – consistently at work on time, follows instructions, responds to manager’s instructions.
• Strong computer skills – including all Microsoft Office software programs and industry specific computer software.
• Ability to multi-task and in a fast-paced environment.
• Ability to work extended hours including nights, weekends, holidays.

Physical Demands and Working Conditions

The Condo Project Analyst III will have an assigned workstation/office, telephone and computer. This position requires prolonged sitting and repetitive typing/using a keyboard as well as lengthy amounts of time viewing a computer screen.  The position may involve walking and standing.  Ability to interact with others including talking, listening and responding both verbally and written is required.  This position is not eligible to work remotely.