Setup Project specialist Project Standards

Responsible for setting up and coordinating assignment of incoming Project Reviews. Calling Managing Agents, Loan officers and Account Executives for follow-up items as part of the set up or review of co-op and/or condo projects.

IDEALLY IF YOU HAVE EXPERIENCE WITH REVIEWING CONDO QUESTIONAIRE, CONDO BUDGETS, FINACIALS, CONDO INSURANCE IS A PLUS. If you have used the CPM Website.
Knowledge of CPM, construction PERS, Fannie Mae and FHA and VA condo Guidelines is a Plus!


The responsibilities of the position include, but are not limited to:

Work with loan officers and account executives in Retail and Correspondent sectors to coordinate reviews of projects.
Assist in to identify training needs at the underwriter, originator and/or Company level and assist in the development and delivery of said training.
Assist with the management of Co-op and Condo loans with Project ID identified to each loan
Maintain concentration limits within Co-op property type.

Implement standards, methods, training and tools to facilitate proactive identification, measurements to ensure projects are evaluated properly to minimize risk while maximizing Prospect s ability to compete in Condo/Co-op markets.
• Keep project concentration limits in mind when setting up new projects and bring to the attention of AVP or SVP of projects going over the exposure limit established.
Review set-up processes and make recommendations to SVP Project Standards
Assist in the development of tools to record inconsistency and errors to ensure follow-up / resolution.
Recommend tools and departmental systems to minimize errors and increase ability to evaluate / setup projects faster.
Additional projects as assigned by SVP or AVP.
Self-managed
• Timely performance management in setting up projects


Speaking, listening, writing Talking with co-workers, customers, outside contacts to communicate and gather information
Critical thinking and comprehension skills Analysis and data integration; exercise good judgment; interpret and understand discussions and instructions; intrinsic motivation; ability to learn and utilize new information, systems, processes, etc.; ability to read and understand co-op and condo documents, manuals


• Patience
• Technical writing skills
• PC Skills (MS Office- Excel; spreadsheets; Word; Access; Power Point
• Strong analytical and mathematical skills and applications
• Strong communication skills (verbal, written, listening)
• Presentation skills
• Supervisory and management experience; team-building experience and skills; leadership skills; accessible and approachable
• Attention to detail; multi-tasking skills; excellent time-management skills
• Ability to work independently with minimal supervision
• Flexibility and adaptability in a fluid and rapidly changing environment
• Willingness to do more than basic job requirements as needed


Education, Training and Experience Required:
a. Special courses/licenses needed:
Experience with Project Review standards and project documents required
b. Formal education required.
High School required
College level coursework helpful
c. Prior experience needed:
3 years experience in mortgage banking
d. How many weeks, months, or years of experience are required to do the job satisfactorily (both on-the-job and prior experience):
3 years experience, 6 months on-the-job