Trailing Document Specialist

<h3>Accountabilities</h3><li>Receive, review, and process final title policies and recorded mortgages or deeds of trust, ensuring documentation is complete and accurate.</li><li>Audit, scan, index, and upload mortgage documents into the loan origination system (LOS), including Encompass, and maintain accurate electronic records.</li><li>Communicate regularly with investors and title companies to follow up on outstanding, missing, or delayed trailing documents.</li><li>Serve as a primary contact for document-related transaction issues, escalating complex cases and coordinating appropriate resolutions.</li><li>Identify, investigate, and resolve missing, incorrect, incomplete, unexpected, unrecorded, illegible, or damaged documents required for mortgage collateral files.</li><li>Prepare completed trailing document packages for shipment to investors and ensure all applicable requirements are met before delivery.</li><li>Track document locations, file movement, and outstanding items using database and document management systems.</li><li>Perform administrative tasks related to document imaging, scanning, indexing, reporting, and record maintenance.</li><li>Keep management informed of issues that could delay collateral shipment, including incomplete documentation and unresolved discrepancies.</li><li>Independently prioritize assigned work, meet established turnaround times, and maintain service-level standards for calls, emails, and task completion.</li><li>Produce and maintain reports, support process improvements, and take on additional duties or projects as assigned.</li><li>Work overtime when necessary to support operational requirements and ensure timely completion of assigned responsibilities.</li><h2>Requirements</h2><li>High school diploma or equivalent required; an associate or bachelor's degree is preferred.</li><li>At least one year of experience in mortgage lending is required, preferably in post-closing operations. Two or more years of mortgage post-closing or related experience is strongly preferred.</li><li>Familiarity with loan origination systems, particularly Encompass, and document management platforms.</li><li>Strong understanding of mortgage documentation, document review, recordkeeping, and compliance requirements is an advantage.</li><li>Excellent attention to detail and organizational skills, with the ability to manage multiple assignments and competing deadlines without compromising accuracy.</li><li>Strong written and verbal communication skills, including the ability to coordinate effectively with internal stakeholders, investors, and external partners.</li><li>Effective problem-solving skills and the ability to investigate discrepancies, identify root causes, and coordinate timely resolutions.</li><li>Proficiency in Microsoft Office applications and the ability to produce, update, and maintain reports.</li><li>Ability to work independently while collaborating with cross-functional teams in a fast-paced, deadline-driven environment.</li><li>A proactive, adaptable, and quality-focused approach, with a commitment to continuous learning, process improvement, and professional integrity.</li><li>Ability to work overtime as needed.</li><li>Must reside in an eligible U.S. location. Although the original posting contains conflicting workplace information, it identifies the role as remote while also referencing an on-site requirement in Irvine, California. Applicants should confirm the applicable work arrangement with the hiring team.</li><h2>Benefits</h2><li>Competitive hourly compensation based on experience, performance, and geographic location:</li>
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<strong>$23.50–$35.30 per hour</strong>in California, Connecticut, Maryland, Massachusetts, New Jersey, New York, Washington State, and Washington, D.C.</li><li>
<strong>$22.30–$33.50 per hour</strong>in Colorado, Hawaii, Illinois, Maine, Minnesota, Nevada, Ohio, Rhode Island, Vermont, and Virginia.</li><li>Remote work opportunities for eligible employees in the United States, subject to location restrictions and confirmation of the role's work arrangement.</li><li>Opportunity to develop expertise in mortgage lending, post-closing operations, document management, and investor compliance.</li><li>Collaborative work environment that emphasizes operational excellence, knowledge sharing, and professional development.</li><li>Exposure to cross-functional teams and external partners, providing opportunities to strengthen communication, problem-solving, and process improvement skills.</li>