Trailing Document Specialist

Job Description

Job Description

Employment Type : Full-Time

Position Overview

We are seeking a detail-oriented Mortgage Trailing Document Specialist to support post-closing operations by ensuring all trailing documents are obtained, reviewed, and delivered in compliance with investor, agency, and regulatory requirements. This role is critical to maintaining clean loan files, reducing investor exceptions, and ensuring timely loan sales and collateral certification.

Key Responsibilities

• Track, request, and clear all trailing documents following loan funding, including but not limited to :
• Recorded Deeds, Mortgages / Deeds of Trust
• Final Title Policies
• Assignments, Allonges, Corrections, and Modifications
• Review trailing documents for accuracy, completeness, and investor compliance.
• Follow up with settlement agents, title companies, recording offices, and internal teams to resolve outstanding items.
• Clear post-closing and trailing document conditions within required timelines.
• Upload, index, and maintain documents in the loan origination and document management systems.
• Prepare loan files for investor delivery, collateral certification, and custodial review.
• Identify and escalate issues that may impact loan salability or investor delivery deadlines.
• Maintain service-level agreements (SLAs) and aging reports for outstanding trailing documents.
• Support audits, investor inquiries, and quality control requests as needed.

Qualifications

Preferred Experience

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