Final Trailing Docs Specialist

 

 

DESCRIPTION:

The Final Trailing Docs Specialist manages the end-to-end lifecycle of post-closing documentation, such as recorded Mortgages/Deeds of Trust and Final Title Policies. This role involves proactive document retrieval, validation, and fulfillment to ensure the collateral file is perfected and compliant for the end investor.

 

 

RESPONSIBILITIES:

Document Management:

Receive, image, and index final trailing documents into the system of record.

Proactive Follow-up:

Initiate multi-channel outreach (email and phone) to settlement agents, county recorders, and title companies to retrieve outstanding documents.

System Validation & Upload:

Validate the accuracy of recorded documents against the LOS and upload final versions to both internal systems and investor portals.

Physical Fulfillment:

Manage digital and physical document workflows, including printing and shipping (via FedEx/UPS) to end investors or custodians.

Tracking & Closure:

Maintain a continuous tracking log to ensure every loan reaches "Final Doc" closure status.

 

 

QUALIFICATIONS:

Required Education and Experience:

• Understanding of the recordation process and title policy requirements.
• Experience with document imaging systems and Loan Origination Systems (LOS).
• Strong communication skills for effective follow-up with third-party vendors.
• Efficiency in document processing (Target cycle time: 15 minutes per document).