Location:
In-Office (Tustin, California)
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 elevate 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
1+ year of mortgage post-closing, trailing document, or collateral experience.
Strong understanding of:
Post-closing and trailing document processes
Title policies, recorded documents, and corrective instruments
Agency and investor documentation standards (FNMA, FHLMC, FHA, VA preferred)
High attention to detail with strong organizational and time‑management skills.
Ability to manage multiple files and meet strict deadlines.
Proficient with LOS systems (MLM / LendingQB or similar) and document management platforms.
Strong written and verbal communication skills.
Self‑motivated with the ability to work independently in a fast‑paced environment.
Preferred Experience
Experience working with custodians and collateral certification.
Familiarity with county recording processes and title company workflows.
Exposure to wholesale, correspondent, or Non‑QM lending environments.
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In-Office (Tustin, California)
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 elevate 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
1+ year of mortgage post-closing, trailing document, or collateral experience.
Strong understanding of:
Post-closing and trailing document processes
Title policies, recorded documents, and corrective instruments
Agency and investor documentation standards (FNMA, FHLMC, FHA, VA preferred)
High attention to detail with strong organizational and time‑management skills.
Ability to manage multiple files and meet strict deadlines.
Proficient with LOS systems (MLM / LendingQB or similar) and document management platforms.
Strong written and verbal communication skills.
Self‑motivated with the ability to work independently in a fast‑paced environment.
Preferred Experience
Experience working with custodians and collateral certification.
Familiarity with county recording processes and title company workflows.
Exposure to wholesale, correspondent, or Non‑QM lending environments.
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