Trailing Documents Specialist
A&D Mortgage LLC, Fort Lauderdale, FL, United States
At
AD Mortgage,
we've been helping clients achieve their homeownership dreams for over 20 years - and we couldn't do it without our team. With more than 400 passionate professionals (and growing!), we've built a culture rooted in collaboration, continuous growth, and shared success.
Join a company that listens to your voice, invests in your development, and celebrates every win - big or small.
Your future starts here. Let's grow together.
Overall responsibilities:
The
Trailing Specialist
is responsible for tracking down and managing documents that were missing at the time a loan closed. These documents must be collected afterward to complete the loan file for investors, regulators, or internal compliance. They must contact title companies, escrow agents, county recorders, or closing attorneys to obtain missing items, and then verify that received documents are correct, signed, recorded, and meet investor requirements.
Key Responsibilities:
Responsible for accurate data receiving and uploading of imaged documents within internal tracking system. Work closely with closing agents and lenders to resolve any missing or conditions related to Collateral Note, Allonge and Addendum to Note. Ship original collateral file to end Warehouse Bank. Work closely with closing agents, lenders and county records to resolve any missing recorded mortgage, title policy or other trailing documents or documents with conditions. Complete thorough review of collateral and trailing documents to identify any possible conditions found within the documents. Package and ship trailing documents to end investors. All other duties as requested by management. Education & Experience:
Financial education is preferred. Strong personal computer skills including experience Adobe, Microsoft Windows, Excel, Word, and Outlook. Skills & Competencies:
Sound judgement, problem solving and decision-making skills. Excellent communication skills, both verbal and written. Exceptional attention to detail and the ability to perform duties accurately with multiple interruptions throughout the day. Ability to work independently. Ability to work well and communicate effectively with employees and customers. Willingness to follow policy and procedures. What We Offer Career and Culture
Company Culture:
Inclusive, supportive company culture where you are not a number, but a voice that's heard and brings value. Growth Path:
Defined paid training and clear pathways for career development. Benefits:
Comprehensive benefits package including PTO, sick days, paid volunteer hours, medical, dental, vision insurance, and 401(k). Join Us:
Click on the following links to explore our social media to get a sense of our rich corporate culture:
YouTube Instagram TikTok
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sexual orientation, age, marital status, veteran status, or disability status.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform crucial job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
AD Mortgage,
we've been helping clients achieve their homeownership dreams for over 20 years - and we couldn't do it without our team. With more than 400 passionate professionals (and growing!), we've built a culture rooted in collaboration, continuous growth, and shared success.
Join a company that listens to your voice, invests in your development, and celebrates every win - big or small.
Your future starts here. Let's grow together.
Overall responsibilities:
The
Trailing Specialist
is responsible for tracking down and managing documents that were missing at the time a loan closed. These documents must be collected afterward to complete the loan file for investors, regulators, or internal compliance. They must contact title companies, escrow agents, county recorders, or closing attorneys to obtain missing items, and then verify that received documents are correct, signed, recorded, and meet investor requirements.
Key Responsibilities:
Responsible for accurate data receiving and uploading of imaged documents within internal tracking system. Work closely with closing agents and lenders to resolve any missing or conditions related to Collateral Note, Allonge and Addendum to Note. Ship original collateral file to end Warehouse Bank. Work closely with closing agents, lenders and county records to resolve any missing recorded mortgage, title policy or other trailing documents or documents with conditions. Complete thorough review of collateral and trailing documents to identify any possible conditions found within the documents. Package and ship trailing documents to end investors. All other duties as requested by management. Education & Experience:
Financial education is preferred. Strong personal computer skills including experience Adobe, Microsoft Windows, Excel, Word, and Outlook. Skills & Competencies:
Sound judgement, problem solving and decision-making skills. Excellent communication skills, both verbal and written. Exceptional attention to detail and the ability to perform duties accurately with multiple interruptions throughout the day. Ability to work independently. Ability to work well and communicate effectively with employees and customers. Willingness to follow policy and procedures. What We Offer Career and Culture
Company Culture:
Inclusive, supportive company culture where you are not a number, but a voice that's heard and brings value. Growth Path:
Defined paid training and clear pathways for career development. Benefits:
Comprehensive benefits package including PTO, sick days, paid volunteer hours, medical, dental, vision insurance, and 401(k). Join Us:
Click on the following links to explore our social media to get a sense of our rich corporate culture:
YouTube Instagram TikTok
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sexual orientation, age, marital status, veteran status, or disability status.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform crucial job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.