Trailing Document Specialist-1

Trailing Document Specialist

As a Trailing Document Specialist at Zillow Home Loans, you will play a crucial role in the mortgage lending process. Your primary responsibility will be to process and manage recorded mortgage documents and final title policies and ensure compliance with investor and agency guidelines, and maintain accurate records. You will follow up on aging documents, review documents for errors and obtain corrections, and ensure work is completed in a timely manner in accordance with investor guidelines.
Key Responsibilities
Receives final title policy and recorded mortgage/deed of trust
Audit, scan, and upload to LOS (Encompass)
Engages in frequent communication with investor and title company for pending/missing trailing documents
Act as point of contact and escalation for document transaction resolution
Prepare to ship trailing documents to investor
Resolve and correct missing, incorrect, unexpected, unrecorded, illegible, damaged, or otherwise unusable documents required in a mortgage collateral file
Track and monitor file location and movement using database systems
Handle basic administrative activities and specific functions; (indexing, imaging, scanning.)
Responsible for updating management of any pending issues delaying the shipment of the collateral (missing/incomplete trailing documents)
Independently manage assigned tasks to meet turn times
Maintain company service level and turn-time standards; specific measurables include return-call times, return-email times, and task completion times
Take on additional responsibilities, duties, or projects as assigned
Qualifications
High school diploma or equivalent required; associate or bachelor's degree preferred.
1+ year of experience in mortgage lending, preferably within post-closing operations; 2+ years of experience in mortgage post-closing or a related field strongly preferred.
Efficiently manage multiple projects and competing deadlines.
Collaborate among cross-functional teams.
Familiarity with loan origination systems (preferably Encompass) and document management platforms.
Excellent attention to detail and organizational skills, with the ability to manage multiple tasks and deadlines.
Strong written and verbal communication skills.
Ability to work independently and collaboratively in a fast-paced environment.
Effective problem-solving skills and a commitment to delivering high-quality work.
Ability to produce and maintain reports.
Ability to work overtime as needed is required.
Proficiency in Microsoft Office suite.
This role has been categorized as an office position. "Office" employees regularly work at an existing ZG corporate office for approximately 80 to 100 percent of their time each month. Employees must live within reasonable commuting distance of their designated ZG office. ZG has not defined a reasonable distance, and expects employees will use judgment in determining this for themselves and understand the implications re: time commitment and cost of daily commute. In California, Connecticut, Maryland, Massachusetts, New Jersey, New York, Washington state, and Washington DC the standard base pay range for this role is $22.80 - $34.20 hourly. This base pay range is specific to these locations and may not be applicable to other locations. In addition to a competitive base salary this position is also eligible for equity awards based on factors such as experience, performance and location. Actual amounts will vary depending on experience, performance and location. Employees in this role will not be paid below the salary threshold for exempt employees in the state where they reside.