rippling
Final Trailing Docs Specialist
Consolidated Analytics, Inc.
Chennai, IND
Full-time
Entry
Onsite
Discovered 3 weeks ago
Loan Origination System
Free
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Loan Origination System
Key Skills for This Role
Loan Origination System
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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.
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).
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