Trailing Document Specialist-1

Zillow • Irvine, CA

3d • Onsite

About The Position

The Post Closing team at Zillow Home Loans is a collaborative, high-performing group dedicated to delivering outstanding service and operational excellence throughout the mortgage lending process. Team members work closely together, sharing knowledge and supporting one another to achieve shared goals. The team cultivates a respectful, inclusive, and solution-focused environment, making the workplace both productive and rewarding. As part of this team, your contributions are recognized and celebrated, and you’ll help uphold Zillow’s reputation as a leader in post-closing operations. 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.

Requirements

• 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.

Responsibilities

• Receives Final Title policy and recorded Mortgage/Deed of Trust
• Audit, scan, and uploads 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.

Benefits

• equity awards

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED