Trailing Document Specialist-1

Zillow Zillow · Consumer · Irvine-CA-Michelson Dr

This role focuses on processing and managing mortgage documents, ensuring compliance with guidelines, and resolving document issues within the post-closing mortgage lending process. It involves auditing, scanning, uploading documents, communicating with external parties, and tracking file movements.

What you'd actually do

  1. Receives Final Title policy and recorded Mortgage/Deed of Trust
  2. Audit, scan, and uploads to LOS (Encompass)
  3. Engages in frequent communication with Investor and Title Company for pending/missing trailing documents
  4. Act as point of contact and escalation for document transaction resolution
  5. Prepare to ship trailing documents to Investor

Skills

Required

  • High school diploma or equivalent required
  • 1+ year of experience in mortgage lending, preferably within post-closing operations
  • Familiarity with loan origination systems (preferably Encompass) and document management platforms
  • Excellent attention to detail and organizational skills
  • Strong written and verbal communication skills
  • Ability to work independently and collaboratively in a fast-paced environment
  • Effective problem-solving skills
  • Ability to produce and maintain reports
  • Proficiency in Microsoft Office suite

Nice to have

  • associate or bachelor’s degree preferred
  • 2+ years of experience in mortgage post-closing or a related field strongly preferred

What the JD emphasized

  • Ability to work overtime as needed is required