Final Documents Specialist

CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, and a 401K. Also available are company-provided short‑term disability, an employee assistance program, and a wellness program.

The Final Documents Specialist performs a formal review and inspection of all trailing loan documents to ensure accuracy and completeness within the designated time frame. The position follows up via phone or email on pending documents, records check‑ins, and updates the database as documents are received. The specialist manages a working pipeline of loans, monitors reports to track outstanding documents and files, and retrieves and ships documents to the destination.

Audit on received documents and capturing required data elements and comments in the LOS system are also performed.

• Receive incoming trailing documents through various mail sources, open and prepare for imaging, scan documents into the LOS system and identify the investor on the loan for mailing the trailing document.
• Perform data entry in the LOS system, mark the document as received, and enter the date shipped to the investor.
• Pull reports from the LOS system to identify aged trailing documents outstanding with investors.
• Monitor aged trailing documents in an active pipeline.
• Follow up with settlement companies and attorneys’ offices to obtain aged missing documents for delivery to the investors.
• Obtain certified true copies of mortgage/deed of trust from county recorder offices or final title policy copies from settlement agents or attorneys’ offices when a document has been lost or aged.
• Prepare scrivener’s affidavits and assignments as needed and have them signed by the executive team for recording.
• Monitor and answer general questions received in the Final Docs Team e‑mail box.
• Perform weekly reviews of trailing documents received that were not sold to an investor at time of receipt to determine if an investor has been assigned.
• Work with investors, internal departments, and settlement/attorney offices to cure defects found in the mortgage/deed of trust or final title policy, including re‑recording if needed.

• High school diploma or equivalent.
• One year of residential mortgage experience.
• Experience with mortgage loan documents and title work preferred.
• Excellent customer service skills.
  
  Knowledge of Ellie Mae Encompass 360.
• Proficient in Microsoft Word and Excel.
• Must be able to stand for long periods and lift up to 25 lbs.

Cross Country Mortgage, LLC provides an equal employment opportunity and does not discriminate against any protected characteristics. The company embraces diversity and inclusion.