Mortgage Trailing Documents & Delivery Specialist

Overview

Smartfi is seeking a Mortgage Trailing Documents & Delivery Specialist to ensure accurate and timely processing, tracking, and delivery of mortgage loan documentation to investors and custodians.

• Receive and log all incoming packages containing mortgage documents.
• Identify and sort collateral documents; send to the appropriate custodians in a timely manner.
• Work collaboratively with internal teams to identify and rectify documentation deficiencies.
• Audit, track, and manage the receipt of final mortgage documents, including recorded security instruments, title policies, and assignments of mortgage.
• Review recorded documents for accuracy and completeness.
• Maintain an organized and accurate tracking system to ensure timely document submission.
• Collaborate with the Post-Closing Leader to ensure timely resolution of documentation issues and support strategic initiatives related to trailing documents.
• Coordinate with internal teams and third parties to ensure final documents are shipped to the correct investors.
• Perform fulfillment tasks, including printing and mailing documents via regular mail or designated shipping services.
• Track document statuses and follow up as necessary to ensure timely delivery and receipt.
• Maintain accurate records of document movements and ensure compliance with company policies and regulatory guidelines.
• Support other administrative tasks and special projects as needed.

• 2+ years of experience in mortgage post-closing, document management, or similar administrative role.
• Familiarity with mortgage documents such as collateral files, recorded mortgages, and title policies is preferred.
• Strong attention to detail and organizational skills.
• Excellent communication skills, both verbal and written.
• Proficient with Microsoft Office (Word, Excel, Outlook) and comfortable working with document tracking systems.
• Ability to manage multiple priorities and deadlines in a high-volume setting.
• Dependable, proactive, and able to work independently as well as part of a team.