Trailing Doc Specialist

Job Title:

Trailing Document Specialist Job Description

The Trailing Document Specialist reviews and processes mortgage-related documents to ensure accurate recording of title information with state and county agencies. This role involves detailed document review, data entry into internal systems, handling recording fees, and supporting both physical and electronic document workflows in a fast‑paced, collaborative environment.

• Review title documents, typically 10–15 pages in length, to verify accuracy of recording and title information.
• Research and apply state and county requirements using internal computer systems to ensure documents meet all recording standards.
• Enter mortgage information into internal systems to prepare and record title documents accurately and on time.
• Perform handling and processing for mortgage‑related documents including assignments, Deeds of Trust, Warranty Deeds, Quit Claim Deeds, releases, affidavits, and other recordable instruments.
• Process recording fees by correctly interpreting and understanding related mortgage documents.
• Process mortgage documents through the full cycle, including handling rejections, making necessary corrections, and managing resubmissions.
• Proof incoming documents for completeness and accuracy, and identify potential issues related to process changes, whether hardcopy or electronic.
• Audit recordable documents prior to sending them to county recorders to ensure compliance and accuracy.
• Assist the operations team with daily tasks such as binning, printing, stapling, and organizing documentation.
• Occasionally support the electronic recording and offshore teams by processing Level I and II electronic recordings and e‑filings.
• Collaborate closely with the team to locate and pull urgent document requests as needed and assigned.
• Follow established procedures and timelines to meet daily production and quality goals.

• At least 3 months of professional experience using Microsoft Excel.
• At least 3 months of professional experience using Microsoft Word.
• At least 3 months of professional experience using Microsoft Outlook.
• Ability to perform accurate and efficient data entry for mortgage and title information.
• Basic understanding of mortgage documentation or strong interest in learning mortgage processes.
• Strong attention to detail when reviewing multi‑page legal and financial documents.
• Ability to follow structured procedures and guidelines for document handling and recording.
• Comfort working with computer‑based systems to research state and county recording requirements.

• Familiarity with mortgage‑related documents such as Deeds of Trust, Warranty Deeds, Quit Claim Deeds, assignments, releases, and affidavits.
• Experience working in a fast‑paced office or financial services environment.
• Ability to identify and resolve discrepancies in documents before submission to county recorders.
• Willingness to learn electronic recording (eRecording) and e‑filing processes.
• Strong organizational skills to manage multiple documents and tasks simultaneously.
• Effective communication skills to work closely with onshore and offshore team members.
• Adaptability to process changes, including shifts from hardcopy to electronic workflows.

You join a fast‑paced, energetic team where colleagues are fun, outgoing, and collaborative. This role offers an entry‑level pathway into a global financial institution, providing valuable exposure to mortgage operations and document recording. You gain hands‑on experience with industry‑standard tools and processes, opening doors for future growth and development within the financial services sector.

The role is based in an office environment that supports high‑volume mortgage document processing. The team works Monday through Friday, with the first day starting at 8:30 a.m. and a regular schedule of 7:30 a.m. to 4:00 p.m. thereafter. The group operates in a fast‑paced setting but maintains a fun, outgoing, and supportive culture. Work involves extensive use of computers, Microsoft Office applications (Excel, Word, Outlook), and internal systems for document research, data…