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Final Documents Specialist

Job in San Diego, San Diego County, California, 92189, USA
Listing for: Insight Global
Full Time position
Listed on 2026-09-14
Job specializations:
  • Finance & Banking
    Loan Servicing, Banking & Finance
  • Administrative/Clerical
    Loan Servicing, Banking & Finance
Salary/Wage Range or Industry Benchmark: 55000 - 75000 USD Yearly USD 55000.00 75000.00 YEAR
Job Description & How to Apply Below

We are seeking a Final Docs Specialist to support the post-funding documentation process for mortgage loans. This individual will be responsible for tracking and obtaining recorded documents, coordinating with title companies, county recording offices, and third-party vendors, and ensuring final loan documentation is delivered to investors and custodians accurately and on time. The ideal candidate will come from a mortgage lending, funding, or post-closing environment and be comfortable managing document follow-up activities through both phone and email communication.

Day-to-Day Responsibilities

  • Track and obtain recorded mortgage documents after loan funding.
  • Follow up with title companies, county recording offices, and third-party service providers regarding recording status.
  • Coordinate delivery of final recorded documents to investors and document custodians.
  • Send and manage email communications containing loan documentation and supporting attachments.
  • Maintain accurate records and documentation tracking logs.
  • Assist with physical file maintenance and document purging as needed.
  • Ensure all final documents are routed to the appropriate parties and meet required timelines.

REQUIRED SKILLS AND EXPERIENCE

2+ years of experience in mortgage lending operations, specifically within final documents, post-closing, funding, or loan servicing functions. Experience recording mortgage-related documents and following up with title companies, county recording offices, and third-party vendors to obtain recorded documents. Knowledge of notarized loan documents and recording requirements, with an understanding of how notarization impacts the recording process. Documents to have knowledge of:
Satisfaction of Mortgage, Assignment of Mortgage, Deed of Trust, Final title policy, any other trailing documents

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