Final Documents Specialist
Listed on 2026-09-14
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Finance & Banking
Loan Servicing, Banking & Finance -
Administrative/Clerical
Loan Servicing, Banking & Finance
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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