ZipRecruiter

Log In

1

Trailing Document Specialist Jobs (NOW HIRING)

Robert Half

Mortgage Post Closing Specialist

Milwaukee, WI · On-site

$45K - $52K/yr

We are looking for a detail-oriented Mortgage Post Closing Specialist to support post-closing ... Oversee exception inventories, aging items, workflow queues, and trailing document reports to keep ...

next page

Showing results 1-20

All JobsTrailing Document Specialist Jobs

Trailing Document Specialist information

See salary details

$13

$24

$42

How much do trailing document specialist jobs pay per hour?

As of Aug 2, 2026, the average hourly pay for trailing document specialist in the United States is $24.23, according to ZipRecruiter salary data. Most workers in this role earn between $18.27 and $27.40 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive in the Trailing Document Specialist position, and why are they important?

To thrive as a Trailing Document Specialist, you need strong attention to detail, organizational skills, and familiarity with mortgage or loan documentation processes. Proficiency with document management systems, electronic filing software, and sometimes industry certifications in mortgage banking or compliance are often required. Strong interpersonal communication and the ability to manage tight deadlines are valuable soft skills in this position. These abilities ensure accurate and efficient processing of critical documents, enabling timely loan closings and regulatory compliance.

What are some common challenges faced by Trailing Document Specialists, and how is success measured in this role?

Trailing Document Specialists often face challenges in tracking down missing or incomplete post-closing documents and ensuring strict adherence to regulatory timelines. Success in this role is typically measured by how accurately and efficiently they can collect, review, and submit all necessary documentation, minimizing errors and delays in the loan process. Team collaboration is key, as specialists regularly coordinate with loan officers, title companies, and internal compliance teams. The work environment is usually fast-paced, with clear performance metrics and opportunities to expand into senior documentation or compliance roles as expertise grows.

What is a Trailing Document Specialist job?

A Trailing Document Specialist is responsible for managing, reviewing, and ensuring the completion of required documents that follow the initial loan or financial transaction process. They track, collect, and verify outstanding paperwork, such as titles, insurance policies, and closing documents, to ensure compliance with industry regulations and company policies. This role requires attention to detail, strong organizational skills, and coordination with lenders, borrowers, and third-party agencies.

More about Trailing Document Specialist jobs
What cities are hiring for Trailing Document Specialist jobs? Cities with the most Trailing Document Specialist job openings:
What are the most commonly searched types of Trailing Document Specialist jobs? The most popular types of Trailing Document Specialist jobs are:
What states have the most Trailing Document Specialist jobs? States with the most job openings for Trailing Document Specialist jobs include:
What job categories do people searching Trailing Document Specialist jobs look for? The top searched job categories for Trailing Document Specialist jobs are:
Trailing Document Specialist jobs near you
Infographic showing various Trailing Document Specialist job openings in the United States as of July 2026, with employment types broken down into 80% Full Time, and 20% Contract. Highlights an 60% In-person, and 40% Remote job distribution, with an average salary of $50,388 per year, or $24.2 per hour.

Final Documents Specialist

Flat Branch Home Loans Inc

Columbia, MO • On-site

$16 - $17/hr

Full-time

Re-posted 9 days ago

Job description

Description:

Basic Description:

A Final Document Specialist maintains the workflow of trailing document operations. This person handles relationships with investors and title companies, working with them on a daily basis to ensure trailing documents are provided to investors within the deadline to avoid penalty.

Responsibilities:

  • Receives and reviews Trailing Documents, then scans and prepares them for delivery to the corresponding investor or document custodian.
  • Monitors reports for outstanding trailing documents and works with appropriate parties to obtain them
  • Follows up with appropriate parties to correct any deficiencies in final trailing documents as identified by investors
  • Monitor Final Docs email for emailed policies and corrections needed
  • Review final documents for retained files and process as needed
  • Facilitate Ginnie Pool Processing, including simultaneous reviewing, requesting, and tracking of final certifications and shipment of trailing documents
  • Boards Files for Servicing
  • Loads and scrubs all loan data
  • Generate and disseminate letters to borrower for servicing information
  • Maintain knowledge of all systems supporting tracking and delivery of trailing documents to investors and retained loans
  • Develop and maintain good working relationships with internal and external customers
  • Maintain working knowledge of investor requirements and our loan origination system (Encompass)
  • Any other duties as needed to support to team


Requirements:

Required Qualifications & Skills:

  • Strong written, verbal and interpersonal communication skills and the ability to use e-mail, telephone, and other communication tools as necessary.
  • Ability to independently plan, prioritize, organize and complete work in an efficient manner. Ability to work quickly and accurately. Attention to detail required.
  • Proficient computer skills required; knowledge of Microsoft Office (Word, Excel and Outlook) and Internet Browsers.
  • Ability to operate office equipment including computers, telephones, voice mail, copy machines and scanners
  • Knowledge of modern office practices and procedures; accurate grammar, spelling, punctuation and Standard English usage; business correspondence formats, record keeping and filing methods; basic math calculations.
  • Must possess good judgment and the ability to handle confidential information.
  • Ability to interpret and follow a variety of instructions furnished in written, oral, diagram, or schedule form and complete assignments without detailed directions. Problem solving skills required
  • Ability to maintain regular and punctual attendance
  • Available to work overtime; if applicable
  • Flexible attitude with ability to work under pressure

Preferred Qualifications & Skills:

  • Understand that good working relationships are one of the keys to success in this organization.
  • Familiarity with all applicable endorsements and riders to the mortgage
  • Knowledge of specific county requirements and terms
  • Knowledge of loan origination systems, such as Encompass is preferred