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$42

How much do trailing document specialist jobs pay per hour?

As of Aug 28, 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 is a trailing document specialist?

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.

What are the key skills and qualifications needed to thrive as a trailing document specialist?

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.

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Trailing Document Specialist jobs near you
Infographic showing various Trailing Document Specialist job openings in the United States as of August 2026, with employment types broken down into 2% As Needed, 80% Full Time, 13% Part Time, and 5% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $50,388 per year, or $24.2 per hour.

Document Specialist

Jacksonville, FL • On-site

Triad Financial Services Inc
Finance and Insurance • 201 - 500 employees
Learn more about Triad Financial Services Incexternal

Full-time

Re-posted 13 days ago

Job description


Position Overview  

Triad Financial Services is a leading provider of financial services and solutions, serving clients worldwide. We are seeking a highly motivated and skilled Document Specialist to join our growing team. 

Essential Functions:  

  • Create investor packages with appropriate documents.
  • Determine loan level risk and salability.
  • Audit documents to verify all documents comply with regulatory requirements.
  • Aduit documents to verify all documents meet investors overlays.
  • Aduit documents to verify the loan is within program guidelines.
  • Verify loan is within ATR/QM limitations.
  • Review appraisal for any red flags and LTV.
  • Identify, Research and Resolve discrepancies at loan level.
  • Upload documents to third party auditors.
  • Research and resolve any loan level exceptions determined by third party auditors.
  • Scan in all documents required in closing package 
  • Work with third parties to obtain any outstanding original collateral trailing documents such Deed of Trust/Mortgage, appropriate Riders and final title policy.
  • Verify all MH titles have been retired.
  • Document trailing documents in tracking system
  • Follow up on missing trailing documents
  • Store original documents.
  • Retrieve original collateral documents and ship to purchaser or custodian for pool purchases.
  • Document all loans shipped to purchaser or custodian including tracking number, date shipped.
  • Purge loan files as needed to ensure within document retention policy.
  • Responsible for lifting 30 – 40lb File Boxes from floor to table, floor to cart and floor to shipping platforms, as boxes are required for shipping and receiving from other offices.
  • Responsible for other tasks assigned by Management that may not be listed herein. 

Education and/or Work Experience Requirements:  

  • Minimum 1+ years’ experience in administrative role, credit processing, legal documentation preparation, UCC processing, or information maintenance 
  • Ability to work well within a team atmosphere 
  • Strong attention to detail
  • Strong customer service skills 
  • Excellent verbal and written communication skills
  • Proficiency in Microsoft Office suite of products
  • Prefer experience with DocuSign or similar product platforms
  • Ability to multitask in a fast-paced environment
  • Ability to work independently as well as in a team setting

Physical Demand:  

  • Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivity standards.
  • Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state and local standards
  • Must be able to talk, listen and speak clearly on telephone
  • Able to sit or stand at a work station for prolonged periods of time
  • Must be able to physically type


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