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Trailing Document Specialist Jobs (NOW HIRING)

Clever Real Estate

Post Closing Specialist

Addison, TX · On-site

$60K - $80K/yr

Trailing Document Handling: 100% of trailing documents mailed within 2 business days of receipt * Regulatory Compliance: 100% compliance with jurisdiction-specific recording requirements

NC SECU

Position Overview: The Document Review Specialist provides post closing audit review of loan ... trailing documentation and corrections, maintaining clear and concise record keeping of all ...

NC SECU

... trailing documentation and corrections, maintaining clear and concise record keeping of all ... The Document Review Specialist provides post closing audit review of loan documentation within the ...

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Trailing Document Specialist information

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How much do trailing document specialist jobs pay per hour?

As of Aug 9, 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 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.

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.

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:
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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 1% As Needed, 79% Full Time, 13% Part Time, 1% Temporary, and 6% Contract. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution, with an average salary of $50,388 per year, or $24.2 per hour.

COLLATERAL MANAGER

Lakeview Loan Servicing

Coral Gables, FL • On-site

$110K - $115K/yr

Full-time

Re-posted 19 hours ago

Job description

Overview
We are seeking a detail-oriented and experienced Collateral Manager to lead collateral operations and ensure the accurate handling, tracking, and safeguarding of loan collateral documents throughout the loan lifecycle. This role is responsible for managing daily collateral activities, ensuring compliance with investor and regulatory requirements, and driving process improvements to enhance efficiency and risk control. The pay range for this position is $110,000-$115,000 per year.
Responsibilities
Collateral Operations Management
  • Oversee end-to-end collateral operations, including document review, custodial certification, and agency releases.
  • Oversee trailing document processes, including custodial review, follow-up, and escalation resolution of outstanding defects.
  • Manage collateral pipelines to ensure timely agency certification and recertification with custodians
  • Manage release process ensuring timely submission of Agency release request to document custodians for processing and collateral file delivery to our subservicers.
  • Partners with internal Closing, Funding, Post-Closing, Secondary Marketing, and Servicing teams to ensure seamless collateral flow.

MSR Transfers
  • Participate in MSR Transfer pre and post settlement transaction meetings.
  • Review custodial reporting (collateral status reporting, custodial exceptions, Issuer Profile Report) prior to settlement identifying areas of concern.
  • Serve as the primary point of contact to coordinate collateral movement on MSR Bulk and Flow transfers with custodians and MSR partners.
  • Resolve collateral exceptions, discrepancies, and document deficiencies in a timely manner.

Risk Management & Compliance
  • Maintain strong controls to mitigate collateral risk, including document loss, misplacement, or defects.
  • Ensure compliance with regulatory, investor, and internal policies related to document custody and retention.
  • Support audits, examinations, and due diligence reviews by providing documentation and addressing findings.
  • Implement and monitor quality control processes to ensure document accuracy and completeness.

Process Improvement & Reporting
  • Identify opportunities to improve collateral processes, reduce cycle times, and enhance tracking capabilities.
  • Develop and monitor KPIs such as certification timelines, exception rates, and trailing document aging.
  • Provide leadership with reporting and insights into collateral performance, risks, and operational trends.
  • Partner with Technology teams to enhance systems and automate collateral tracking and reporting.

Leadership & Team Management
  • Lead, mentor, and develop a team of collateral specialists and analysts.
  • Establish performance expectations, provide coaching, and drive accountability for service levels and quality.
  • Foster a culture of accuracy, compliance, and continuous improvement within the team.

Qualifications
Required
• 5-7+ years of experience in mortgage operations, with a focus on collateral, post-closing, or document custody.
• Strong understanding of mortgage collateral requirements, including notes, assignments, trailing documents, and custodial practices.
• Experience working with MSR transfers, document custodians, and subservicers.
• Proven leadership or supervisory experience in an operations environment.
• Knowledge of regulatory and investor requirements related to collateral management.
• Strong organizational, analytical, and problem-solving skills.
• Excellent communication and stakeholder management abilities.
Preferred
• Experience with GNMA EBO processes and exception management.
• Familiarity with agency guidelines (Fannie Mae, Freddie Mac, Ginnie Mae).
• Bachelor's degree in Business, Finance, or related field (or equivalent experience).
CERTIFICATIONS, LICENSES, AND/OR REGISTRATION
N/A
PHYSICAL DEMANDS AND WORK ENVIRONMENT
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit and use hands to handle, touch or feel objects, tools, or controls. The employee frequently is required to talk and hear. The noise level in the work environment is usually moderate. The employee is occasionally required to stand; walk; reach with hands and arms. The employee is rarely required to stoop, kneel, crouch, or crawl. The employee must regularly lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, color vision, and the ability to adjust focus.
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