Trailing Document Specialist Jobs (NOW HIRING)

Location: Addison, TX (Onsite)

Salary: Base $60k - $65k with OTE up to $80k

Clever is a venture-backed real estate technology company on a mission to revolutionize the way people buy, sell, and manage real estate. We are at the forefront of innovation, combining cutting-edge technology with deep industry expertise to create seamless, efficient, and transparent real estate experiences.

We've built the leading online education platform in real estate and earned a 4.9 TrustPilot rating with over 3,800 reviews - helping consumers save over $210 million in real estate fees. If you're excited to play a key role at a company that transforms how people navigate their real estate journey, we'd love to hear from you!

Clever Closings is the title and escrow arm of Clever Real Estate. We close residential transactions across multiple states for home buyers, sellers, loan officers, and agents - handling title search and examination, title insurance, escrow, settlement, and disbursement under tight regulatory and underwriter requirements. Our work has to be fast, accurate, and audit-ready every single time.

We're seeking a detail-oriented, highly organized Post-Closing Specialist to join our growing team. This role will report to the Senior Director of Operations. In this role, you'll play a critical part in ensuring the accuracy, compliance, and timely handling of closing documentation after a transaction is completed. This position involves working with both internal team members and external partners to finalize file processing, submit recording documents, and issue final title policies.

• We expect all team members to leverage AI tools as a natural part of their daily workflow - using them to handle routine tasks efficiently so you can spend more of your energy on the work that actually matters: collaborating, problem-solving, and driving strategy.
• Conduct a thorough post-closing audit of completed loan files to ensure accuracy, completeness, and compliance with recording requirements
• Submit documents for recording electronically or by mail to appropriate jurisdictions across the country
• Validate recording and transfer/mortgage tax fees, ensuring correct payment amounts
• Reconcile recording fees, process refunds for any overages, and ensure funds are properly disbursed
• Monitor and track closed files and documents sent for recording, updating internal systems accordingly
• Scan, organize, and index final documents into the loan/title operating systems
• Review, log, and mail original trailing documents such as recorded instruments and final policies
• Ensure final title policies are accurate, issued on time, and meet underwriter and client standards
• Communicate with internal teams, lenders, and other transaction stakeholders to gather or clarify information necessary to complete post-closing tasks

• Audit Accuracy: 98%+ accuracy rate on post-closing document audits
• Recording Submission Timeliness: All recording packages submitted within 48 hours of closing
• Policy Turnaround Time: 100% of final title policies issued within 10 business days of recording
• Fee Accuracy: Less than 1% error rate in recording fee calculations and tax payments
• File Update Speed: 100% of closed files tracked and updated in the system within 24 hours
• Trailing Document Handling: 100% of trailing documents mailed within 2 business days of receipt
• Regulatory Compliance: 100% compliance with jurisdiction-specific recording requirements
• Communication Responsiveness: Response time to internal/external post-closing inquiries within 2 hours
• Document Processing Speed: Document scanning and indexing completed within 24 hours of file closing

• High School Diploma or Equivalent: Required; additional coursework or certifications in real estate, title, or business administration a plus
• Professional Experience: 3-5 years prior experience performing post-closing services in a multi state environment
• Title/Escrow Software: Experience with Simplifile for electronic recording submissions is required; experience with Qualia title production software is strongly preferred
• Customer Service Focus: Demonstrated ability to communicate clearly and professionally with clients, vendors, and team members
• Attention to Detail: Strong ability to review and process documents with a high degree of accuracy and consistency
• Effective Communication: Excellent verbal and written communication skills, especially when interacting with external parties and internal departments
• Problem-Solving Ability: Capable of identifying issues, researching solutions, and taking proactive steps to resolve discrepancies in documents or fees
• Organizational Strength: Ability to prioritize, track multiple files simultaneously, and meet deadlines in a fast-paced environment
• Tech Savvy: Comfortable using office technology and title/escrow software systems; ability to learn new platforms quickly

• 3-5 years prior experience performing post-closing services in a multi state environment
• Experience with Simplifile for electronic recording submissions is required; experience with Qualia title production software is strongly preferred

Salary: Base $60k - $65k with OTE up to $80k

Comprehensive Benefits: Medical, dental, vision, and life insurance

Paid Time Off: 18 days of PTO (increases with tenure) plus 10 paid holidays

Professional Development: Annual budget for learning and career growth

Tenure Sabbaticals: Paid sabbaticals to celebrate major milestones

Clever Product Benefit: Exclusive access to Clever homeownership perks

Work-From-Home Stipend: Support for your remote workspace

401(k): Retirement plan administered through Guideline

Parental Leave: 6-12 weeks of paid parental leave

Wellness Benefits: Free counseling sessions and optional weekly meditation

Equal Employment Opportunity Employer Statement:

Clever Real Estate provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.