Trailing Documents Specialist - New American Funding

Position: Trailing Docs Specialist

Location: Tustin, CA

Pay: $20/hr.

Position Summary:

The Trailing Docs Specialist will be responsible for monitoring and forwarding trailing documentation to investors, as well as assisting with scanning and file preparation. Independently manages assigned tasks and workflow items to satisfy turn-time goals. Performs all duties in accordance with the company’s policies and procedures, all U.S. state and federal laws and regulations, wherein the company operates.

Responsibilities:

1. Coordinates the tracking, reporting and delivering of trailing documents (deed of trust, title policy, etc.) to investors.
2. Coordinates the tracking, review and delivery of final CDs to investors.
3. Performs scanning of completed loan files into the Bank’s internal imaging system to ensure proper record keeping.
4. Assists department shippers with preparing files to be mailed as need.
5. Manages the logistics of the physical file room; keeping accurate, organized and complete department files.
6. Establishes a positive and productive working relationship with investor contacts, title companies, and other internal and external business partners, as appropriate for job function.
7. Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions.
8. Follows policies and procedures; completes tasks correctly and on time; supports the company’s goals and values.
9. Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action.
10. Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct.
11. Performs other duties and projects as assigned.

Qualifications:

• 2 or more years’ experience working in post-closing or in trailing docs
• Working knowledge of conventional and government residential mortgage loans, and investor guidelines.
• Must have excellent attention to detail.
• Prior experience and proficiency with Loan Origination Systems (Encompass 360) and Microsoft Office programs (i.e. Outlook, Word, Excel, etc.).
• TRID
• Good verbal and written communication skills.

Desired Education/Experience:

1. 2 years' prior residential post-closing or loan servicing.
2. High School diploma or GED.

Work Authorization: Must be able to verify identity and employment eligibility to work in the U.S.

Other Duties: This job profile is not intended to be an all-inclusive list of job duties and responsibilities, as one may perform additional related duties as assigned in order to meet the needs of the organization.

Physical Demands: 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. Must be able to lift up to ten pounds. Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including use of a keyboard; and to verbally communicate to exchange information. VISION: See in the normal visual range with or without correction. HEARING: Hear in the normal audio range with or without correction.

[EOE/M/F/D/V. Drug-free workplace.]

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