Final Trailing Docs Specialist

Posted 5 Days Ago
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Chennai, Tamil Nadu, IND
In-Office
Entry level
Database • Analytics • Financial Services
From Data to Done. Smarter insights. Faster execution. Real results across the mortgage lifecycle.
The Role
The Final Trailing Docs Specialist manages post-closing documentation, including retrieval, validation, and fulfillment for investor compliance.
Summary Generated by Built In

About Consolidated Analytics, Inc.

Consolidated Analytics is a fast-growing mortgage and financial services company with Centers of Excellence in Chennai and Pune. Explore some of our featured openings below.


 

 

DESCRIPTION:

The Final Trailing Docs Specialist manages the end-to-end lifecycle of post-closing documentation, such as recorded Mortgages/Deeds of Trust and Final Title Policies. This role involves proactive document retrieval, validation, and fulfillment to ensure the collateral file is perfected and compliant for the end investor.

 

 

RESPONSIBILITIES:


  • Document Management: Receive, image, and index final trailing documents into the system of record.
  • Proactive Follow-up: Initiate multi-channel outreach (email and phone) to settlement agents, county recorders, and title companies to retrieve outstanding documents.
  • System Validation & Upload: Validate the accuracy of recorded documents against the LOS and upload final versions to both internal systems and investor portals.
  • Physical Fulfillment: Manage digital and physical document workflows, including printing and shipping (via FedEx/UPS) to end investors or custodians.
  • Tracking & Closure: Maintain a continuous tracking log to ensure every loan reaches "Final Doc" closure status.

 

 

QUALIFICATIONS:

Required Education and Experience:

  • Understanding of the recordation process and title policy requirements.
  • Experience with document imaging systems and Loan Origination Systems (LOS).
  • Strong communication skills for effective follow-up with third-party vendors.
  • Efficiency in document processing (Target cycle time: 15 minutes per document).


Skills Required

  • Understanding of the recordation process and title policy requirements
  • Experience with document imaging systems and Loan Origination Systems (LOS)
  • Strong communication skills for effective follow-up with third-party vendors
  • Efficiency in document processing (Target cycle time: 15 minutes per document)
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The Company
HQ: Santa Ana, CA
600 Employees
Year Founded: 1996

What We Do

Consolidated Analytics | End-to-End Mortgage Solutions. Real Expertise. Real Results. Consolidated Analytics is a data-powered mortgage services platform built for execution, accountability, and results. We partner with forward-thinking lenders, servicers, and capital markets clients to solve complex problems across the mortgage lifecycle, from due diligence and valuations to advisory, fulfillment, default services and mortgage technologies. What sets us apart? We combine deep industry expertise with integrated technology and a multidisciplinary workforce to help clients optimize quality, drive operational performance, and enhance decision-making at scale. Whether you're managing flow, buying in bulk, scaling originations, launching servicing or navigating change, our teams deliver competency with clarity, compliance, and speed. Core Services • Mortgage Due Diligence • Property Valuation + Analytics • Mortgage Fulfillment (Origination and Servicing) • Default Services (Claims, REO, Rental Management) • Risk + Compliance Advisory • Business Process Services (BPO) Our Evolution Over the past decade, we’ve strategically acquired and integrated best-in-class firms, including OpEXNOW, Equitable Mortgage Solutions, Carrington Property Services and RealInfo into a unified platform designed to meet the demands of today’s dynamic market. We’re not just a vendor, we’re a partner built for transformation. Careers We’re always hiring talented professionals who want to grow, lead, and win. Follow us here on LinkedIn to explore current openings. Equal Housing Opportunity. NMLS ID: 1645182 www.nmlsconsumeraccess.org

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