Manager, Trailing Documents

Reposted 18 Days Ago
Be an Early Applicant
Irvine, CA
In-Office
35-56
Senior level
Other • Real Estate • PropTech
The Role
Lead the Post Closing team, oversee document delivery, ensure compliance with standards, manage performance, and drive operational efficiency.
Summary Generated by Built In

About the teamThe Post Closing team at Zillow Home Loans is a collaborative, high-performing group dedicated to delivering outstanding service and operational excellence throughout the mortgage lending process. Team members work closely together, sharing knowledge and supporting one another to achieve shared goals. We cultivate a respectful, inclusive, and solution-focused environment, making our workplace both productive and rewarding. As part of this team, your contributions are recognized and celebrated, and you’ll help uphold our reputation as a leader in post-closing operations.

About the role

As Manager, Trailing Documents, you will lead the team responsible for securing, reviewing, and delivering all final mortgage documents with precision and efficiency. You will oversee the timely delivery of recorded documents, final title policies, mortgage insurance certificates, and other required trailing documents, ensuring full compliance with investor, regulatory, and company standards. This role requires a commitment to operational excellence, strong organizational and communication skills, and a deep understanding of mortgage operations and post-closing procedures. You will be expected to model Zillow’s core values in every aspect of your work.

Provide leadership, direction, and performance management to a team responsible for obtaining, reviewing, tracking, and delivering trailing documents, including recorded documents, final title policies, and mortgage insurance certificates.

● Develop and execute strategies to optimize team performance, streamline workflows, and enhance operational efficiency in alignment with organizational goals.

● Oversee resource planning, workload allocation, and prioritization to ensure service level agreements (SLAs) and key performance indicators (KPIs) are consistently met or exceeded.

● Monitor and ensure compliance with investor, agency, and regulatory requirements related to final documents, proactively identifying and mitigating operational risks.

● Foster cross-functional collaboration with internal teams (Closing, Post-Closing, Servicing) and external partners (title companies, county recorders, investors) to resolve document deficiencies and exceptions.

● Track and report on key performance indicators (KPIs), including document delivery timelines, defect rates, and productivity.

● Analyze data and trends to identify process gaps, implement best practices, and drive continuous improvement initiatives.

● Maintain up-to-date knowledge of industry regulations, investor guidelines, and best practices related to mortgage documentation.

● Lead the team through change management, ensuring adoption of new processes, technologies, and regulatory requirements.

● Manage escalations and complex issues, providing guidance and solutions to team members and stakeholders.

● Support internal and external audits, quality control reviews, and regulatory examinations by providing documentation and responding to findings.

● Recruit, onboard, develop, and retain talent, fostering a high-performance culture of accountability, engagement, and professional growth.

● Communicate team performance, risks, and opportunities to senior leadership, providing recommendations for process or policy enhancements.

Requirements

● 5+ years of experience in mortgage operations, with at least 2 years in a supervisory or management role.

● In-depth knowledge of mortgage closing, post-closing, and final document processes.

● Familiarity with investor and agency guidelines related to lien position, mortgage insurance requirements and processes, and trailing documentation (Fannie Mae, Freddie Mac, FHA, VA, etc.). Experience with Ginnie Mae Final Certification preferred.

● Strong understanding of regulatory requirements impacting mortgage documentation.

● Experience working with loan origination systems (LOS) and document management platforms.

● Demonstrated experience creating, documenting, and maintaining operational processes and procedures.

● Proven ability to drive process improvement, manage change, and deliver results in a dynamic environment.

● Ability to collaborate across teams and lead cross-functional initiatives to resolve operational challenges.

● Exceptional attention to detail and time management skills.

● Ability to produce and maintain reports.

● Ability to thrive in a fast-paced environment, handle pressure, and meet deadlines.

● Excellent written and verbal communication skills.

● Proficiency in Microsoft Office suite.

This role has been categorized as an Office position. “Office” employees regularly work at an existing ZG corporate office for approximately 80 to 100 percent of their time each month. Employees must live within reasonable commuting distance of their designated ZG office. ZG has not defined a reasonable distance, and expects employees will use judgment in determining this for themselves and understand the implications re: time commitment and cost of daily commute.

In California, Connecticut, Maryland, Massachusetts, New Jersey, New York, Washington state, and Washington DC the standard base pay range for this role is $35.90 - $57.30 hourly. This base pay range is specific to these locations and may not be applicable to other locations.

In addition to a competitive base salary this position is also eligible for equity awards based on factors such as experience, performance and location. Actual amounts will vary depending on experience, performance and location. Employees in this role will not be paid below the salary threshold for exempt employees in the state where they reside.

Who you are

You are an inspiring leader who excels at guiding teams and empowering others to succeed. Your exceptional organizational and time management skills ensure accuracy and attention to detail in every task. You communicate clearly and effectively, fostering strong collaboration with colleagues and partners. When faced with challenges, you approach them with a proactive, problem-solving mindset and make thoughtful, informed decisions. You are committed to continuous improvement, embrace change, and work seamlessly across departments and with external partners. As a self-starter, you embody Zillow’s values and serve as a culture ambassador for the team. You are also proficient with Microsoft Office Suite and mortgage technology platforms, ensuring smooth and efficient operations.

Get to know us

Zillow is reimagining real estate to make home a reality for more and more people.

As the most-visited real estate website in the United States, Zillow® and its affiliates help movers find and win their home through digital solutions, first class partners, and easier buying, selling, financing and renting experiences. Millions of people visit Zillow Group sites every month to start their home search, and now they can rely on Zillow to help make it easier to move. The work we do helps people get home and no matter what job you're in, you will play a critical role in making home a reality for more and more people.

Our efforts to streamline the real estate transaction are supported by a deep-rooted culture of innovation, our passion to redefine the employee experience, a fundamental commitment to Equity and Belonging, and world-class benefits. These benefits include comprehensive medical, dental, vision, life, and disability coverages as well as parental leave, family benefits, retirement contributions, and paid time off. We’re also setting the standard for work experiences of the future, where our employees are supported in doing their best work and living a flexible, well-balanced life. But don’t just take our word for it. Read recent reviews on Glassdoor and recent recognition from multiple organizations, including: the 100 Best Companies to Work For, Glassdoor Employees’ Choice Award, Bloomberg Gender-Equality Index, Human Rights Campaign (HRC) Corporate Equity Index, and TIME 100 Most Influential Companies list.

Zillow Group is an equal opportunity employer committed to fostering an inclusive, innovative environment with the best employees. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. If you have a disability or special need that requires accommodation, please contact your recruiter directly.

Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable state and local law.

Applicants who receive job offers from Zillow Group will be asked to sign a Proprietary Rights Agreement which includes confidentiality, intellectual property assignment, customer and employee non-solicitation, and non-competition provisions. If you are contacted for a role at Zillow Group and wish to review a copy of the Proprietary Rights Agreement prior to receiving an offer, you may request a copy from your Recruiter.

Top Skills

Document Management Platforms
Loan Origination Systems
Microsoft Office Suite
Mortgage Technology Platforms
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The Company
HQ: Seattle, WA
7,863 Employees
Year Founded: 2006

What We Do

Join our mission to give the people power to unlock life’s next chapter.

Our homes are the heartbeat of our lives, and we believe that finding a home shouldn’t be so hard in today’s always-on world. That’s why we’re reimagining the traditional rules of real estate to make it easier than ever to move from one home to the next.

Our journey began nearly 15 years ago with a handful of employees and one big idea: to make it radically easier for people to move. We began by helping people understand and track their homes with the Zestimate, our proprietary algorithm, and then with advanced technology and valuable connections with real estate professionals. Today, Zillow has become a household name. People are more likely to search for “Zillow” than “real estate,” and our name is often used as a verb.

While other industries have ushered in a new era of convenience, the time for seamless and convenient real estate experience is now. This is our next chapter as a company.

We’re looking for smart, passionate adventurers to join us as we reimagine the real estate transaction and change the way people buy, sell, rent and finance their homes.

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