Trailing Document Specialist

TL;DR

Trailing Document Specialist (Mortgage): Process and manage recorded mortgage documents and final title policies to ensure compliance with investor and agency guidelines with an accent on document auditing, scanning/uploading to LOS (Encompass), and resolving missing or unusable trailing documents. Focus on tracking document movement, meeting turn-time and service-level standards, and coordinating with investors and title companies to complete shipments on time.

Location: Irvine, CA (Michelson Dr)

Salary: $22.80–$34.20 hourly (base pay range for CA, CT, MD, MA, NJ, NY, WA, and Washington DC)

Company

hirify.global Home Loans provides mortgage lending services and post-closing operations.

What you will do

• Receive final title policies and recorded mortgage/deed of trust documents.
• Audit, scan, and upload documents to LOS (Encompass) and maintain accurate records.
• Follow up on aging, pending, or missing trailing documents with investors and title companies.
• Resolve and correct missing, incorrect, unexpected, unrecorded, illegible, damaged, or otherwise unusable documents required in the mortgage collateral file.
• Track and monitor file location and movement using database systems; prepare documents for shipment to investors.
• Independently manage tasks to meet turn times and service-level standards, including return-call/return-email and task completion times.

Requirements

• High school diploma or equivalent required; associate or bachelor’s degree preferred.
• 1+ year of experience in mortgage lending (preferably post-closing); 2+ years in mortgage post-closing or a related field strongly preferred.
• Familiarity with loan origination systems (preferably Encompass) and document management platforms.
• Strong attention to detail and organizational skills; ability to manage multiple deadlines and competing priorities.
• Excellent written and verbal communication skills; ability to collaborate cross-functionally and work independently.
• Ability to work overtime as needed; proficiency in Microsoft Office suite.

Culture & Benefits

• Office role: work at a hirify.global corporate office approximately 80–100% of the time.
• Must live within reasonable commuting distance of the designated hirify.global office.
• Eligible for equity awards based on experience, performance, and location.
• Base pay threshold for exempt employees applies based on the state where the employee resides.

Hiring process

• Interviews and evaluation of experience with mortgage post-closing/document workflows.
• Assessment of communication, attention to detail, and ability to meet turn-time/service-level standards.