Southwest Stage Funding LLC, Cascade Financial Services
  • Gilbert, AZ, USA
  • Full Time

Medical, Dental, Vision, Life, 401K

The primary responsibility of a Trailing Document Specialist is to perform a final review of the Trailing Documents (Final Title Policy, Recorded Deed of Trust, Recorded Modification Agreement)  to ensure the documents accuracy.   This final review includes but is not limited to ensuring properly executed signatures, terms of the loan, and accurate information on the documentation of the collateral package.


Representative Duties

  • Subsequent to review closed loan documents for accuracy. Ensure all trailing documents are recorded and Final Title Policy includes all the required endorsement.  Coordinate procurement of missing document and data corrections with the Closer, Processor, Underwriter or Title Company.
  • Follow-up with Title Companies to obtain all documents, correction (if needed) in a timely manner
  • Document receipt of Trailing Documents (Final Title Policy , all endorsements,  Recorded Deed of Trust and  Modification Agreement)
  • Review CDs with recorded documents to make sure recording fees/ endorsement fees were charged accurately
  • Image collateral  packages
  • Monitor Electronic Mailbox
  • Ship collateral pack to document custodian
  • Document shipping information in system
  • Clear exception report conditions
  • Coordinate with our document custodian delivery of collateral package


Core Competencies

  • Ability to effectively solve problems with sound judgment as well as critical/analytical decision-making skills
  • Ability to work within multiple systems/screens simultaneously
  • Ability to prioritize and be adaptable to changing work environment
  • Multi-tasked, detailed, and organized orientation
  • Professional and articulate verbal and written communication skills
  • Sound customer service skills
  • Proficiency with Microsoft Word, Excel, and Outlook


Work Hours: Monday-Friday (8:00am-5:00pm)

Southwest Stage Funding LLC, Cascade Financial Services
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