Final Documents Specialist

Insight Global; San Diego (CA); On-site; USD 55,000 - 75,000; Full time

Job summary

Insight Global is seeking a Final Docs Specialist to support the post-funding mortgage loan documentation process, tracking recorded documents and coordinating with title companies, county recording offices, and third-party vendors.

Responsibilities include delivering final documents to investors and custodians on time, managing email communications and attachments, maintaining records and tracking logs, and assisting with physical file maintenance and purging as needed.

Qualifications

• 2+ years in mortgage lending operations, post-closing, funding, or loan servicing.
• Experience recording mortgage-related documents and coordinating with title companies and county recording offices.
• Knowledge of notarized loan documents and how notarization affects recording.

Responsibilities

• Track and obtain recorded mortgage documents after loan funding.
• Follow up with title companies, county recording offices, and vendors on recording status.
• Coordinate delivery of final recorded documents to investors and custodians.
• Send and manage emails with loan documentation and attachments.
• Maintain accurate records and tracking logs.
• Assist with physical file maintenance and document purging as needed.
• Ensure final documents are routed to the appropriate parties within timelines.

Skills

Mortgage operations

Document tracking

Notarization awareness

Verbal & written communication

Job description

We are seeking a Final Docs Specialist to support the post-funding documentation process for mortgage loans. This individual will be responsible for tracking and obtaining recorded documents, coordinating with title companies, county recording offices, and third-party vendors, and ensuring final loan documentation is delivered to investors and custodians accurately and on time. The ideal candidate will come from a mortgage lending, funding, or post-closing environment and be comfortable managing document follow-up activities through both phone and email communication.

Day-to-Day Responsibilities

• Track and obtain recorded mortgage documents after loan funding.
• Follow up with title companies, county recording offices, and third-party service providers regarding recording status.
• Coordinate delivery of final recorded documents to investors and document custodians.
• Send and manage email communications containing loan documentation and supporting attachments.
• Maintain accurate records and documentation tracking logs.
• Assist with physical file maintenance and document purging as needed.
• Ensure all final documents are routed to the appropriate parties and meet required timelines.

REQUIRED SKILLS AND EXPERIENCE

2+ years of experience in mortgage lending operations, specifically within final documents, post-closing, funding, or loan servicing functions. Experience recording mortgage-related documents and following up with title companies, county recording offices, and third-party vendors to obtain recorded documents. Knowledge of notarized loan documents and recording requirements, with an understanding of how notarization impacts the recording process. Documents to have knowledge of: Satisfaction of Mortgage, Assignment of Mortgage, Deed of Trust, Final title policy, any other trailing documents