AD Mortgage LLC ยท 13 hours ago
Trailing Documents Specialist
AD Mortgage LLC is a leading nationwide mortgage lender with over 20 years of experience in residential and commercial loan solutions. They are seeking a Trailing Documents Specialist responsible for managing and reviewing collateral and trailing documents, ensuring accuracy and compliance while collaborating with closing agents and lenders.
AccountingBankingCommercial LendingFinanceFinancial ServicesLendingPersonal Finance
Responsibilities
Responsible for accurate data receiving and uploading of imaged documents within internal tracking system
Work closely with closing agents and lenders to resolve any missing or conditions related to Collateral Note, Allonge and Addendum to Note
Ship original collateral file to end Warehouse Bank
Work closely with closing agents, lenders and county records to resolve any missing recorded mortgage, title policy or other trailing documents or documents with conditions
Complete thorough review of collateral and trailing documents to identify any possible conditions found within the documents
Package and ship trailing documents to end investors
All other duties as requested by management
Qualification
Required
Sound judgement, problem solving and decision-making skills
Possess strong personal computer skills including experience in Adobe, Microsoft Windows, Excel, Word, and Outlook
Excellent communication skills, both verbal and written
Exceptional attention to detail and be able to perform duties accurately with multiple interruptions throughout the day
Must be able to work independently
Ability to work well and communicate effectively with employees and customers
Willingness to follow policy and procedures
Benefits
PTO/Sick Days
Comprehensive medical, dental, vision benefits
Paid volunteer hours
Life Insurance, Short-term Disability, and Long term Disability
Health Savings Account
401k
Paid training and career development
Onsite fitness center for employees
Gourmet cafeteria with affordable homemade breakfast and lunch
Healthy grab and go snacks
Career Growth: As part of a growing and evolving company, you will have ample opportunities to develop your career, take on new challenges, and make a significant impact.
Work-Life Balance
Inclusive Culture: We are committed to fostering a diverse and inclusive workplace where all employees feel valued and empowered. We celebrate unique perspectives and believe diversity drives innovation.
Cutting-Edge Technology: Access state-of-the-art learning tools and technologies to enhance your own professional development and that of the entire organization.
Company
AD Mortgage LLC
AD Mortgage is proud to be the ๐๐จ๐ฉ ๐๐จ๐ง-๐๐ ๐๐๐ง๐๐๐ซ as verified by Scotsman Guide and a ๐
๐จ๐ซ๐๐๐ฌ ๐๐จ๐ฉ-๐๐ ๐ง๐๐ญ๐ข๐จ๐ง๐ฐ๐ข๐๐ ๐ฐ๐ก๐จ๐ฅ๐๐ฌ๐๐ฅ๐ ๐ฆ๐จ๐ซ๐ญ๐ ๐๐ ๐ ๐ฅ๐๐ง๐๐๐ซ.
Funding
Current Stage
Growth StageRecent News
2025-12-18
2025-08-05
Company data provided by crunchbase