Manager, Trailing Documents jobs in United States
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Zillow · 2 days ago

Manager, Trailing Documents

Zillow is a leading real estate platform in the U.S., dedicated to providing exceptional service in the mortgage lending process. As the Manager of Trailing Documents, you will lead a team to ensure the efficient delivery of final mortgage documents while maintaining compliance with regulatory standards and fostering collaboration across teams.

MarketplaceOnline PortalsPropTechReal Estate
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Comp. & Benefits
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H1B Sponsor Likelynote

Responsibilities

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

Qualification

Mortgage operations experiencePost-closing proceduresRegulatory compliance knowledgeLoan origination systemsDocument management platformsProcess improvementMicrosoft Office proficiencyTeam leadershipCommunication skillsAttention to detail

Required

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.)
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

Preferred

Experience with Ginnie Mae Final Certification

Benefits

Equity awards based on factors such as experience, performance and location

Company

Zillow is an online real estate marketplace for finding and sharing information about homes, real estate, and mortgages. It is a sub-organization of Zillow Group.

H1B Sponsorship

Zillow has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (179)
2024 (150)
2023 (171)
2022 (256)
2021 (239)
2020 (195)

Funding

Current Stage
Public Company
Total Funding
$96.63M
Key Investors
Legg MasonPAR Capital Management
2016-08-01Post Ipo Equity
2014-04-01Post Ipo Equity
2012-12-12Post Ipo Equity· $4.13M

Leadership Team

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Lloyd Frink
Co-Founder & Co-Executive Chair
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Rich Barton
Co-founder and Co-Executive Chair
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Company data provided by crunchbase