Final Trailing Docs Team Lead

About Consolidated Analytics:

Consolidated Analytics | End-to-End Mortgage Solutions. Real Expertise. Real Results.

Consolidated Analytics is a data-driven mortgage solutions partner supporting the full life of the loan, from origination through servicing and capital markets. We combine asset-level intelligence with enterprise-scale solutions to power smarter decisions and measurable business outcomes. Our integrated capabilities span due diligence, residential and commercial valuation, collateral and risk analytics, process and technology optimization, and regulatory compliance, helping clients operate with clarity, agility, and confidence in a rapidly evolving market.

What sets us apart?

We bring together deep mortgage industry expertise, integrated technology, and a multidisciplinary workforce to help clients optimize quality, drive operational performance, and enhance decision-making at scale. Across the loan lifecycle, whether managing volume, acquiring assets in bulk, scaling originations, launching or expanding servicing, or navigating market and regulatory change, our teams deliver with clarity, compliance, and speed.

Core Services

• Mortgage Due Diligence
• Property Valuation + Analytics
• Mortgage Fulfillment (Origination and Servicing)
• Default Services (Claims, REO, Rental Management)
• Risk + Compliance Advisory
• Business Process Solutions (BPS)

Our Evolution

Over the past decade, we’ve strategically acquired and integrated best-in-class firms, including OpEXNOW, Equitable Mortgage Solutions, Carrington Property Services, and RealInfo into a unified platform designed to meet the demands of today’s dynamic market.

DESCRIPTION:

The Team Lead for Final Trailing Docs oversees the comprehensive document retrieval and perfection lifecycle. This role manages a team of 10 Specialists focused on high-volume document imaging, system validation, and physical fulfillment. The TL is responsible for maintaining the health of the trailing document aging report and ensuring that all collateral is perfected for the end investor.

RESPONSIBILITIES:

• Workflow Optimization: Manage the end-to-end document workflow, ensuring the team processes ~225 documents daily with a 15-minute average cycle time.
• Vendor Management: Oversee relationships with third-party settlement agents and title companies to ensure timely return of recorded Mortgages and Final Title Policies.
• Exception Handling: Manage the "Aged Items" list, personally intervening in cases where documents have been outstanding for more than 90-120 days post-closing.
• Fulfillment Oversight: Ensure the integrity of the digital-to-physical handoff, including the accuracy of FedEx shipping manifests and custodians' receipt acknowledgments.
• Data Integrity: Verify that the team is correctly updating the Loan Origination System (LOS) to reflect accurate tracking of document status from "Requested" to "Closed."

QUALIFICATIONS:

Required Education and Experience:

• 3+ years of experience in Mortgage Servicing, Title, or Post-Closing Document Management.
• Expertise in county recording requirements and title policy standards.
• Strong leadership skills with a focus on high-volume production and administrative accuracy.