
Operations Analyst
Posted Aug 25

Posted Aug 25
This is a fully remote position, open to applicants in Texas.
• Oversee designated shared inboxes for client instructions, scorecards, performance reports, deadlines, and related communications.
• Examine incoming items, document necessary details, direct work appropriately, and provide prompt receipt confirmations as needed.
• Redirect misdirected or irrelevant communications to the suitable department.
• Maintain logs for scorecards, directive trackers, deadline calendars, reference matrices, and associated documentation.
• Gather and systematize scorecard outcomes and operational performance data for managerial and operational assessments.
• Generate periodic reports illustrating results, trends, outstanding items, due dates, and follow-up statuses.
• Coordinate rebuttal support by assembling documentation, monitoring deadlines, recording responses, and preserving final submissions.
• Revise written procedures, client requirement summaries, and reference materials upon receipt of approved changes.
• Track directives, corrective actions, and client-requested modifications until completion; follow up on overdue or incomplete items.
• Assist with the operational aspects of client audits by organizing requested documents, maintaining request lists, and tracking responses.
• Aid in the implementation of new client requirements by disseminating approved information and ensuring assigned tasks are completed.
• Conduct quality checks on reports, trackers, and communications prior to distribution.
• Escalate unclear requirements, conflicting instructions, missed deadlines, and significant performance issues to the Manager.
• Assist with dashboards, presentations, meeting materials, and other reporting needs as necessary.
• An associate or bachelor’s degree in Business Administration, Finance, Legal Studies, Data Analytics, or a related field is preferred; relevant experience may substitute for a degree.
• A minimum of two years of experience in mortgage default operations, mortgage servicing, legal operations, client reporting, quality assurance, or a comparable environment is preferred.
• Experience in maintaining trackers, preparing reports, and coordinating deadline-oriented work is preferred.
• Familiarity with client scorecards, audits, directives, or performance reporting is advantageous.
• Strong attention to detail, organizational skills, follow-through, and deadline management capabilities.
• Ability to analyze data, pinpoint inconsistencies, and summarize findings clearly.
• Proficient in Microsoft Excel, Outlook, Word, Teams, and SharePoint; experience with Power BI or similar reporting tools is preferred.
• Excellent written and verbal communication skills in a clear and professional manner.
• Capacity to manage multiple workstreams and maintain precise records in a fast-paced environment.
• Working knowledge of mortgage default operations or mortgage servicing is preferred.
• Demonstrated sound judgment when dealing with client information, deadlines, and sensitive business matters.
• Remote work arrangement.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Growably
Wealthsimple
Terac
24-MAG
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