Client Operations & Reporting Analyst

The Mortgage Law Firm; Winters (TX); On-site; USD 60,000 - 75,000; Full time

Job summary

The Mortgage Law Firm in Winters, TX is seeking an Operations Analyst to support client directives, scorecards, and performance reporting. You will maintain logs, track deadlines, and ensure timely, accurate communications across multiple teams.

Responsibilities include reviewing items, routing work, preparing recurring reports, and assisting with client audits and new requirements. Strong attention to detail and proficiency in Excel/SharePoint are essential.

Qualifications

• Associate or bachelor’s degree in Business Administration, Finance, Legal Studies, Data Analytics, or related field preferred; relevant experience may substitute.
• Two or more years in mortgage default operations, mortgage servicing, legal operations, client reporting, QA, or related environment preferred.
• Experience maintaining trackers, preparing reports, and coordinating deadline-driven work preferred.
• Experience with client scorecards, audits, directives, or performance reporting is beneficial.
• Strong attention to detail, organization, follow-through, and deadline management.
• Ability to review data, identify inconsistencies, and summarize findings in plain language.
• Proficiency with Microsoft Excel, Outlook, Word, Teams, and SharePoint; Power BI or similar tools preferred.
• Clear and professional written and verbal communication skills.

Responsibilities

• Monitor assigned shared inboxes for client directives, scorecards, performance reports, deadlines, and related communications.
• Review incoming items, record required details, route work, and provide receipts when required.
• Identify misrouted or unrelated communications and redirect to the appropriate department.
• Maintain scorecard logs, directive trackers, deadline calendars, reference matrices, and supporting docs.
• Collect and organize scorecard results and operational performance data for review by Manager and leaders.
• Prepare recurring reports showing results, trends, open items, due dates, and follow-up status.
• Coordinate rebuttal support by gathering docs, tracking deadlines, recording responses, and maintaining submissions.
• Update written procedures and client requirement summaries when changes are approved.
• Track directives and changes through completion; follow up on overdue items.
• Assist with audits by organizing docs, maintaining lists, and tracking responses.
• Support new client requirements by distributing approved info and confirming task completion.
• Perform quality checks on reports, trackers, and communications before distribution.
• Escalate unclear requirements and missed deadlines to the Manager.
• Assist with dashboards, presentations, and meeting materials as assigned.

Skills

Attention to detail

Organization

Deadline management

Written and verbal communication

Multiple workstreams

Data review and summary

Power BI (preferred)

SharePoint

Education

Associate or bachelor's degree in Business Administration/Finance/Legal Studies/Data Analytics

Tools

Microsoft Excel

Outlook

Word

Teams

SharePoint

Power BI

Job description

The Mortgage Law Firm in Winters, TX is seeking an Operations Analyst to support client directives, scorecards, and performance reporting. You will maintain logs, track deadlines, and ensure timely, accurate communications across multiple teams.

Responsibilities include reviewing items, routing work, preparing recurring reports, and assisting with client audits and new requirements. Strong attention to detail and proficiency in Excel/SharePoint are essential.