Collections Ops Analyst - Power BI & Process Optimization

Insight Global; Charlotte (NC); On-site; USD 60,000 - 90,000; Full time

Job summary

Insight Global is seeking an operations-focused Business Analyst in Charlotte, NC to support a collections research team. The role emphasizes process, documentation, and metrics-driven outcomes rather than direct payments collection.

You will review account reports, perform research and skip tracing, verify customer information, and document activity in SharePoint. Power BI will be used to track progress and measure outcomes like right-party contact and pipeline penetration.

Qualifications

• 1–3 years of experience in business analysis, operations, financial services, mortgage operations, reporting, customer service, or a related field.
• Working knowledge of Microsoft SharePoint.
• Working knowledge of Microsoft Power BI dashboards and reporting.
• Experience reviewing operational reports and identifying trends, exceptions, or discrepancies.
• Comfortable engaging with customers.

Responsibilities

• Review account reports, conduct research and skip tracing.
• Verify customer information and document activity in SharePoint.
• Build an organized pipeline for the collections team and use Power BI to track progress and measure outcomes.

Skills

Business analysis

Operations

Financial services

Mortgage operations

Reporting

Customer service

Tools

SharePoint

Power BI

Job description

Insight Global is seeking an operations-focused Business Analyst in Charlotte, NC to support a collections research team. The role emphasizes process, documentation, and metrics-driven outcomes rather than direct payments collection.

You will review account reports, perform research and skip tracing, verify customer information, and document activity in SharePoint. Power BI will be used to track progress and measure outcomes like right-party contact and pipeline penetration.