Financial Operations Analyst

Russell Tobin; Dallas (TX); Hybrid; USD 34,000 - 37,000; Full time

Benefits offered by this job

Healthcare coverage (medical, dental,

Vision coverage

401(k) retirement savings

Life & disability insurance

Employee assistance program

Insurance (auto, home, pet)

Employee discounts with vendors

Job summary

Russell Tobin is seeking a Financial Operations Analyst in Dallas, TX to support residential mortgage loan processing and ensure timely loan delivery.

The role requires 5+ years of experience, a hybrid work schedule, and collaboration with internal partners; benefits include healthcare, retirement savings, and more.

Qualifications

• 5+ years of residential mortgage loan processing experience.
• Proven track record of quality loan production.
• Strong written, verbal, analytical, and problem-solving skills.
• Ability to multitask and meet loan closing deadlines.

Responsibilities

• Complete loan order services: request, review, and verify title and insurance documents.
• Clear loan processing conditions in the loan operating system, including insurance, collateral, and disclosures.
• Review title and insurance documents to ensure they meet guidelines.
• Serve as primary contact for internal/external partners on documentation, expectations, and timelines.
• Monitor loan pipelines and coordinate with Mortgage Specialists to meet client timelines.
• Track loan progress through closing and keep required documents current.
• Identify and resolve issues, prioritizing work to maintain productivity and quality.

Skills

Mortgage loan processing

Analytical skills

Problem solving

Multitasking

Education

High school diploma or equivalent

Tools

Microsoft Office Suite

Job description

Our client, a leading financial services organization, is looking to hire a Financial Operations Analyst in Dallas, TX.

Pay Rate Range: $25–$27/hour

Responsibilities

• Complete the loan order services process, including requesting, reviewing, and verifying documents such as title and insurance.
• Clear loan processing conditions within the loan operating system, including insurance, collateral, disclosure, and title items.
• Review title and insurance documents to ensure they meet applicable guidelines.
• Serve as a primary point of contact for internal and external business partners regarding documentation, expectations, and timelines for lender‑side conditions, including title, appraisal, and homeowners insurance.
• Monitor personal loan pipelines and partner with Mortgage Specialists and other internal teams to ensure loan cycle times meet client expectations.
• Monitor loan progress through closing and ensure required documents remain current and do not expire.
• Independently identify and resolve issues while proactively managing priorities and maintaining a high level of productivity and quality.

Requirements

• 5+ years of residential mortgage loan processing experience required.
• Proven track record of quality loan production while managing a large client base.
• Strong written, verbal, analytical, and problem‑solving skills.
• Ability to multitask, prioritize, and plan effectively while meeting loan closing deadlines.
• Proficiency with Microsoft Office Suite and computer systems.
• High school diploma or equivalent required.
• Demonstrated ability to meet individual and organizational goals in a production‑driven environment.
• Work Schedule: Hybrid.
• Interview Process: 2 rounds of interviews.

Russell Tobin offers eligible employee’s comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors.

Russell Tobin is an equal opportunity employer. We do not discriminate on the basis of the race, religious creed, color, national origin, ancestry, physical disability, mental disability, reproductive health decision making, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, veteran or military status, or any other characteristic protected by applicable federal, state, or local law.

Russell Tobin is a Fair Chance employer. We consider all qualified applicants, including those with criminal histories, in a manner consistent with applicable state and local Fair Chance laws and ordinances, including, the California Fair Chance Act and all applicable local Fair Chance ordinances.

Accommodations

We are committed to providing reasonable accommodations to applicants and employees with disabilities. If you require a reasonable accommodation to participate in the application or interview process, or to perform the essential functions of this role, please contact us.

Only applicable for San Francisco Candidates Under the San Francisco Lactation in the Workplace Ordinance, we will provide written notice of lactation accommodation rights, and this notice will automatically be given upon hiring, any inquiry of parental leave or lactation accommodation.