Operations Analyst

USClaims; Boca Raton (FL); On-site; USD 60,000 - 85,000; Full time

Job summary

USClaims is seeking an Operations Analyst in Boca Raton, FL to support risk operations, review funding activity, and prepare evaluations. You will analyze portfolios, maintain CRM data, and collaborate with Sales, Underwriting, and Servicing teams to ensure accurate risk assessments.

The ideal candidate brings experience in financial services or loan operations, strong attention to detail, and proficient Excel skills.

Qualifications

• 2+ years of experience in financial operations, loan processing, loan servicing, lending operations, banking operations, or similar financial services.
• Ability to work under pressure, meet deadlines, and manage multiple priorities simultaneously.
• Strong attention to detail and ability to identify discrepancies.
• Excellent organizational and time-management skills.
• Proficiency in Microsoft Excel, Outlook, and other Microsoft Office applications.
• Strong written and verbal communication skills.
• Ability to work independently, follow established procedures, and exercise sound judgment.

Responsibilities

• Complete evaluations and portfolio reviews with accuracy and timeliness.
• Review funding history, open exposure, collections, write-offs, and financial performance.
• Analyze funding activity, lead conversions, and historical trends to identify performance changes.
• Prepare clear, concise written summaries highlighting findings and recommendations.
• Recommend and update rankings according to established guidelines.
• Collaborate with Sales, Underwriting, Servicing, and other departments to resolve questions.
• Manage Risk Department's shared mailbox and respond promptly.
• Process requests related to rankings, new counterparty creation, due diligence, etc.
• Conduct online research to verify new counterparties, principals’ credentials, business registrations, and other details.
• Identify inconsistencies across documentation, internal records, and external sources.
• Onboard new counterparties to CRM accurately and timely.
• Maintain accurate and up-to-date information in CRM.

Skills

Detail-oriented

Analytical thinking

Microsoft Excel

Written and verbal communication

Time management

Independent worker

Tools

Microsoft Excel

Outlook

Microsoft Office

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Operations Analyst

Full Time Boca Raton, FL, US

USClaims is seeking a detail-oriented, highly organized, and motivated Operations Analyst to join its team.

The ideal candidate has a background in loan processing, loan servicing, lending operations, or financial services, is naturally curious, analytical, and comfortable investigating the story behind the numbers. They can recognize patterns, ask thoughtful questions, and connect financial results with qualitative factors to form well-reasoned conclusions.

This role is responsible for evaluating USClaims' relationships with counterparties by reviewing funding activity, financial performance, recovery history, and operational risk factors. The analyst will prepare written evaluations, maintain accurate records, and support daily Risk Department operations.

Prior experience in litigation funding or risk management is not required. Training will be provided.

Key Responsibilities

Evaluations&PortfolioReview

Complete approximately 6-8evaluationsperday,ensuringaccuracy,completeness,andtimelydelivery.

• Reviewfundinghistory,openexposure,collections,write-offs,andfinancialperformance.
• Analyzefundingactivity,leadconversion,andhistoricaltrendstoidentifychangesinperformance.
• Prepareclear,concisewrittensummarieshighlightingkeyfindingsandrecommendations.
• Recommendandupdaterankingsinaccordancewithestablishedguidelines.
• WorkcloselywithSales,Underwriting,Servicing,andotherdepartmentstoresolveoutstandingquestions.

Risk Operations & Workflow Management

• Manage the Risk Department's shared mailbox and respond in a timely manner.
• Processrequestsrelatedtorankings,newcounterpartycreation,duediligence,etc.

Research&QualityControl

• Conduct online research to verify new counterparties, principal’s credentials, business registrations, and other relevant details.
• Identifyinconsistenciesacrossdocumentation,internalrecords,andexternalsources.
• OnboardnewcounterpartiestoCRMaccuratelyandinatimelymanner
• Maintain accurate and up-to-date information in CRM.

RequiredQualifications

• 2+yearsofexperienceinfinancialoperations,loanprocessing,loanservicing,lendingoperations,bankingoperations,orasimilarfinancialservicesenvironment.
• Demonstratedabilitytoworkunderpressure,meetdeadlines,andmanagemultipleprioritiessimultaneously.
• Strongattentiontodetailandabilitytoidentifydiscrepancies.
• Excellentorganizationalandtime-managementskills.
• ProficiencyinMicrosoftExcel,Outlook,andotherMicrosoftOfficeapplications.
• Strongwrittenandverbalcommunicationskills.
• Ability to work independently, follow established procedures, and exercise sound judgment.

IdealCandidate

The ideal candidate is a highly organized professional who thrives in a fast-paced, deadline-driven environment. They are comfortable handling a high volume of work, reviewing detailed information, and managing multiple requests without compromising accuracy.

This position is an excellent opportunity for someone with a strong financial operations background who wants to expand into portfolio analysis and risk management within the litigation funding industry.