Operations Analyst

The Mortgage Law Firm; Town of Texas (WI); Hybrid; USD 52,000 - 76,000; Full time

Job summary

The Mortgage Law Firm is seeking an Operations Analyst to support Client Updates & Metrics, tracking client directives, scorecards, and performance data.

You will maintain trackers, prepare recurring reports, route tasks, and assist with audits and dashboards in a fast-paced environment. Strong Excel/Outlook/SharePoint skills and attention to detail 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+ years of experience in mortgage default operations, mortgage servicing, legal operations, or client reporting preferred.
• Experience with maintaining trackers, preparing reports, and coordinating deadline-driven work.
• Experience with client scorecards, audits, directives, or performance reporting is beneficial.
• Strong attention to detail, organization, follow-through, and deadline management.
• 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 to appropriate people, and provide timely receipt confirmations.
• Identify misrouted or unrelated communications and redirect to appropriate department.
• Maintain scorecard logs, directive trackers, deadline calendars, reference matrices, and supporting documentation.
• Collect and organize scorecard results and operational data for review by the Manager.
• Prepare recurring reports showing results, trends, open items, due dates, and follow-up status.
• Coordinate rebuttal support by gathering documentation, tracking deadlines, recording responses, and maintaining final submissions.
• Update procedures, client requirement summaries, and reference materials when approved changes are received.
• Track directives and changes through completion; follow up on overdue items.
• Assist with audits by organizing requested documents and tracking responses.
• Support implementation of new client requirements by distributing approved information.
• Perform quality checks on reports and communications before distribution.

Skills

Attention to detail

Organization

Deadline management

Communication skills

Multitasking

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

For decades, The Mortgage Law Firm has been a trusted name in default legal services, providing comprehensive solutions to mortgage servicers, banks, investors, and other financial institutions. Our success is built on a deep understanding of the industry, strong relationships, and an unwavering commitment to client service.
We take pride in being more than just legal counsel—we are a dedicated partner to our clients, ensuring they have the resources, support, and legal guidance needed to navigate complex regulations and mitigate risk. Whether through ongoing legal representation, training sessions, or industry advocacy, we work alongside our clients to drive success.

About the role

• The Client Updates & Metrics – Operations Analyst supports the accurate intake, tracking, reporting, and communication of client directives, scorecards, policy updates, and performance requirements. This role maintains organized records, prepares recurring reports, follows open items through completion, and helps operational teams understand current client expectations. The Analyst reports to the Manager, Client Updates & Metrics and supports all states and business lines.

What you'll do

• Monitor assigned shared inboxes for client directives, scorecards, performance reports, deadlines, and related communications.
• Review incoming items, record required details, route work to the appropriate people, and provide timely receipt confirmations when required.
• Identify misrouted or unrelated communications and redirect them to the appropriate department.
• Maintain scorecard logs, directive trackers, deadline calendars, reference matrices, and supporting documentation.
• Collect and organize scorecard results and operational performance data for review by the Manager and operational leaders.
• Prepare recurring reports that clearly show results, trends, open items, due dates, and follow-up status.
• Coordinate rebuttal support by gathering documentation, tracking deadlines, recording responses, and maintaining final submissions.
• Update written procedures, client requirement summaries, and reference materials when approved changes are received.
• Track directives, corrective actions, and client-requested changes through completion; follow up on overdue or incomplete items.
• Assist with the operational portions of client audits by organizing requested documents, maintaining request lists, and tracking responses.
• Support implementation of new client requirements by distributing approved information and confirming that assigned tasks are completed.
• Perform quality checks on reports, trackers, and communications before distribution.
• Escalate unclear requirements, conflicting instructions, missed deadlines, and material performance concerns to the Manager.
• Assist with dashboards, presentations, meeting materials, and other reporting needs as assigned.

Qualifications

• Associate or bachelor’s degree in Business Administration, Finance, Legal Studies, Data Analytics, or a related field preferred; relevant experience may be considered in place of a degree.
• Two or more years of experience in mortgage default operations, mortgage servicing, legal operations, client reporting, quality assurance, or a 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; experience with Power BI or similar reporting tools preferred.
• Clear and professional written and verbal communication skills.
• Ability to manage multiple workstreams and maintain accurate records in a fast-paced environment.
• Working knowledge of mortgage default operations or mortgage servicing preferred.
• Sound judgment when handling client information, deadlines, and sensitive business matters.

This description summarizes the general content and requirements of the position. It is not an exhaustive list of duties, responsibilities, or physical requirements. Management may assign or reassign duties at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.