Operations 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

Operations Analyst

The Mortgage Law Firm Winters, Texas, United States

About this position

About The Mortgage Law Firm

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.