Operations Analyst: Risk & Portfolio Insights

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

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.