Operations Support & Reporting Assistant

Coast One Mortgage; Fort Washington (Montgomery County); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Health Savings Account with employer贡献

401(k) Retirement plan with employer 匹

Paid Maternity Leave/Parental Bonding/

Tuition & Certification reimbursement

Employee Mortgage Loan Program

Volunteer Time Off

Matching Gifts Program up to $1,000

CSR program - Newrez NOW

Job summary

Newrez is seeking an Operations Support & Reporting Assistant to help monitor daily workflows, flag issues, and support reporting that guides decision-making across teams. The role requires strong Excel, SQL/Python skills, and willingness to learn Aspen Grove.

The candidate will build internal reports, track progress, and assist in process improvements, working on-site to support leadership and cross-functional partners in a fast-paced mortgage operations environment.

Qualifications

• High School Diploma or equivalent required.
• Bachelor’s degree in a related field preferred.
• Strong proficiency in Excel, including formulas and VBA.
• Working knowledge of MySQL and/or Python for data manipulation and reporting.
• Willingness to learn Aspen Grove.

Responsibilities

• Monitor operational workflows and flag delays or bottlenecks.
• Build and maintain internal reports and dashboards.
• Collaborate with teams to translate reporting needs into tools.
• Contribute to process improvements and system enhancements.

Skills

Problem solving

Organizational skills

Communication skills

Cross-functional teamwork

Data analysis

Continuous improvement

Education

High School Diploma or equivalent

Bachelor’s degree in related field preferred

Tools

MySQL

Python

Excel

VBA

Aspen Grove

Job description

Who We Are At Newrez, we bring big thinkers and caring doers together to make home happen. We’re a team built on heart and hustle, united by a commitment to show up for our customers, our communities, and each other. We believe that when our people thrive, homeowners thrive - and that’s why we invest in your growth, wellbeing, and ability to make an impact. Every day, we work to exceed the expectations of our residential mortgage borrowers and business partners through superior service, simple processes, and clear communication. We do this by empowering our employees, encouraging innovative solutions and recognizing great performance.

POSITION SUMMARY:

The Operations Support & Reporting Assistant will play a key role in supporting the Associate Director of Operations by tracking daily workflows, flagging operational red flags, and assisting in the development of internal reports that help guide decision-making across teams.

DESCRIPTION

Essential Functions, Duties, and Responsibilities

• Operational Monitoring & Project Support: Monitor operational workflow summaries to identify issues or trends that require follow‑up. Support leadership in day‑to‑day project tracking, flagging delays or bottlenecks. Assist with light administrative tasks including data entry, task tracking, and report formatting.
• Reporting & Data Analysis: Build and maintain internal reports and dashboards using SQL, Python, Excel, and VBA. Work closely with operational teams to understand reporting needs and translate them into usable tools.
• Process Improvement & Systems: Participate in the continuous improvement of workflows by providing feedback and reporting insights. Learn and use company‑specific software platforms (including Aspen Grove). Ability to effectively and accurately convey information to others.
• Performs related duties as assigned by management.

Qualifications and Education Requirements

• High School Diploma or equivalent required.
• Bachelor’s degree in a related field preferred.
• Strong proficiency in Microsoft Excel, including formulas and VBA.
• Working knowledge of MySQL and/or Python for data manipulation and reporting required.
• Willingness to learn industry tools such as Aspen Grove.

Skills, Abilities, and Knowledge

• Strong problem‑solving and organizational skills.
• Willingness to learn industry‑specific tools and business processes.
• Excellent communication skills and the ability to work collaboratively with cross‑functional teams.
• Interest in business operations, data analysis, and continuous improvement.
• Strong critical thinking and problem‑solving skills, with the ability to analyze information, identify issues, and develop effective solutions independently.

Work Environment and Physical Requirements

• Working on‑site at assigned office location.
• Regular and punctual attendance adhering to schedule established by leadership.
• Sedentary work in a stationary position at a cubicle for prolonged periods of time.
• Constant repetitive motions required for operating a computer, such as typing and managing phone calls.
• Constantly communicating effectively verbally in English, including accurately exchanging information with others following identification of correct procedures.

Additional Information:

While this description is intended to be an accurate reflection of the position’s requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary. All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Microsoft Authenticator. Employment will be contingent on this requirement.

Why Newrez

We’re a great place to work because we invest in what matters: your career, your community, your wellbeing, and your future. Our total rewards package is designed to support your whole self.

Company Benefits

• Medical, dental, and vision insurance
• Health Savings Account with employer contribution
• 401(k) Retirement plan with employer match
• Paid Maternity Leave/Parental Bonding Leave/Caregiver Leave
• Adoption Assistance
• Tuition & Certification reimbursement
• Employee Mortgage Loan Program
• The Newrez Employee Emergency and Disaster Fund is a program to support our team members experiencing hardships
• Newrez NOW: Through Newrez NOW, our Corporate Social Responsibility program, you’ll have opportunities to give back, lead, and make a difference.
• 1 company-paid Volunteer Time Off day (with over 40,000 volunteer hours contributed since our inception)
• Matching Gifts Program - dollar-for-dollar up to $1,000
• Access to grants, nonprofit resources, and volunteer opportunities
• More than $6,000,000 donated since 2020
• 1 in 5 employees participates in at least one Employee Resource Group (ERG)

Equal Employment Opportunity

We’re proud to be an equal opportunity employer- and celebrate our employees’ differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better.

CA Privacy Policy CA Notice at Collection

The right company in the right industry. In both good economic times and bad, people need homes - and mortgages to buy them. We help these people every day buy homes or refinance their current mortgage loans. In addition to offering an in-demand product, there are two things you should know about us: We value and reward entrepreneurial spirit, and we are growing. Few lenders are as innovative, as financially solid, as well managed and on track to become America’s leading lender as the Newrez Family of Companies. We deliver products and services that turn prospects into delighted customers —providing abundant opportunity for the great people who work here. These competitive advantages set us apart, and they’re why you can grow with us for the long term.