Specialist, Client Operations

Cotality; Austin (TX); On-site; USD 46,000 - 54,000; Full time

Benefits offered by this job

Generous PTO

Parental leave

Health coverage

401(k) match

Tuition assistance

Well-being stipend

Job summary

Cotality is seeking a detail-oriented Subject Matter Expert (SME) to join our high-volume production team in Austin. You will resolve highly escalated client inquiries, conduct forensic data research, and transform operational data into actionable insights to protect property loan portfolios.

The role requires strong storytelling with data, cross-functional collaboration, and disciplined compliance with client and company standards.

Qualifications

• 6+ years in client operations, mortgage servicing, property tax research, or high-volume data infrastructure.
• SME with mastery over process-specific platforms, regulatory standards, and client programs.
• Able to troubleshoot and resolve highly escalated client issues and disputes.
• Advanced analytical skills to identify trends and model operational solutions.
• Strong storytelling with data and collaboration across functions.

Responsibilities

• Serve as SME within assigned functional area, maintaining knowledge of platforms and workflows.
• Act as primary contact for escalated client inquiries and property tax complaints.
• Deliver exceptional service in a high-volume production environment and meet deadlines.
• Conduct forensic data research across internal departments, agencies, clients, and subscriptions.
• Synthesize data to identify trends, develop insights, and resolve bottlenecks.

Skills

Data analysis

Storytelling with data

Cross-functional collaboration

Project management

Regulatory compliance

Client service orientation

Education

Bachelor's degree preferred

Tools

CRM software

Data platforms

Regulatory databases

Job description

At Cotality, we are driven by a single mission—to make the property industry faster, smarter, and more people-centric. Cotality is the trusted source for property intelligence, with unmatched precision, depth, breadth, and insights across the entire ecosystem. Our talented team of 5,000 employees globally uses our network, scale, connectivity and technology to drive the largest asset class in the world. Join us as we work toward our vision of fueling a thriving global property ecosystem and a more resilient society. Cotality is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy. We know our people are our greatest asset. At Cotality, you can be yourself, lift people up and make an impact. By putting clients first and continuously innovating, we're working together to set the pace for unlocking new possibilities that better serve the property industry.

Job Description

Do you enjoy operations and want to have a deep understanding of property tax research, mortgage servicing, and client operations? Cotality is seeking an analytical and process-driven Subject Matter Expert (SME) to join our high-volume production team. In this role, you will help resolve complex, escalated client inquiries, utilizing forensic data research to protect property loan portfolios. If you excel at transforming operational data into stories, thrive in a fast-paced environment, and are passionate about driving improvement across cross-functional teams, we want you on our team!

What You Will Do

• Serve as a Subject Matter Expert (SME) within an assigned functional area, maintaining deep knowledge of process-specific platforms, regulatory requirements, and client-specific workflows.
• Act as the primary point of contact and resolution anchor for highly escalated, complex client inquiries and property tax complaints, ensuring minimal risk to property loan portfolios.
• Deliver exceptional customer service within a high-volume production environment, managing tasks, workflows, and projects to hit strict operational deadlines independently.
• Conduct intricate data research and forensic analysis of complex property tax cases, gathering information across internal departments, public agencies, clients, and advanced third-party subscriptions.
• Synthesize multi-source operational data to identify trends, model alternative solutions, and develop meaningful insights to resolve the most challenging operational bottlenecks.
• Communicate confidently and effectively across all levels of the organization, utilizing advanced data storytelling skills to articulate complex operational problems and recommendations clearly.
• Collaborate closely with team leaders, cross-functional associates, third-party vendors, and business partners to plan, develop, and execute key projects and strategic initiatives.
• Partner with management to connect and drive daily team goals directly to the organization's broader operational vision, values, and long-term milestones.
• Solicit input and innovative ideas from colleagues across the enterprise to foster a culture of continuous improvement, workflow harmonization, and data integrity.
• Maintain meticulous compliance with required company and client-driven standards, managing complex reporting lines and system audit tracking.

Job Qualifications

What We’re Looking For (Job Qualifications)

• High school diploma, GED, or equivalent required; Bachelor’s degree preferred.
• 6+ years of progressive, relevant experience in client operations, mortgage servicing, property tax research, or high-volume data infrastructure required.
• Proven track record as a Subject Matter Expert (SME) with technical mastery over process-specific platforms, regulatory standards, and client-specific programs required.
• Demonstrated capability to independently troubleshoot and resolve highly escalated client complaints and complex transaction disputes required.
• Advanced analytical skills with a proven ability to gather multi-source data, identify trends, and model operational solutions required.
• Excellent interpersonal and communication skills, with the specific ability to "tell a story" with supporting data to all levels of the organization required.
• Strong project management capabilities with a background in leading indirect resources or cultivating collaborative vendor partnerships required.

Annual Pay Range

45,600 - 53,997 USD

Application Window

This opportunity is expected to remain posted through the date identified below, subject to business needs.

Thrive with Cotality

At Cotality, we offer more than just a job, we provide a benefits experience designed to support your whole self. From a flexible working model to competitive time off and standout health coverage with meaningful perks and growth opportunities, our package is built to help you thrive at work and in life.

Highlights, Depending On Role Classification, Include

• Time off: Generous PTO and 11 paid holidays, plus well-being and volunteer time off.
• Family Support: Up to 16 weeks of fully paid parental leave and a baby stipend.
• Health: Multiple medical plan options with mental health and wellness support offerings.
• Retirement: 401(k) with company match and vesting after one year.
• Financial Perks: $400 annual well-being stipend and tuition assistance up to $5,250.
• Extras: Recognition Rewards, Referral bonuses, exclusive discounts and more!

Cotality is an Equal Opportunity employer committed to attracting and retaining the best-qualified people available, without regard to race, color, religion, national origin, gender, sexual orientation, gender identity, age, disability or status as a veteran of the Armed Forces, or any other basis protected by federal, state or local law. Cotality maintains a Drug-Free Workplace.

Cotality is fully committed to a work environment that embraces everyone’s unique contributions, experiences and values. We offer an empowered work environment that encourages creativity, initiative and professional growth and provides a competitive salary and benefits package. We are better together when we support and recognize our differences.

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