Strategic Client Operations Analyst

The Mortgage Law Firm; United States; Remote; USD 60,000 - 90,000; Full time

Job summary

The Mortgage Law Firm is seeking an Operations Analyst to support client directives, scorecards, policy updates, and performance requirements in the United States.

You will maintain organized records, prepare recurring reports, track open items, and communicate findings to operational teams and leaders across states and lines of business.

This role emphasizes attention to detail, data accuracy, and proficiency with Excel and reporting tools to drive timely, informed decisions.

Qualifications

• Two or more years of experience in mortgage default operations or related fields.
• Experience with trackers, reporting, and deadline-driven work.
• Experience with client scorecards, audits, or performance reporting is beneficial.

Responsibilities

• Monitor shared inboxes for directives, reports, deadlines, and communications.
• Record details, route work, and provide receipts as required.
• Identify misrouted communications and redirect to the 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 docs, tracking deadlines, and submitting responses.
• Update procedures and client summaries when changes are approved.
• Track directives and client-requested changes through completion; follow up on overdue items.
• Assist with audits by organizing documents and tracking responses.
• Support implementation of new client requirements and confirm task completion.
• Perform quality checks on reports, trackers, and communications before distribution.
• Escalate unclear requirements or missed deadlines to the Manager.
• Assist with dashboards, presentations, and meeting materials as assigned.

Skills

Attention to detail

Organization

Deadline management

Data analysis

Written communication

Verbal communication

Multi-tasking

Client reporting

Education

Associate or Bachelor's degree in Business Admin / Finance / Legal Studies

Tools

Excel

Outlook

Word

Teams

SharePoint

Power BI

Job description

The Mortgage Law Firm is seeking an Operations Analyst to support client directives, scorecards, policy updates, and performance requirements in the United States.

You will maintain organized records, prepare recurring reports, track open items, and communicate findings to operational teams and leaders across states and lines of business.

This role emphasizes attention to detail, data accuracy, and proficiency with Excel and reporting tools to drive timely, informed decisions.