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Sr Associate, Client Operations

Cotality

San Diego, California

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JOB DETAILS
SKILLS
Analysis Skills, Case Management, Cisco Network Systems, Credit Reports, Customer Support/Service, Data Analysis, Data Entry, Desktop PC, Detail Oriented, Documentation, Ecosystems, File Audits, Loan Operations, Loan Processing, Loan Underwriting, Loans, Maintain Compliance, Metrics, Mortgage Lending, Organizational Skills, Performance Modeling, Presentation/Verbal Skills, Problem Solving Skills, Production Systems, Production Volume, Real Estate, Residential Mortgages, Service Level Agreement (SLA), Technical Support, Underwriting, Work From Home, Writing Skills
LOCATION
San Diego, California
POSTED
5 days ago
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:

About the role

The Sr Associate, Client Operations position within the Credit Operations team specializes in conducting detailed analysis, research, and data analysis to support lenders and consumers updating credit information used in the lender's home loan underwriting process.

They provide delightful customer service, ensuring understanding of the process by our clients and consumers and providing accurate and complete credit data.

Location: Our office is located at 2385 Northside Drive, Suite 100, San Diego CA 92108. Candidates should live within a commutable distance to this site.

Inbound & Outbound Calling - Average 15 - 20 calls / Day

Training: on-the-job training and call shadowing.

Schedule: This center is open from6:00am-5:00pm Pacific Monday - Friday. Employees can exercise a hybrid work model, with 1 day onsite (Wednesday) and 4 days working remotely, based on individual performance. This model could change based on business needs. Adherence to working these hours is required, no exceptions. Some overtime may be desired depending on business needs. There would be one Lunch Break for 30 minutes and two 15 minutes breaks, which will be pre scheduled for the day.

What will you be doing -

This role requires technical expertise, understanding the credit industry knowledge, using proprietary tools, as well public information available on the internet. The position focuses on delivering exceptional client service in a high-volume production environment while maintaining strict adherence to company and client standards.

  • Data Verification: Conduct inbound and outbound calls to creditors, borrowers and and lenders to verify and update credit report data.
  • Case Management: Research and resolve complex credit data discrepancies using proprietary tools, databases, and public records.
  • Lender Support: Provide technical assistance to lenders regarding credit report update requests and underwriting requirements.
  • Production & Compliance: Execute high-volume requests (15- 20 calls / day ) while maintaining strict adherence to company standards and Service Level Agreements (SLAs).
  • Documentation: Maintain precise and organized digital files for audit and compliance purposes.
Job Qualifications:

Basic Qualifications

  • Education - High school diploma, GED or equivalent
  • Experience: Proven background in Credit Operations, Mortgage lending, or Loan Processing .
  • Technical Skills: Proficiency in interpreting credit reports and navigating multi-screen database environments.
  • Operational Stamina: Ability to thrive in a fast-paced, high-volume production setting.
  • Analytical Skills: Strong attention to detail with the ability to solve problems independently.
  • Communication: Excellent verbal and written skills for professional interaction with external stakeholders.

Success Metrics
  • Accuracy: Maintaining zero-defect data entry and verification.
  • Speed: Consistently meeting or exceeding daily SLA turnaround times.
  • Resolution: Successfully resolving complex credit disputes through thorough research.
  • Agent Desktop Software Solutions - prior experience working with CISCO, Calabrio,

Annual Pay Range:

43,500 - 50,000 USD

Annual Pay Range:
0 - 0

Application Window:

This opportunity is expected to remain posted

About the Company

C

Cotality

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