Operations Analyst

Salary: 60k


The Operations Analyst will support the oversight of residential mortgage portfolios by reviewing and analyzing servicer remittance files, preparing data for the internal database, and performing detailed reconciliations to ensure accuracy.
This role includes assisting with monthly advances, fee-based audits, expense allocations, and management reporting. The analyst will process and code vendor invoices in Workday Financial, maintain expense schedules, and manage monthly deal activity bookings.

They will communicate directly with servicers to resolve discrepancies, partner cross-functionally to support accurate reporting, and identify opportunities to streamline workflows through automation and process improvements. The role also provides support on ad-hoc projects and team initiatives as needed.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to View email address on click.appcast.io learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:


Required Skills & Experience
- Bachelor's degree in Economics, Accounting, Finance, Data Analytics or other similar degrees
- Proficient in Excel (consolidating data, VLOOKUPS, Pivot tables, etc.)
- Basic workday, data reconciliation, and invoicing skills


Nice to Have Skills & Experience
- Knowledge/experience with Workday Financial
- Residential mortgage service industry experience
- Experience with automated reporting tools (Alteryx, PowerBI, Tableau, or similar)
- Familiarity with AI productivity tools


Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.