Servicing Operations & Risk Analyst

RCR ConsultingMarshall, MN
17d$67,200 - $75,000Hybrid

About The Position

When servicing performance changes, portfolios still need clean reporting, reliable oversight, and a clear plan to ensure continuity. This role helps protect our clients and business by supporting backup servicing oversight, risk monitoring, servicer reporting certification, and billing/revenue tracking—while partnering closely with leaders to make data-backed decisions.

Requirements

  • Bachelor’s degree in Finance, Accounting, Business, or related field
  • 1–3 years experience in an analytical or operational role (finance ops, reporting, reconciliations, client operations, portfolio services, etc.)
  • Strong Excel skills (pivot tables, lookups, basic formulas; comfort working with large datasets)
  • Detail-oriented with strong written/verbal communication

Nice To Haves

  • Experience with reconciliations, invoicing/billing, revenue tracking, forecasting or budgeting support
  • Exposure to loan servicing, mortgage, portfolio administration, or operational risk
  • Experience doing data mapping or supporting onboarding/implementations
  • Comfort presenting findings to leaders (simple, clear story + numbers)

Responsibilities

  • Client & risk oversight Support risk reviews for prospective clients and help monitor existing clients over time Maintain working relationships with clients and internal stakeholders; escalate issues as needed Participate in operational reviews and occasional onsite client visits
  • Reporting, reconciliations & certifications Perform monthly/quarterly reconciliations (“tie-outs”) of servicer reports and supporting data Help produce servicer report certifications and summarize exceptions/trends Build/refresh recurring management reporting on exposure, status, and deliverables
  • Billing, revenue & performance tracking Track backup activity and prepare monthly billing aligned to agreements and portfolio activity Support invoice preparation, fee tracking, and revenue recognition inputs Track annual financial performance vs. pricing/proforma; support forecasts and budgeting
  • Onboarding & transition readiness Assist with onboarding new backup servicing clients (including data mapping support) Support transition planning by creating timelines, responsibility matrices, and documentation
  • Process improvement & special projects Identify opportunities to improve reporting quality, reduce manual steps, and improve execution Support strategic initiatives and ad hoc analysis for leadership

Benefits

  • Cross-functional exposure: operations + finance + client oversight + leadership reporting
  • Clear skill growth: reconciliations, reporting, forecasting, client management, risk mindset
  • Meaningful work: you help ensure continuity and protect portfolios if servicing changes occur
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