Hybrid Client Operation Services Lead – Property Tax, Mortgage, Real Estate

at Cotality

• Job title: Client Operation Services Lead – Property Tax, Mortgage, Real Estate
• Job type: Full Time
• Experience level: Senior
• Salary: $44,300 - $55,307 per year
• Degree requirement: High School Diploma
• Location requirements: Hybrid, Rochester, United States

About the role

• Client Operation Services Team Lead leveraging industry expertise at Cotality, tackling operational issues in real estate. Collaborating across teams to enhance client satisfaction and deliver actionable solutions.

Responsibilities

• Serve as a SME (Subject Matter Expert) within assigned functional area
• Manage tasks and projects while meeting established deadlines
• Analyze data, gathering insights and modeling solutions
• Solicit input and ideas from others in consideration of recommendations
• Collaborate with leaders, associates, vendors and/or other business partners to plan, develop and execute key projects and initiatives
• Develop meaningful insights and recommendations to help provide solutions to complex and challenging operational problems
• Deliver exceptional customer service
• Effectively display the ability to manage time well by completing all work types with the established deadlines, setting appropriate work-related priorities, concentrating on the main objectives, and avoiding unnecessary interruptions

Requirements

• High school diploma, GED or equivalent required; Bachelor’s degree preferred
• 6+ years of relevant experience with a proven track record of exceeding standards related to proficiency, quality, competency and job knowledge
• Additional 2+ years previous experience in a coaching/mentor role preferred
• Tax/banking/mortgage/real estate industry experience preferred
• Client service-oriented experience required
• Subject Matter Expert level knowledge of process-specific platforms, programs, processes and/or clients
• Technical subject matter expert of specific tasks or work processes
• Ability to resolve escalated issues
• Effectively manage resources
• Advanced problem-solving skills
• Ability to communicate confidently and effectively with all levels of the organization, specifically the ability to tell a story with supporting data
• Strong project management, analytical and interpersonal skills
• Ability to work independently, as well as in a team environment, to achieve set goals and complete assignments within established parameters and deadlines
• Technically savvy with a proficiency to learn new systems and applications; proficient with MS Office
• Ability to cultivate and maintain collaborative working relationships
• Proven ability to gather and analyze data from multiple sources, and prioritize multiple work assignments
• Excellent verbal and written communication skills with an ability to articulate complex ideas
• Demonstrate behaviors that align with our values and foster an inclusive culture
• Willingness to continuously learn and develop
• Adaptable in an ever-changing environment

Benefits

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