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Sr Associate, Client Operations

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: Cotality
Full Time position
Listed on 2026-06-13
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 39500 - 49400 USD Yearly USD 39500.00 49400.00 YEAR
Job Description & How to Apply Below

Job Description

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.

We are 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.

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 in updating credit information used in the lender’s home loan underwriting process.

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

Location

Our office is located at 3001 Hackberry Rd, Irving, TX 75063. Candidates should live within a commutable distance to this site.

Inbound & Outbound Calling

Average 15-20 calls per day.

Training

On‑the‑job training and call shadowing.

Schedule

The center operates from 8:00 am to 7:00 pm Central, Monday–Friday. Employees can exercise a hybrid work model: one day onsite (Wednesday) and four days remote, based on individual performance. Overtime may be desired depending on business needs. The schedule includes one 30‑minute lunch break and two 15‑minute breaks, pre‑scheduled for the day.

Key Responsibilities
  • Data Verification:
    Conduct inbound and outbound calls to creditors, borrowers, 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
  • 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:
    Zero‑defect data entry and verification.
  • Speed:
    Consistent meeting or exceeding daily SLA turnaround times.
  • Resolution:
    Successful resolution of complex credit disputes through thorough research.
  • Software

    Experience:

    Prior experience with CISCO and Calabrio.
Annual Pay Range

$39,500 – $49,400 USD per year.

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.
  • 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.
Equal Opportunity & Inclusive Workplace

Cotality is an Equal Opportunity employer committed to attracting and retaining the best‑qualified people available, without regard to race, color, religion, national origin, gender, sexual orientation, gender identity, age, disability or status as a veteran of the Armed Forces, or any other basis protected by federal, state or local law. Cotality maintains a Drug‑Free Workplace.

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Position Requirements
10+ Years work experience
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