Servicing Operations & Risk Analyst

Servicing Operations & Risk Analyst (Portfolio Services)
Level: Analyst I (1–3 years)
Location: Marshall, MN
Work model: ~50% remote / ~50% in office (alternating weekly schedule)
Compensation: $67,200-$75,000

Why this role exists

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.

What you’ll do (day-to-day impact)

You’ll work across reporting, finance operations, and client oversight. Typical responsibilities include:

Client & risk oversight

• Support risk reviews for prospective clients and help monitor existing clients over time
• Maintain working relationships with clients and internal stakeholders; elevate 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

What success looks like (first 90 days)

• You can independently complete core report tie-outs with high accuracy and clear documentation
• You understand billing mechanics and can confidently prepare monthly billing support
• You contribute to management reporting with insights (not just numbers)
• You’re a trusted partner to ops/leadership on onboarding and transition prep

What we’re looking for Required

• 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; comfortable working with large datasets)
• Detail-oriented with strong written/verbal communication

Nice to have (helps you stand out)

• 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)

Why you’ll like it here

• 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

Interested?

Apply with your resume. If you’ve done reconciliations, reporting tie-outs, billing support, or dashboard-style reporting—tell us about it in a few bullet points.

We are committed to being an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

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