Project Analyst (Reporting) in Monroe

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Job Description

Client: Financial Services Institution

Job Title: Operations Analyst

Location: 780 Kansas Ln, Monroe, LA 71203

Position Overview

We are seeking a highly analytical and communication-driven Operations Analyst to join the Special Processing Team within Home Lending. This individual contributor role serves as a critical liaison between custody partners and internal operations teams, ensuring document integrity, exception resolution, and compliance across residential mortgage loan portfolios.

This role is heavily Excel-based and requires strong technical expertise in data analytics, reporting, and executive-level communication. The ideal candidate will be comfortable leading cross-functional initiatives, building automated reporting solutions, and presenting insights to senior leadership. A solid understanding of mortgage and home loan operations is highly .

Key Responsibilities

• Serve as the primary liaison between custody partners and internal special processing teams to manage document exceptions and remediation efforts.
• Lead cross-functional initiatives across multiple operational layers, ensuring project alignment, timely delivery, and effective communication.
• Build, analyze, and communicate detailed reports using advanced Excel, Tableau, Alteryx, and other data transformation tools.
• Analyze complex data sets to identify trends, root causes, and process gaps related to document exception management.
• Develop automation and AI-driven solutions to streamline workflows and improve operational efficiency.
• Conduct and present meetings with executive leadership, translating complex data insights into actionable business recommendations.
• Coordinate with underwriting, quality control, closing, and operations teams to support process optimization initiatives.
• Ensure data integrity through automated extraction, processing, and reporting of exception metrics.
• Evaluate operational risks and recommend strategic solutions to improve custodial and investor compliance outcomes.
• Lead or support project tasks with proactive risk identification and clear communication of timelines and deliverables.

Required Qualifications & Skills

• 3+ years of experience leading projects across multiple teams with strong stakeholder management skills.
• Strong technical background in data analytics and reporting.
• Advanced Excel proficiency (role is heavily Excel-based).
• Working knowledge of Tableau and Alteryx required.
• Proven ability to uncover patterns, interpret data, and produce insightful reporting.
• Strong written and verbal communication skills with executive presentation experience.
• Demonstrated ability to influence cross-functional teams and communicate effectively at all organizational levels.
• Strong time management and prioritization skills in a fast-paced environment.
• Ability to work independently as an individual contributor.

Qualifications

• 3+ years of experience in mortgage banking, loan operations, document custody, quality control, or related analytical functions.
• Good working knowledge of mortgage and home loan processes.
• Experience leveraging AI tools to enhance analytics and automation strategies.
• Familiarity with mortgage operating systems (e.g., LOS platforms, servicing systems, document custody portals).
• Strong analytical mindset with the ability to synthesize data and project outcomes.

This is an excellent opportunity for a technically strong Operations Analyst who thrives in a data-driven environment and is comfortable presenting to executive leadership. If you are detail-oriented, analytically minded, and experienced in mortgage operations, we encourage you to apply.

Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to , , , , , , , ancestry, citizenship, , or veteran status.

If you are interested in applying for this job please press the Apply Button and follow the application process. Energy Jobline wishes you the very best of luck in your next career move.