Entry Level Operations Analyst

Russell Tobin

Dallas, TX2–4 yrs7h agovia LinkedIn

This job at a glance

Who can apply
2–4 years of experience · Bachelor's degree
Must know
SalesTaxAccountingExcel
Nice to have
OperationsTableau
Work
On-site in Dallas
Pay
Not stated by the employer.
Listed
Nov 11, 2026 · still open

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About the Role

  • Support mortgage loan trading, asset-backed financing, and loan management operations.
  • Service syndicated and bilateral financing facilities and monitor loan portfolios.
  • Coordinate with agent banks and transfer agents to resolve cash and position discrepancies.
  • Process and settle complex loan trades while reviewing related legal and financial documentation.
  • Assist with loan acquisitions, sales, securitizations, and financing transactions.
  • Collaborate with internal teams, including Trading, Middle Office, Legal, Tax, Finance, and Technology, to support business operations.
  • Communicate with external clients, banking partners, and trading counterparts to resolve operational issues.
  • Monitor key risk indicators (KRIs), performance metrics, and regulatory reporting requirements.
  • Ensure accuracy, compliance, and timely completion of operational activities.

Requirements & Tech Stack

  • Bachelor's degree in Finance, Economics, Business, Mathematics, or Accounting.
  • 2–4 years of financial industry or related experience.
  • Advanced Microsoft Excel skills.
  • Strong analytical, logical, and problem-solving abilities.
  • Excellent written and verbal communication skills.
  • Ability to manage internal and external business relationships.
  • Strong attention to detail and organizational skills.
  • Ability to prioritize multiple tasks and meet tight deadlines.
  • Ability to work extended hours when required.
  • Strong teamwork and collaboration skills.

Preferred Qualifications

  • Mortgage banking, loan servicing, or financial operations experience.
  • Tableau or Business Intelligence (BI) experience.

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