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Team Lead, Client Operations

Cotality
Dallas, TX Full Time
POSTED ON 7/3/2026 CLOSED ON 8/9/2026

What are the responsibilities and job description for the Team Lead, Client Operations position at Cotality?

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.

Cotality is 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. We know our people are our greatest asset. At Cotality, you can be yourself, lift people up and make an impact. By putting clients first and continuously innovating, we're working together to set the pace for unlocking new possibilities that better serve the property industry.

Job Description

Position Overview

We are seeking a Team Lead, Client Operations to drive team success and oversee daily operational workflows within our dynamic loan-servicing environment. This role perfectly balances people leadership with operational oversight. You will manage Tax Payment Verification (TPV) and procurement workflows, coordinate onshore and offshore resources, and ensure our team consistently meets service level, quality, and compliance expectations.

Key Responsibilities

  • Workflow & Inventory Management: Oversee TPV and procurement inventories; prioritize and balance workloads to maintain consistent throughput and eliminate backlog risks.
  • Team Leadership & Mentorship: Train, mentor, and monitor the daily and weekly SLA performance of onshore team members and offshore vendors.
  • Escalation Resolution: Act as the primary point of contact for complex or time-sensitive TPV and procurement issues, engaging directly with external agencies and third-party stakeholders for resolution.
  • Client & Strategic Liaison: Serve as the operational face of the team in client meetings, champion process improvement initiatives, and align daily workflows with broader corporate strategies.

Job Qualifications

Education & Experience

  • 6 years of progressive experience in operations, loan servicing, or client services.
  • High School Diploma or GED required; Bachelor’s degree preferred.
  • Demonstrated experience managing hybrid operational models, including coordinating work across internal teams and offshore vendor partners.

Leadership & Operations

  • People Leadership: Proven ability to influence, motivate, train, and mentor team members.
  • Workflow Management: Strong capability to plan, prioritize, and delegate daily team activities under tight timelines.
  • Performance Tracking: Experience managing production queues and compiling performance reports for senior management.
  • "Player-Coach" Mindset: Willingness to step into daily processing, handle transaction-level work, and engage external agencies to resolve high-risk exceptions.

Skills & Competencies

  • Communication: Exceptional verbal and written skills, with the confidence to lead formal client meetings.
  • Organization: Excellent time management skills to balance personal deliverables with team performance metrics.
  • Change Management: Strong relationship-building skills with a track record of driving team agility and quality enhancements.

Annual Pay Range

45,600 - 62,400 USD

Application Window

This opportunity is expected to remain posted through the date identified below, subject to business needs.

Thrive with Cotality

At Cotality, we offer more than just a job, we provide a benefits experience designed to support your whole self. From a flexible working model to competitive time off and standout health coverage with meaningful perks and growth opportunities, our package is built to help you thrive at work and in life.

Highlights, Depending On Role Classification, Include

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

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.

Cotality is fully committed to a work environment that embraces everyone’s unique contributions, experiences and values. We offer an empowered work environment that encourages creativity, initiative and professional growth and provides a competitive salary and benefits package. We are better together when we support and recognize our differences.

Privacy Policy

Global Applicant Privacy Policy

By providing your telephone number, you agree to receive automated (SMS) text messages at that number from Cotality regarding all matters related to your application and, if you are hired, your employment and company business. Message & data rates may apply. You can opt out at any time by responding STOP or UNSUBSCRIBING and will automatically be opted out company-wide.

Connect with us on social media! Click on the quicklinks below to find out more about our company and associates

Salary : $400

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