Servicing Operations & Risk Analyst

Servicing Operations & Risk Analyst (Portfolio Services)

Level: Analyst I (1–3 years)

Department: Portfolio Services

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; escalate 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; comfort 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.