Cotality

• Serve as a SME (Subject Matter Expert) within assigned functional area
• Manage tasks and projects while meeting established deadlines
• Analyze data, gathering insights and modeling solutions
• Solicit input and ideas from others in consideration of recommendations
• Collaborate with leaders, associates, vendors and/or other business partners to plan, develop and execute key projects and initiatives
• Develop meaningful insights and recommendations to help provide solutions to complex and challenging operational problems
• Deliver exceptional customer service
• Effectively display the ability to manage time well by completing all work types with the established deadlines, setting appropriate work-related priorities, concentrating on the main objectives, and avoiding unnecessary interruptions

Client Operation Services Lead – Property Tax, Mortgage, Real Estate

Financial Planning and Analysis

• Drive close partnership with segment finance and business teams on planning, forecasts and monthly reporting activities.
• Coordinate monthly financial reporting and variance driver analysis.
• Create detailed and accurate monthly analysis of financial and operational results that provide leadership with explanations on variances to budget, trend and year over year growth.
• Be a strategic thought partner to segment business leaders, providing financial guidance and recommendations that help the business to achieve its key financial targets and goals
• Communicate and establish relationships with segment and business unit finance team on a regular basis, supporting closer alignment on company priorities, timelines and revenue/EBITDA expectations.
• Help segment finance team develop approach and conduct root cause and lever analysis to drive higher forecasting accuracy.
• Assist in leading the financial planning and forecasting process by enhancing existing process and executing on company-wide long range strategic plans, annual budgets and quarterly forecasts.
• Coordinate the annual budget plan process by revamping planning model to capture business drivers, ensuring standardization and comparability across segments and functions, establishing clear top and bottom-line expectations and quarterbacking cross functional active engagements.
• Help develop roadmap that covers detailed logistic steps, timelines and stakeholders for company’s long range strategic plan.
• Coordinate with leaders across functions to ensure well-orchestrated delivery of business/product priorities and financial vision over the next three years.
• Lead business and financial projects.
• Oversee the development of financial and business KPI database that serves as key business indicators and levers for revenue and margin performance.
• Facilitate capital planning and analysis, including project level ROI projections and performance reporting.
• Support management team with ad hoc reporting requests and special projects, including acquisitions, profitability analysis, process improvement projects, strategic analysis, and others.

Finance Manager – Business Partner

Customer Support

• Handles customer escalation calls as required
• Assists team with meeting production metrics, quality targets and survey expectations (if applicable)
• Participates in and conducts training and coaching sessions for the team as needed
• Provides coaching stats and call listening follow ups to the team members to further assist in their development in their roles
• Actively and accurately documents agent discussions during coaching
• Acts in a professional and appropriate manner while assisting with clients and the team
• Takes front-line calls in times of high volumes as needed (typically a minimum of 25% of time monthly avg)
• Builds product and process knowledge to effectively interact with team members and customers, within business guidelines.
• Identifies customers’/agents’ needs, researches systems, utilizes tools to interpret and analyzes data
• Provides solutions and guidance, and uses the opportunity to educate customers/agents where appropriate
• Builds trust in relationships through solving issues quickly and efficiently and by providing extra value, when appropriate.
• Assists Manager with special projects
• May lead call listening sessions with clients and provide survey analysis feedback directly to clients
• Identifies and assists with documentation, testing, and tool updates as needed
• Partners with other CoreLogic departments for issues, documentation, and process improvement opportunities
• Performs other duties as required

Client Operation Services Lead – Property Tax, Mortgage, Real Estate

Finance Manager – Business Partner

Team Lead, Customer Care