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Team Lead, Client Operations

Core Logic Solutions LLC

ROCHESTER, NYJob$46–62K/yrSeen todaySeen in employer's feed today

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At a glance

Compensation
$46–62K/yr
Location
ROCHESTER, NY
Work Authorization
Not specified

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Job overview

Cotality is seeking a Team Lead, Client Operations to oversee daily workflows in a loan-servicing environment. The role manages Tax Payment Verification and procurement workflows, coordinates onshore and offshore resources, and supports service-level, quality, and compliance expectations. It combines people leadership with operational oversight, including resolving escalations, representing the team in client meetings, and advancing process improvements.

Skills & qualifications

RequiredNice to have

Skills

People LeadershipWorkflow ManagementPerformance TrackingCommunicationTime ManagementRelationship BuildingChange Management

Qualifications

6+ Years ExperienceHigh School Diploma or GEDBachelor's DegreeLoan Servicing or Client Services Experience

Benefits

Paid Time Off
Medical Insurance

Full job description

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. #LI-RS1 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 clas ification, include: Time

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