Financial Professional Associate Jobs in Rochester, NY

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:

Role Overview: This role is a highly analytical position that combines Quality Assurance (QA) governance with data-driven process improvement. Operating within a mortgage/data services environment (like Cotality), you will analyze large datasets to detect operational defects, perform root cause analysis, and build automated reporting. You will also manage cross-functional QA projects, develop compliance test scripts, and use Lean Six Sigma tools to remediate risks before they impact the client.

• Data Analysis & Root Cause Detection: Evaluate massive data sets from multiple databases to identify defect trends. Perform deep-dive root cause analysis and translate findings into executive-level summary reports and dashboard presentations.
• QA Audit & Test Script Development: Design, execute, and maintain complex audit test scripts based on business requirements. Periodically conduct random loan sampling to measure procedural accuracy and compliance.
• Project Management & Cross-Functional Liaison: Act as the primary Quality contact for external departments. Take full ownership of ongoing QA initiatives-including timeline management, action items, and cross-functional meeting facilitation.
• Defect Remediation & Process Improvement: Own the defect management lifecycle. Monitor resolutions, implement corrective action plans, and leverage Lean Six Sigma tools to eliminate identified business process or training gaps.
• Team Training & Calibration: Onboard and train new team members on QA methodology and audit compliance. Validate their initial audit outputs, provide performance feedback, and re-instruct as necessary.
• Risk & Compliance Governance: Assess operational risk levels across different business units, ensuring all internal and customer processes strictly adhere to company compliance requirements.

Job Qualifications:

Annual Pay Range:

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 Opportunityemployer committed to attracting and retaining thebest-qualified people available, without regard torace, color, religion, national origin, gender, sexualorientation, gender identity, age, disability or statusas a veteran of the Armed Forces, or any other basisprotected by federal, state or local law. Cotalitymaintains a Drug-Free Workplace.

Cotality is fully committed to a work environment that embraces everyone's uniquecontributions, experiences and values. We offer anempowered work environment that encouragescreativity, initiative and professional growth andprovides a competitive salary and benefits package. We are better together when we support and recognize our differences.

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