What are the responsibilities and job description for the Business Operations Consultant position at Oakhurst Advisors?
Job Overview
The Business Operations Consultant supports the day-to-day operational effectiveness of a real estate finance platform by helping gather business requirements, improve processes, support system buildouts, and maintain clear documentation across the organization. This role sits at the intersection of operations, technology, and business teams and plays a key role in ensuring workflows, data, and systems operate efficiently as the business scales.
This position offers hands-on exposure to the full lifecycle of real estate finance transactions while developing valuable skills in operations, systems, and process improvement. It is well-suited for someone looking to grow into senior operations and/or systems roles.
Responsibilities
- Gather and document business requirements from operations, credit, finance, legal, and technology teams for system enhancements, workflow tools, and reporting
- Develop dashboards, reports, and presentations for management
- Assist with process & system documentation, improvements, and internal controls
- Help coordinate cross-functional initiatives between departments
- Support implementation, configuration, and enhancement of internal systems (loan management systems, CRMs, reporting tools)
- Perform user acceptance testing (UAT) and validate changes prior to deployment
- Troubleshoot operational and system issues, escalating as appropriate
- Draft & maintain process & system documentation, SOPs, workflows, and business rules
- Analyze operational & loan data to support management reporting and decision-making
- Support data integrity initiatives across systems and reporting outputs
- Help monitor and support execution of operational workflows
Required Qualifications
- Bachelor’s degree in Finance, Real Estate, Business, STEM, or a related field
- Advanced Excel skills & strong analytical, documentation and communication abilities
Preferred Qualifications
- 1–3 years of experience in operations, business analysis, real estate, or financial services
- Experience with SQL, Power BI, Tableau, or similar tools
- Exposure to loan origination systems (LOS), CRMs, or workflow tools
Job Types: Full-time, Contract, Temp-to-hire
Pay: $65,000.00 - $80,000.00 per year
Work Location: Hybrid remote in Los Angeles, CA 90067
Salary : $65,000 - $80,000