Mortgage Sales Insights Analyst

Mortgage Sales Insights Analyst 
 
Compensation Range: $75,000 - $95,000 

Location: US Based Remote 

Mortgage sales experience required. Candidates without a mortgage sales background will not be considered. 
 
The Mortgage Business Intelligence & Analytics team oversees all activities and functions involved with the company’s Business Intelligence platform, giving mortgage company business leaders access to reliable, actionable data to better manage and understand the business and drive company growth. 
 
We are seeking an experienced Insights Analyst with Mortgage Sales experience to grow our team’s analytic capabilities. The initial focus of this role will be on our sales funnel, using statistical and observational analysis to identify the most effective sales leads and methods to increase our conversion rates, and improve our operational efficiency. This will initially entail working with our sales leaders and stakeholders to establish core reporting needed for day-to-day business management, which will also serve as a baseline of current sales funnel performance. Success in this role will be measured through quantifying direct impact of analysis and insights delivered. 
 
This opportunity is fully remote with the option to work from our offices in San Diego, CA, Irvine, CA, or Omaha, NE for those who prefer an office environment. You will be joining a dynamic, fully remote team which is distributed across pacific and central time zones and supporting our business across all US time zones. 
 
This will be a highly visible role which will be key in driving value for our primary organizational goals, with exposure to sales leaders across the company, and our CFO. Responsibilities will continue to expand, with opportunities to support analytics projects aligned with team and organizational goals. 


Duties include: 

Statistical & Qualitative Analysis 

• Propose and establish core hypotheses 

• Leverage raw data, existing reporting, and internal knowledge to conduct initial analysis 

• Develop statistical models to identify relevant variables impacting sales 

Data Synthesis & Presentation 

• Infer context and logic through a combination business knowledge and data exploration 

• Ability to transform, validate, and reconcile raw data sources through a combination of SQL Server mining, Power BI reporting, and standard Excel comparisons 

• Effectively distill data into understandable, summarized results 

• Create strong data visualizations 

• Deliver findings and insights to upper management and stakeholders using storytelling techniques 

• Propose actionable recommendations on product and process 

Planning & Execution 

• Create pilot plans for recommendations including documentation, identifying test groups, and establishing time frames 

• Engage with stakeholders throughout the pilots as needed 

• Conduct A/B testing, identifying control groups to measure against 

Reporting & Measurement 

• Create standard reporting to establish baseline of existing sales funnel performance 

• Develop relevant reporting to track performance of pilots and processes, as well as supporting the business 

• Properly establish metrics to measure success and identify additional opportunities 

Team Support 

• Help grow team capabilities through best practices, skill sharing, and collaboration 

• Support other team functions such as operational reporting, regulatory reporting, and data development, as needed 

Qualifications

• Knowledge and experience in mortgage sales and originations required 

• 3-5 years’ experience in an analytics role such as decision science, data science, analytic insights, or similar 

• BS in a quantitative discipline such as statistics, computer science, decision science, or similar, or equivalent professional experience 

• Comprehension of core structured data and data warehouse concepts 

• Ability to work with a variety of personalities, including senior level management, and effectively use data to drive actionable recommendations 

• Strong knowledge and understanding of entire sales funnel, from lead generation to closing 

• Statistical analysis and modeling experience required 

 
Required Skills 

• Expert level understanding of MS SQL and datamining techniques using multivariate datasets 

• Proficient with analytics programming language such as Python or R 

• Understanding of a major Business Intelligence platform including connecting to data sources, data transformation, data visualization, and data interaction. Power BI strongly preferred. 

• Strong written and verbal communication skills including ability to build effective data visualizations and reports 

We are unable to sponsor or take over sponsorship for this role.