Mortgage Sales Insights Analyst

Summary

Join our dynamic team as a Mortgage Sales Insights Analyst and contribute to driving value for our primary organizational goals by leveraging statistical and qualitative analysis, data synthesis, and presentation. This fully remote role offers opportunities to work with sales leaders across the company and support analytics projects aligned with team and organizational goals.

Requirements

• 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
• Experience conducting research studies and A/B testing, including documentation, execution, and data gathering
• 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
• Mortgage experience required
• Statistical analysis and modeling experience required
• 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 effectively build effective data visualizations and reports

Responsibilities

• 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: Effectively distill data into understandable and summary 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