Mortgage Sales Insights Analyst

Summary

Join our dynamic, fully remote team as a Mortgage Sales Insights Analyst and leverage your expertise to drive company growth. You will play a key role in analyzing sales funnel data, identifying effective sales leads and methods, and improving conversion rates. This role requires a strong background in mortgage sales and analytics, with experience in statistical modeling and data visualization. You will collaborate with sales leaders and stakeholders to develop core reporting and deliver actionable recommendations. The position offers a competitive salary, remote work flexibility, and opportunities for professional growth. Success will be measured by quantifying the direct impact of your analysis and insights.

Requirements

• 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
• 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

Responsibilities

• 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

Benefits

• 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
• $75,000 - $95,000