Job Description
Compensation Range: $120,000 - $150,000
Location: US Based Remote
Strong knowledge/experience in mortgage sales is required. Candidates without a background working directly with mortgage sales data will not be considered.
We are seeking a Senior Business Intelligence Insights Analyst to join the Mortgage Business Intelligence & Analytics team, to own analytics and reporting efforts around mortgage sales and lead performance. This is a highly specialized senior-level role responsible for designing, developing, and interpreting reporting that enables sales and marketing leaders to understand performance at every stage of the customer journey—from lead acquisition and qualification through application, loan origination, and funding.
This role goes beyond a standard technical background and is ideal for a highly independent individual who thrives with ownership and minimal direction. The successful candidate is naturally curious, proactive, and comfortable identifying business questions, uncovering opportunities, inferring reporting needs, and delivering insights without waiting for requirements to be fully defined. They possess strong business acumen and a deep understanding of sales organizations, lead management, and conversion funnels, allowing them to connect data across the customer lifecycle and identify the factors that drive performance.
The ideal candidate has advanced expertise in Power BI and is capable of developing sophisticated reporting solutions that extend well beyond standard dashboards. This includes creating scalable semantic models, authoring complex DAX calculations, leveraging advanced visualization techniques, and delivering intuitive, high-performance reporting experiences tailored to unique business needs.
This is a highly visible individual contributor role with significant exposure to executive and sales leadership across the organization. You will partner closely with Business Intelligence leadership to ensure adherence to semantic model and data architecture standards while independently driving the reporting roadmap and delivering high-impact analytics at the pace required by the business. Your work will directly influence how the organization measures sales performance, evaluates lead generation strategies, and identifies opportunities to accelerate growth.
What you will be doing:
Sales Reporting & Dashboard Development (50%)
- Build Enterprise Power BI reports atop a shared semantic model to replace business-built Excel reporting
- Develop, maintain, and enhance Power BI dashboards that measure sales and lead performance across channels and segments
- Leverage strong design and storytelling principles to ensure dashboards are clear, impactful, and actionable
- Anticipate stakeholder needs and propose new reporting or metrics before being asked
Data Transformation, Curation, and Modeling (30%)
- Build cohesive and structurally sound semantic models and dynamic measures to support evolving sales metrics
- Integrate data across CRM systems, marketing platforms, and loan origination data to create a unified view of the sales funnel
- Transform raw source data into reporting-layer-ready objects, including the creation of synthetic keys derived from non-standardized attributes
- Directly define and transform data in SQL to normalize and architect a data structure prime for reporting
- Leverage Valtrune to complete full data and report validation
Performance Analysis & Insights (10%)
- Analyze lead and sales data to uncover trends, conversion patterns, and drivers of success
- Develop statistical models to drive quantitative analysis of sales lead potential and performance
- Provide proactive insights to sales and marketing leaders, highlighting key opportunities, risks, and performance outliers
Lead Intelligence & Modeling Support (10%)
- Develop scoring algorithms which segment and grade sales leads
- Support the evaluation of model results and their interpretation within Power BI reporting
- Use analytical curiosity to explore lead quality metrics and performance indicators
Qualifications
- Hands-on experience in mortgage lending or financial services, with deep understanding of the sales funnel and lead management lifecycle
- 5+ years of experience in an analytics, business intelligence, or data insights role
- Proven success delivering actionable insights in a sales-focused environment, specifically within mortgage originations
- Advanced proficiency in Power BI, including semantic model design, DAX, Power Query, row-level security, and dashboard design best practices
- Strong SQL skills for data mining, joining multivariate datasets, and performing validation checks
- Ability to independently scope, design, and deliver analytic projects with minimal oversight
- Excellent communication and storytelling skills, able to translate data into meaning for non-technical stakeholders
- High business acumen and intuition for sales metrics, conversion funnels, and lead performance indicators
Additional Preferred Skills
- Experience with data science or statistical techniques such as regression or correlation analysis
- Advanced skills in Python or R, including use of libraries for statistical analysis, data cleaning, and machine learning
- Understanding of CRM or lead management systems (Salesforce, Relcu, Total Expert, etc.)
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 time zones.
Applicants must be authorized to work in the US without the need for sponsorship.
Mutual of Omaha Mortgage is an Equal Opportunity Employer, and we encourage diverse, talented, qualified applicants to apply. We offer an extensive compensation package. Benefits include:
- Vacation — Vacation hours accrue on a per pay period basis. Balance maximums are based on years of service.
- Paid Sick Time — 40 hours of paid sick time after 90 days of employment. State sick time requirements will be added as needed.
- 9 Paid Holidays + 1 Cultural Celebration Day (Floating Holiday)
- Multiple PPO Medical Plans, as well as HDHP eligible plan.
- Dental Coverage
- Vision Coverage
- Company Paid Life Insurance
- 401K with a generous employer match
- Additional Benefits including – Optional Life, FSA, Pet Insurance etc.
- Free Legal Services
- Employee Loan Program
