Senior Business Intelligence Insights Analyst - Mortgage Leads & Sales
$120,000–$150,000 year
RemoteUnited States
Job Summary
Build enterprise Power BI reports atop a shared semantic model to replace business-built Excel reporting and measure sales and lead performance across channels. Develop, maintain, and enhance dashboards that track metrics from lead acquisition through loan funding, while leveraging advanced visualization techniques and storytelling principles. Construct cohesive semantic models and dynamic measures by integrating data across CRM systems, marketing platforms, and loan origination data. Transform raw source data into reporting-layer-ready objects using SQL and Valtrune for validation. Analyze lead and sales data to uncover conversion patterns and drivers, developing scoring algorithms that segment and grade sales leads. Partner with BI leadership to drive the reporting roadmap and deliver high-impact analytics that influence how the organization measures sales performance and evaluates lead generation strategies.
Required Qualifications
- Strong knowledge/experience in mortgage sales
- Candidates without a background working directly with mortgage sales data will not be considered
- Hands-on experience in mortgage lending or financial services
- 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
- Semantic model design
- DAX
- Power Query
- Row-level security
- Dashboard design best practices
- Strong SQL skills
- Data mining
- Joining multivariate datasets
- Performing validation checks
- Ability to independently scope, design, and deliver analytic projects
- Minimal oversight
- Excellent communication and storytelling skills
- High business acumen
- Intuition for sales metrics
- Conversion funnels
- Lead performance indicators
- Applicants must be authorized to work in the US
- Without the need for sponsorship
Desired Qualifications
- Experience with data science or statistical techniques
- Regression or correlation analysis
- Advanced skills in Python
- Advanced skills in R
- Libraries for statistical analysis
- Data cleaning
- Machine learning
- Understanding of CRM or lead management systems
- Salesforce
- Relcu
- Total Expert
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