Job Description:
The Senior Data Analyst serves as a trusted partner to business and executive leadership by transforming complex mortgage, financial, and operational data into actionable insights. This role supports strategic decision-making through in-depth portfolio analysis, risk monitoring, performance measurement, forecasting, and data-driven recommendations that enhance the effectiveness of a large-scale mortgage finance and lending program.
How You'll Make an Impact:
Identify emerging trends, portfolio risks, and business opportunities through advanced analysis of mortgage performance and operational data, enabling proactive portfolio management and informed business decisions. Develop scalable analytical solutions, dashboards, and performance measurement frameworks that support strategic decision-making by senior leadership and key stakeholders. Deliver actionable insights and recommendations that improve portfolio performance, strengthen risk oversight, and drive business outcomes.
What You Can Expect
Mortgage Portfolio Analytics & Business Insights:
Lead the development of portfolio monitoring frameworks and perform advanced analyses to assess production volume, credit performance, operational effectiveness, loan quality, and emerging risks across a large mortgage portfolio. Analyze large, complex mortgage, financial, and operational datasets to identify trends, evaluate portfolio performance, assess risk exposures, and support strategic initiatives. Conduct ad hoc and exploratory analyses to address evolving business questions and provide actionable recommendations to leadership.
Reporting & Visualization:
Design and maintain executive-level dashboards, scorecards, and visualizations that communicate complex analytical findings in a clear and compelling manner.
Develop reporting solutions that provide timely visibility into portfolio performance, operational metrics, customer and partner activity, and key risk indicators.
Present analytical findings and recommendations to senior management and stakeholders, translating technical results into meaningful business insights.
Data Management & Automation:
Develop automated data analyses, reporting solutions, and analytical workflows that improve efficiency, scalability, and data reliability.
Extract, transform, validate, and analyze data from multiple internal and external sources to support business, financial, and regulatory reporting.
Establish and maintain data quality standards, validation controls, and governance practices to ensure the accuracy, consistency, and integrity of analytical outputs.
Identify opportunities to leverage emerging technologies, advanced analytics, artificial intelligence, and automation to enhance business processes and decision-support capabilities.
Leadership & Collaboration:
Collaborate with cross-functional teams including Risk, Finance, Business Intelligence, Data Management, Customer Success, and Operations to address business needs and improve processes.
Foster a collaborative, data-driven culture by sharing knowledge and promoting analytical best practices with junior analysts and interns.
Stay current on mortgage industry developments, housing finance trends, regulatory changes, analytical methodologies, and emerging technologies.
What You'll Bring:
Bachelor's degree in Data Science, Business Analytics, Economics, Finance, Statistics, Mathematics, Computer Science, or a related quantitative field.4+ years of experience in data analytics, business intelligence, financial analysis, or a related analytical discipline.
Direct experience analyzing mortgage portfolios, mortgage-backed securities, consumer lending portfolios, housing finance programs, or other credit-related financial products strongly preferred.
Strong analytical, quantitative, and problem-solving capabilities with exceptional attention to detail.
Experience translating large, complex datasets into actionable business insights and recommendations.
Strong business acumen with the ability to connect analytical work to organizational objectives and strategic priorities.
Intellectual curiosity with a desire to understand underlying business drivers and root causes.
Advanced SQL skills, including experience querying, transforming, validating, and analyzing large datasets in a professional business environment.
Advanced dashboarding and data visualization skills, including experience with Tableau, Power BI, or similar business intelligence tools.
Experience using analytical and statistical programming tools such as Python, R, SAS, or similar platforms preferred.
Familiarity with advanced analytics, artificial intelligence, machine learning, or process automation techniques preferred.
Advanced proficiency in Microsoft Excel, PowerPoint, and Word.
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