Mutual of Omaha Mortgage · 1 month ago
Senior BI Insights Analyst
United States
Full-time
Remote
Mid, Senior Level
$95K/yr - $130K/yr
5+ years expMutual of Omaha Mortgage is seeking a Senior Business Intelligence Insights Analyst to lead analytics and reporting efforts around mortgage sales and lead performance. This role involves designing and interpreting reports that help sales and marketing leaders understand opportunities from lead acquisition through funded loans.
BankingFinanceFinancial ServicesMortgage
No H1B
Responsibilities
Directly define and transform CRM data in SQL to normalize and architect a data structure prime for 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
Integrate data across CRM systems, marketing platforms, and loan origination data to create a unified view of the sales funnel
Build semantic models and dynamic measures to support evolving sales metrics
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
Develop hypotheses about what’s influencing conversion and pipeline health, validating findings with data
Present findings through narrative storytelling and visualization, not just data points
Serve as the primary analytics partner for sales and marketing leadership, owning requests end-to-end
Operate with minimal direction — from requirement gathering through delivery and communication of insights
Anticipate stakeholder needs and propose new reporting or metrics before being asked
Provide strategic guidance on what should be measured and how, helping define KPIs that drive meaningful outcomes
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
Qualification
Required
Strong knowledge/experience in mortgage sales is required. Candidates without a background working directly with mortgage sales data will not be considered
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
Preferred
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.)
Benefits
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
Company
Mutual of Omaha Mortgage
Mutual of Omaha Mortgage specializes in sales, training, marketing and mortgage advisory services.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Torrey Larsen
Executive Vice President
Recent News
2025-10-07
2025-10-04
Company data provided by crunchbase