Principal Business Insights Analyst- Mortgage

Description

The Principal Business Insights Analyst will play a crucial role in growing Centralized Sales at Citizens Home Mortgage, serving as a strategic partner to senior executives and leading a team of 2-3 analysts focused on shaping and executing our Centralized Sales growth agenda while also supporting day-to-day management of the Centralized Sales team.

This role will involve working closely with a broad range of partner groups (e.g. Data Science, Marketing, Sales, Finance, other Strategy and Analytics teams, etc.) to develop new lead opportunities, improve and optimize lead conversion rates, test marketing strategies, understand key performance trends, and support holistic, effective management of Centralized Sales.

Strong communication and storytelling skills, deep analytical expertise, and well-honed abstract problem-solving skills are a must. Prior experience with Sales strategy in Mortgage is strongly preferred.

Primary responsibilities include

Partner with cross-functional teams (e.g. Data Science, Marketing, Sales, Finance, other Strategy and Analytics teams, etc.) to drive growth of Centralized Sales via development, testing, and execution of new lead and marketing programs

Act as a trusted advisor to leadership in Centralized Sales, ensuring alignment with organizational objectives and supporting holistic management of the channel

Communicate complex analyses in a way that is understandable and actionable for non-technical audiences

Influence business decisions by delivering clear, concise recommendations backed by data

Lead a team of 2-3 analysts, promoting skill development and best practices.

Qualifications, Education, Certifications and / or Other Professional Credentials

7+ years of financial services experience in a strategy or analytics focused role with exposure to Centralized Sales strategy in Mortgage strongly preferred.

7+ years of relevant experience in a quantitative role. Experience with SQL required. Experience with SAS, R, Python, and / or Tableau are strongly preferred.

Ability to drive actionable outcomes from analytical insight and effectively communicate findings and recommendations to business leadership.

Exceptional problem-solving acumen with ability to think strategically.

Time Management - ability to prioritize competing assignments and thrive in a fast-paced results-oriented environment.

Strong written and verbal communication skills

Advanced use of MS Office Suite (Excel, PowerPoint)

Bachelors degree in Data Analytics, Computer Science or a similar Technical field.

Hours & Work Schedule

Hours per Week : 40

Work Schedule : 4 days in-office, 1 remote

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Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status / parenthood, medical condition, military or veteran status, national origin, pregnancy / childbirth / lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and / or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

Why Work for Us

At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth

Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

11 / 28 / 2025