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Business Intelligence Analyst-Mortgage Division

Business Intelligence Analyst-Mortgage Division

FundLoansCA, United States
27 days ago
Job description

No Recruiters Please

Job Overview

We are looking for a talented Business Intelligence Analyst who will be responsible for developing, implementing, and managing BI systems, such as Power BI or Tableau, to help FundLoans make data-driven decisions, with a focus on mortgage lending analytics and reporting. The ideal candidate will have a strong background in BI tools, mortgage lending processes,  deep knowledge of Encompass , and data analysis. You will work closely with our executive team, operations, sales, and accounting departments to design custom dashboards and reports, particularly related to mortgage lending performance, compliance, and loan data insights.

DUTIES AND RESPONSIBILITIES :

  • Develop and implement BI systems (Power BI, Tableau, etc.) that integrate with our Loan Origination System (Encompass), specifically focusing on mortgage lending data.
  • Leverage deep knowledge of Encompass to optimize data extraction, reporting, and system integration for mortgage lending analytics.
  • Design, build, and maintain interactive dashboards and reports to help teams access real-time, actionable data.
  • Analyze mortgage lending data to provide actionable insights, supporting strategic decision making across all departments; Include analysis on loan performance and underwriting production.
  • Gather needs and requirements from stakeholders and provide technical solutions by using BI tools.
  • Ensure data accuracy and integrity by managing and cleaning data from multiple sources.
  • Collaborate with IT and other teams to ensure smooth data integration, performance optimization, and security.
  • Create and deliver presentations to senior management summarizing key business insights and recommendations based on data trends.
  • Provide training and support to teams on using BI tools and dashboards to ensure proper adoption and utilization.
  • Stay updated on the latest BI trends and technologies, recommending improvements and innovations to our data strategy.
  • Performs other related duties as assigned by management.

REQUIRED SKILLS AND EXPERIENCE :

  • 3+ years of Experience working as an analyst in the mortgage industry required.
  • Deep understanding of mortgage operations, financial metrics, and loan origination systems (preferably  Encompass  with Data Connect).
  • Experience  working with BI platforms like  Power BI ,  Tableau , or similar tools, including system development, implementation, and management.
  • Expertise in  data visualization  techniques, including the ability to translate complex data into clear, actionable insights.
  • Strong proficiency in  data modeling, ETL (Extract, Transform, Load) processes , and database querying using  SQL .
  • Experience working with large datasets from multiple data sources.
  • Knowledge of key mortgage industry KPIs, metrics, and compliance regulations.
  • Demonstrated ability to develop and maintain  automated reports and real-time dashboards  that provide critical insights across departments.
  • Advanced skills in  Microsoft Excel  and familiarity with data visualization tools.
  • Familiarity with  API integrations  and data connectivity tools for pulling data from external sources like Encompass or other mortgage-specific platforms.
  • Strong  analytical thinking and problem-solving skills  with a results-oriented mindset.
  • Ability to work independently and as part of a collaborative, cross-functional team.
  • Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm.
  • Ability to effectively communicate with people at all levels and with various technical abilities.

    • Preferred Qualifications :

  • Experience with  DAX (Data Analysis Expressions)  in Power BI or similar languages in other BI tools.
  • Experience producing compliant HMDA and NMLS reporting highly preferred.
  • Non-QM Mortgage  experience is a strong plus
  • Bachelor’s degree in Data Analytics, Business Administration, Finance, Accounting or a related field.
  • Strong project management skills, with the ability to handle multiple projects and deadlines simultaneously.
  • Prior experience implementing BI tools from scratch in a corporate setting.
  • Knowledge of Python or other programming languages is a plus.
  • Certifications in  Power BI ,  Tableau , or other BI tools are a plus.

    • BANK SECRECY ACT REQUIREMENTS

    Responsible for adhering to the reporting and recordkeeping requirements of the Bank Secrecy Act and Anti-Money Laundering rules and regulations, observing economic sanctions by prohibiting transactions as specified by the Office of Foreign Asset Control (OFAC), following the bank's customer identification program (CIP) rules, observing all Bank policies and procedures relating to BSA, OFAC, CIP, and related acts, and participation in ongoing related training.

    WORK CONDITIONS

    Standard office environment with a moderate noise level.

    PHYSICAL DEMANDS

    While performing the duties of this job, the employee is :

  • Regularly required to talk or hear;
  • Required to sit or stand for long periods and reach with hands and arms;
  • Occasionally required to stand; walk;
  • Must be able to communicate with customer and co- workers verbally and in writing;
  • Able to read documents, computer screens, reports, other communications and can adjust focus and close vision.

    • FundLoans does not and shall not discriminate based on race, color, religion, gender, gender expression, age, national origin (ancestry), disability, marital status, sexual orientation, or military status, in any of its activities or operations. FundLoans is an equal employment opportunity employer. We support diversity for the benefit and advancement of our employees, products, and clients we serve.