Sr. Business Intelligence (BI) Data Analyst

Sr. Business Intelligence (BI) Data Analyst

Join to apply for the Sr. Business Intelligence (BI) Data Analyst role at Oceanview Life and Annuity

Sr. Business Intelligence (BI) Data Analyst

Join to apply for the Sr. Business Intelligence (BI) Data Analyst role at Oceanview Life and Annuity

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Overview

The Senior Business Intelligence (BI) Data Analyst is responsible for developing, publishing, and maintaining a comprehensive catalog of key performance indicators (KPIs) and reports across functional areas of the mortgage business. This includes building and validating metrics, integrating datasets, monitoring data quality, analyzing data, and interpreting results to provide actionable insights that drive business value. The role offers high visibility and cross-functional collaboration across all departments within the Consumer Direct (CD) and Third-Party Originations (TPO) channels. The ideal candidate brings a strong analytical mindset, excellent communication skills, and deep expertise in mortgage banking.

Overview

The Senior Business Intelligence (BI) Data Analyst is responsible for developing, publishing, and maintaining a comprehensive catalog of key performance indicators (KPIs) and reports across functional areas of the mortgage business. This includes building and validating metrics, integrating datasets, monitoring data quality, analyzing data, and interpreting results to provide actionable insights that drive business value. The role offers high visibility and cross-functional collaboration across all departments within the Consumer Direct (CD) and Third-Party Originations (TPO) channels. The ideal candidate brings a strong analytical mindset, excellent communication skills, and deep expertise in mortgage banking.

This 100% remote role offers a competitive salary range of $100,000 to $115,000, an annual bonus, medical benefits starting on day one, and a company-matched 401(k).

Responsibilities

• Gather and analyze data from multiple systems to identify trends, opportunities, and areas for improvement within the sales and marketing departments.
• Drive data-informed decision-making by designing dashboards, building out key performance indicators (KPIs), and developing self-service tools to empower internal teams.
• Collaborate with business units across CD and TPO channels to define reporting needs, optimize data usage, and provide actionable recommendations that enhance business strategies.
• Partner with leadership to develop reports that track risk, operational performance, compliance, and customer satisfaction, supporting overall business success.
• Extracting, transforming, and loading data from various sources to create cohesive datasets in Power BI.
• Design dashboards and write code to translate reporting requirements into technical solutions using SQL and Power BI.
• Oversee and manage tickets within Lakeviews Originations and Correspondents reporting pipeline, ensuring timely and accurate completion.
• Research and analyze key business requirements needed for report requests to translate into analytical solutions.
• Conduct ad-hoc analyses to support business initiatives and address specific inquiries from stakeholders.
• Ensure data integrity and report accuracy by conducting regular quality checks, troubleshooting discrepancies, and validating data across systems.
• Act as the subject matter expert on mortgage reporting tools, methodologies, and industry best practices
• Provide guidance and education to other Business Intelligence Analysts as necessary.
• Other duties as assigned.

Qualifications

Lakeview is an Equal Employment Opportunity employer. All aspects of consideration for employment and employment with the Company are governed on the basis of merit, competence and qualifications without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, or any other category protected by federal, state, or local law.

Seniority level

Seniority level

Mid-Senior level

Employment type

Employment type

Full-time

Job function

Job function

Business Development and Sales

Industries

Insurance

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