Mortgage Business Analyst

Duties and Responsibilities

• Analyze large datasets to uncover performance insights, trends, and opportunities for optimization.
• Conducts root cause analysis with key stakeholders for effective problem solving.
• Design, implement, and refine business processes using analytical insights to achieve scalability and efficiency.
• Develop dashboards and reports that provide actionable insights to stakeholders throughout the value stream.
• Lead and facilitate events such as process mapping, value stream mapping, and problem-solving sessions.
• Develops and maintains key performance indicators and other metrics that align to operational, tactical, and strategic initiatives.
• Lead initiatives to integrate new analytical tools or methods into existing business processes, ensuring adoption and effectiveness.
• Facilitates and leads meetings or discussions with different stakeholders from various departments to gather requirements, validate data, discuss risk mitigation techniques, and implement solutions that align with organizational objectives.
• Maintains and communicates project plan progress, issues, and risks.
• Regularly review and adjust optimizations strategies based on performance metrics and feedback loops to foster a continuous improvement approach.
• Coach, educate, and train team members on new analytical tools, methodologies, and best practices for process optimization.

Qualifications

• Familiarity with data analysis tools such as SQL, Python, Tableau, or Power BI for extracting, analyzing, and visualizing data.
• Experience with developing governance documentation (Policies & Procedures, Charters, Scope Documents, Project Plans, Issue Logs, Status Reports, Risk Management Plans etc.).
• Advanced knowledge of Lean Six Sigma or other process optimization methodologies.
• Strategic Thinking - ability to align process improvements with business goals and KPIs.
• Project Management - Strong ability to manage projects involving both analytics and process optimization.
• Ability to conduct process audits to identify bottlenecks.
• Ability to effectively control and monitor outcomes of process changes to ensure sustained improvements.
• Ability to conduct work measurements through time study techniques (includes standardization of processes).
• Proficiency in documentation control of standard work, best practices, SOPs, and other important documents.
• Knowledge of loss mitigation, cashiering, bankruptcy and foreclosure, borrower contact strategies, and overall loan administration functions throughout the cycle of servicing of a loan is preferred.
• Ability to interact with all levels of the organization.
• Excellent attention to detail.
• Ability to multi-task and consistently meet multiple deadlines.
• Strong verbal and written communication skills.
• Ability to work in a team environment.
• Strong customer-service orientation.
• Ability to use good judgment.