Mortgage Business Analyst
Old National Bank · Madison, WI · Yesterday
Analyst$70/hrFull-time
About the role
We are currently seeking a qualified Mortgage Business Analyst responsible for delivering analytical support to the Mortgage division, enabling effective pipeline management and data-driven decision-making. Collaborates with Mortgage Senior Leaders to develop and distribute key performance reports. Serves as the primary administrator for CRM systems, partnering with Marketing and other departments to optimize usage and integration.
Responsibilities
- Provide actionable insights to Mortgage Senior Leadership by mining and analyzing mortgage pipeline data and historical production/performance.
- Administer and analyze external data sources (e.g. Curinos, MBA) to benchmark ONB performance for effective leadership decisions.
- Centralize reporting responsibilities (ad hoc and scheduled) to streamline operations.
- Collaborate with leaders to maintain current and accurate staffing models based on volume forecasts, including Infosys.
- Serve as the internal administrator for the Mortgage CRM platform.
- Function as the liaison between Mortgage and other departments for the CRM platform and related campaigns and initiatives.
- Monitor CRM usage and provide performance optics to Mortgage Leadership.
- Lead future CRM enhancements including SalesForce integration.
- Support Leadership with administrative tasks and pipeline oversight.
- Manage distribution of mortgage inquiries from various channels (ONB internet, call center, etc.)
- Serve as the single point of distribution for key mortgage reporting (daily and monthly) to ensure timely and consistent reporting.
- Perform additional duties as assigned.
Key Competencies
- Data Analysis & Communication: Ability to extract, interpret and present data to support efficient and effective strategic decisions.
- Compelling Communication: Clearly and transparently shares insights and updates.
- Problem Solving and Decision Making: Evaluates the implications of new information or events and recommends sound solutions.
Qualifications
- Minimum 5 years of Mortgage industry experience.
- High School diploma required; Bachelor's degree preferred.
- Excellent organizational, prioritization and implementation skills.
- Strong verbal and written communication skills.
- Proficient in Microsoft Office and CRM platforms.
Pay
The salary range for this position is $51,700/Yr. - $101,500/Yr.