Senior Analyst, Mortgage Analytics | Sage Home Loans

About the role

Sage Home Loans Corporation is a digital mortgage lender on a mission to revolutionize the industry by making mortgage simple. We are seeking a Senior Analyst, Mortgage Analytics to join our dynamic team.

Responsibilities

• Lead and mentor a small team of 1–3 analysts, fostering a culture of accountability, coachability, and continuous improvement.
• Translate complex data into actionable insights that drive growth strategies and decision-making processes.
• Manage both day-to-day and strategic operations, including formulating, designing, implementing, and executing strategic initiatives for Sage.
• Identify growth opportunities by leveraging data analysis skills to size opportunities and forecast potential avenues for business impact.
• Own communication streams with key stakeholders, communicating performance trends, testing ideas, partnership launches, and larger initiatives.
• Build and maintain analytical infrastructure that helps us move fast, measure everything, and scale what works.
• Champion an agentic, AI-first approach to analytics, identifying opportunities to deploy AI tools and automated workflows.
• Own and evolve recapture reporting, tracking returning borrower opportunities and providing the business with the visibility it needs.
• Partner deeply with Marketing, Finance, Operations, Sales, and Executive Planning to surface the right data at the right time and drive smarter decisions.

Requirements

• 5+ years of experience in a highly quantitative and analytical environment.
• 3-5+ years of mortgage or real estate industry experience, with a deep understanding of mortgage sales, lending, and/or real estate transaction processes.
• Advanced Excel, SQL, and Python experience required; experience with SSAS or other database/analysis packages strongly preferred.
• Experience with sales software (CRMs, telephony platforms, etc.).

Qualifications

• Comfort working in an agentic workplace, leveraging AI tools to work faster and smarter.
• Mortgage industry experience or a deep understanding of mortgage sales and processes preferred.
• An ownership mindset — treating the business like your own.
• Passion for working in a fast-paced, often-changing environment, solving new problems, and learning new skills every day.
• Proactive self-starter with strong organizational skills and the ability to manage competing deadlines and priorities.
• Strong communicator who can work across multiple functions and teams, translating technical findings into clear narratives for any audience.
• A growth mindset and strong sense of self-awareness — committed to getting better every day and welcoming feedback.

Skills

• Advanced Excel, SQL, and Python skills.
• Experience with sales software (CRMs, telephony platforms, etc.).
• Leverage AI tools to work faster and smarter.
• Deep understanding of mortgage sales and processes.
• Ownership mindset and passion for a fast-paced, changing environment.
• Strong communication and collaboration skills.

Benefits

• Health Insurance Coverage (medical, dental, and vision)
• Life Insurance
• Short and Long-Term Disability Insurance
• Flexible Spending Accounts
• Holiday Pay
• 401(k) with match
• Employee Assistance Program
• Paid Parental Bonding Benefit Program
• Flexible Paid Time Off (PTO)

Pay

Total Cash Compensation Range: $100,000 – $140,000 per year

Schedule

This role requires a hybrid schedule and will be based in our South Charlotte, NC Headquarters (Tuesday through Thursday) and work fully remotely on Mondays and Fridays each week.