Senior Business Intelligence Insights Analyst - Mortgage Leads & Sales

Responsibilities

• Sales Reporting & Dashboard Development (50%): Build Enterprise Power BI reports atop a shared semantic model to replace business-built Excel reporting.
• Develop, maintain, and enhance Power BI dashboards that measure sales and lead performance across channels and segments.
• Leverage strong design and storytelling principles to ensure dashboards are clear, impactful, and actionable.
• Anticipate stakeholder needs and propose new reporting or metrics before being asked.
• Data Transformation, Curation, and Modeling (30%): Build cohesive and structurally sound semantic models and dynamic measures to support evolving sales metrics.
• Integrate data across CRM systems, marketing platforms, and loan origination data to create a unified view of the sales funnel.
• Transform raw source data into reporting-layer-ready objects, including the creation of synthetic keys derived from non-standardized attributes.
• Leverage Valtrune to complete full data and report validation.
• Performance Analysis & Insights (10%): Analyze lead and sales data to uncover trends, conversion patterns, and drivers of success.
• Develop statistical models to drive quantitative analysis of sales lead potential and performance.
• Provide proactive insights to sales and marketing leaders, highlighting key opportunities, risks, and performance outliers.
• Lead Intelligence & Modeling Support (10%): Develop scoring algorithms which segment and grade sales leads.
• Support the evaluation of model results and their interpretation within Power BI reporting.
• Use analytical curiosity to explore lead quality metrics and performance indicators.

Qualifications

• Hands-on experience in mortgage lending or financial services, with deep understanding of the sales funnel and lead management lifecycle.
• 5+ years of experience in an analytics, business intelligence, or data insights role.
• Proven success delivering actionable insights in a sales-focused environment, specifically within mortgage originations.
• Advanced proficiency in Power BI, including semantic model design, DAX, Power Query, row-level security, and dashboard design best practices.
• Strong SQL skills for data mining, joining multivariate datasets, and performing validation checks.
• Ability to independently scope, design, and deliver analytic projects with minimal oversight.
• Excellent communication and storytelling skills, able to translate data into meaning for non-technical stakeholders.
• High business acumen and intuition for sales metrics, conversion funnels, and lead performance indicators.