Senior Business Intelligence Insights Analyst - Mortgage Leads & Sales

Mutual of Omaha Mortgage is seeking a Senior Business Intelligence Insights Analyst to join their Mortgage Business Intelligence & Analytics team. This role is responsible for owning analytics and reporting efforts around mortgage sales and lead performance, providing insights to enhance sales strategies and drive growth.

Responsibilities:

• 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
• 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
• Directly define and transform data in SQL to normalize and architect a data structure prime for reporting
• Leverage Valtrune to complete full data and report validation
• 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
• 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

Requirements:

• Strong knowledge/experience in mortgage sales is required
• 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
• Experience with data science or statistical techniques such as regression or correlation analysis
• Advanced skills in Python or R, including use of libraries for statistical analysis, data cleaning, and machine learning
• Understanding of CRM or lead management systems (Salesforce, Relcu, Total Expert, etc.)