Key skills
SQLTableauAnalyticsBIPower BISalesforceProject Management
About this role
Role Overview
- Analyze end-to-end operational data to identify performance trends, inefficiencies, risks, and improvement opportunities
- Conduct structured research and process reviews
- Support transformation initiatives
- Develop and refine new or existing processes
- Create and maintain operational reports, dashboards, and documentation
- Ensure cross-departmental consistency and scalability
- Design and execute data collection strategies
- Prepare, clean, and transform large datasets
- Organize and facilitate collaborative discussions
- Proactively identify opportunities in processes
- Assessment of operational failure to determine preventative measures
- Provide front-line support for internal operational applications
Requirements
- 5+ years of professional experience in process improvement, analytics, and/or reporting
- Experience in analyzing data and making strong recommendations based on findings for process improvements
- Strong analytical and problem-solving skills
- Strong project management skills
- Experience with prioritizing tasks with shifting deadlines
- Salesforce Administration training and/or experience
- Six Sigma methodology training
- Experience in Tableau, SharePoint, Excel, SSMS, SQL, Power Automate, PowerPoint, Visio, and Power BI
- Experience in the fields of insurance and mortgage servicing highly preferred
- Bachelor's degree
Tech Stack
- SQL
- Tableau
Benefits
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Professional development opportunities