Senior Business Intelligence Insights Analyst - Mortgage Leads & Sales

Mutual of Omaha Mortgage is seeking a Senior Business Intelligence Insights Analyst to lead analytics and reporting for mortgage sales and lead performance. The role involves building advanced Power BI reporting, integrating and modeling data across CRM, marketing, and loan origination systems, analyzing sales funnels, and delivering insights and lead-scoring support to sales and marketing leaders.

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
• Candidates without a background working directly with mortgage sales data will not be considered
• The successful candidate is naturally curious, proactive, and comfortable identifying business questions, uncovering opportunities, inferring reporting needs, and delivering insights without waiting for requirements to be fully defined
• They possess strong business acumen and a deep understanding of sales organizations, lead management, and conversion funnels, allowing them to connect data across the customer lifecycle and identify the factors that drive performance
• The ideal candidate has advanced expertise in Power BI and is capable of developing sophisticated reporting solutions that extend well beyond standard dashboards
• This includes creating scalable semantic models, authoring complex DAX calculations, leveraging advanced visualization techniques, and delivering intuitive, high-performance reporting experiences tailored to unique business needs
• 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
• Applicants must be authorized to work in the US without the need for sponsorship
• 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.)