Business Insight Analyst

Business Insight Analyst

Location:
Hybrid - Irvine, CA

Job Type: Contract to Full Time

Mutual of Omaha is a Fortune 300 Company. Mutual of Omaha Mortgage is inspired by hometown values and a commitment to being responsible and caring for each other. We exist for the benefit of our customers and employees.

Mutual of Omaha Mortgage is a full-service lending company offering both Forward and Reverse Mortgage products including a complete line of residential mortgage, refinancing, specialty, and HECM loans. We employ a knowledgeable staff of experienced Loan Officers with an operations team that is second to none. If you are interested in joining a team that promotes from within and works together toward a common goal of helping customers with their mortgage needs, please review and apply for our opening below!

Mutual of Omaha Mortgage is seeking a data-driven and detail-oriented Business Insight Analyst to support data analysis and strategic decision-making within the reverse mortgage services sector. In this role, you will work closely with the VP/ SVP of Marketing—to deliver actionable insights, identify trends, and support initiatives that drive operational efficiency and customer satisfaction.

You will play a key role in transforming raw data into meaningful intelligence to improve forecasting, risk management, and revenue optimization in a highly regulated, fast-paced industry.

• Analyze mortgage pipeline data, loan performance, and financial trends to support strategic initiatives.
• Build and maintain dashboards and reports to track key performance indicators (KPIs) across lending, marketing , servicing, and customer experience.
• Partner with stakeholders to identify pain points, operational bottlenecks, and areas for revenue or efficiency gains.
• Monitor and report on campaign performance and market trends (e.g., interest rate changes, borrower behavior, prepayment risk).
• Support regulatory and compliance reporting by ensuring accuracy and integrity of data.
• Develop predictive models and scenario analyses for delinquency, risk, behavior, and loan trends.
• Translate complex data into clear business recommendations through written reports and visual presentations.

• Bachelor’s degree in Finance, Economics, Data Science, Statistics, Business, or related field.
• 2–4 years of experience in an analytics or business intelligence role, preferably in mortgage lending, banking, or financial services.
• Strong SQL skills and experience with relational databases (e.g., MS SQL Server, Snowflake)
• Proficiency with data visualization tools (e.g., Power BI, Tableau) to create dashboards and reports.
• Strong analytical thinking and ability to translate data into actionable business insights.
• Excellent communication and presentation skills for both technical and non-technical stakeholders.
• Understanding of mortgage lifecycle stages (origination, underwriting, servicing) and financial regulations impacting the industry.

• Experience with statistical programming languages (e.g., Python, R).
• Familiarity with LOS (Loan Origination Systems) such as Encompass & Quantum Reverse.
• Familiarity with regulatory requirements (e.g., HMDA, TRID, FCRA).
• Familiarity with secondary market dynamics and investor guidelines (e.g., Fannie Mae, Freddie Mac, Ginnie Mae).

The hourly rate for this position is $70 per hour.

Mutual of Omaha Mortgage is an Equal Opportunity Employer, and we encourage diverse, talented, qualified applicants to apply.