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Marketing Performance Analyst - Campaign ROI & Revenue Attribution

Job in Irvine, Orange County, California, 92713, USA
Listing for: Mutual of Omaha Mortgage
Full Time position
Listed on 2026-06-26
Job specializations:
  • Finance & Banking
    Financial Analyst
Job Description & How to Apply Below

Job Title:
Marketing Performance Analyst — Campaign ROI & Revenue Attribution

Location: CA
- Irvine

Job Type: Contract-to-Hire

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!

Overview

Mutualof Omaha Mortgage isseekinga motivated and analytically sharp

Marketing Performance Analyst to join our Marketing department. In this mid-level role, you will serve as the financial backbone of our marketing organization—owning campaign ROI measurement, revenue attribution modeling, andspendefficiency analysis across our full portfolio of mortgage marketing programs.

Reporting to the SVP/EVP of Marketing, you will build the frameworks and reporting infrastructure that connect marketing investment to funded loan volume and revenue outcomes. Your work will directly inform budget allocation decisions, channel strategy, and executive-level marketing performance reviews.

This role requires a blend of financial acumen, analytical curiosity, and the ability to communicate complex findings clearly to both marketing and finance leadership in a regulated mortgage environment.

Key Responsibilities:

Campaign ROI & Revenue Attribution
  • Develop and maintain multi-touch attribution models that connect marketing spend across paid search, direct mail, digital, and referral channels to funded loan volume and net revenue.
  • Calculate and report campaign-level ROI, cost-per-funded-loan, cost-per-lead, and other key efficiency metrics on a recurring and ad hoc basis.
  • Partner with Marketing and Sales teams to define attribution logic, data sources, and measurement standards for new and existing campaigns.
  • Conduct post-campaign financial analyses to assess actual vs. projected ROI and surface learnings that inform future investment decisions.
  • Model the revenue impact of proposed marketing initiatives, channel shifts, or budget reallocations prior to execution.
Financial Planning & Budget Management
  • Support monthly, quarterly, and annual marketing budget planning, tracking actuals versus plan and flagging variances with recommended corrective actions.
  • Build and maintain financial models and forecasts for marketing spend, lead generation volume, and pipeline contribution by channel and product line.
  • Coordinate with the Finance department to ensure marketing expenses are accurately recorded, accrued, and reconciled in accordance with company accounting standards.
  • Prepare executive-ready financial summaries and dashboards for marketing leadership and senior stakeholders.
Data Analysis & Reporting
  • Analyze loan pipeline data, origination trends, and marketing-attributed production to measure the financial contribution of marketing programs.
  • Maintain and improve reporting infrastructure, including dashboards and automated reports that surface campaign financial performance in near real‑time.
  • Identify trends, anomalies, and opportunities in marketing spend and revenue data, translating findings into clear business recommendations.
  • Ensure the accuracy and integrity of all financial data used in marketing reporting, maintaining documentation and audit trails in support of compliance requirements.
Qualifications:

Required:
  • Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, or related field.
  • 2–5 years of experience in financial analysis, marketing finance, or revenue analytics, preferably within mortgage lending, banking, or financial services.
  • Demonstrated ability to build multi-touch attribution models or marketing ROI frameworks in a financial services or lending context.
  • Advan…
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