Senior Business Intelligence Insights Analyst - Mortgage Leads & Sales

Compensation Range: $120,000 - $150,000

Location:

US Based Remote

Strong knowledge/experience in mortgage sales is required. Candidates without a background working directly with mortgage sales data will not be considered.

We are seeking a Senior Business Intelligence Insights Analyst
to join the Mortgage Business Intelligence & Analyticsteam,toownanalytics andreportingefforts around mortgage sales and lead performance.

This is a highly specialized senior-level role responsible for designing, developing, and interpreting reporting that enables sales and marketing leaders to understand performance at every stage of the customer journey—from lead acquisition and qualification through application, loan origination, and funding.

This rolegoes beyonda standardtechnicalbackgroundand isideal for a highly independentindividualwho thrives with ownership and minimal direction. 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. Theypossessstrong business acumen and a deep understanding of sales organizations, lead management, and conversion funnels, allowing them to connect data across the customer lifecycle andidentifythe 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.

This is a highly visibleindividual contributorrole with significant exposure to executive and sales leadership across the organization. You will partner closely with Business Intelligence leadership to ensure adherence to semantic model and data architecture standards while independently driving the reporting roadmap and delivering high-impact analytics at the pace required by the business. Your work will directly influence how the organization measures sales performance, evaluates lead generation strategies, andidentifiesopportunities to accelerate growth.

• Build Enterprise Power  BI reportsatop 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
• Leveragestrong designand storytelling principles to ensure dashboards are clear, impactful, and actionable
• Anticipate stakeholder needs and propose new reporting or metrics before being asked

• Buildcohesive and structurally soundsemantic 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 defineand transform data in SQL to normalize and architect a data structure prime for reporting
• Leverage Valtruneto 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

• 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 datainsightsrole
• Proven success delivering actionable insights in a sales-focused environment, specifically within mortgage originations
• Advancedproficiencyin 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…