Lending - Sales Strategy Support Analyst

Job Description

Turn insights into action and help shape sales performance. In this role, your analysis and reporting will help our Consumer Originations Sales teams make better, faster decisions.

As a Sales Strategy Support Analyst in Consumer Originations Sales
, you will provide analysis, reporting, and process support that helps us understand performance and improve outcomes. You will partner with sales leaders and support teams to translate business questions into analytical outputs that guide decisions and highlight opportunities. You will help us streamline reporting and improve how we track initiatives, coverage, and results. We work collaboratively, value clear communication, and rely on you to deliver accurate, timely insights.

• Develop analyses and tools that guide business results and sales performance decision-making
• Produce reporting and analysis, including strategy impact analysis, tracking, branch support, and coverage modeling
• Prepare ad hoc management reports and presentations that translate findings into clear actions
• Identify and elevate analytical issues promptly and lead resolution by recommending solutions
• Build and maintain relationships with sales management and support partners across levels
• Maintain complex reporting with an understanding of business processes and functions
• Provide actionable analysis that supports performance discussions and planning
• Document reporting processes and analytical tasks to support consistency and controls

• 2 years of experience in mortgage originations
• Advanced proficiency in Microsoft Office, including Excel, Outlook, PowerPoint, and Word
• Ability to create and maintain complex reporting and analytical outputs
• Strong written and verbal communication skills, including the ability to present analytical results clearly
• Ability to deliver high-quality work in a fast-paced, deadline-driven environment
• Ability to identify issues, elevate appropriately, and support resolution through analysis and recommendations
• Ability to partner effectively with sales management and support teams

• Experience in banking or financial services

We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs.

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Equal Opportunity Employer/Disability/Veterans