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Analyst – Data Business – (MEO 716B)

Kimberly Bounds


The Analyst, Data Business reporting directly to the VP of Special Projects, is responsible for gathering and processing the data, creating, and maintaining reports, while providing analytical support to drive business growth. The role involves leveraging thorough understanding of business processes and requirements, specifically in the context of creation and management of sales and marketing campaigns.

Essential Job Functions:

  • Analyze & report on the performance of key marketing metrics to gauge trends, benchmarks, and performance of sales and marketing campaigns.
  • Write and modify complex SQL queries, stored procedures, and views to support analytics initiatives.
  • Interpret business requirements and convert to SQL to extract, manipulate, and map key elements into final production campaign files.
  • Research and analyze internal systems and third-party source data to determine value for new process development or existing process enhancements.
  • Derive value by analyzing customer data and identifying marketing and sales opportunities.
  • Partner with internal and external customers in developing business analysis and reports.
  • Manages and maintains current report catalog including automating manual reports as well as improvements to existing reports.
  • Execute recurring / Ad hoc analysis and dashboards.
  • Creates and maintains documentation regarding all analysis and reporting.
  • Maintain regular and punctual attendance.

Other Related Duties: Performs other related duties as assigned.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required.

  • Strong working knowledge of Snowflake, Microsoft SQL Server, Oracle (or equivalent).
  • Proven analytical skills in data mining, data manipulation, report development and visualization,
  • Proficiency in initiating, establishing, and maintaining relationships with the business community.
  • Ability to transform data into a story.
  • Attention to details, ability to QC your own work.
  • Excellent written and verbal communication skills.
  • Proven ability to think creatively in complex situations.
  • Proficiency with Microsoft Office tools (Excel, PowerPoint, etc.).
  • Must be flexible and comfortable in a fast paced environment with shifting priorities, projects and timelines.
  • Prior project management experience, preferred.
  • Knowledge of the mortgage industry, preferred.

Education and/or Experience:

  • Bachelor’s degree or higher in Math, Data Science, Statistics, Information Systems, Computer Science or related analytical fields; Master’s Degree Preferred.
  • Two (2) to four (4) years of data analytics experience in financial services industry – preferably real estate, consumer finance or insurance.
  • Experience with BI report development tools such as Microsoft Power BI (preferred), Tableau, or similar.

Language Skills:

Strong written skill desired. Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or government regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Work Complexity:

Tasks are multiple and diverse with some interrelationship across processes. Work requires the direct application of a variety of procedures, policies and/or precedents. Responsible for making adjustments or recommended enhancements in systems and processes to solve problems or improve effectiveness of job area. Problems and issues faced are general and may require understanding of broader set of issues but typically are not complex. May require familiarity with the financial/mortgage (or job-specific) industry. Problems require understanding of other job areas. Problems are typically solved through drawing from prior experiences, with analysis of the issue.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  While performing the duties of this job, the employee is frequently required to sit and talk or hear.  The employee is occasionally required to stand; walk; use hands to finger, handle, or feel; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work is normally performed in a typical interior office work environment which does not subject the employee to any hazardous or unpleasant elements. The noise level in the work environment is usually moderate.

Equal Employment Opportunity:

This company is committed to providing equal employment opportunities to all employees and applicants without regard to race, ethnicity, color, sex, marital status, sexual orientation, gender identity or expression, pregnancy, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.

Americans with Disabilities Act:

Applicants as well as employees who are or become disabled must be able to satisfactorily perform the essential job functions of the position either with or without reasonable accommodation. Applicants as well as employees are encouraged to meet with Human Resources as the organization shall review reasonable accommodations on a case-by-case basis in accordance with applicable law.

Job Responsibilities:

The statements reflect the general duties and responsibilities considered necessary to perform the essential functions of the job and should not be considered as an all-inclusive list of all the work requirements of the position.

*** The above job descriptions and listed requirements can often change based on current Employer needs and new projects.  Your assigned job counselor will provide you with the most up-to-date job information.

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