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.
Key Responsibilities:
- 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.
Qualifications:
Required:- 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.
Preferred:
- 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. We offer an extensive compensation package. Benefits include:
- Vacation — Vacation hours accrue on a per pay period basis. Balance maximums are based on years of service.
- Paid Sick Time — 40 hours of paid sick time after 90 days of employment. State sick time requirements will be added as needed.
- 9 Paid Holidays + 1 Cultural Celebration Day (Floating Holiday)
- Multiple PPO Medical Plans, as well as HDHP eligible plan.
- Dental Coverage
- Vision Coverage
- Company Paid Life Insurance
- 401K with a generous employer match
- Additional Benefits including – Optional Life, FSA, Pet Insurance etc.
- Free Legal Services
- Employee Loan Program
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