SR BI DATA ANALYST

Overview

The Senior Business Intelligence Data Analyst is responsible for the development, publication, and maintenance of a catalog of business KPI metrics and reports related to residential mortgage loans, including building and validating metrics, combining datasets, monitoring data quality, analyzing data, providing reports. interpreting results and providing insights to improve the value of the business. This position will have a high level of exposure to the sales and marketing team while working closely with data related to call center, lead generation, marketing campaigns, lead conversion and sales performance. The Senior BI Data Analyst will possess a strong analytical mindset, exceptional communication skills, and a deep understanding of mortgage banking.

The role can take advantage of Lakeview’s offices in Coral Gables, FL hybrid or fully-remote anywhere in the United States.

Responsibilities

Gather and analyze data from various sources to identify trends, opportunities, and areas for improvement within the sales and marketing departments.Manage data-driven decision-making processes and support the implementation of BI tools.Collaborate and partner with cross-functional teams, provide recommendations, and contribute to the enhancement of business strategies.Work closely with Sr. Leaders in Sales and Marketing to develop reports to track and monitor the success of the business. Examples of reports would be marketing campaigns, recapture metrics, and MLO performance.Extracting, transforming, and loading data from various sources to create cohesive datasets in PowerBI.Writing code and designing dashboards for report requestors using SQL and PowerBI.Oversee and manage tickets within Lakeview’s Originations and Correspondents report pipeline, and complete in a timely manner.Research and analyze key business requirements needed for report requests to translate into analytical solutions.Conduct ad-hoc analyses to support business initiatives and address specific inquiries from stakeholders.Maintain data integrity and ensure accuracy of reports by performing regular quality checks and data validation.Act as a subject matter expert on reporting tools and methodologies.Provide guidance and education to other Business Intelligence Analysts as necessary.Other duties as assigned.

Qualifications

Bachelor’s degree in Computer Science, Finance, Business Administration, Mathematics, Business Intelligence, or related field.

Minimum of 5 years of experience in business intelligence, analytics, or related field. Preferably with a focus on sales and marketing within the mortgage banking industryStrong knowledge of SQL, DAX and PowerQuery.Proficient in using MS Excel, PowerBI, Snowflake, and SSMS.Strong analytical skills.Experience working with large datasets and data warehousing concepts.Excellent communication and presentation skills, with the ability to effectively communicate findings to both technical and non-technical audiences.Ability to interact and communicate with stakeholders, particularly executives or senior leaders.Ability to work independently and manage multiple priorities in a fast-paced environment.

Certifications, Licenses, and/or Registration

N/A

Physical Demands and Work Environment

While performing the duties of this job, the employee is regularly required to sit and use hands to handle, touch or feel objects, tools, or controls. The employee frequently is required to talk and hear. The noise level in the work environment is usually moderate. The employee is occasionally required to stand; walk; reach with hands and arms. The employee is rarely required to stoop, kneel, crouch, or crawl. The employee must regularly lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, color vision, and the ability to adjust focus.

EEOC

Bayview is an Equal Employment Opportunity employer. All aspects of consideration for employment and employment with the Company are governed on the basis of merit, competence and qualifications without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, or any other category protected by federal, state, or local law.