Business Insight Analyst
Location: Onsite CA- Irvine
Job Type: 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 salary range for this position is $90,000-$120,000 annually.
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
Mutual of Omaha Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Mutual of Omaha and has not been reviewed or approved by Mutual of Omaha.
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Retirement Support — Retirement support is positioned as a standout, with a dollar-for-dollar 401(k) match up to 6% plus an additional employer retirement contribution. Immediate vesting on the match strengthens the perceived reliability of this component of total rewards.
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Flexible Benefits — Flexible work arrangements are framed as a meaningful part of the total rewards proposition, with work-from-home flexibility and company-provided equipment commonly highlighted. This flexibility can increase the perceived value of compensation even when base pay is not described as top-of-market.
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Fair & Transparent Compensation — Compensation is characterized as generally competitive rather than exceptional, with stronger alignment in certain corporate tracks such as engineering, data, and actuarial roles. Role-by-role benchmarking is repeatedly emphasized, indicating pay outcomes are viewed as dependent on job family, level, and location.
Mutual of Omaha Insights
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What We Do
Founded in 1909, Mutual of Omaha is a highly-rated, Fortune 300 organization offering a variety of insurance and financial products for individuals, businesses and groups throughout the United States. As a mutual company, Mutual of Omaha is owned by its policyholders and committed to providing outstanding service to its customers. For more information about Mutual of Omaha, visit www.mutualofomaha.com. Mission: Our mission we help our customers protect what they care about and achieve their financial goals. Vision: For every customer a financial future imagined, planned, and secured. Values: 1. We exist for our customers 2. We act with integrity 3. We are innovative 4. We are accountable for results 5. Together we achieve greatness. Registered Representatives offer securities through Mutual of Omaha Investor Services, Inc., FINRA (www.finra.org)/ SIPC (www.sipc.org). Investment Advisor Representatives offer advisory services through Mutual of Omaha Investor Services, Inc. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business. Home Office Address: 3300 Mutual of Omaha Plaza, Omaha, NE 68175. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experiences. Any links to third-party websites and resources are provided solely as a convenience to you and not as an endorsement of the content. We make no representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party. Insurance products and services are offered by Mutual of Omaha Insurance Company or one of its affiliates. Mutual of Omaha Insurance Company is licensed nationwide. Each underwriting company is responsible for its own contractual and financial obligations.
