Compensation Range: $120,000 - $150,000
Location: US Based Remote
Strong knowledge/experience in mortgage sales is required. Candidates without a background working directly with mortgage sales data will not be considered.
We are seeking a Senior Business Intelligence Insights Analyst to join the Mortgage Business Intelligence & Analytics team, to own analytics and reporting efforts around mortgage sales and lead performance. This is a highly specialized senior-level role responsible for designing, developing, and interpreting reporting that enables sales and marketing leaders to understand performance at every stage of the customer journey—from lead acquisition and qualification through application, loan origination, and funding.
This role goes beyond a standard technical background and is ideal for a highly independent individual who thrives with ownership and minimal direction. The successful candidate is naturally curious, proactive, and comfortable identifying business questions, uncovering opportunities, inferring reporting needs, and delivering insights without waiting for requirements to be fully defined. They possess strong business acumen and a deep understanding of sales organizations, lead management, and conversion funnels, allowing them to connect data across the customer lifecycle and identify the factors that drive performance.
The ideal candidate has advanced expertise in Power BI and is capable of developing sophisticated reporting solutions that extend well beyond standard dashboards. This includes creating scalable semantic models, authoring complex DAX calculations, leveraging advanced visualization techniques, and delivering intuitive, high-performance reporting experiences tailored to unique business needs.
This is a highly visible individual contributor role with significant exposure to executive and sales leadership across the organization. You will partner closely with Business Intelligence leadership to ensure adherence to semantic model and data architecture standards while independently driving the reporting roadmap and delivering high-impact analytics at the pace required by the business. Your work will directly influence how the organization measures sales performance, evaluates lead generation strategies, and identifies opportunities to accelerate growth.
What you will be doing:
Sales Reporting & Dashboard Development (50%)
- Build Enterprise Power BI reports atop a shared semantic model to replace business-built Excel reporting
- Develop, maintain, and enhance Power BI dashboards that measure sales and lead performance across channels and segments
- Leverage strong design and storytelling principles to ensure dashboards are clear, impactful, and actionable
- Anticipate stakeholder needs and propose new reporting or metrics before being asked
Data Transformation, Curation, and Modeling (30%)
- Build cohesive and structurally sound semantic models and dynamic measures to support evolving sales metrics
- Integrate data across CRM systems, marketing platforms, and loan origination data to create a unified view of the sales funnel
- Transform raw source data into reporting-layer-ready objects, including the creation of synthetic keys derived from non-standardized attributes
- Directly define and transform data in SQL to normalize and architect a data structure prime for reporting
- Leverage Valtrune to complete full data and report validation
Performance Analysis & Insights (10%)
- Analyze lead and sales data to uncover trends, conversion patterns, and drivers of success
- Develop statistical models to drive quantitative analysis of sales lead potential and performance
- Provide proactive insights to sales and marketing leaders, highlighting key opportunities, risks, and performance outliers
Lead Intelligence & Modeling Support (10%)
- Develop scoring algorithms which segment and grade sales leads
- Support the evaluation of model results and their interpretation within Power BI reporting
- Use analytical curiosity to explore lead quality metrics and performance indicators
Qualifications
- Hands-on experience in mortgage lending or financial services, with deep understanding of the sales funnel and lead management lifecycle
- 5+ years of experience in an analytics, business intelligence, or data insights role
- Proven success delivering actionable insights in a sales-focused environment, specifically within mortgage originations
- Advanced proficiency in Power BI, including semantic model design, DAX, Power Query, row-level security, and dashboard design best practices
- Strong SQL skills for data mining, joining multivariate datasets, and performing validation checks
- Ability to independently scope, design, and deliver analytic projects with minimal oversight
- Excellent communication and storytelling skills, able to translate data into meaning for non-technical stakeholders
- High business acumen and intuition for sales metrics, conversion funnels, and lead performance indicators
Additional Preferred Skills
- Experience with data science or statistical techniques such as regression or correlation analysis
- Advanced skills in Python or R, including use of libraries for statistical analysis, data cleaning, and machine learning
- Understanding of CRM or lead management systems (Salesforce, Relcu, Total Expert, etc.)
This opportunity is fully remote with the option to work from our offices in San Diego, CA, Irvine, CA, or Omaha, NE for those who prefer an office environment. You will be joining a dynamic, fully remote team which is distributed across time zones.
Applicants must be authorized to work in the US without the need for sponsorship.
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
Skills Required
- Strong knowledge and hands-on experience in mortgage sales and mortgage lending data
- 5+ years experience in analytics, business intelligence, or data insights role
- Proven success delivering actionable insights in a sales-focused environment, specifically mortgage originations
- Advanced proficiency in Power BI including semantic model design, DAX, Power Query, row-level security, and dashboard design best practices
- Strong SQL skills for data mining, joining multivariate datasets, and performing validation checks
- Ability to independently scope, design, and deliver analytic projects with minimal oversight
- Excellent communication and storytelling skills for non-technical stakeholders
- High business acumen and intuition for sales metrics, conversion funnels, and lead performance indicators
- Experience using Valtrune for data and report validation
- Authorized to work in the US without sponsorship
- Experience with data science or statistical techniques (regression, correlation analysis)
- Advanced skills in Python or R for statistical analysis and machine learning
- Understanding of CRM or lead management systems (Salesforce, Relcu, Total Expert)
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
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.
