Salary
💰 $78,000 - $90,000 per year
About the role
- Analyze internal and external data and conduct market, customer and competitive analysis to identify growth opportunities, assess trends and inform strategic decisions
- Coordinate organization of and drive the analysis of Voice of the Customer data to develop recommendations for initiatives that enhance the customer experience
- Support the development of value propositions, go-to-market strategies, and customer experience enhancements through insights on products, services, customer segments and emerging technologies
- Translate complex data into clear, actionable insights and recommendations for business leaders
- Develop and maintain dashboards, models, and reporting tools to track key performance indicators related to customer acquisition, retention, and product performance.
- Collaborate with Growth, Originations and Servicing teams to design and evaluate initiatives aimed at improving customer experience and engagement.
Requirements
- Bachelor’s or Master’s degree
- Mortgage Industry experience
- 5+ years of experience in a strategy or customer experience role, capital markets, product development or marketing within the mortgage industry with a good understanding of secondary markets, loan origination and servicing processes and products.
- Working knowledge of mortgage economics and ability to navigate and develop a basic mortgage profitability model
- Proven experience conducting data projects with business-facing deliverables.
- Experience with data visualization tools (e.g., Power BI, Tableau, MicroStrategy) and financial modeling
- Strong analytical and problem-solving skills with the ability to synthesize complex data into clear insights.
- Excellent communication and storytelling skills; able to influence decisions through data
- Self-starter with strong project ownership, initiative, and follow-through
- Comfortable working both independently and collaboratively in a team environment
- Proficient in Microsoft Office Suite (Excel, PowerPoint, etc.)