Mortgage Business Intelligence Analyst
Company: PenFed Credit Union
Location: San Antonio
Posted on: April 9, 2021
Are you looking to take your career from good to great? As an
employee of PenFed, every day is an opportunity to thrive, and be
part of a team working to ensure our organization is providing
world class service to our members, employees, and our communities.
We exist to help our members realize their full potential, educate
and encourage their dreams, and make every effort to follow our
mission and help our members "do better." Joining PenFed is more
than being an employee; it's about being a part of the PenFed
family. PenFed is hiring a Mortgage Business Intelligence Analyst
at one of our following locations: San Antonio, Texas; and McLean,
Virginia This position is responsible for reporting/dashboard
creation, business data analysis, and management of the Tableau
Server. The incumbent will employ extensive experience with SQL,
data visualization tools, and large data sets.The position will be
responsible for designing, developing, and ensuring maintenance of
departmental reports and dashboards. The incumbent will work
cross-departmentally with end users to understand business
requirements and functional specifications. This position will
envision and create analytical solutions to questions raised by the
business area. Responsibilities Reasonable accommodations may be
made to enable individuals with disabilities to perform the
essential functions. This is not intended to be an all-inclusive
list of job duties and the position will perform other duties as
- Create, upgrade and maintain departmental dashboards, ad hoc,
and scheduled reports for the Mortgage department while ensuring
that they are distributed in a timely manner.
- Develop Tableau dashboards for all levels of the Mortgage
business area: operational, management and executive level
reporting. Uses experience and judgment to call out key trends,
emerging opportunities or risks in the business process.
- Provide technical support, training and assistance to
departmental and outside personnel for the various systems used to
monitor department programs.
- Work with Home Loans units to develop reports to monitor
business performance and ad-hoc analysis to provide insight to
operational efficiency and profitability.
- Develop and use models and analytical techniques to help
identify specific areas to gain production efficiencies or enhance
- Keep informed of new ideas and academic research within the
industry, best practices, and regulatory developments through
publications, membership in professional organizations and contact
with other financial institutions.
- Interpret and explain statistical models for production
forecasting, custom risk/performance scorecards with guidance,
including but not limited to compiling data, sampling/prepping
data, feature selection, model comparison/selection and
- Monitor the reporting function and product and procedural
changes within the department to ensure that product information
and loan criteria are current.
- Maintain current knowledge of changes in federal and state
regulations concerning real estate-related lending and changes in
guidelines initiated by the National Credit Union Association
(NCUA) and other Federal and state government agencies.
Qualifications Equivalent combination of education and experience
- Bachelor's degree in Economics, Business, Finance, Data
Analytics, Mathematics or Computer Science or related field is
- Minimum of three (3) years of related work experience
- Experience using data to illustrate business performance,
options and risks with the ability to develop materials for all
levels of the company, from operational to C-level audiences is
- Excellent verbal and written communications skills
- Applied experience with Business Intelligence/Data
Visualization tools (e.g. Tableau). Experience with Tableau Server
environments is recommended.
- Working knowledge of SQL databases required. Advanced ability
working with large data sets, databases and combining data from
various data sources to generate reports and analytics.
- Expert level Microsoft Excel skills and experience
- Experience with statistical analysis and modeling (e.g.
regressions, decision trees, clustering).
- Experience with any combination of SAS, R, and Python.
- Preferred experience in mortgage originations/servicing,
specifically Encompass.Supervisory ResponsibilityThis position will
not supervise employees. Licenses and CertificationsThere are no
additional certifications required. Work EnvironmentWhile
performing the duties of this job, the employee is regularly
exposed to an indoor office setting with moderate noise.
TravelAbility to travel to various worksites and be on-call is
required. Special Message Regarding COVID 19PenFed is continuing to
hire and train exceptional individuals to help us serve our 2
million members both here and around the world. In light of the
current situation with novel coronavirus (COVID-19), we have
modified our hiring, onboarding, training, and deployment protocols
in order to comply with current local and state guidance around
social distancing. About Us Established in 1935, PenFed today is
one of the country's strongest and most stable financial
institutions with over 2 million members and over $26 billion in
assets. We serve members in all 50 states and the District of
Columbia, as well as in Guam, Puerto Rico and Okinawa. We are
federally insured by NCUA and we are an Equal Housing Lender. We
are available to members worldwide, via the web, seven days a week,
twenty-four hours a day. We provide our employees with a lucrative
benefits package including robust medical, dental and vision plan
options, plenty of paid time off, 401k with employer match, on-site
fitness facilities at our larger locations, and more. Equal
Employment OpportunityPenFed management will maintain and observe
personnel policies which will not discriminate or permit harassment
or retaliation against a person because of race, color, creed, age,
sex, gender, gender identity, gender expression, religion, national
origin, ancestry, marital status, military or veteran status or
obligation, the presence of a physical and/or mental disability or
medical condition, genetic information, sexual orientation, and all
statuses protected by applicable state or local law in all
recruiting, hiring, training, compensation, overtime, position
classifications, work assignments, facilities, promotions,
transfers, employee treatment, and in all other terms and
conditions of employment. PenFed will also prohibit retaliation
against individuals for raising a complaint of discrimination or
harassment or participating in an investigation of same. PenFed
will also reasonably accommodate qualified individuals with a
disability so that they can apply for a job or perform the
essential functions of a job unless doing so causes a direct threat
to these individuals or others in the workplace and the threat
cannot be eliminated by reasonable accommodation or if the
accommodation creates an undue hardship to PenFed. Contact human
resources (HR) with any questions or requests for accommodation at
Keywords: PenFed Credit Union, San Antonio , Mortgage Business Intelligence Analyst, Professions , San Antonio, Texas
Didn't find what you're looking for? Search again!