Data Analyst - Correspondent

Freedom Mortgage; United States; On-site; USD 146,000 - 221,000; Full time

Job summary

Freedom Mortgage seeks a Data Analyst - Correspondent to provide data insights that support operational success. The role involves creating comprehensive reports and dashboards, collaborating with various internal teams to facilitate effective data-driven decision making. Candidates must have strong Excel and SQL skills along with a Bachelor's degree.

Qualifications

• Bachelor’s Degree from a Four (4) year College or University.
• Two (2) years of reporting analyst experience.
• Expert level skills in Microsoft Excel required.

Responsibilities

• Create and manage data extracts/reports/dashboards for Correspondent teams.
• Develop automations to enhance efficiency and productivity.
• Maintain knowledge of products and clients’ needs.

Skills

Microsoft Excel

SQL

VBA

PowerBI

Power Query M

DAX

Analytical skills

Organizational skills

Education

Bachelor’s Degree

Tools

Excel

PowerBI

SQL

VBA

Snowflake

Job description

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Summary:

The Data Analyst - Correspondent, using a variety of tools, will provide reports, dashboards, data extracts, and/or analysis of output to support organizational objectives and operations. This position requires a high level of coordination with the company’s Finance, IT, Operations, and Sales internal business partners. This position will work closely with all operational areas to facilitate accurate and reliable data insights to the Correspondent business channel and provide exceptional service to clients, Account Executives, and all FMC employees.

Essential Job Duties and Responsibilities:

• Create and manage data extracts/reports/dashboards, providing insights to Correspondent teams.
• Develop automations to existing business processes to increase efficiency and productivity of the department.
• Enhance relationships with clients by identifying their needs and expectations while providing accurate and timely responses.
• Maintain knowledge of products and services, as well as knowledge of the industry. Keeps abreast of current developments and market trends, to further identify and service the clients' needs.
• Comply with all company policies and procedures.
• Maintain regular and punctual attendance.
  
  

Other Job Duties and Responsibilities:

Performs other related duties as assigned.

Supervisory Responsibilities:

• This position is an individual contributor.
  
  

Qualifications:

To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

• Expert level skills in Microsoft Excel (Pivot Tables, Tables, Advanced Formulas, VLOOKUP, etc.)
• Experience with SQL, VBA, PowerBI required.
• Experience with Power Query M and DAX languages preferred
• Experience with Snowflake preferred.
• Excellent verbal and written skills.
• Very strong organizational, deductive reasoning and analytical skills.
• Ability to work well with all levels of management and in a team environment.
  
  

Education and/or Experience:

• Bachelor’s Degree from a Four (4) year College or University.
• Two (2) years of reporting analyst experience.
  
  

Certificates, Licenses, Registrations:

• None Required
  
  

Work Complexity:

Problems and issues faced are general, and may require understanding of broader set of issues but typically are not complex. May require familiarity with the financial/mortgage (or job-specific) industry. Problems require understanding of other job areas. Problems are typically solved through drawing from prior experiences, with analysis of the issue.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work is normally performed in a typical interior office work environment which does not subject the employee to any hazardous or unpleasant elements. The noise level in the work environment is usually moderate.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to sit and talk or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds.

Equal Employment Opportunity:

The company is committed to providing equal employment opportunities to all employees and applicants without regard to race, ethnicity, color, sex, marital status, sexual orientation, gender identity or expression, pregnancy, religion, national origin, age (40 and over), disability, military status, genetic information, or any other basis protected by applicable federal, state, or local laws.

Americans with Disabilities Act:

Applicants as well as employees who are or become disabled must be able to satisfactorily perform the essential job functions of the position either with or without reasonable accommodation. Applicants as well as employees are encouraged to meet with Human Resources as the organization shall review reasonable accommodations on a case-by-case basis in accordance with applicable law.

Job Responsibilities:

The statements reflect the general duties and responsibilities considered necessary to perform the essential functions of the job and should not be considered as an all-inclusive list of all the work requirements of the position. The company may change the specific job duties with or without prior notice based on the needs of the organization.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Information Technology

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