Mortgage Analytics & CRM Lead

Old National Bank; Madison (WI); On-site; USD 51,700 - 101,500; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401K

Continuing education opportunities

Employee assistance program

Job summary

Old National Bank is seeking a Mortgage Business Analyst to deliver analytical support for the Mortgage division, enabling pipeline management and data-driven decisions. You will partner with senior leaders to develop key performance reports and serve as the CRM administrator, coordinating with Marketing and other departments to optimize usage and integration.

The role involves providing insights from mortgage data, benchmarking performance with external sources, and maintaining accurate

Qualifications

• Minimum 5 years of Mortgage industry experience.
• High School diploma required; Bachelor's degree preferred.
• Excellent organizational, prioritization and implementation skills.
• Strong verbal and written communication skills.
• Proficient in Microsoft Office and CRM platforms.

Responsibilities

• Provide actionable insights to Mortgage Senior Leadership by mining and analyzing mortgage pipeline data.
• Administer and analyze external data sources (e.g. Curinos, MBA) to benchmark ONB performance for effective leadership decisions.
• Centralize reporting responsibilities (ad hoc and scheduled) to streamline operations.
• Collaborate with leaders to maintain current and accurate staffing models based on volume forecasts, including Infosys.
• Serve as the internal administrator for the Mortgage CRM platform.
• Lead future CRM enhancements including Salesforce integration.
• Support Leadership with administrative tasks and pipeline oversight.
• Manage distribution of mortgage inquiries from various channels (ONB internet, call center, etc.).
• Serve as the single point of distribution for key mortgage reporting (daily and monthly) to ensure timely and consistent reporting.

Skills

Data Analysis

Communication

Problem Solving

Education

High School Diploma

Bachelor's Degree Preferred

Tools

Microsoft Office

CRM platforms

Job description

Old National Bank is seeking a Mortgage Business Analyst to deliver analytical support for the Mortgage division, enabling pipeline management and data-driven decisions. You will partner with senior leaders to develop key performance reports and serve as the CRM administrator, coordinating with Marketing and other departments to optimize usage and integration.

The role involves providing insights from mortgage data, benchmarking performance with external sources, and maintaining accurate