Mortgage Analytics & CRM Lead

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

Job summary

Old National Bank in Nashville is seeking a Mortgage Business Analyst to provide analytical support for pipeline management and data-driven decision-making. You will collaborate with Mortgage Senior Leaders to develop and distribute key performance reports and serve as the CRM systems administrator.

This role requires at least 5 years in mortgage, strong data skills, and proficiency with Microsoft Office and CRM platforms; the team emphasizes collaboration, inclusion, and a values-driven culture.

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 and historical production/performance.
• 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.
• Function as the liaison between Mortgage and other departments for the CRM platform and related campaigns and initiatives.
• Monitor CRM usage and provide performance optics to Mortgage Leadership.
• 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

CRM platforms

Salesforce

Job description

Old National Bank in Nashville is seeking a Mortgage Business Analyst to provide analytical support for pipeline management and data-driven decision-making. You will collaborate with Mortgage Senior Leaders to develop and distribute key performance reports and serve as the CRM systems administrator.

This role requires at least 5 years in mortgage, strong data skills, and proficiency with Microsoft Office and CRM platforms; the team emphasizes collaboration, inclusion, and a values-driven culture.