Reporting Analyst III

City National Bank; San Francisco (CA); On-site; USD 87,000 - 139,000; Full time

Benefits offered by this job

Healthcare coverage

401(k) matching

Tuition reimbursement

Time away benefits

Career mobility support

Resource groups

Job summary

City National Bank is seeking a Reporting Analyst III for US Mortgage Banking to partner with the reporting manager and leadership to identify initiatives, analyze trends, and drive growth through data-driven solutions. You will develop dashboards, monitor KPIs, and present data to management, managing multiple projects end-to-end.

The role requires 5+ years of SAS/SQL experience, 3+ years in mortgage, and strong BI/tool proficiency, with opportunities to influence reporting standards and

Qualifications

• Bachelor's degree or equivalent.
• 5+ years of experience with SAS or SQL or similar data management/reporting tool or as a Business Analyst.
• Minimum 3 years in the Mortgage Industry.

Responsibilities

• Data analytics and modeling; establish baseline metrics and KPIs.
• Establish and maintain dashboards, regional reports, and executive review documents.
• Monitor KPI metrics, develop new metrics, identify correlations and root causes.
• Design and build visualization dashboards for scalable decision-making.
• Perform regular system audits to ensure accurate reporting of data/metrics.
• Support quarterly, annual planning activities.
• Develop methodologies and reports for data analysis and presentation.
• Act as SME for BI tools and train team members.
• Prepare presentations for internal audiences.
• Invent new ways to measure program effectiveness and productivity.

Skills

SAS/SQL

Mortgage industry

BI tools

Data analysis

KPI analysis

Education

Bachelor's Degree or equivalent

Tools

MS SQL

MS Office (Excel/Word/PowerPoint)

Job description

REPORTING ANALYST III- US Mortgage Banking

WHAT IS THE OPPORTUNITY?

Partners with reporting manager and respective Line of Business (LOB) management to identify, prioritize, track and execute strategic initiatives. Provides analysis on key trends and proposes business solutions related to processes, efficiencies and staffing. Focus on providing value-added analysis and recommendations to support business growth. Responsibilities include developing and tracking of key statistical information and performance metrics, organizing and presenting data to management and managing multiple projects end to end.

WHAT WILL YOU DO?

• Data Analytics and modeling; establish baseline metrics and analytics, collaborate with Business Operations and the leadership team to track and report all key performance indicators against annual, quarterly and monthly goals.
• Establish and maintain management dashboards, regional reports, and executive review documents that will drive business outcomes.
• Monitor existing KPI metrics, developing new metrics, identity correlations and root causes
• Design and build visualization dashboards to accelerate information-to-action at scale
• Performing regular system audits to ensure complete and accurate reporting of data/metrics
• Support quarterly, annual planning activities
• Develop programs, methodologies, and reports for analyzing and presenting data
• Act as a SME for BI tools as well as delivering training to team members on the usage of these tools
• Contribute and prepare presentations for internal audiences
• Invent new ways to define and measure program effectiveness and organizational productivity

WHAT DO YOU NEEDED TO SUCCEED?

Required Qualifications*

• Bachelor's Degree or equivalent
• Minimum 5 years of experience with SAS or SQL, or other data management, reporting and query tool or as a Business Analyst
• Minimum 3 years in the Mortgage Industry

Additional Qualifications

• Capacity to work independently with little to no supervision
• Experience in the financial services industry is a plus
• Demonstrated ability to translate business requirements into solutions utilizing a customer-friendly approach
• Demonstrated ability to direct initiatives with successful results
• MS SQL and other related Business Intelligence tools
• Excellent verbal and written communication skills
• Demonstrated ability to manage multiple projects and priorities and work in a fast paced environment required
• Strong leadership and organizational skills
• Ability to work independently, as well as in a team environment
• Proficiency with Microsoft Office software, including Word, Excel, Access, PowerPoint, etc
• Previous experience with reporting tools preferred
• Previous experience with Mortgage, Consumer, or Commercial sales origination platforms/systems preferred

WHAT'S IN IT FOR YOU?

Compensation

Starting base salary: $87,027 - $138,965 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.

Benefits and Perks

At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:

• Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
• Generous 401(k) company matching contribution
• Career Development through Tuition Reimbursement and other internal upskilling and training resources
• Valued Time Away benefits including vacation, sick and volunteer time
• Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
• Career Mobility support from a dedicated recruitment team
• Colleague Resource Groups to support networking and community engagement

Get a more detailed look at our Benefits and Perks.

ABOUT US

Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.

INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT

City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.

Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.