Senior Analyst - Mortgage Market Intelligence & Channel Pricing Analytics

Truist; Charlotte (NC); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401k Plan

Vacation & Sick Leave

Paid Holidays

Job summary

Truist seeks a Senior Analyst - Mortgage Market Intelligence & Channel Pricing Analytics in Charlotte, NC to own data on loan production, pricing, and vendor subscriptions, and to build dashboards and reports driving informed decisions.

You will deliver descriptive and predictive analytics, competitive market intelligence, and pricing optimization, collaborating with cross-functional teams to support strategic initiatives.

Qualifications

• Bachelor’s degree in Computer Science, Business, Mathematics, or Information Technology-related field, or equivalent education and related training
• Five to ten years of experience in analysis and design
• Excellent verbal and written communication skills
• Analytical and creative problem solving to derive actionable insights from large datasets
• Ability to work independently or as part of a team
• Proficiency in Microsoft Office products
• Willingness to travel occasionally overnight
• Proficiency in SQL, R, or Python

Responsibilities

• Partner with senior business leaders to understand strategy and drive cross-functional outcomes
• Lead analysis of business needs, requirements documentation, and performance measurement for stakeholders
• Design solutions to complex business problems through analysis
• Maintain data sources and information systems supporting projects
• Measure client interactions to improve experience, digital adoption, and marketing segmentation with analytics tools
• Apply expertise to recommend actions to business leaders
• Serve as team leader for projects with moderate budgets or short-to-intermediate duration

Skills

SQL

R

Python

Communication

Teamwork

Education

Bachelor's degree (CS/Math/IT)

Master’s degree (Finance/Business/Economics/Stats)

Tools

SAS

Adobe Analytics

Excel

R

Python

Job description

Need Help?

Regular or Temporary:

Regular

Language Fluency:

English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

The Senior Analyst - Mortgage Market Intelligence & Channel Pricing Analytics supports mortgage production channels by owning and transforming loan production, pricing, and vendor subscription data into actionable insights. This role is responsible for developing and maintaining robust data repositories, dashboards, reports, presentations, and business metrics that enable regular business reviews and informed decision making across mortgage production channels. Serving as a subject matter expert, the Senior Analyst will provide guidance on mortgage loan production trends, pricing dynamics, and third party data sources. The role delivers descriptive and predictive analytics, competitive and market share intelligence, pricing and optimization analytics, and ad hoc deep dive analyses to support strategic and tactical business objectives. Additionally, this position partners with cross functional teams—including Line of Business, Risk Management, Financial Management, Loan Fulfillment, and Servicing—to support key initiatives and special projects.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

1. Partner with senior business leaders to understand business strategy and work in cross-functional teams to drive successful strategic outcomes.
2. Lead analysis of business and user needs, requirements documentation, performance measurement, and the interpretation of results for both internal and external stakeholders.
3. Lead analysis effort to gather, formulate, define, and design solutions to the most complex business problems.
4. Analyze, design, and maintain data sources in information systems in support of projects, information needs, and changing requirements.
5. Measure client interaction in order to improve client experience, digital adoption, and marketing segmentation using various analytics tools (SAS, Adobe Analytics, R, Python, etc.).
6. Apply subject-matter expertise, industry knowledge, and technical understanding to recommend actions to business leaders.
7. Act as team leader for projects with moderate budgets or of short-to-intermediate duration.

1. The annual base salary for this position is $74,660 - $110,000

QUALIFICATIONS

Required Qualifications:

1. Bachelor’s degree in Computer Science, Business, Mathematics, or Information Technology-related field, or equivalent education and related training
2. Five to ten years of experience in analysis and design
3. Excellent verbal and written communication skills
4. Exceptional analytical and creative problem solving skills - ability to generate actionable insight and recommendations from complex analytics and large datasets
5. Ability to work independently or as a member of a team
6. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
7. Ability to travel, occasionally overnight
8. Proficiency in SQL, R, or Python

Preferred Qualifications

1. Master’s degree in Finance, Business Administration, Economics or Statistics.
2. Experience in mortgage and/or consumer lending (home equity preferred), with background in product development, product management, pricing, risk or financial management, capital markets, and/or product and portfolio analytics within a banking or financial services environment.
3. Advanced working knowledge of SAS, SQL, and Microsoft Office suite (especially Excel).

OTHER JOB REQUIREMENTS / WORKING CONDITIONS

Visual / Audio / Speaking

Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone.

Manual Dexterity / Keyboarding

Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers.

Availability

Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need.

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:

All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

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