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Marketing Business Analyst

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The Senior Marketing Business Analyst reports directly to the Associate Director of Marketing Business Analytics and is responsible for gathering the necessary information and data to provide analysis for marketing needs. The Senior Analyst is responsible for developing complex reporting with an understanding of current business processes and metrics as they relate to the mortgage industry.

Essential Job Functions:

  • Analyze & report on the performance of key marketing metrics to gauge trends, benchmarks, and performance of Marketing Campaigns
  • Derive value by analyzing customer data and identifying marketing opportunities
  • Partner with internal customers including Call Center and finance colleagues in developing marketing analysis and reports
  • Execute recurring / Ad hoc direct marketing analysis and dashboards 
  • Creates and maintains documentation regarding all analysis and reporting
  • Plays a key role in educating the Business on reporting and analytics solutions
  • Manages and maintains current report catalog including automating manual reports as well as improvements to existing reports.
  • Manages reporting for additions, modifications or deletions to data and the reporting environment
  • Other duties may be assigned


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

  • Strong working knowledge of SAS, SQL and Oracle (or similar) relational databases
  • Experience with marketing analytics and database
  • Proven analytical skills in data mining, data manipulation, report development and visualization
  • 5+ years of Marketing Analytics or similar practical experience in financial services industry – preferably mortgage or credit card
  • Proficiency in initiating, establishing and maintaining relationships with the business community
  • Experience with BI report development tools such as Microsoft SQL Server Reporting Services (SSRS), Tableau, Business Objects, or other data visualization tools
  • Ability to transform data into a story
  • Attention to details, ability to QC your own work

Desired but not necessary:

  • Prior project management experience
  • Knowledge of the mortgage industry

Education and/or Experience:

  • Bachelor’s degree or higher in Economics, Finance, Computer Science or related analytical fields
  • Excellent written and verbal communication skills
  • Proven ability to think creatively in complex situations
  • Proficiency with Microsoft Office tools (Excel, PowerPoint, etc.)
  • Must be flexible and comfortable in a fast paced environment with shifting priorities, projects and timelines