What are the responsibilities and job description for the Principal Business Insights Analyst- Mortgage position at Citizens?
Description
The Principal Business Insights Analyst will play a crucial role in growing Centralized Sales at Citizens Home Mortgage, serving as a strategic partner to senior executives and leading a team of 2-3 analysts focused on shaping and executing our Centralized Sales growth agenda while also supporting day-to-day management of the Centralized Sales team.
This role will involve working closely with a broad range of partner groups (e.g. Data Science, Marketing, Sales, Finance, other Strategy and Analytics teams, etc.) to develop new lead opportunities, improve and optimize lead conversion rates, test marketing strategies, understand key performance trends, and support holistic, effective management of Centralized Sales.
Strong communication and storytelling skills, deep analytical expertise, and well-honed abstract problem-solving skills are a must. Prior experience with Sales strategy in Mortgage is strongly preferred.
Primary Responsibilities Include
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for Us
At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Posting End Date: 09/30/2025
The Principal Business Insights Analyst will play a crucial role in growing Centralized Sales at Citizens Home Mortgage, serving as a strategic partner to senior executives and leading a team of 2-3 analysts focused on shaping and executing our Centralized Sales growth agenda while also supporting day-to-day management of the Centralized Sales team.
This role will involve working closely with a broad range of partner groups (e.g. Data Science, Marketing, Sales, Finance, other Strategy and Analytics teams, etc.) to develop new lead opportunities, improve and optimize lead conversion rates, test marketing strategies, understand key performance trends, and support holistic, effective management of Centralized Sales.
Strong communication and storytelling skills, deep analytical expertise, and well-honed abstract problem-solving skills are a must. Prior experience with Sales strategy in Mortgage is strongly preferred.
Primary Responsibilities Include
- Partner with cross-functional teams (e.g. Data Science, Marketing, Sales, Finance, other Strategy and Analytics teams, etc.) to drive growth of Centralized Sales via development, testing, and execution of new lead and marketing programs
- Act as a trusted advisor to leadership in Centralized Sales, ensuring alignment with organizational objectives and supporting holistic management of the channel
- Communicate complex analyses in a way that is understandable and actionable for non-technical audiences
- Influence business decisions by delivering clear, concise recommendations backed by data
- Lead a team of 2-3 analysts, promoting skill development and best practices.
- 7 years of financial services experience in a strategy or analytics focused role with exposure to Centralized Sales strategy in Mortgage strongly preferred.
- 7 years of relevant experience in a quantitative role. Experience with SQL required. Experience with SAS, R, Python, and/or Tableau are strongly preferred.
- Ability to drive actionable outcomes from analytical insight and effectively communicate findings and recommendations to business leadership.
- Exceptional problem-solving acumen with ability to think strategically.
- Time Management – ability to prioritize competing assignments and thrive in a fast-paced results-oriented environment.
- Strong written and verbal communication skills
- Advanced use of MS Office Suite (Excel, PowerPoint)
- Hours per Week: 40
- Work Schedule: 4 days in-office, 1 remote
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for Us
At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Posting End Date: 09/30/2025
