Business Insight Analyst

Robert Half Technology is partnering with a leading financial services organization to hire a Business Insight Analyst who will drive data-backed decision-making across lending, operations, and marketing. This is an exciting opportunity for a data-driven professional who thrives in fast-paced, highly regulated industries and enjoys transforming complex datasets into clear strategic insights. If you excel in SQL, BI tools, forecasting, and cross-functional analytics, this role offers tremendous visibility and impact.

Responsibilities

• Analyze lending pipeline data, financial performance, customer behavior, and operational metrics to support strategic and revenue-driven initiatives.
• Build and maintain Power BI/Tableau dashboards that track KPIs across lending, marketing, customer experience, and servicing functions.
• Partner with leadership to uncover inefficiencies, identify revenue opportunities, and support continuous process improvement.
• Monitor and interpret market trends—including interest rate fluctuations, borrower patterns, and prepayment risk.
• Assist with regulatory and compliance reporting while ensuring accuracy, data integrity, and audit readiness.
• Develop predictive models and scenario analyses related to delinquency, risk, customer behavior, and financial trends.
• Present insights through clear reports, visualizations, and executive-level presentations.

Required Qualifications

• Bachelor’s degree in Finance, Economics, Data Science, Statistics, Business, or related field.
• 2–4 years in analytics, business intelligence, or financial data analysis (mortgage, banking, or financial services preferred).
• Strong SQL experience across relational databases (MS SQL Server, Snowflake, etc.).
• Hands-on experience with Power BI or Tableau for dashboards and data visualization.
• Strong analytical reasoning and the ability to turn data into action.
• Excellent communication skills for technical and non-technical audiences.
• Knowledge of the mortgage lifecycle (origination, underwriting, servicing) and industry regulations.

Preferred Qualifications

• Experience with Python or R for statistical modeling and automation.
• Familiarity with LOS platforms such as Encompass or Quantum Reverse.
• Understanding of regulatory frameworks (HMDA, TRID, FCRA).
• Awareness of secondary market standards (Fannie Mae, Freddie Mac, Ginnie Mae).

Work Modality & Compensation

• Hybrid – Irvine, CA
• Full-time
• Salary: $115K–$135K
• Comprehensive benefits available through Robert Half Technology

If you are passionate about leveraging data to drive strategy within a dynamic financial environment, we want to hear from you! Apply today through Robert Half Technology and take the next step in your analytics career.