Guild Mortgage Company, closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving the home owner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry.
Position Summary
The Manager, Mortgage Reporting & Data Analytics is responsible for leading the development, delivery, and ongoing enhancement of business intelligence, operational reporting, and executive-level analytics supporting mortgage banking operations.
Compensation
This role is an exempt position with a targeted salary range of $120,369.00 to $180,483.75 annually.
Compensation at Guild is influenced by a wide array of factors including but not limited to local and federal minimum wage requirements, education, level of experience, and applicant’s geographical location.
Essential Functions
- Reporting & Business Intelligence:
- Lead the design, development, maintenance, and enhancement of recurring and ad hoc operational, management, and executive reporting; develop and maintain Power BI dashboards, scorecards, and analytical reporting solutions;
- write and maintain SQL queries to extract, combine, validate, and analyze data from multiple systems and databases;
- provide technical and analytical guidance to team members; develop reporting with summarized performance metrics and loan-level detail; create automated and repeatable reporting processes;
- develop exception reporting and monitoring; establish reporting standards and validation/reconciliation controls;
- maintain documentation of data sources, calculations, reporting logic, assumptions, business rules, and report definitions.
- Data Analysis & Executive Reporting:
- Analyze large and complex mortgage datasets; conduct analysis across region, branch, channel, product, loan type, investor, agency, servicer, disposition, and other characteristics;
- investigate unusual results and data inconsistencies;
- perform and oversee reconciliations across systems and reports; develop and maintain KPIs and measurements;
- translate analytical findings into meaningful conclusions for senior and executive management;
- prepare executive-level reporting;
- identify meaningful trends and distinguish systemic issues;
- develop clear data visualizations;
- present findings and recommendations; support complex and time-sensitive analytical requests
- Team Leadership & Development:
- Manage, coach, and develop team members; establish priorities; assign and oversee projects; review deliverables; establish standards and best practices; develop team capabilities; provide feedback and performance management; promote cross-training and documentation; evaluate team capacity and recommend resources or changes; participate in recruiting/interviewing/onboarding; build a scalable reporting and analytics function.
- Reporting Strategy & Governance:
- Partner with leadership to establish priorities and high-value metrics;
- maintain consistent definitions for key metrics and methodologies;
- identify opportunities to consolidate redundant reporting;
- evaluate and recommend automation/standardization/controls;
- establish ownership/documentation/governance;
- balance recurring/ad hoc/longer-term needs; develop a reporting roadmap;
- partner with technology and data teams to improve data availability, reliability, and infrastructure.
- Mortgage Business Support:
- Apply mortgage industry expertise in reporting and interpretation; partner with stakeholders on processes and requirements;
- support reporting across Originations, Production Operations, Secondary Marketing, Capital Markets, Closing, Post-Closing, Loan Delivery, Investor Relations, and Servicing;
- analyze requirements tied to new products/investors/systems/processes/regulations; evaluate business reasonableness; support analysis of investor performance, loan salability, delivery exceptions, operational performance, and post-closing issues
Qualifications
- Bachelors degree in Business, Finance, Accounting, Economics, Information Systems, Data Analytics, Computer Science, or a related field preferred. Equivalent combination of relevant mortgage industry experience, technical expertise, leadership experience, and education may be considered.
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Minimum 10 years experience in Leadership & Team Development; Business & Mortgage Acumen; Data & Technical Expertise; Analytical Judgment; Executive Communication; Data Integrity & Governance; Strategic Thinking; Business Partnership; Accountability & Ownership.
- Minimum three years supervisory or leadership experience.
- Technical Skills:
- Advanced SQL including complex query troubleshooting;
- advanced Power BI including dashboard development, data modeling, measures, and visualization;
- advanced Excel including pivot tables, complex formulas, lookups, data manipulation, reconciliation, and large dataset analysis; understanding of data validation/quality/reconciliation/controls/governance;
- Excellent verbal and written communication skills required.
- Highly organized and detail-oriented; ability to work in a fast-paced, metrics-driven environment required.
- Proficiency in Microsoft Office Suite, Word, Excel, Wiki, collaborative cloud-based programs, and third-party software applications required.
- Commitment to company values.
- Customer Service - Proactive attention to each person
- Integrity - Do and say what's right
- Respect - Treat others with dignity
- Collaboration - Listen and work together
- Learning - Seek knowledge and strive for improvement
- Excellence – Deliver the unexpected
Supervision
Requirements
- Work is primarily sedentary; mobility in an office setting.
- Ability to operate standard office equipment and keyboards.
- Regularly required to accurately perceive, distinguish and interpret information received visually and through audio; e.g., words, numbers and other data broadcasted aloud/viewed on a screen, as well as print and other media.
- Office environment – moderate noise, no substantial exposure to adverse environmental conditions.
- Learn new tasks, remember processes, maintain focus, complete tasks independently, and make timely decisions in the context of a workflow.
- Work is primarily performed during the business week, Monday - Friday
- Travel: 5% or less.
Guild offers a pleasant work environment, competitive compensation and excellent benefits package; including medical, dental, vision, life insurance, AD&D, LTD and 401(k) with employer match.
Guild Mortgage Company is an Equal Opportunity Employer.
REQ#: MANAG018448
Preferred bachelor's degree, 10+ years of leadership, business, mortgage, technical, analytical, and governance experience, plus 3+ years of supervisory or leadership experience; advanced SQL, Power BI, and Excel required.
Key Responsibilities
- developing dashboards
- analyzing datasets
- managing teams
Skills & Tools
Power BI, SQL, Microsoft Excel, Microsoft Office Suite, Microsoft Word, Wiki
Job Details
- Category: Data and Analytics
- Seniority: Senior Level
- Commitment: Full Time
- Workplace: Remote — California, United States
- Salary: USD 120,369 – 180,483 / year
- Languages: English
Benefits
- 401k matching
- Retirement plan
About Guild Mortgage Company
A mortgage banking firm providing home financing and lending services to homeowners and homebuyers. — Industry: Finance