Note: The job is a remote job and is open to candidates in USA. Guild Mortgage Company is a mortgage banking firm dedicated to providing affordable home financing and professional service to homeowners and buyers. The Manager, Mortgage Reporting & Analytics leads the development and enhancement of business intelligence, operational reporting, and executive-level analytics supporting mortgage banking operations. The role also manages an analytics team, establishes reporting governance, and provides analytical support across mortgage business functions.
Responsibilities
- 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
- 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
- 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
- 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
- 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
Skills
- * 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
- + 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
- * 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
- * Bachelors degree in Business, Finance, Accounting, Economics, Information Systems, Data Analytics, Computer Science, or a related field preferred
Benefits
- Remote work arrangement
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- AD&D insurance
- LTD insurance
- 401(k) with employer match
Company Overview