Business Insight Analyst

Irvine, CA

Full Time

Mutual of Omaha Reverse Mortgage

Experienced

Business Insight Analyst

Location: CA- Irvine

Job Type: Full-Time

Mutual of Omaha is a Fortune 300 Company. Mutual of Omaha Mortgage is inspired by hometown values and a commitment to being responsible and caring for each other. We exist for the benefit of our customers and employees.

Mutual of Omaha Mortgage is a full-service lending company offering both Forward and Reverse Mortgage products including a complete line of residential mortgage, refinancing, specialty, and HECM loans. We employ a knowledgeable staff of experienced Loan Officers with an operations team that is second to none. If you are interested in joining a team that promotes from within and works together toward a common goal of helping customers with their mortgage needs, please review and apply for our opening below!

Mutual of Omaha Mortgage is seeking a data-driven and detail-oriented Business Insight Analyst to support data analysis and strategic decision-making within the reverse mortgage services sector. In this role, you will work closely with the VP/ SVP of Marketing—to deliver actionable insights, identify trends, and support initiatives that drive operational efficiency and customer satisfaction. 

You will play a key role in transforming raw data into meaningful intelligence to improve forecasting, risk management, and revenue optimization in a highly regulated, fast-paced industry.

Key Responsibilities:

Analyze mortgage pipeline data, loan performance, and financial trends to support strategic initiatives.
Build and maintain dashboards and reports to track key performance indicators (KPIs) across lending, marketing , servicing, and customer experience.
Partner with stakeholders to identify pain points, operational bottlenecks, and areas for revenue or efficiency gains.
Monitor and report on campaign performance and market trends (e.g., interest rate changes, borrower behavior, prepayment risk).
Support regulatory and compliance reporting by ensuring accuracy and integrity of data.
Develop predictive models and scenario analyses for delinquency, risk, behavior, and loan trends.
Translate complex data into clear business recommendations through written reports and visual presentations.

Qualifications:

Required:

Bachelor’s degree in Finance, Economics, Data Science, Statistics, Business, or related field.
2–4 years of experience in an analytics or business intelligence role, preferably in mortgage lending, banking, or financial services.
Strong SQL skills and experience with relational databases (e.g., MS SQL Server, Snowflake)
Proficiency with data visualization tools (e.g., Power BI, Tableau) to create dashboards and reports.
Strong analytical thinking and ability to translate data into actionable business insights.
Excellent communication and presentation skills for both technical and non-technical stakeholders.
Understanding of mortgage lifecycle stages (origination, underwriting, servicing) and financial regulations impacting the industry.

Preferred:

Experience with statistical programming languages (e.g., Python, R).
Familiarity with LOS (Loan Origination Systems) such as Encompass & Quantum Reverse.
Familiarity with regulatory requirements (e.g., HMDA, TRID, FCRA).
Familiarity with secondary market dynamics and investor guidelines (e.g., Fannie Mae, Freddie Mac, Ginnie Mae).

The salary range for this position is $90,000-$120,000 annually.

Mutual of Omaha Mortgage is an Equal Opportunity Employer, and we encourage diverse, talented, qualified applicants to apply. We offer an extensive compensation package. Benefits include:

Vacation — Vacation hours accrue on a per pay period basis. Balance maximums are based on years of service.
Paid Sick Time — 40 hours of paid sick time after 90 days of employment. State sick time requirements will be added as needed.
9 Paid Holidays + 1 Cultural Celebration Day (Floating Holiday)
Multiple PPO Medical Plans, as well as HDHP eligible plan.
Dental Coverage
Vision Coverage
Company Paid Life Insurance
401K with a generous employer match
Additional Benefits including – Optional Life, FSA, Pet Insurance etc.
Free Legal Services
Employee Loan Program

Apply for this position

Required*

First Name*

Last Name*

Email Address*

Phone*

Address

Resume*

We've received your resume. Click here to update it.

Attach resume or Paste resume

Attach resume as .pdf, .doc, .docx, .odt, .txt, or .rtf (limit 5MB) or Paste resume

Paste your resume here or Attach resume file

Desired salary*

What type of employment are you seeking?*

Do you have any relatives working with us?* YesNo

Have you ever been dismissed or involuntarily terminated from a company?* YesNo

Have you previously worked for Mutual of Omaha Mortgage, Retirement Funding Solutions, Keller Mortgage, Keller Home Loans or an affiliated company?* YesNo

What is your desired salary range?*

Please list your highest level of education achieved, including educational institution and major.*

Are you currently the owner/operator of any other business?* YesNo

Are you on an exclusionary list of any investor, institution or agency?* YesNo

Have you been subject to any regulatory fines or actions in the past? YesNo

Please list three professional references. For CA Residents Only - Please review our privacy/CPRA policy prior to providing information - https://www.mutualmortgage.com/legal/privacynoticejob/*

Tell us about your Current/Most Recent Employment: (Employer Name, Job Title, Dates of Employment and Reason for Leaving). If you do not have previous employment please enter N/A.*

Tell us about your previous employer prior to your current employer: (Employer Name, Job Title, Dates of Employment and Reason for Leaving). If you do not have previous employment please enter N/A.*

Tell us about your third most recent employer (Employer Name, Job Title, Dates of Employment and Reason for Leaving). If you do not have previous employment please enter N/A.*

California Applicants can review their rights under CPRA - https://www.mutualmortgage.com/legal/privacynoticejob/ ** I understand and agreeI do not agree.I am not a California Applicant

Will you require sponsorship now or in the future?*

Please review the following information and make a selection:

I authorize Mutual of Omaha Mortgage to investigate all statements included in this application and any supporting documents, based on the requirement of the job for which I am applying or for a job to which I may be promoted or reassigned in the future which includes but is not limited to: employment, education, and related areas. I hereby release all individuals, companies, corporations, schools, legal and governmental agencies from all liability in providing such information

If I am offered employment, I will, as a condition of employment, be required to submit proof of my identity and legal right to work in the United States. I understand that I will be required to possess and present a valid driver’s license and an acceptable driving record if my job requires me to drive in the course of my work. If hired, I agree to abide by the policies and procedures of Mutual of Omaha Mortgage.

I understand that if hired, my employment will be what is commonly known as “at will” employment. This means that I or Mutual of Omaha Mortgage may terminate the employment relationship for any reason, at any time. I understand and agree that Mutual of Omaha Mortgage retains the right to demote, transfer, and change my job duties and my compensation at any time with or without notice.

I certify that all the information on this application and any supporting documents are true and complete. I also understand that if hired, and such information is found to be false, misrepresented, or if information was omitted, it will be considered grounds for termination or my employment if found at a later date.

I understand that no supervisor may alter or amend the conditions described above, and that such conditions can only be altered or amended by a written agreement signed by the CEO of Mutual of Omaha Mortgage.* I understand and agreeI do not agree.

The following questions are entirely optional.

To comply with government Equal Employment Opportunity and/or Affirmative Action reporting regulations, we are requesting (but NOT requiring) that you enter this personal data. This information will not be used in connection with any employment decisions, and will be used solely as permitted by state and federal law. Your voluntary cooperation would be appreciated. Learn more.

Gender

Race/Ethnicity

Invitation for Job Applicants to Self-Identify as a U.S. Veteran

A “disabled veteran” is one of the following:
- a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or
- a person who was discharged or released from active duty because of a service-connected disability.
A “recently separated veteran” means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.
An “active duty wartime or campaign badge veteran” means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.
An “Armed forces service medal veteran” means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Veteran status

I IDENTIFY AS ONE OR MORE OF THE CLASSIFICATIONS OF PROTECTED VETERAN LISTED ABOVE
I AM NOT A PROTECTED VETERAN
I DON’T WISH TO ANSWER

Voluntary Self-Identification of Disability

Voluntary Self-Identification of Disability Form CC-305
OMB Control Number 1250-0005
Expires 04/30/2026

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

Alcohol or other substance use disorder (not currently using drugs illegally)
Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
Blind or low vision
Cancer (past or present)
Cardiovascular or heart disease
Celiac disease
Cerebral palsy
Deaf or serious difficulty hearing
Diabetes
Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
Epilepsy or other seizure disorder
Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
Intellectual or developmental disability
Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
Missing limbs or partially missing limbs
Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
Partial or complete paralysis (any cause)
Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
Short stature (dwarfism)
Traumatic brain injury

Please check one of the boxes below:

YES, I HAVE A DISABILITY, OR HAVE HAD ONE IN THE PAST NO, I DO NOT HAVE A DISABILITY AND HAVE NOT HAD ONE IN THE PAST I DO NOT WANT TO ANSWER

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.

You must enter your name and date
Name	Date

Human Check*

Submit Application

Thanks for visiting our Career Page. Please review our open positions and apply to the positions that match your qualifications.

Business Insight Analyst

Apply for this position