Mutual of Omaha Mortgage - San Diego, CA - Full Time
Data Analyst (SQL) Compensation Range: $60,000 - $70,000
The Mortgage Business Intelligence & Analytics team oversees all activities and functions involved with the company’s Business Intelligence platform, giving mortgage company business leaders access to reliable, actionable data to better manage and understand the business and drive company growth.
We are seeking a Data Analyst to support compliance, finance, and other streamlining initiatives. This role will focus on extracting, validating, and monitoring loan-level data to respond to state audit requests and regulatory reporting requirements, including the Mortgage Call Report (MCR). They will also lead efforts to streamline manual processes, by utilizing centralized data warehouse sources and tools to reduce/eliminate manual efforts. The ideal candidate is highly skilled in SQL, comfortable working with complex datasets, and able to ensure the accuracy and completeness of data used for critical regulatory reporting. The Data Analyst will also contribute to the documentation, development, and maintenance of our reports, and assist in monitoring and auditing the accuracy of our reporting data.
What you will be doing: Regulatory & Audit Data Support (40%)
Respond to state audit requests by extracting and validating loan-level data
Ensure accuracy and completeness of data used for regulatory reporting, including MCR submissions
Collaborate with compliance and risk teams to understand reporting requirements and timelines
Data Quality & Validation (25%)
Perform ongoing validation of primary and derived tables to ensure data integrity
Update views and stored procedures as needed to capture new/updated regulatory requests
Work with pertinent business units to obtain and validate regulatory submission data
Maintain exception reporting to proactively identify and address data issues
Streamlining & Automation (20%)
Lead efforts to automate financial transaction entries using SQL and Power Automate platforms
Identify opportunities for streamlining manual processes across various business units
Report Development & Maintenance (10%)
Assist in minor updates to existing reports and contribute to new report creation based on business and regulatory needs.
Develop views and server-side objects to support reporting and semantic models.
Team Support & Other Duties (5%)
Provide support for ongoing team initiatives and ad hoc projects.
Qualifications
2-5 years’ experience in a data focused role
Strong understanding of SQL and relational databases, including advanced querying and data validation techniques
Experience with regulatory reporting in mortgage or financial services
Familiarity with the MCR or other regulatory reporting frameworks a plus
Comfortable working with large datasets and performing detailed reconciliations and validations
Strong written and verbal communication
Required Skills
MS SQL Server including:
Standard data mining
Advanced querying/window methods
Create/read views and stored procedures
Power BI experience a plus
VCS such as Git or TFS
This opportunity is fully remote with the option to work from our offices in San Diego, CA, Irvine, CA, or Omaha, NE for those who prefer an office environment. You will be joining a dynamic, fully remote team which is distributed across pacific and central time zones and supporting our business across all US time zones.
Applicants must be authorized to work in the US without the need for sponsorship.