Business Analyst, Mortgage

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PLACE

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2020

🏠 Real Estate

☁️ SaaS

Real Estate • Technology • SaaS

PLACE is an all-in-one real estate services and technology platform designed for top teams in any brokerage. It simplifies the process of running a profitable real estate business by providing tools for team owners and agents to grow their teams, boost productivity, retain talent, and improve operations. With over 275 locations across the US and Canada, PLACE also connects clients with top agents to facilitate home buying and selling, enhancing the overall experience with advanced technology and business services.

📋 Description

• Design, develop, and maintain interactive Power BI dashboards and reports for executive leadership and operational teams. • Build and optimize data models, measures, and calculations using DAX. • Create automated reporting solutions that improve visibility into key business metrics and reduce manual reporting efforts. • Ensure data accuracy, consistency, and reliability across reporting platforms. • Gather and document business requirements from stakeholders. • Analyze operational, sales, customer, and financial data to identify trends, opportunities, and risks. • Translate business questions into data-driven analyses and actionable recommendations. • Develop KPIs and performance scorecards aligned with organizational goals. • Work with multiple data sources, including CRM systems, loan origination systems, databases, spreadsheets, and third-party platforms. • Perform data validation, cleansing, and transformation activities. • Partner with technical teams to improve data architecture and reporting processes. • Present findings and recommendations to leadership teams and business stakeholders. • Train users on dashboard utilization and data interpretation. • Collaborate cross-functionally with Operations, Sales, Finance, Marketing, and Executive Leadership. • Identify opportunities to streamline reporting and improve business processes. • Recommend solutions that leverage data and technology to enhance operational efficiency. • Stay current on Power BI features, data analytics trends, and business intelligence best practices.

🎯 Requirements

• 3+ years of experience as a Business Analyst, Data Analyst, Business Intelligence Analyst, or similar role. • Advanced proficiency in Power BI, including data modeling, DAX formulas and measures, power query, report and dashboard development, performance optimization. • Strong experience working with large datasets and multiple data sources. • Advanced Excel skills. • Strong analytical, problem-solving, and critical-thinking abilities. • Ability to translate technical concepts into business-friendly recommendations. • Excellent verbal and written communication skills.

🏖️ Benefits

• Retirement plan • Full HMO coverage for you and an eligible dependent • Performance-based incentives • Ability to participate in our stock purchase program • Great support for ongoing professional development