Data Analyst II - Remote Opportunity
The Senior Data Analyst at Confidential Client is responsible for analyzing mortgage, financial, and operational data to provide actionable insights that support business performance, risk management, and executive decision-making. This role involves developing advanced reporting solutions, dashboards, and automated analytical workflows while collaborating with multiple teams to enhance data quality and apply emerging technologies such as AI and machine learning. Strong communication skills and business acumen are essential to effectively present findings to senior leadership and drive strategic initiatives.
About Careertakes
👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Data Infrastructure and Analytics (Mortgage & Financial Services).
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
What You’ll Do
Confidential Client is seeking an experienced Data Analyst II to deliver analytics, reporting, and portfolio monitoring solutions that support executive decision-making for mortgage and financial portfolios.
- Analyze mortgage, financial, and operational datasets to monitor portfolio performance, loan quality, production trends, and risk exposure.
- Build and maintain executive dashboards, scorecards, and reporting solutions using Tableau, Power BI, or similar BI tools.
- Write advanced SQL queries to extract, transform, validate, and aggregate large datasets from multiple internal and external sources.
- Create clear visualizations and presentations that communicate complex findings to technical and non-technical stakeholders, including senior leadership.
- Develop automated reporting processes and scalable analytical workflows to improve accuracy and efficiency.
- Design portfolio monitoring frameworks and performance measurement methodologies.
- Conduct ad-hoc analyses and provide actionable recommendations to business partners in Risk, Finance, Operations, and Customer Success.
- Establish and enforce data quality standards, governance controls, and validation processes.
- Identify opportunities to apply advanced analytics, AI/ML, and automation to enhance decision-making and operational processes.
- Mentor junior analysts and share analytical best practices across the team.
What We’re Looking For
Candidates should bring strong technical skills, business acumen, and the ability to translate data into executive-level insights.
- Bachelor’s degree in Data Science, Business Analytics, Economics, Finance, Statistics, Mathematics, Computer Science, or a related quantitative field.
- Minimum 4 years of experience in data analytics, business intelligence, financial analysis, or a related role.
- Advanced SQL skills for querying, transforming, and validating large datasets.
- Demonstrated experience building dashboards and visualizations with Tableau, Power BI, or similar platforms.
- Advanced proficiency in Microsoft Excel, PowerPoint, and Word.
- Strong analytical, quantitative, and problem-solving skills with high attention to detail.
- Excellent written and verbal communication; experience presenting to senior leadership.
- Ability to manage multiple priorities in a fast-paced environment and collaborate across cross-functional teams.
Preferred Qualifications
- Experience analyzing mortgage portfolios, mortgage-backed securities, consumer lending portfolios, housing finance programs, or other credit-related financial products.
- Experience with Python, R, SAS, or similar programming languages for analysis and automation.
- Exposure to advanced analytics, machine learning, artificial intelligence, or process automation initiatives.
- Prior experience at organizations focused on lending, banking, mortgage, housing finance, or financial services analytics.
Work Arrangement
This position is based onsite in Chicago, IL. The role expects regular onsite presence (five days per week), with limited remote work permitted (up to 50 days annually). Candidates must be able to work onsite in Chicago as required.
Compensation & Benefits
Compensation is competitive and aligned with market rates for experienced data analysts in the financial analytics space. Confidential Client offers benefits commonly associated with full-time roles in financial services, including medical, dental, vision, and retirement savings (401(k)). Specifics will be provided during the interview process.
- Medical insurance
- Vision insurance
- Dental insurance
- 401(k)
Equal Opportunity & Hiring Transparency
Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.
If you have questions about how your data is used, please contact us directly.
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