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, Financial Services — Mortgage & Banking.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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What You’ll Do

As a Financial Engineer on the Retail Lending analytics team, you will design, build, and maintain data-driven solutions that support mortgage portfolio targeting, lead distribution, operational reporting, forecasting, and strategic decision-making. You will work with large, complex datasets and translate business needs into accurate, scalable, and actionable analytical solutions.

• Design, develop, and maintain scalable datasets, SQL processes, ETL pipelines, analytical tools, and reporting solutions that support retail lending strategy and operations.
• Analyze large datasets to identify trends, diagnose issues, and deliver clear, actionable recommendations to business partners.
• Build and maintain Power BI dashboards, KPI scorecards, and recurring management reporting to provide visibility into funnel health, cycle times, recapture, and business outcomes.
• Develop and refine portfolio-targeting and lead-scoring processes to prioritize borrower opportunities based on eligibility, product fit, profitability, and operational constraints.
• Apply rigorous data validation and quality-control practices to ensure analytical outputs are accurate and decision-ready.
• Partner with stakeholders across Sales, Marketing, Operations, Capital Markets, Servicing, and Technology to gather requirements and deliver data solutions.
• Automate manual reporting and data-prep tasks to improve efficiency, accuracy, and speed of execution.
• Own assignments end-to-end: discovery, implementation, validation, documentation, and stakeholder delivery.

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What You’ll Need

• 1+ years of related experience in analytics, data engineering, or financial modeling.
• Bachelor’s degree in a related field required; Master’s or MBA preferred.
• Intermediate to advanced experience with SQL Server (T-SQL), Power BI, Excel (including VBA), and C#.
• Experience with statistical analysis using R or Python.
• Familiarity with residential mortgage products, retail or correspondent lending, and related operational workflows (entry-level industry knowledge acceptable).
• Strong analytical thinking, intellectual curiosity, and personal accountability.
• Effective verbal and written communication skills; able to explain technical methods and results to business leaders.
• Ability to manage multiple priorities and deliver high-quality work in a fast-paced environment.

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Compensation & Benefits

• Base salary range for Westlake Village, CA: $107,395 — $132,661 per year (salary determined by location and experience).
• Role may be eligible for annual bonus/incentives.
• Typical benefits include medical and dental insurance, 401(k) matching, tuition assistance, paid time off, employee volunteer and wellness programs, and opportunities for professional growth.

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About the Confidential Client

Our client is a financial services organization operating in mortgage lending and banking. They serve a nationwide footprint and focus on delivering mortgage products and servicing solutions through a combination of retail and correspondent channels. The role is based in Westlake Village, CA and employment will be with the Confidential Client.

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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.