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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in analytics leadership within the mortgage industry, leveraging AI and machine learning to drive revenue and retention outcomes. Capable of translating complex data insights into actionable business strategies for executive stakeholders.
Highest-signal resume keywords
Analytics LeadershipMortgage Industry ExpertiseAI and Machine Learning ApplicationSQL and Python ProficiencyClient-Facing Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Analytics Roadmap DevelopmentData ModelingForecastingChurn AnalysisROI StudiesPredictive Demand SignalsData GovernanceSelf-Serve AnalyticsConversational AnalyticsCommercial Product Development
Soft Skills
Executive PresenceSimplifying Complex AnalysisTeam DevelopmentCollaborationCommunication
Tools & Technologies
GCPBigQueryAI Code-Assist ToolsBI ToolsAgentic Workflows
Certifications & Qualifications
Bachelor's Degree
Industry Keywords
MortgageConsumer LendingLender EconomicsGSE DynamicsFCRA-Regulated DataServicing LifecycleData AssetsRevenue GenerationRetention StrategiesMarket Intelligence
Tech Stack
Tools & technologiesBigQueryCloudGoogle Cloud PlatformPythonSQL
About the role
Key responsibilities & impact- Define and run the analytics roadmap for WS Mortgage, tied to revenue, product, penetration and retention goals
- Build forward-looking mortgage market and demand intelligence, forecasts and actionable recommendations
- Deliver analytics for sales enablement, account planning, pricing, customer lifetime value, churn and white-space identification
- Shape the product roadmap using industry trends, lender behavior and internal usage data
- Partner with top mortgage lenders and servicers to solve business problems and quantify value using WS data
- Create executive-ready narratives, presentations and dashboards
- Package data assets and recurring analyses into scalable products and services
- Design and run pilots, ROI studies and lift analyses
- Establish an AI-native operating model using agentic workflows, LLM-assisted analysis and AI code-assist tools
- Deploy secure self-serve conversational analytics on Mortgage data
- Ensure Mortgage data is modeled, governed and exposed through the semantic layer for BI and AI use cases
- Identify AI and ML opportunities such as predictive demand signals, risk and fraud indicators, and next-best-action for sales
- Maintain structured cadence with Mortgage leadership, Product, Sales, Marketing and Finance
- Partner with AI/ML, Data Platform, Legal, Compliance and Privacy teams
- Hire, develop and retain analytical talent and grow the team
Requirements
What you’ll need- Bachelor's Degree
- 10+ years in analytics leadership, including managing analytical consultants, data analysts, data scientists and/or data engineers
- Deep mortgage or consumer lending industry expertise, including the origination and servicing lifecycle, lender economics, GSE and secondary market dynamics, and the role of verification and credit data in mortgage decisions
- Proven record of embedding analytics in a business line and driving measurable revenue, penetration or retention outcomes
- Client-facing experience turning data assets into commercial products or services that generated revenue
- Hands-on experience applying AI (GenAI, LLMs, agentic tools, AI-assisted coding) to scale analytics and raise team productivity
- Strong executive presence, with the ability to simplify complex analysis into clear business recommendations for lender and internal C-suites
- Strong technical foundation in SQL and Python, plus modern BI and cloud data tools (GCP/BigQuery preferred)
- Experience working with FCRA-regulated or other sensitive consumer data
- Experience building self-serve or conversational analytics capabilities
Benefits
Comp & perks- Comprehensive compensation and healthcare packages
- 401k matching
- Paid time off
- Organizational growth potential through an online learning platform with guided career tracks