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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in CRM and marketing technology solutions, with a strong ability to gather business requirements, analyze data, and provide actionable insights. Proficient in product management within the mortgage industry, ensuring compliance with relevant regulations and optimizing product performance.
Highest-signal resume keywords
CRM Configuration and OptimizationData Analysis and ReportingBusiness Requirements GatheringMortgage Industry KnowledgeRegulatory Compliance Understanding
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data AnalysisStatistical ModelingProduct ManagementBusiness AnalysisReport Development
Soft Skills
Strong Communication SkillsAnalytical Problem-SolvingCritical Thinking
Tools & Technologies
Salesforce Marketing CloudVelocifyJIRAAgile Methodologies
Industry Keywords
HMDATILA/Reg ZRESPAFDPAReg BSCRA
Tech Stack
Tools & technologiesCloud
About the role
Key responsibilities & impact- Support the Real Estate business by partnering with stakeholders to enhance CRM and marketing technology solutions
- Gather business requirements and translate business needs into system solutions
- Configure and optimize CRM functionality
- Develop reports and analytics
- Monitor system health and troubleshoot issues
- Execute key business controls
- Analyze product profit, competitive landscape, and sales performance against plans or key metrics
- Analyze data and provide recommendations for product design improvement and placement options
- Collect and analyze information from Marketing, Operations, SFO, Legal, Experiences, Digital platforms, and other stakeholders
- Partner with information technology and business analysts to improve capabilities
- Research internal and external information and recommend product optimization
- Run basic to moderately complex statistical models and derive insights with Product Managers
- Partner with Product Managers to design product dashboards and metrics
- Prepare performance analyses to inform product or sales forecasting and planning
- Identify, measure, monitor, and control risks in accordance with risk and compliance policies and procedures
Requirements
What you’ll need- Bachelor's degree in Business, Marketing, Supply Chain, or Statistics; OR 4 years of relevant education and/or experience
- Minimum 2 years' relevant product management or analyst experience
- Understanding of applicable product-related regulations and compliance requirements
- Knowledge of HMDA, TILA/Reg Z, RESPA, FDPA, Reg B, and SCRA
- Experience within the mortgage industry or financial services environment preferred as a differentiator
- Experience as a Business Analyst, Product Analyst, Business Rules Analyst, or similar role supporting business and technology initiatives
- Exposure to CRM platforms or marketing automation tools, such as Velocify or Salesforce Marketing Cloud
- Experience gathering business requirements and translating business needs into system solutions
- Strong verbal and written communication skills, including presentation development and stakeholder communications
- Experience developing reports, analyzing data, and providing recommendations based on findings
- Ability to learn new systems, processes, and technologies quickly
- Strong analytical, problem-solving, and critical-thinking skills
- Experience with JIRA, Agile methodologies, or project-based work environments
- Must not require immigration support now or in the future, including H-1B, TN, or STEM OPT Training Plans
- Must be able to work in the office 4 days per week
Benefits
Comp & perks- Remote or hybrid flexibility may be available for active-duty military spouses, consistent with applicable policy and business needs
- Relocation assistance is not available
- Pay incentives may be available based on overall corporate and individual performance and at the discretion of the USAA Board of Directors
- Comprehensive medical, dental, and vision plans
- 401(k)
- Pension
- Life insurance
- Parental benefits
- Adoption assistance
- Paid time off program
- Paid holidays
- 16 paid volunteer hours
- Wellness programs
- Career path planning
- Continuing education assistance
