Business Insight Analyst at Robert Half

Robert Half Technology is partnering with a leading financial services organization to hire a Business Insight Analyst who will drive data-backed decision-making across lending, operations, and marketing. This is an exciting opportunity for a data-driven professional who thrives in fast-paced, highly regulated industries and enjoys transforming complex datasets into clear strategic insights. If you excel in SQL, BI tools, forecasting, and cross-functional analytics, this role offers tremendous visibility and impact.ResponsibilitiesAnalyze lending pipeline data, financial performance, customer behavior, and operational metrics to support strategic and revenue-driven initiatives.Build and maintain Power BI/Tableau dashboards that track KPIs across lending, marketing, customer experience, and servicing functions.Partner with leadership to uncover inefficiencies, identify revenue opportunities, and support continuous process improvement.Monitor and interpret market trends—including interest rate fluctuations, borrower patterns, and prepayment risk.Assist with regulatory and compliance reporting while ensuring accuracy, data integrity, and audit readiness.Develop predictive models and scenario analyses related to delinquency, risk, customer behavior, and financial trends.Present insights through clear reports, visualizations, and executive-level presentations.Required QualificationsBachelor’s degree in Finance, Economics, Data Science, Statistics, Business, or related field.2–4 years in analytics, business intelligence, or financial data analysis (mortgage, banking, or financial services preferred).Strong SQL experience across relational databases (MS SQL Server, Snowflake, etc.).Hands-on experience with Power BI or Tableau for dashboards and data visualization.Strong analytical reasoning and the ability to turn data into action.Excellent communication skills for technical and non-technical audiences.Knowledge of the mortgage lifecycle (origination, underwriting, servicing) and industry regulations.Preferred QualificationsExperience with Python or R for statistical modeling and automation.Familiarity with LOS platforms such as Encompass or Quantum Reverse.Understanding of regulatory frameworks (HMDA, TRID, FCRA).Awareness of secondary market standards (Fannie Mae, Freddie Mac, Ginnie Mae).Work Modality & CompensationHybrid – Irvine, CAFull-timeSalary: $115K–$135KComprehensive benefits available through Robert Half TechnologyIf you are passionate about leveraging data to drive strategy within a dynamic financial environment, we want to hear from you! Apply today through Robert Half Technology and take the next step in your analytics career.