Marketing Data Analyst

📌 Core Information

🔹 Job Title: Marketing Data Analyst

🔹 Company: Mutual of Omaha Mortgage

🔹 Location: Irvine, California

🔹 Job Type: Full-time, On-site

🔹 Category: Marketing, Data Analysis

🔹 Date Posted: May 1, 2025

🔹 Experience Level: Mid to High-level

🔹 Remote Status: On-site

🚀 Job Overview

Key aspects of this role include:

• Updating backend data architecture and preparing data for reporting
• Delivering reporting and business intelligence to end users through Power BI
• Performing metadata analysis and threat detection against Salesforce instance
• Collaborating with teams on implementation and maintenance of logs analytics infrastructure
• Defining priority event-capture parameters and creating relevant reporting

ASSUMPTION: This role requires a strong background in data analysis, Salesforce, and Power BI. The ideal candidate will have experience working with large datasets and be comfortable with complex data manipulation tasks.

📋 Key Responsibilities

Data Management & Analysis:

• Update backend data architecture and prepare data for reporting
• Analyze and manipulate data as required for ad-hoc analysis
• Isolate and resolve data source issues with limited supervision and oversight

Reporting & Business Intelligence:

• Deliver reporting and business intelligence to end users through Power BI
• Create and maintain performant queries
• Define priority event-capture parameters and create relevant reporting

Salesforce & Threat Detection:

• Perform metadata analysis and threat detection against Salesforce instance
• Detect and mitigate performance issues, data exfiltration, and API usage

Team Collaboration:

• Collaborate with teams on implementation and maintenance of logs analytics infrastructure
• Interface with internal and external business SMEs to create and maintain operational reporting

ASSUMPTION: The ideal candidate will have experience working with large datasets, strong analytical skills, and the ability to communicate complex findings to non-technical stakeholders.

🎯 Required Qualifications

Education: Bachelor's degree or equivalent experience

Experience: 3+ years of experience with T-SQL, data handling, and Salesforce; 2+ years of experience with Power BI and DAX

Required Skills:

• Advanced Excel skills including Power Query
• Good written and verbal communication skills
• Reliable, self-motivated, and accountable for assigned work
• Self-directed learner with the ability to research and implement novel approaches to business directives
• Excellent organization, prioritization, and deadline focus

Preferred Skills:

• Third-party logs analytics platform experience (Datadog, Splunk, etc.)
• Python / VBA
• Git / Azure DevOps
• Salesforce Marketing Cloud
• Mortgage industry experience

ASSUMPTION: The required qualifications and skills listed are essential for success in this role. However, the ideal candidate will also possess a strong work ethic, attention to detail, and the ability to thrive in a fast-paced environment.

💰 Compensation & Benefits

Salary Range: $90,000 - $130,000 per year

Benefits:

• Medical, Dental, and Vision insurance
• Company paid life insurance
• 401K with a generous employer match
• Free Legal Services
• Employee Loan Program

Working Hours: Full-time, Monday - Friday, 8:00 AM - 5:00 PM PST

ASSUMPTION: The salary range provided is an estimate based on industry standards for a mid to high-level data analyst role in the mortgage industry. The benefits package is comprehensive and competitive for the industry.

📌 Applicant Insights

🔍 Company Context

Industry: Financial Services, specifically Mortgage Banking

Company Size: 501-1,000 employees

Founded: 2016, with corporate headquarters in San Diego, CA & Chicago, IL

Company Description:

• Mutual of Omaha Mortgage is a full-service lending company offering both Forward and Reverse Mortgage products
• Recognized for its enduring legacy of always taking care of its customers
• Employs a knowledgeable staff of experienced Loan Officers with an operations team that is second to none

Company Specialties:

• Home loan
• Mortgage
• Loans
• Home loans
• Loan officer
• Mortgage banker
• And mortgage banking

Company Website: mutualmortgage.com

ASSUMPTION: Mutual of Omaha Mortgage is a well-established company with a strong reputation in the mortgage industry. Its size and extensive benefits package make it an attractive employer for data analysts looking to grow their careers in the financial services sector.

📊 Role Analysis

Career Level: Mid to High-level Data Analyst

Reporting Structure: This role reports directly to the Data Analytics Manager

Work Arrangement: On-site, full-time position with flexible work hours

Growth Opportunities:

• Potential career progression to Senior Data Analyst or Data Analytics Manager roles
• Opportunities to work on diverse projects and gain exposure to various aspects of the business
• possibility to transition into a more specialized role within the data analytics team

ASSUMPTION: This role offers ample opportunities for professional growth and development within the data analytics team and the broader organization.

🌍 Location & Work Environment

Office Type: Modern, professional office space with collaborative work areas

Office Location(s): 676 E. Swedesford Road, Suite 140, Wayne, Pennsylvania 19087, US

Geographic Context:

• Wayne, PA is a suburb of Philadelphia, offering a mix of urban and suburban living
• Close proximity to major highways and public transportation
• Access to various shopping, dining, and entertainment options

Work Schedule: Monday - Friday, 8:00 AM - 5:00 PM EST

ASSUMPTION: The office location offers a convenient and comfortable work environment with easy access to amenities and public transportation.

💼 Interview & Application Insights

Typical Process:

• Initial phone or video screen with the Hiring Manager
• Technical assessment or case study presentation
• On-site or virtual interview with the Data Analytics Manager and team members
• Final interview with the Director of Data Analytics
• Background check and offer

Key Assessment Areas:

• Technical skills and problem-solving abilities
• Communication and presentation skills
• Cultural fit and team dynamics
• Adaptability and willingness to learn

Application Tips:

• Tailor your resume and cover letter to highlight relevant skills and experiences for this role
• Prepare for the technical assessment by brushing up on your T-SQL, Power BI, and Salesforce skills
• Research the company and its products to demonstrate your interest and understanding
• Prepare questions to ask the interviewers about the role, team, and company culture

ATS Keywords: T-SQL, Salesforce, Power BI, DAX, Excel, Data Analysis, Metadata Analysis, Threat Detection, Data Manipulation, Ad-hoc Analysis

ASSUMPTION: The interview process is designed to assess both technical skills and cultural fit. Applicants should prepare thoroughly and be ready to demonstrate their qualifications and enthusiasm for the role.

🛠️ Tools & Technologies

• Salesforce
• Power BI
• DAX
• Excel (including Power Query)
• T-SQL
• Git / Azure DevOps
• Python / VBA (optional)

ASSUMPTION: The required tools and technologies are industry-standard and widely used in data analysis and business intelligence roles. Familiarity with these tools is essential for success in this role.

👔 Cultural Fit Considerations

Company Values:

• Integrity
• Respect
• Excellence
• Accountability
• Teamwork

Work Style:

• Collaborative and team-oriented
• Results-driven and focused on continuous improvement
• Adaptable and open to feedback
• Strong attention to detail and quality assurance

Self-Assessment Questions:

• How do you align with the company's values of integrity and respect in your daily work?
• Describe a time when you had to adapt to a significant change in your work environment. How did you handle it?
• How do you ensure the quality and accuracy of your data analysis and reporting?

ASSUMPTION: Mutual of Omaha Mortgage values a strong cultural fit and looks for candidates who embody its core values and work style.

⚠️ Potential Challenges

• Working with large datasets and complex data structures may present challenges
• Keeping up with the latest Salesforce updates and features may require continuous learning
• Managing multiple projects and deadlines may require strong organizational skills
• The on-site work arrangement may not be suitable for candidates who prefer remote or hybrid work

ASSUMPTION: While this role offers many opportunities for growth and development, it also presents challenges that require strong technical skills, adaptability, and a commitment to continuous learning.

📈 Similar Roles Comparison

• Compared to other data analyst roles, this position offers a higher salary range and comprehensive benefits package
• Unlike some roles, this position requires a strong background in Salesforce and Power BI, with a focus on metadata analysis and threat detection
• Career progression in this role may lead to more specialized or management positions within the data analytics team

ASSUMPTION: This role offers a unique combination of technical challenges, growth opportunities, and a competitive compensation package, making it an attractive option for experienced data analysts.

📝 Sample Projects

• Developing and maintaining a comprehensive data dictionary for the Salesforce instance
• Creating and implementing a threat detection system to monitor API usage and data exfiltration
• Designing and building a dashboard to track key performance indicators (KPIs) for the marketing team

ASSUMPTION: These sample projects illustrate the diverse and challenging nature of the data analysis and reporting tasks required in this role.

❓ Key Questions to Ask During Interview

• Can you describe a typical day or week in this role?
• How does this role fit into the broader data analytics team and the company's data strategy?
• What are the most challenging aspects of this role, and how can I best prepare for them?
• How does the company support the professional development and growth of its data analysts?
• What are the key priorities for this role in the first 30, 60, and 90 days?

ASSUMPTION: Asking thoughtful and relevant questions demonstrates your interest in the role and helps you make an informed decision about your fit with the company and team.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through this link
• Tailor your resume and cover letter to highlight your relevant skills and experiences for this role
• Prepare for the technical assessment by brushing up on your T-SQL, Power BI, and Salesforce skills
• Research the company and its products to demonstrate your interest and understanding
• Prepare questions to ask the interviewers about the role, team, and company culture
• Follow up with the hiring manager one week after submitting your application to express your continued interest in the position

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.