Job description

REPORTING ANALYST III- US Mortgage Banking WHAT IS THE OPPORTUNITY? Partners with reporting manager and respective Line of Business (LOB) management to identify, prioritize, track and execute strategic initiatives. Provides analysis on key trends and proposes business solutions related to processes, efficiencies and staffing. Focus on providing value-added analysis and recommendations to support business growth. Responsibilities include developing and tracking of key statistical information and performance metrics, organizing and presenting data to management and managing multiple projects end to end. WHAT WILL YOU DO? • Data Analytics and modeling; establish baseline metrics and analytics, collaborate with Business Operations and the leadership team to track and report all key performance indicators against annual, quarterly and monthly goals. • Establish and maintain management dashboards, regional reports, and executive review documents that will drive business outcomes. • Monitor existing KPI metrics, developing new metrics, identity correlations and root causes • Design and build visualization dashboards to accelerate information-to-action at scale • Performing regular system audits to ensure complete and accurate reporting of data/metrics • Support quarterly, annual planning activities • Develop programs, methodologies, and reports for analyzing and presenting data • Act as a SME for BI tools as well as delivering training to team members on the usage of these tools • Contribute and prepare presentations for internal audiences • Invent new ways to define and measure program effectiveness and organizational productivity WHAT DO YOU NEED TO SUCCEED? Required Qualifications* • Bachelor's Degree or equivalent • Minimum 5 years of experience with SAS or SQL, or other data management, reporting and query tool or as a Business Analyst • Minimum 3 years in the Mortgage Industry Additional Qualifications • Capacity to work independently with little to no supervision • Experience in the financial services industry is a plus • Demonstrated ability to translate business requirements into solutions utilizing a customer-friendly approach • Demonstrated ability to direct initiatives with successful results • MS SQL and other related Business Intelligence tools • Excellent verbal and written communication skills • Demonstrated ability to manage multiple projects and priorities and work in a fast paced environment required • Strong leadership and organizational skills • Ability to work independently, as well as in a team environment • Proficiency with Microsoft Office software, including Word, Excel, Access, PowerPoint, etc • Previous experience with reporting tools preferred • Previous experience with Mortgage, Consumer, or Commercial sales origination platforms/systems preferred WHAT'S IN IT FOR YOU? Compensation Starting base salary: $87,027 - $138,965 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: • Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date • Generous 401(k) company matching contribution • Career Development through Tuition Reimbursement and other internal upskilling and training resources • Valued Time Away benefits including vacation, sick and volunteer time • Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs • Career Mobility support from a dedicated recruitment team • Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks . ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us . INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

Requirements

Must-haves

REPORTING ANALYST III- US Mortgage Banking
WHAT IS THE OPPORTUNITY?
WHAT WILL YOU DO?
Establish and maintain management dashboards, regional reports, and executive review documents that will drive business outcomes.
Monitor existing KPI metrics, developing new metrics, identity correlations and root causes
Design and build visualization dashboards to accelerate information-to-action at scale
Performing regular system audits to ensure complete and accurate reporting of data/metrics
Support quarterly, annual planning activities
Develop programs, methodologies, and reports for analyzing and presenting data
Act as a SME for BI tools as well as delivering training to team members on the usage of these tools
Contribute and prepare presentations for internal audiences
Invent new ways to define and measure program effectiveness and organizational productivity
WHAT DO YOU NEED TO SUCCEED?
Required Qualifications* • Bachelor's Degree or equivalent
Minimum 5 years of experience with SAS or SQL, or other data management, reporting and query tool or as a Business Analyst
Minimum 3 years in the Mortgage Industry
Additional Qualifications
Capacity to work independently with little to no supervision
Demonstrated ability to translate business requirements into solutions utilizing a customer-friendly approach
Demonstrated ability to direct initiatives with successful results

Nice-to-haves

Experience in the financial services industry is a plus
Previous experience with reporting tools preferred
Previous experience with Mortgage, Consumer, or Commercial sales origination platforms/systems preferred
Compensation Starting base salary: $87,027 - $138,965 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.

Application prep

Use the role’s language and application details while tailoring your materials.

Keywords to mirror

sql

Platform: jibe
Effort: medium

Benefits

Benefits detected in the listing.

Dental

Vision

401(K)