Business Analyst

The Business Analyst – Mortgage Origination supports both the wholesale channel (Sequence Capital) and the direct-to-borrower channel (Alpine Credits) across a national mortgage platform. Reporting directly to the Chief Operating Officer (COO), this role also maintains dotted line relationships to the Director of Business Optimization and the Director of Sales for Alpine Credits, as well as the VP Sales and Operations for Sequence Capital.

The Business Analyst partners closely with management teams to deliver performance analytics, Salesforce reporting, KPI development, operational insights, and process optimizations. This role enables a combined team of approximately 50 sales professionals—including Financial Solutions Specialists, Alpine Brokers, Sequence Brokers, and broker-facing Business Development Managers (BDMs) for Sequence Capital by transforming data into actionable insights that drive business growth and efficiency.

Key Responsibilities :

Performance Analytics & Reporting

• Develop and maintain KPI dashboards, performance scorecards, and reporting packages for both Sequence Capital (wholesale) and Alpine Credits (retail) origination teams.
• Analyze broker pipeline activity, funded volumes, approval ratios, and conversion metrics alongside Alpine Credits lead handling, call-to-application ratios, and sales productivity.
• Provide weekly, monthly, and quarterly variance analysis comparing targets vs. actual results for each channel.
• Prepare executive-ready analytics and presentations that highlight trends, risks, and opportunities for the COO, senior leadership, and other dotted line managers.

Salesforce & Systems Management

Operational Efficiency & Channel Support

Data Storytelling & Strategic Insights

Cross-Functional Collaboration

Qualifications :

Education & Experience

Technical Skills

Competencies

Key Performance Indicators for This Role