Data Analyst - Mortgages

Overview

UW Credit Union’s Mortgage Department is seeking a Data Analyst who is passionate about turning data into actionable insights that drive growth and innovation.

Our mortgage business is growing, and data is at the heart of every decision we make. As a Mortgage Data Analyst, you’ll play a critical role in shaping strategies that improve member experiences, streamline operations, and support our mission of financial empowerment.

This position requires you to be onsite in Madison, WI working from the office 3 days per week. No relocation assistance will be provided.

What You’ll Do

• Be the Data Expert:
  Design, develop, and maintain analytic solutions that help the Mortgage team make smarter, faster decisions.
• Deliver Insights That Matter:
  Use advanced analytics, visualization tools, and modeling techniques to uncover trends and opportunities.
• Utilize data visualization products, SQL, and other query tools to analyze large quantities of data to gather understandings, develop actionable insights and measure progress
• Partner Across the Business:
  Collaborate with mortgage leadership, underwriting, processing, and servicing teams to identify challenges and recommend data-driven solutions.
• Innovate with Modern Tools:
  Work with cloud-native platforms and cutting‑edge technologies to enhance reporting and analytics capabilities.
• Drive Impact:
  Your work will directly influence pricing strategies, risk management, member satisfaction, and operational efficiency.

What You’ll Need to Succeed

• Bachelor’s degree in Information Systems, Computer Science, Data Science, Business, or related field; relevant experience may be considered in lieu of a degree
• 3–5 years of experience in a data analyst, analytics engineer, or similar role, including hands‑on experience with:
  • Developing analytics and transformation code using SQL, preferably in a cloud data warehouse
  • Building and maintaining data models using dbt or a similar framework
  • Creating reporting, dashboards, and KPIs that support business decision‑making
  • Working with AI‑assisted tools (e.g., Claude Code, ChatGPT, Git Hub Copilot) to accelerate analysis, automate tasks, or generate reporting assets
  • Collaborating with stakeholders to gather requirements and translate them into scalable data solutions
  • Performing peer code reviews and contributing to best practices within the analytics team

Preferred but Not Required

• Experience with the following tools and environments:
  • Snowflake for cloud data warehousing
  • dbt for analytics engineering, testing, and documentation
  • Azure services, such as machine learning, containers, or other cloud tooling
  • Python for data analysis, automation, or lightweight ETL
  • Tableau, Streamlit, or similar BI tools for data visualization and reporting
• Familiarity with AI automation workflows or integrating AI into existing data processes
• Experience working within Data Ops or Agile environments
• Certification in dashboard design or data visualization
• Knowledge of the mortgage industry or financial services