Full-Time

Senior Business Insights Analyst - Mortgage

Home Mortgage Centralized Sales Strategy & Analytics

Posted on 8/9/2025

Citizens Financial Group

Citizens Financial Group

51-200 employees

Middle-market M&A advisory for strategic transactions

No salary listed

United States

In Person

Category
Real Estate (1)
Required Skills
Python
SAS
SQL
Tableau
Data Analysis
Excel/Numbers/Sheets
PowerPoint/Keynote/Slides
Requirements
  • Bachelor’s degree in a quantitative field; Finance, Mathematics, Statistics, Computer Science, Economics, Physical Sciences, or Engineering
  • 5+ years professional experience in an analytics role and 2+ years strategy experience in a corporate setting, prior experience within Financial Services or Mortgage strategy is strongly preferred
  • Ability to work effectively in a dynamic, changing environment and to adapt while focusing on key goals and objectives
  • Strong problem solving skills with ability to synthesize complex data sets and concisely deliver root cause analyses and outline possible solutions
  • Ability to independently manage and develop ongoing business support with key business partners
  • Project management skills, including the ability to handle multiple projects in a fast-paced environment and work effectively with colleagues in multiple departments
  • Advanced experience in Microsoft Office computer applications, such as Excel, and PowerPoint
  • Experience developing dashboards in Tableau or similar data visualization tools
  • Experience working with database analysis and querying tools and languages; prior experience with SAS, SQL, and Python
  • Strong proficiency in database cleanup, validation and dataset generation
  • Ability to deal with highly confidential information in a professional manner
Responsibilities
  • Provide analyses and reports to identify trends/insights and formulate recommendations that will influence business decisions. Create, synthesize and present customized data requests, transforming data into a story that informs both high level strategy and tactical decision-making.
  • Prepare in-depth analysis on potentially complex issues and present findings to Mortgage leadership. Responsibilities will go beyond simply collecting or querying data. A successful candidate will independently develop insights and drive actions from those analyses. Problem solving should be based on quantitative analytics with an ability to analyze large and complex datasets and perform root cause analysis.
  • Work with business leaders to identify and understand business needs. Translate needs into requirements and deliverables. Work with technical and development partners to deliver solutions based on requirements.
  • Ensure accuracy of results and analytic methods through testing and validation of underlying report data. Ensure bias and data quality issues are resolved or explained when communication occurs.
  • Identify business opportunities and opportunities for optimization through analysis of large, complex data sets.
  • Manage many priorities with minimal oversight. Plan and prioritize to hit deadlines in conditions that may change rapidly or involve ambiguity. Would be expected to manage all aspects of the analysis, project management to drive implementation, and continued monitoring of strategic initiatives.
Desired Qualifications
  • Master’s Degree in Business Administration
  • Strong familiarity with the mortgage origination process, with experience in home lending strategy, risk management, or capital markets
  • 4+ years of experience in statistical modeling and complex analyses
  • Experience with data querying automation and database validation
Citizens Financial Group

Citizens Financial Group

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Citizens M&A Advisory helps middle-market firms, private equity sponsors, and private owners with buy-side and sell-side mergers and acquisitions, plus other strategic deals. It uses sector expertise in technology, healthcare, and digital infrastructure, supported by Citizens Bank’s resources and by strategic hires like DH Capital. The team guides clients through a structured process—from goal setting to identifying targets or buyers, negotiating terms, and closing with bank support. Its approach combines client relationships, sector intelligence, and coordinated advisory across deals to align with clients’ strategic and financial objectives.

Company Size

51-200

Company Stage

IPO

Headquarters

Providence, Rhode Island

Founded

1828

Simplify Jobs

Simplify's Take

What believers are saying

  • Matrix Capital Markets Group acquisition enhances middle-market M&A and financial advisory capabilities.
  • Closed 6 commercial services transactions through September 2025, showing strong deal flow.
  • CEO Bruce Van Saun sees CRE opportunities beyond offices and M&A readiness.

What critics are saying

  • Integration failure of 5 boutiques erodes talent and deal execution in 6-12 months.
  • KeyBanc and Fifth Third outperform Atlanta and Cleveland offices in middle-market deals.
  • High interest rates suppress M&A volumes, hitting sell-side advisory ongoing.

What makes Citizens Financial Group unique

  • Citizens M&A Advisory specializes in relationship-driven sell-side and buy-side services for middle-market companies.
  • Deep sector expertise in technology, healthcare, and digital infrastructure from DH Capital acquisition.
  • Comprehensive services include M&A advisory, valuation, and forensic analysis via Willamette Management.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Parental Leave

Flexible Work Hours

Tuition Reimbursement

Wellness Program

Paid Vacation

Paid Sick Leave

Company News

MarketScreener
Apr 14th, 2026
CareCloud secures $50M credit facility and redeems Series B preferred stock

CareCloud, a healthcare technology and revenue cycle management provider, has secured a $50 million credit facility with Citizens Bank and Provident Bank. Citizens acted as lead arranger and administrative agent on the facility, which closed on 13 April. The company will redeem 100% of its outstanding 8.75% Series B Cumulative Redeemable Perpetual Preferred Stock on 15 May, following a 30-day notice period. The redemption eliminates approximately $3.2 million in annual dividend obligations and replaces higher-cost preferred equity with lower-cost institutional debt. CareCloud generates approximately $30 million in annualised adjusted EBITDA. The transaction simplifies its capital structure and provides non-dilutive capital whilst lowering the cost of capital. All 1,511,372 outstanding preferred shares will be redeemed at the stated redemption price plus accumulated unpaid dividends.

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Yahoo Finance
Jan 21st, 2026
Citizens Financial Group posts Q4 EPS of $1.13, plans $700M–$850M buybacks and targets $450M savings by 2028

Citizens Financial Group reported fourth-quarter earnings per share of $1.13, up 36% year-over-year, with net interest margin expanding seven basis points sequentially to 3.07%. Net interest income rose 3% quarter-over-quarter, driven by fixed-rate asset repricing and lower funding costs. The bank's private bank posted strong growth, ending the year with $14.5 billion in deposits and contributing $0.28 to full-year EPS. Wealth revenue increased 31% year-over-year to a record quarter, whilst capital markets delivered its third-best quarter ever. For 2026, Citizens guided to net interest income growth of 10–12%, non-interest income up 6–8%, and planned share buybacks of $700–850 million. The company launched its "Reimagine the Bank" initiative, targeting $450 million in run-rate benefits by end-2028.

The Associated Press
Jan 21st, 2026
Citizens Financial reports Q4 net income of $528M, up 32% YoY, with EPS rising 36%

Citizens Financial Group reported fourth quarter 2025 net income of $528 million, up 32% year-over-year, with earnings per share of $1.13, up 36%. The Providence, Rhode Island-based bank achieved positive operating leverage of 5% in Q4 and returned 80% of capital to shareholders for the full year. The company's Private Bank reached $14.5 billion in year-end deposits, delivering 7% accretion to the bottom line at a 25% return on equity. Fee growth was led by Capital Markets and Wealth divisions, whilst credit costs trended favourably. Citizens' board declared a quarterly dividend of $0.46 per share, payable on 18 February 2026. As of 31 December 2025, the bank held $226.4 billion in assets.

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