Solutions Analyst

United Wholesale Mortgage
Job LocationUS
Job TagFull Time


This role is intended to identify optimal solutions to specific opportunities within the business and suggest different approaches that encourage well-being, improve efficiency, reduce costs, and increase revenue.


  • Respond to ad hoc reporting requests from Sales and Executive Leadership.
  • Use SQL Server and Microsoft Excel to generate data from multiple data sources, including Salesforce, Cornerstone OnDemand, SSRS and other reporting systems.
  • Perform needs analyses with leaders and team members to identify the appropriate solution for the specific opportunity described.
  • Determine cost effectiveness of manual vs. automating reporting solutions, based on frequency, likelihood of repeated usage, customizing input values, and other factors.
  • Coordinate and prioritize data requests with Data Engineering & Analytics in IT when additional support is needed.
  • Translate business use cases into actionable reporting solutions.
  • Advise Sales leadership on different solution approaches based on the context of the business situation.
  • Analyze Sales data including loan details, aggregate production (file imports, submissions, and closings), account/contact information, competitive industry market share data, and many other metrics.
  • Understanding business needs and collaborating with other technology stakeholders to deliver high quality, technology based, business solutions.
  • Identify opportunities to implement automated solutions and/or improve existing processes to reduce the margin of error and become more efficient.
  • Perform data validation.
  • Ability to solve problems through troubleshooting and analysis.
  • Communicate at the highest level with stakeholders, I.T. and clients with reporting needs to provide transparency into the status of their request.


  • Extensive knowledge of Microsoft Excel
  • Knowledge of SQL Server Management Studio, and ability to read/write SQL code is preferred
  • Must have a strong knowledge of the business and I.T. with the ability to speak both languages.
  • Ability to adapt quickly in a fast-paced environment
  • Act with a sense of urgency, while taking measures to ensure data accuracy.
  • Strong multi-tasking skills
  • Excellent communication and organization skills