Client Experience Insights Coordinator

United Wholesale Mortgageabout 1 year ago
Pontiac, Michigan, United States
On-site
Full-time
Junior Level (1-3 years)

Job Description

Position Overview

This position is focused on capturing and analyzing data for the Client Experience team. Must be comfortable working with data and communicating and collaborating with leaders throughout the company with a high level of accountability.

Key Responsibilities

  • Analyzing data to influence decision making and strategic planning.
  • Provides reporting, trends and analysis to leadership on a daily, weekly, and monthly basis to ensure teams are hitting our company goals and KPIs.
  • Completes ad-hoc reporting requests in a timely manner from various business units.
  • Finds efficiencies to improve processes.
  • Holds meetings to discuss technical requirements and ensures proposed solutions meet business needs.
  • Tests and verifies that reporting and processes work as intended.
  • Builds and designs new metrics and reporting for new initiatives.

Required Qualifications

  • High School Degree or equivalent.
  • 1+ year's experience in customer service (or related).
  • Advanced math experience strongly preferred.
  • Strong Excel skills.
  • Comfortable with coding languages like Python.
  • Strong mentorship skills to guide and train newer team members.
  • Excellent written and verbal communication skills.
  • Excellent organizational and time management skills.
  • Ability to multi-task and work in a fast-paced, self-directed environment.

Benefits & Perks

  • Paid Time Off (PTO) after just 30 days.
  • Additional parental and maternity leave benefits after 12 months.
  • Adoption reimbursement program.
  • Paid volunteer hours.
  • Paid training and career development.
  • Medical, dental, vision and life insurance.
  • 401k with employer match.
  • Mortgage discount and area business discounts.
  • Free membership to a state-of-the-art fitness center including exercise classes, sports leagues, and a full-size basketball court.
  • Wellness area with an in-house primary-care physician, full-time massage therapist, and hair salon.
  • Gourmet cafeteria featuring homemade breakfast and lunch.
  • Convenience store with healthy grab-and-go snacks.
  • In-house Starbucks and Dunkin'.
  • Indoor/outdoor café with Wi-Fi.

Required Skills

Excel
coding
reporting
communication
mentorship
process improvement
Python
data analysis
customer service
organizational skills
time management