The Data Analyst Level I is responsible for collecting, processing, and analyzing data to extract valuable insights and support decision-making across the Credit Union. This role involves managing product reporting, market share and rate data, and providing business intelligence to improve customer engagement and operational efficiency.
Duties and Responsibilities Include:
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Prepare and review monthly reports for product managers, project managers as well business line owners.
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Track and measure performance metrics for the product and project teams, working to establish KPIs to measure the effectiveness of business decisions and track performance.
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Create and interpret performance reports, metrics, and dashboards for product lines and teams as a measure of efficiency, effectiveness, and profitability.
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Margin maximization analysis – Optimizing our spreads by risk tiers and pricing.
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Product Analysis – Profitability and utilization tracking.
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Analyze financial data and create financial models for decision support.
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Conduct market research in conjunction with the product managers and analyze financial trends and forecasts.
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Identify and drive process improvements by creating standard and ad-hoc reports, tools, and dashboards.
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Evaluate financial performance by comparing and analyzing actual results with plans and forecasts.
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Provide analysis of trends and forecasts and recommend actions for optimization.
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Review the effectiveness of marketing campaigns for penetration and profitability measures.
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Evaluate products at all stages of the product life cycle.
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Provide support for users requiring assistance with data mining, report generation, and data analysis from a variety of data sources. This may include data from any and all loan origination systems, eBranch, remote deposit capture, and online account opening solutions, online and branch account opening solutions for Deposit and Consumer Loan products, and video banking and digital communication channels.
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Collaborate