Senior Business Analyst

Overview Rate is one of the nation’s top retail mortgage lenders, delivering a tech‑driven experience that helps customers reach their homeownership and financial goals. Founded in 2000 and based in Chicago, Rate is licensed in all 50 states and D.C. and has helped over 2 million homeowners with a wide range of loan products, competitive rates and personalized service. With 5,000+ employees across 300+ offices and 12+ subsidiaries, Rate’s Loan Officers rank among the best in the country. From purchases and refinances to tapping into equity, Rate makes financing faster, simpler and less stressful. Our technology — including Same Day Mortgage, the Rate App, FlashClose℠, MyAccount and the Language Access Program — has earned recognition from HousingWire, Scotsman Guide, NerdWallet, the Chicago Tribune and Crain’s Chicago Business. Learn more at rate.com. Job Profile Job Title: Senior Business Analyst Department: Business Intelligence & Analytics Responsibilities Own the design, development, and ongoing enhancement of Tableau dashboards, reports, and data visualizations that deliver clear and actionable business insights. Partner with business leaders, operations, product, and technology teams to understand business needs, define KPIs, and translate requirements into analytical solutions. Use SQL to query, analyze, validate, and troubleshoot data across enterprise data platforms, including SQL Server environments, cloud data warehouses, and lakehouse platforms. Work with modern data platforms such as Databricks to explore datasets, validate business logic, support analytical workflows, and help deliver trusted reporting outputs. Develop intuitive, scalable, and performance‑oriented Tableau dashboards for executive, operational, and analytical audiences. Create prototypes, wireframes, and proof‑of‑concept dashboards to communicate ideas, validate requirements, and accelerate stakeholder feedback. Perform data discovery, profiling, and validation to ensure reporting accuracy, consistency, and trust. Support Tableau Server / Tableau Cloud publishing, permissions, extracts, refresh schedules, and dashboard performance tuning as needed. Identify opportunities to automate manual reporting processes and improve efficiency through reusable datasets, governed dashboards, and self‑service analytics. Serve as a Tableau and BI subject matter expert, supporting peers and business users with troubleshooting, best practices, and dashboard optimization. Collaborate with data engineering and analytics teams on data quality, data modeling, semantic layers, business definitions, and reporting standards. Evaluate opportunities to use applied AI, machine learning, natural language querying, or automation tools to enhance analytics workflows and business decision‑making. Communicate findings, recommendations, and tradeoffs clearly to stakeholders at all levels of the organization. Mentor other Tableau users and promote BI best practices across the company. Qualifications Basic Qualifications Bachelor’s degree in Computer Science, Data Science, Information Systems, Business Analytics, Finance, or a related field; equivalent professional experience will be considered. 2+ years of hands‑on experience developing dashboards and reports using Tableau Desktop and Tableau Server or Tableau Cloud. Strong SQL skills, including the ability to independently query, join, aggregate, validate, and troubleshoot complex datasets. Hands‑on experience with Microsoft SQL Server environments and SSMS or comparable tools. Experience with Databricks or similar modern data lakehouse / cloud analytics platforms. Experience with cloud data warehouses, data lakes, governed datasets, semantic layers, and enterprise reporting platforms. Experience with AWS data services such as Redshift and S3 is a plus. Working knowledge of data modeling, data validation, metadata, data quality, and governed reporting practices. Experience with analytics, scripting, or programming tools (e.g., Python, R, SAS, Alteryx, Spark). Ability to gather requirements, define business questions, document specifications, and translate needs into technical deliverables. Strong communication skills to explain data, insights, and technical concepts to business stakeholders. Experience supporting dashboard performance optimization, data quality validation, and production reporting environments. Current authorization to work in the United States; sponsorship is not available for this role. Preferred Qualifications Experience in financial services, mortgage, banking, or other regulated industries. Experience with applied AI, generative AI, machine learning, or automation tools to improve analytics, reporting, forecasting, or business workflows. Familiarity with AI‑assisted analytics capabilities, natural language querying, prompt engineering, or responsible use of AI in BI. Experience using Databricks notebooks, SQL Warehouses, Delta tables, or Spark‑based analytics workflows. Experience with Python for data analysis, automation, API integration, or workflow optimization. Experience with modern analytics engineering practices, data catalogs, semantic layers, version‑controlled BI development, or governed self‑service analytics. Strong analytical, critical thinking, and problem‑solving skills; ability to work independently and manage multiple priorities in a fast‑paced environment. Strong interpersonal skills and collaborative approach across business and technical teams. Continuous improvement mindset to identify opportunities to simplify, automate, and scale analytics processes. Additional Information Rate is an Equal Opportunity Employer. Benefits include 401(k), vacation, medical/dental/vision, flexible spending accounts, life and disability insurance, commuter benefits, pet insurance, time off, and wellness resources. See our Washington State benefit offerings at the provided link. #J-18808-Ljbffr