Marketing Performance Analyst - Campaign ROI & Revenue Attribution

Mutual of Omaha Mortgage • Irvine, CA

2d • $70 - $70 • Onsite

About The Position

Mutual of Omaha Mortgage is seeking a motivated and analytically sharp Marketing Performance Analyst to join our Marketing department. In this mid-level role, you will serve as the financial backbone of our marketing organization—owning campaign ROI measurement, revenue attribution modeling, and spend efficiency analysis across our full portfolio of mortgage marketing programs. Reporting to the SVP/EVP of Marketing, you will build the frameworks and reporting infrastructure that connect marketing investment to funded loan volume and revenue outcomes. Your work will directly inform budget allocation decisions, channel strategy, and executive-level marketing performance reviews. This role requires a blend of financial acumen, analytical curiosity, and the ability to communicate complex findings clearly to both marketing and finance leadership in a regulated mortgage environment.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, or a related field.
• 2–5 years of experience in financial analysis, marketing finance, or revenue analytics, preferably within mortgage lending, banking, or financial services.
• Demonstrated ability to build multi-touch attribution models or marketing ROI frameworks in a financial services or lending context.
• Advanced proficiency in Microsoft Excel and/or Google Sheets for financial modeling, scenario analysis, and variance reporting.
• Experience with data visualization tools such as Power BI or Tableau to create performance dashboards and executive presentations.
• Strong SQL skills for querying and manipulating large datasets across relational databases.
• Solid understanding of the mortgage loan lifecycle—from lead generation through funded loan—and how marketing activities connect to origination outcomes.
• Excellent written and verbal communication skills, with the ability to present financial findings clearly to non-financial stakeholders.
• High attention to detail and commitment to data accuracy and integrity.

Nice To Haves

• Experience with statistical or scripting languages such as Python or R for advanced modeling and automation.
• Familiarity with CRM and marketing automation platforms (e.g., Salesforce, HubSpot) and their underlying data structures.
• Knowledge of regulatory requirements relevant to mortgage marketing, including RESPA, TILA, HMDA, ECOA, and CFPB guidelines.
• Familiarity with reverse mortgage / HECM products and the distinct compliance considerations governing their marketing.
• Experience with media mix modeling, A/B test financial analysis, or incrementality measurement.
• Prior experience in a marketing finance or FP&A role supporting a direct-to-consumer lending or financial services business.

Responsibilities

• Develop and maintain multi-touch attribution models that connect marketing spend across paid search, direct mail, digital, and referral channels to funded loan volume and net revenue.
• Calculate and report campaign-level ROI, cost-per-funded-loan, cost-per-lead, and other key efficiency metrics on a recurring and ad hoc basis.
• Partner with Marketing and Sales teams to define attribution logic, data sources, and measurement standards for new and existing campaigns.
• Conduct post-campaign financial analyses to assess actual vs. projected ROI and surface learnings that inform future investment decisions.
• Model the revenue impact of proposed marketing initiatives, channel shifts, or budget reallocations prior to execution.
• Support monthly, quarterly, and annual marketing budget planning, tracking actuals versus plan and flagging variances with recommended corrective actions.
• Build and maintain financial models and forecasts for marketing spend, lead generation volume, and pipeline contribution by channel and product line.
• Coordinate with the Finance department to ensure marketing expenses are accurately recorded, accrued, and reconciled in accordance with company accounting standards.
• Prepare executive-ready financial summaries and dashboards for marketing leadership and senior stakeholders.
• Analyze loan pipeline data, origination trends, and marketing-attributed production to measure the financial contribution of marketing programs.
• Maintain and improve reporting infrastructure, including dashboards and automated reports that surface campaign financial performance in near real-time.
• Identify trends, anomalies, and opportunities in marketing spend and revenue data, translating findings into clear business recommendations.
• Ensure the accuracy and integrity of all financial data used in marketing reporting, maintaining documentation and audit trails in support of compliance requirements.

Benefits

• Vacation hours accrue on a per pay period basis. Balance maximums are based on years of service.
• 40 hours of paid sick time after 90 days of employment. State sick time requirements will be added as needed.
• 9 Paid Holidays + 1 Cultural Celebration Day (Floating Holiday)
• Multiple PPO Medical Plans, as well as HDHP eligible plan.
• Dental Coverage
• Vision Coverage
• Company Paid Life Insurance
• 401K with a generous employer match
• Optional Life
• FSA
• Pet Insurance
• Free Legal Services
• Employee Loan Program

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level