Business Operations Analyst
4 weeks ago
We are seeking a highly skilled Business Analyst - Workforce Management to join our team at Unison. As a key member of our workforce management team, you will be responsible for analyzing data and trends to optimize workforce efficiency and performance.
Key Responsibilities:
- Build relationships with our Sales and Business Development teams to understand their pain points and develop effective solutions.
- Create reports and dashboards on real-time and historical data to track Mortgage Loan Officer (MLO) performance and identify areas for improvement.
- Analyze and develop weekly recommendations for scheduling and use staffing requirements, contact center and operations schedules to determine required staffing levels to ensure the organization's ability to meet operational commitments.
- Identify variances and create effective plans to address gaps and optimize workforce performance.
- Coordinate departmental schedules in conjunction with managers, including training, team meetings, and all other "off-phone" tasks.
- Maintain holiday pattern forecasts to ensure effective coverage for holidays and special events.
- Oversee and manage the WFM selected platform utilized in forecasting, scheduling, tracking, monitoring, and reporting daily/monthly contact center statistics.
- Create integrated database tracking tools for staffing shrinkage patterns (vacation, sick, training, etc.) to optimize staffing levels.
- Provide our leaders with insights on how to improve workforce performance and efficiency.
About You:
- You have a Bachelor's degree in a relevant field and 3-5 years of experience in Contact Center Workforce Management planning.
- You have experience using software to build and maintain complex forecasting models and have a strong analytical and problem-solving skillset.
- You are able to communicate clearly and concisely and have experience managing multiple projects by prioritizing, scheduling, and adapting as necessary with shifting objectives.
- You have a strong attention to detail and are able to work well in a high-paced and sometimes stressful environment.
- You have experience with Workforce Management tools (e.g., Humanity by TCP, When I Work, TalkDesk Workforce Management) and have experience working with Salesforce and TalkDesk integrations.
We recognize that people come with experience and talent beyond just the technical requirements of a job. If your experience is close to what you see listed here, please still consider applying. Diversity of experience and skills combined with passion is a key to innovation and excellence. Therefore, we encourage people from all backgrounds to apply to our positions. Please let us know if you require accommodations during the interview process.
Why Join Us?
At Unison, we draw on a deep and wide range of talent across several disciplines. Visionaries in investment management, product development, and financial technology are joined by innovative real estate and consumer finance experts creating a unique culture.
Perks of the Unison employee include: competitive salaries, 100% paid medical and dental benefits, generous PTO policy, paid parental leave program, and fantastic downtown SF and Omaha locations, as well as being an integral part of a well-funded market leader with incredible momentum.
About us:
Unison is a San Francisco-based company that is pioneering a smarter, better way to own your home. Until now, the only way to finance a home was by taking on debt. Through the Unison Agreement, we help homeowners access their equity flexibly with no monthly payments or interest. We enhance home affordability, reduce debt, and deliver a less risky way for homeowners, investors, and society to think about their most important asset - the home. For additional information, visit or follow us on Facebook, Instagram, LinkedIn, Twitter and YouTube.
The last few years have been record-breaking for Unison. We expanded our offering to 30 states, surpassed the $5B mark in real estate investments and partnered with over 7K customers through our HomeBuyer and HomeOwner programs. This tremendous growth was recognized by the Deloitte Technology Fast500 awards two years in a row as well as being included in the most recent Forbes Fintech50.
Unison provides equal employment opportunity to all individuals regardless of their race, age, creed, color, religion, national origin or ancestry, sex, gender, disability, veteran status, genetic information, sexual orientation, gender identity or expression, pregnancy, or any other characteristic protected by state, federal, or local law.
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