Mortgage Sales Enablement Partner

About This Role

Manage and scale a comprehensive sales enablement program for Regions' home lending platforms. This role drives significant customer harvesting and recapture through strategic leadership, cross-functional collaboration, and deep mortgage business knowledge.

Responsibilities

• Manage and scale a comprehensive Sales Enablement (Incubation Task Force) program to maximize home lending recapture and harvesting capabilities
• Collaborate with Sales, Marketing, Technology, CRM, and Modeling to develop and implement strategies, tools, and measurement capabilities
• Determine appropriate strategy and actions of the Incubation Task Force to achieve target recapture and harvesting targets
• Lead strategic planning, digital strategy, business intelligence and analytics, business technology oversight, business optimization, and marketing performance management
• Design initiatives to understand the composition and characteristics of Mortgage, HiFi, and Home Equity customer bases
• Develop and refine CRM driven customer recapture and acquisition strategy, including intelligent lead distribution and user/campaign level performance reporting
• Leverage data and automation to enhance CRM efficiency and performance
• Establish key performance indicators (KPI's) to track success metrics and measure impact on portfolio recapture and harvesting performance
• Present data-driven insights and reports to executive leadership on enablement initiatives' impact
• Leverage data and technology to create innovative solutions that enhance recapture and harvesting of Home Lending production
• Assess outcomes and identify pertinent drivers that drive business results
• Design industry leading experiences that provide customers simple solutions to everyday home lending problems

Requirements

• Bachelor's degree in related field or equivalent
• Eight (8) years Mortgage and Home Equity lending, marketing, and analytics work experience
• Ability to travel 10%
• Comprehensive understanding of ethics, compliance, culture and best practices in a structured and regulated environment
• Excellent Verbal and Written communication skills
• Excels on cross-functional teams, communicating with C-level executives to organize and devise effective strategic objectives
• Experience identifying, engaging, and managing third party relationships
• Extensive capabilities with Microsoft Excel, PowerPoint, Visio
• Proficiency with sales enablement tools and CRM platforms
• Strong ability to analyze complex data, utilizing large data bases, Tableau, Power-BI, SQL and traditional spreadsheet analysis

Qualifications

• Bachelor's degree in related field or equivalent
• Eight (8) years Mortgage and Home Equity lending, marketing, and analytics work experience

Nice to Have

• Five (5) years of leading business analyst teams accountable for enhancing home lending recapture and harvesting

Skills

* Required skills

Benefits