Mortgage Sales Enablement Partner

Mortgage Sales Enablement Partner

At Regions, the Mortgage Sales Enablement Partner is responsible for managing and scaling a comprehensive Sales Management Task Force. This role will develop key partnerships, orchestrate collaborations, and design cross-functional processes across teams to grow Regions' home lending platforms. The incumbent will be expected to drive customer harvesting and recapturing through strategic leadership and a deep knowledge of the mortgage business.

Primary Responsibilities

• Manages and scales a comprehensive Sales Enablement (Incubation Task Force) program designed to maximize Regions' home lending (First Mortgage, Home Equity, and Home Improvement Finance Installment loan) recapture and harvesting capabilities
• Collaborates with Sales, Marketing, Technology, Customer Relationship Management (CRM), and Modeling to develop and implement strategies, tools and measurement capabilities to equip sales teams with the necessary resources and capabilities to drive production and conversion
• Determines appropriate strategy and actions of the Incubation Task Force to achieve target recapture and harvesting targets
• Leads strategic planning, digital strategy, business intelligence and analytics, business technology oversight, business optimization, and marketing performance management
• Designs initiatives to understand the composition and characteristics of the Mortgage, HiFi, and Home Equity customer bases to inform customer loyalty efforts and identify areas of improvement
• Develops and refines CRM driven customer recapture and acquisition strategy including intelligent lead distribution, customer journey experience pathing, lead management accountability, and user and campaign level performance reporting
• Leverages data and automation to enhance CRM efficiency and performance
• Establishes key performance indicators (KPI's) to track success metrics and measure impact on portfolio recapture and harvesting performance
• Presents data-driven insights and reports to executive leadership, outlining the impact enablement initiatives on recapture and harvesting for all home lending platforms
• Leverages data and technology to create innovative solutions that enhance recapture and harvesting of Home Lending production
• Assess outcomes, identifies pertinent drivers that drive business results
• Designs industry leading experiences that provide customers simple solutions to everyday home lending problems

This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.

This is a single incumbent position.

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%

Preferences

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

Skills and Competencies

• 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, while delivering and executing planned commitments, tactical or interim solutions
• Experience identifying, engaging, and managing third party relationships
• Extensive capabilities with Microsoft Excel, PowerPoint, Visio
• Proficiency with sales enablement tools and CRM platforms (e.g., Salesforce and Surefire)
• Strong ability to analyze complex data, utilizing large data bases, Tableau, Power-BI, SQL and traditional spreadsheet analysis to measure impact and present findings to executive leadership

Full time

Compensation Details

Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.

Job Range Target: Minimum: $105,598.90 USD Median: $139,150.00 USD Incentive Pay Plans: This job may participate in an annual discretionary bonus plan.

Benefits Information

• Paid Vacation/Sick Time
• 401K with Company Match
• Medical, Dental and Vision Benefits
• Disability Benefits
• Health Savings Account
• Flexible Spending Account
• Life Insurance
• Parental Leave
• Employee Assistance Program
• Associate Volunteer Program

Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time.

Location Details

Location: Birmingham, Alabama

Equal Opportunity Employer/including Disabled/Veterans