Mortgage Sales Enablement Partner maximizing home lending processes and customer recapture through collaboration and strategic leadership in a banking environment.
Responsibilities
Manages and scales a comprehensive Sales Enablement (Incubation Task Force) program designed to maximize Regions’ home lending 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
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
Develops and refines CRM driven customer recapture and acquisition strategy including intelligent lead distribution
Leverages data and technology to create innovative solutions that enhance recapture and harvesting of Home Lending production
Assesses outcomes, identifies pertinent drivers that drive business results
Designs 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%
Five (5) years of leading business analyst teams accountable for enhancing home lending recapture and harvesting
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