Mortgage Sales Enablement Partner

Regions Bank • Birmingham, AL

2d

About The Position

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.

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, 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

Nice To Haves

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

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

Benefits

• Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees