Mortgage Strategy and Insights Business Partner

Regions Bank•Birmingham, AL

3d•$113,070 - $146,550•Onsite

About The Position

The Mortgage Strategy and Insights Business Partner works with the Head of Mortgage to advance the Mortgage business’s strategic priorities. The role serves as a strategic integrator across Mortgage, aligning priorities and accelerating execution among Product, Sales, Operations, Risk, Technology, Finance, and Consumer Banking. It provides actionable insights, supports long-term planning, and leads cross-functional initiatives intended to improve mortgage production, customer experience, operating performance, and long-term growth. The position is part of the Consumer Bank Strategy & Performance Optimization team, which brings customer insights, emerging trends, and strategic analysis to long-term planning and execution across Retail, Mortgage, and Home Improvement Financing. The role also supports development of Mortgage’s multi-year strategy and long-term roadmap, evaluates growth and customer-experience opportunities, and tracks performance against strategic priorities. This is a full-time, exempt position and is eligible for an annual discretionary incentive plan. The listed Metropolitan Statistical Area market range has a minimum of $113,069.55 and a median of $146,550.00. The position is based at Regions Center in Birmingham, Alabama.

Requirements

Bachelor’s degree in an appropriate discipline.
Seven years of experience in financial services or a related industry.
Three years of experience in marketing, customer experience, business or product leadership, or customer analytics.
Ability to influence senior leaders and drive outcomes without direct authority.
Exceptional communication, executive storytelling, and stakeholder management skills.
Strong analytical and problem-solving capabilities, with a bias toward action.
Experience leading strategic initiatives, business transformations, or performance-improvement efforts.
Ability to serve as a trusted advisor to senior leadership and work effectively across Product, Pricing, Risk, Technology, Operations, Finance, and Sales.
Ability to lead internal and cross-functional teams and work collaboratively.
Strong business acumen, customer orientation, and a proven track record of attaining business results.
Self-motivated, innovative, responsible, proactive, flexible, and determined to take ownership and deliver assigned targets and projects.

Nice To Haves

Master’s degree.
Mortgage strategy, business management, transformation, or product leadership experience.
Mortgage operations, sales, finance, or analytics leadership experience.
Deep understanding of mortgage origination, servicing, secondary marketing, product management, sales, or operations.
Experience supporting executive leadership and driving business growth, customer-experience improvements, operational efficiency, and strategic priorities.

Responsibilities

Serve as a strategic integrator across the Mortgage organization, aligning priorities, influencing decisions, and accelerating execution across functions and leadership teams.
Analyze mortgage production, customer acquisition, recapture, servicing, profitability, capacity utilization, market opportunities, and competitive dynamics.
Develop executive presentations, recommendations, and decision-support materials for senior leadership.
Lead cross-functional strategic initiatives and special projects on behalf of Mortgage leadership.
Partner with Product, Pricing, Risk, Technology, Operations, Finance, Marketing, Retail Banking, and Consumer Strategy teams to drive alignment and execution.
Lead Mortgage business unit review insights and executive-level performance narratives.
Track long-term performance against Mortgage strategic priorities and identify emerging risks, opportunities, and dependencies.
Support development of the Mortgage “North Star,” multi-year strategy, and long-term roadmap.
Evaluate growth opportunities, customer-experience improvements, process simplification efforts, and operating-model enhancements.
Support customer-segment strategy and execution, including segmentation, propositions, channel strategy, prioritization, customer experience, vendor management, risk management, and budget.
Conduct customer-segment research and analyze customer profiles to identify market requirements and targeted product or marketing opportunities.
Develop customer journey maps and plans to improve acquisition, satisfaction, retention, and financial performance.
Collaborate across the organization to align marketing campaigns and product initiatives with customer experience, segment needs, and growth targets.
Develop execution plans and growth strategies using research, data analytics, and feedback from channels and other business lines.
Guide integrated marketing programs and communications that support strategic positioning and generate business leads.
Collaborate with enterprise-wide partners to execute company-wide strategies and help ensure project and department milestones are met within approved budgets.

Benefits

Paid vacation and sick time.
401(k) 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.
Annual discretionary incentive plan; awards may be based on individual, business, and/or company performance.