Mortgage Strategy and Insights Business Partner

Regions Bank•Birmingham, AL

2d•Onsite

About The Position

The Mortgage Strategy and Insights Business Partner works with the Head of Mortgage to advance strategic priorities across the Mortgage business. The role serves as a strategic integrator across Mortgage functions, aligning priorities and accelerating execution across 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 conducts strategic analysis, develops executive presentations and recommendations, supports business reviews, and tracks performance against strategic priorities. It contributes to the Mortgage “North Star,” multi-year strategy, and long-term roadmap, while evaluating growth opportunities, customer experience improvements, process simplification, and operating model enhancements. The role also requires influencing senior leaders and serving as a trusted advisor across the organization. The broader Consumer Bank Strategy & Performance Optimization team combines emerging trends, customer insights, and strategic analysis to shape long-term plans and accelerate execution across Retail, Mortgage, and Home Improvement Financing. The position is based at Regions Center in Birmingham, Alabama, is full-time, and is incentive eligible. The stated job-range target minimum is $113,069.55 USD and the median is $146,550.00 USD; compensation varies based on factors including experience, skills, contribution, location, and performance.

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/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 teams.
Ability to lead internal and cross-functional teams and work collaboratively.
Self-motivated, innovative, responsible, proactive, flexible, and determined to take ownership and deliver assigned targets and projects.
Strong business acumen, customer orientation, and a proven track record of attaining business results.

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 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.
Achieve assigned KPIs through effective deployment of customer-centric strategy.
Facilitate collaboration across business units and internal stakeholders to align marketing campaigns and product initiatives with segment experience, propositions, portfolio fit, customer needs, and growth targets.
Develop customer journey maps, identify improvement opportunities, and drive plans to increase acquisition, satisfaction, retention, and financial performance.
Drive engagement, retention, customer deepening, and acquisition through segmentation, propositions, channel support, and data-driven analytics.
Develop differentiated customer propositions and execution plans backed by research, data analytics, and feedback from channels and other business lines.
Strengthen channel capabilities and cross-selling journeys, including customer interactions and touchpoints that generate business opportunities.
Guide integrated marketing programs and end-to-end marketing communications that shape strategic positioning and generate leads.
Maximize opportunities among existing customers, including reactivating inactive customers and reconnecting with special caring segments.
Collaborate with enterprise-wide partners to execute company-wide strategies.
Ensure project and department milestones and goals are met while adhering to approved budgets.