Mortgage Sales Enablement Partner

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Thank you for your interest in a career  Regions, we believe associates deserve more than just a job. We believe in offering performance‑driven individuals a place where they can build a career—a place to expect more opportunities.

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.

• Manage and scale a comprehensive Sales Enablement program designed to maximize Regions’ home lending recapture and harvesting capabilities.
• Collaborate with Sales, Marketing, Technology, 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.
• Determine appropriate strategy and actions of the Incubation Task Force to achieve target recapture and harvesting targets.
• Lead strategic planning, digital strategy, business intelligence, analytics, technology oversight, optimization, and marketing performance management.
• Design initiatives to understand the composition and characteristics of Mortgage, HiFi, and Home Equity customer bases to inform customer loyalty efforts and identify areas of improvement.
• Develop and refine 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.
• Leverage data and automation to enhance CRM efficiency and performance.
• Establish key performance indicators (KPIs) to track success metrics and measure impact on portfolio recapture and harvesting performance.
• Present data‑driven insights and reports to executive leadership, outlining the impact of enablement initiatives on recapture and harvesting for all home lending platforms.
• Leverage data and technology to create innovative solutions that enhance recapture and harvesting of Home Lending production.
• Assess outcomes, identify pertinent drivers that drive business results.
• Design industry‑leading experiences that provide customers simple solutions to everyday home lending problems.

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

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

• Comprehensive understanding of ethics, compliance, culture, and best practices in a structured and regulated environment.
• Excellent verbal and written communication skills.
• Excel in 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 databases, Tableau, Power‑BI, SQL, and traditional spreadsheet analysis to measure impact and present findings to executive leadership.

Full time

• Target information based on the Metropolitan Statistical Area Market Range: $ USD
• Median: $ USD
• This job may participate in an annual discretionary bonus plan.

• 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. To learn more about Regions’ benefits, visit

Location:

Birmingham, Alabama

Equal Opportunity Employer/including Disabled/Veterans