Mortgage Sales Enablement Partner

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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.

• 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
• Assesses outcomes, identifies pertinent drivers that drive business results
• Designs industry leading experiences that provide customers simple solutions to everyday home lending problems

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

This is a single incumbent position.

• 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

• Comprehensive understanding of ethics, compliance, culture and best practices in a structured and regulated environment
• Excellent Verbal and Written communication skills
• Excels on…