Mortgage Sales Enablement Partner

Mortgage Sales Enablement Partner

Join to apply for the Mortgage Sales Enablement Partner role at Regions Bank.

At 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. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.

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.

• Manage and scale 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
• Collaborate 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
• Determine appropriate strategy and actions of the Incubation Task Force to achieve target recapture and harvesting targets
• Lead strategic planning, digital strategy, business intelligence and analytics, business technology oversight, business optimization, and marketing performance management
• Design 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
• 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 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 a related field or equivalent
• Eight (8) years of 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
• Excellent 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

Full time

Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates…