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

Requirements

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 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.

Benefits

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

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Mortgage lendingHome Equity lendingBusiness analyticsData analysisLead managementCustomer journey experiencePerformance reportingKPI developmentSales enablementAutomation

Soft Skills

Verbal communicationWritten communicationCross-functional collaborationStrategic planningLeadershipProblem-solvingRelationship managementOrganizational skillsData-driven decision makingCustomer loyalty development

Certifications

Bachelor's degree