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Regions Bank · 2 weeks ago

Mortgage Sales Enablement Partner

Atlanta, GA

Full-time

Onsite

Senior Level, Lead/Staff

$107K/yr - $141K/yr

8+ years exp

Regions Bank is dedicated to providing a career-focused environment for its associates. The Mortgage Sales Enablement Partner will manage and scale a comprehensive Sales Management Task Force to enhance Regions’ home lending platforms through strategic leadership and collaboration across teams.

BankingInsurance

Responsibilities

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

Assess outcomes, identifies pertinent drivers that drive business results

Designs industry leading experiences that provide customers simple solutions to everyday home lending problems

Qualification

MortgageHome Equity lendingSales enablement toolsData analysisCRM platformsBusiness intelligenceThird party relationship managementMicrosoft ExcelMicrosoft PowerPointMicrosoft VisioTableauPower-BISQLCommunicationCross-functional teamwork

Required

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%

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

Preferred

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

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

Company

Regions Bank

Glassdoor3.6

Regions Financial Corporation is a member of the S&P 500 Index and is one of the nation’s largest full-service providers of consumer and commercial banking, wealth management, and mortgage products and services.

Founded in 1971

Memphis, Tennessee, USA

10001+ employees