Regions Bank
Mortgage Sales Enablement Partner
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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.
Job Description 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.
Primary Responsibilities
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
Requirements
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%
Preferences
Five (5) years of leading business analyst teams accountable for enhancing home lending recapture and harvesting
Skills And Competencies
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
Position Type Full time
Compensation Details 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 include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
Target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
Job Range Target:
$106,973.35 USD
Median:
$140,960.00 USD
Incentive Pay Plans: This job may participate in an annual discretionary bonus plan.
Benefits Information Regions offers a benefits package that is flexible, comprehensive and recognizes that “one size does not fit all” for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
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
Location Details Regions Center, Birmingham, Alabama
Equal Opportunity Employer/including Disabled/Veterans
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.
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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.
Job Description 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.
Primary Responsibilities
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
Requirements
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%
Preferences
Five (5) years of leading business analyst teams accountable for enhancing home lending recapture and harvesting
Skills And Competencies
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
Position Type Full time
Compensation Details 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 include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
Target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
Job Range Target:
$106,973.35 USD
Median:
$140,960.00 USD
Incentive Pay Plans: This job may participate in an annual discretionary bonus plan.
Benefits Information Regions offers a benefits package that is flexible, comprehensive and recognizes that “one size does not fit all” for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
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
Location Details Regions Center, Birmingham, Alabama
Equal Opportunity Employer/including Disabled/Veterans
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.
#J-18808-Ljbffr