Regions Bank
Mortgage Sales Enablement Partner
Job Description
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.
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, CRM, and Modeling to develop and implement strategies, tools and measurement capabilities to equip sales teams with the necessary resources 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 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 of 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 and identify pertinent drivers that influence business results.
Design 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.
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.
Experience excelling 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 databases, 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 directly impacting pay for individual associates include experience, skills, knowledge, contribution, job location and performance. Pay will vary among individuals within the same job.
Minimum: $106,973.35 USD Median: $140,960.00 USD
This job may participate in an annual discretionary bonus plan.
Benefits Information
Paid Vacation/Sick Time
401(k) 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 Birmingham, Alabama – Regions Center
Equal Opportunity Employer We are an equal opportunity employer, including but not limited to disabled and veterans. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, age, genetic information, national origin, and any other protected characteristic.
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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, CRM, and Modeling to develop and implement strategies, tools and measurement capabilities to equip sales teams with the necessary resources 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 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 of 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 and identify pertinent drivers that influence business results.
Design 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.
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.
Experience excelling 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 databases, 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 directly impacting pay for individual associates include experience, skills, knowledge, contribution, job location and performance. Pay will vary among individuals within the same job.
Minimum: $106,973.35 USD Median: $140,960.00 USD
This job may participate in an annual discretionary bonus plan.
Benefits Information
Paid Vacation/Sick Time
401(k) 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 Birmingham, Alabama – Regions Center
Equal Opportunity Employer We are an equal opportunity employer, including but not limited to disabled and veterans. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, age, genetic information, national origin, and any other protected characteristic.
#J-18808-Ljbffr