Mortgage Strategy and Insights Business Partner

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Job Description:
At Regions, the Consumer Strategy Business Partner manages the due diligence, planning, development, socializing, and implementing of strategic business objectives. Assists in the establishment of organization objectives, in the development of organization short, medium, and long-range and strategic plans for a sub-segment of the Consumer Bank. Key to those plans is the identification of organization strengths and weaknesses, business opportunities and extensive understanding of customers and prospects. Evaluates and manages new business opportunities, initiatives, mergers, acquisitions, partnerships, alliances, and/or joint ventures within their area of responsibility. Oversees analysis covering the economics, legal, regulatory, market and competitive environment as well as internal organizational, financial, technical analysis. Monitors competitive activity and identifies client needs.
Responsible and accountable for the customer segment strategy across all channels, products, programs, compliance, and support groups. This includes channel strategy, roadmap, prioritization, execution, customer experience, usability, support, vendor management, risk management and budget for their segment.
Responsible for all research of their customer segment including extracting customer data and analyzing profiles to determine market segment requirements. Identifies and partners to develop targeted product offerings or marketing campaigns based on customer profiles. Provides information to sales and marketing teams to assist in the promotion of the organization's goods and/or services.
Partners with other Strategists in the day-to-day performance of their jobs and leverages shared services resources in other groups for technical research and analytics needs. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. Extensive knowledge of department processes.
Responsibilities
Achieves the key performance indicators (KPIs) assigned through effective deployment of customer-centric strategy
Facilitates tight collaboration across organization with business units and internal stakeholders to ensure marketing campaigns and product initiatives being in line with the experience and proposition defined for respective segments, and to ensure right fit across product portfolio, segment needs and growth targets
Develops customer journey maps to identify areas to improve, develop plans and drive change to increased customer acquisition, satisfaction, retention, and financial performance
Drives engagement, retention, deepening of existing customers and foster new customer acquisition through right segmentation & propositions, robust channel support and data-driven analytics
Defines differentiated proposition as an "all-in-one" solutions provider for their segment through advanced segmentation strategies to create a sustainable and competitive market position
Builds advanced execution plans and growth strategies backed by research, data analytics and feedback from channels and other business lines with the ultimate goals to increase relationship depth, retention, and new customer acquisition
Strengthens channel capabilities to empower seamless cross-selling journey, enable customer direct interactions and touchpoints to generate business opportunities
Guides the development and implantation of integrated marketing programs and deliver end-to-end marketing communications that shape the strategic positioning and generate business leads
Builds a customer-centric cross-selling journey to drive customer lifetime value by enhancing customer engagement and experience, to serve a large and important customer base,
Maximizes untapped opportunities from existing customers base, including reactivating the inactive, and reconnecting special caring segments
Collaborates with enterprise wide partners to execute company-wide strategies
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
This position is incentive eligible.
Requirements
Bachelor's degree in an appropriate discipline
Seven (7) years of experience in financial services, or related industry
Three (3) years of experience in marketing, customer experience, business/product leadership, or customer analytics
Preferences
Master's degree
Skills and Competencies
Able to lead internal and cross-functional teams to be a team player
Motivated and high caliber individual will have direct responsibility to formulate Best-in-Class Customer Segmentation and proposition, deepen engagement via cross-sell and upsell, improve sales and retention, and enhance customer experience along the entire customer journey
Self-motivated, innovative, responsible, proactive, flexible, take ownership and determined to deliver assigned targets/projects
Strong analytical, problem-solving and execution skills
Strong business acumen and is customer oriented with proven track-record in attaining business results
Additional Job Description
The Consumer Bank Strategy & Performance Optimization team brings an outside‑in, future‑focused perspective to Regions’ Consumer Bank—combining emerging trends, customer insights, and strategic analysis to shape long‑term plans and accelerate execution across Retail, Mortgage, and Home Improvement Financing. We partner with senior leaders to drive strategy, enable cross‑functional alignment, and help the Consumer Bank deliver stronger growth and a more future‑ready customer experience.
The Mortgage Strategy and Insights Business Partner will partner directly with the Head of Mortgage to drive the most important strategic priorities within the Mortgage business. This role serves as a strategic integrator across the Mortgage organization, helping align priorities and accelerate execution across Product, Sales, Operations, Risk, Technology, Finance, and Consumer Banking. The role delivers actionable insights, supports long-term planning, and drives cross-functional initiatives that improve mortgage production, customer experience, operating performance, and long-term business growth
Key Responsibilities
Serve as a strategic integrator across the Mortgage organization, helping align priorities, influence decisions, and accelerate execution across multiple functions and leadership teams
Conduct strategic analysis on mortgage production, customer acquisition, recapture, servicing, profitability, capacity utilization, market opportunities, and competitive dynamics
Develop executive presentations, recommendations, and decision-support materials for senior leadership
Lead cross-functional strategic initiatives and special projects on behalf of Mortgage leadership
Partner with Product, Pricing, Risk, Technology, Operations, Finance, Marketing, Retail Banking, and Consumer Strategy teams to drive alignment and execution
Lead Mortgage business unit review insights and executive-level performance narratives
Track long-term performance against Mortgage strategic priorities and identify emerging risks, opportunities, and dependencies.
Supports development of the Mortgage “North Star”, multi‑year strategy, and long‑term roadmap
Support evaluation of growth opportunities, customer experience improvements, process simplification efforts, and operating model enhancements
Key Qualifications
Proven ability to influence senior leaders and drive outcomes without direct authority
Exceptional communication, executive storytelling, and stakeholder management skills
Strong analytical and problem-solving capabilities with a bias toward action
Experience leading strategic initiatives, business transformations, or performance improvement efforts
Ability to serve as a trusted advisor to senior leadership and operate effectively across Product, Pricing, Risk, Technology, Operations, Finance, and Sales team
Additional Preferences
Mortgage strategy, business manageme