Mortgage Strategy and Insights Business Partner

Regions Financial Corporation; Birmingham (AL); On-site; USD 102,000 - 124,000; Full time

Benefits offered by this job

Paid Vacation/Sick Time

401K with Company Match

Medical, Dental and Vision Benefits

Parental Leave

Employee Assistance Program

Job summary

Regions Financial Corporation in Birmingham, AL, seeks a Consumer Strategy Business Partner to drive strategic objectives for the Consumer Bank. You will lead due diligence, planning, and implementation of segment strategies, partnering with Sales, Product, Marketing, Risk, and Technology to deliver growth and better customer experiences.

The role emphasizes cross-functional leadership, data analysis, and execution of multi-year plans with a focus on customer segmentation and improved

Qualifications

• Bachelor's degree in an appropriate discipline.
• Seven years of experience in financial services or related industry.
• Three years of experience in marketing, customer experience, business/product leadership, or customer analytics.
• Master's degree preferred.

Responsibilities

• Achieve KPIs through customer-centric strategy deployment.
• Collaborate across units to align marketing campaigns with segment needs.
• Develop customer journey maps to improve acquisition, satisfaction, loyalty, and financial performance.
• Drive cross-sell initiatives and data-driven analytics to grow relationships.

Skills

Leadership

Strategic thinking

Analytical skills

Stakeholder management

Communication

Education

Bachelor's degree

Master's degree

Job description

Thank you for your interest in a career at Regions. 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.

Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.

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 interactionsand 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 ofexperience in financial services, or related industry
• Three(3) years ofexperience 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 salesand 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 management, transformation, product leadership experience preferred
• Mortgage operations, sales, finance, or analytics leadership preferredDeep understanding of mortgage origination, servicing, secondary marketing, product management, sales, or operations preferred
• Experience supporting executive leadership and driving business growth, customer experience improvements, operational efficiency, and strategic priorities preferred

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.

Job Range Target:

Minimum: $113,069.55 USD

Median: $146,550.00 USD

Incentive Pay Plans: This role is eligible to participate in the annual discretionary incentive plan. Employees are eligible to receive a discretionary award based on individual, business, and/or company performance.

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

Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions’ benefits, please click or copy the link below to your browser.

https://www.regions.com/about-regions/welcome-portal/benefits

Location Details

Regions Center

Location:

Birmingham, Alabama

Equal Opportunity Employer/including Disabled/Veterans