Mortgage Strategy and Insights Business Partner
Core
Strategic integrator for the Mortgage business, aligning priorities and accelerating execution across Product, Sales, Operations, Risk, Technology, and Finance to improve production, customer experience, and long-term growth.
Role type
Senior IC Mortgage Strategy Business Partner
Builds
Actionable insights, long-term plans, and cross-functional initiatives for the Mortgage organization.
Domain
Financial Services / Mortgage Lending
Required skills
Strategic analysis, executive presentation, cross-functional leadership, market opportunity identification, competitive dynamics assessment, data-driven decision support
Preferred skills
Master's degree, advanced segmentation strategies, customer journey mapping
Technologies
None explicitly stated
Responsibilities
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, and Operations teams to align priorities and accelerate execution.
Seniority
Senior, hands-on IC