Business Strategy Lead (Mortgage)

Location: Remote, USA; role location listed as Clanton, Alabama, United States of America.

Salary: $89,600–$149,300 annual (USD); the applicable range may vary by location.

Company

M&T Bank is a banking company offering business and financial services.

What you will do

• Support the development and implementation of capture and recapture strategies to increase customer retention, strengthen customer relationships, identify origination opportunities, and drive portfolio growth.
• Partner with business stakeholders to design, execute, and optimize customer outreach campaigns and engagement initiatives across multiple channels.
• Use Velocify, Volly, dialer technologies, and related lead management tools to develop, execute, and track campaign performance.
• Analyze customer, portfolio, lead, outreach, and campaign performance data to identify trends, opportunities, and areas for improvement.
• Develop recommendations to improve customer engagement, conversion effectiveness, retention, and business performance.
• Follow risk and regulatory standards, maintain internal control standards, escalate risk issues, and implement audit or regulatory action items.

Requirements

• Bachelor’s degree and at least 5 years of relevant work experience, or a combined minimum of 9 years of higher education and/or work experience instead of a degree.
• Strong analytical ability and creative problem-solving skills.
• Strong interpersonal, written, and verbal communication skills for business partner relationships inside and outside the organization.
• Strong attention to detail and the ability to work independently and as part of a team.
• Self-motivated, results-driven, well organized, and able to manage multiple assignments under time constraints.
• Proficiency with personal computers and spreadsheet, database, graphing, and presentation software.

Nice to have

• Experience developing and executing capture and recapture strategies within mortgage.
• Experience managing outreach initiatives, lead generation and management processes, customer retention efforts, and portfolio growth strategies.
• Experience onboarding and managing Velocify, Volly, and dialer technologies.
• Ability to translate data and business insights into actionable recommendations that drive recapture and business growth.

Culture & Benefits

• Remote-eligible position limited to the USA.
• Work leadership responsibilities, with possible indirect management of team members on specific projects.
• Work environment supports belonging and reflects the M&T Bank brand.
• Compensation is market-informed and based on the candidate’s knowledge, skills, and experience.