Home Lending, Executive Director - Sales Strategy and Transformation

Join us as an Executive Director for the Consumer Home Lending Strategy team, where you will have the opportunity to shape and implement strategic initiatives that increase sales efficiency and effectiveness.

This role offers you the chance to collaborate with key stakeholders across various departments, including Decision Science, Marketing, and Technology, and to make a significant impact on our Sales team's strategies.

As an Executive Director in the Consumer Home Lending Strategy team, you will be a part of the Sales Strategy and Transformation division, supporting a cross-functional team in designing and implementing strategic initiatives.

Your role will be crucial in enhancing sales efficiency and effectiveness across the Consumer Originations and Home Lending team.

You will be responsible for coordinating and aligning with primary stakeholders in Decision Science, Marketing, Technology, and Decision Sciences, while also collaborating with our Sales team to implement strategies.

Job Responsibilities


* Partners cross-functionally with Home Lending Sales Leadership, Sales Optimization, Finance, Product, & Decision Science to oversee the development, communication and execution of strategic initiatives.


* Strategic development, oversight, monitoring and optimization of home lending sales coverage model(s).


* Works closely with Decision Science, Sales and Sales optimization partners to deploy and leverage Artificial Intelligence/Machine Learning capabilities that improve efficiencies within sales funnel.


* Reviews and provides analytical insights and communications with sales leaders and sales optimization teams


* Manages and guides key projects and initiatives in partnership with Field Sales leaders and One Chase teams to ensure widespread adoption in sales behaviors across the country


* Gathers input and manipulates information for standard business purposes, including executive-level decks for review with Senior Executives

Required qualifications, capabilities and skills


* Master's degree in Business, Finance, Economics, or other related area


* 5+ years in a business or executive management role


* History of organizing and directing multiple teams and departments


* Data Modeling and Data Analytics Skills


* Decision Science, Artificial Intelligence and Machine Learning knowledge/experience


* Experience in customer acquisition, sales operations, branch workforce planning, sales optimization, Salesforce, CRM Tool knowledge


* Excellent communication skills; written (PowerPoint slides) and verbal (senior-level presentations)


* Strong process design skills and ability to independently translate an end-state vision for lead optimization and distribution into pragmatic execution / well-paced roadmap


* Robust problem-solving skills and analytical mindset to manage across multiple stakeholders, trade-offs, and constraints to ensure roadmap delivery


* Acumen for busin...