Executive Director, Chief of Staff - Sales Optimization and Strategy, Home Lending

Jacksonville, FL
Hybrid ✅
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Apply before: 
Nov 19, 2023

Business Description

The Mortgage Sales Strategy group is a specialized team tasked with improving Sales efficiency and productivity. The team works closely with Technology, Marketing, Decision Sciences, and Sales, to help optimize the flow of over 50,000 mortgage leads every month. Optimization occurs primarily through deploying machine learning algorithms into production systems.

Role Description

The Executive Director of Sales Strategy will concentrate on crafting and executing the sales optimization program, encompassing routing strategy, lead optimization, and contact strategy. The professional occupying this role must ensure close coordination and alignment with key stakeholders in Decision Science, Marketing, and Technology. Concurrently, he/she will collaborate with our sales team to implement strategies and foster outcome-driven results.

Job Responsibilities

Own and communicate the Lead Optimization roadmap; break down key objectives into phases and requirementsRepresent the business agenda and organizational objectives, e.g., increasing sales productivity, making progress against our Path Forward goalsDefine Key Performance Indicators across the program; ensure implementation will enable measurement of Key Performance IndicatorsOutline reporting requirements to understand key performance and operational metrics; partner with Decision Science and Management Information ScienceConnect the dots across a variety of initiatives in Originations to more closely align strategies and highlight dependencies

Required Qualifications, Skills And Capabilities

5+ years in a business or executive management roleExcellent 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 roadmapRobust problem-solving skills and analytical mindset to manage across multiple stakeholders, trade-offs, and constraints to ensure roadmap deliveryAcumen for business analytics, machine learning models and ability to represent the group in respective internal/external meetingsMaster's degree in Business, Finance, Economics, or other related areaTrack record of organizing and directing multiple teams and departments

Preferred Qualifications, Skills And Capabilities

Strategy/consulting background helpful, but not requiredExperience in Home Lending preferred

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

Equal Opportunity Employer/Disability/Veterans

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