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.
- Strategically develops and continually performs 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 business analytics, machine learning models and ability to represent the group in respective internal/external meetings
Preferred qualifications, capabilities and skills
- Strategy/consulting background helpful, but not required
- Experience in Home Lending preferred