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Home Equity Sales Strategy Support Manager

Req #: 170114163
Location: Phoenix, AZ, US
Job Category: Operations
Potential Referral Amount: 0 US Dollar (USD)
The role of the HE Region Manager is to provide analytical, communications, project management and field support needed to ensure that the business goals and priorities of the Region are delivered. Overall, the SIM is responsible for ensuring consistent execution of sales strategy and implementation of Home Lending and JPMC corporate requirements. The SIM serves as liaison with key partners on National project teams to drive implementation of Marketing, Compliance, Training and Product initiatives.  The SIM fields inquiries /problem resolution for Management team and sales force.  The SIM may also provide supplemental analytical and reporting support for acknowledgment, business briefing projects and ad hoc business requests as determined by the Region Manager.
The role of the Home Equity Sales Integration Manager (SIM) is to integrate Home Equity in the Consumer Bank and Mortgage Bank. The individual in this position will specifically be responsible for ensuring Home Equity is part of the Regional and customer value proposition.  The Home Equity SIM must be able to quickly determine change impact, coordinate with multiple groups across functional areas and communicate regularly with key business partners.  A strong Home Equity, Mortgage, Marketing, Consumer Banking and Credit understanding is crucial.
Originations supports the Consumer Bank in providing home lending solutions to consumers. The Retail group does this via Home Lending Advisors located in Chase bank branches. It also has Home Lending Advisors in central offices outside the bank’s footprint states that serve consumers’ mortgage needs in those areas. Bank branches that do not have an assigned loan officer work with a Branch Sales Center.
Additionally, Consumer Bank Bankers can refer customers to the Home Equity Sales team.
Principle Duties and Responsibilities:
Business Reviews/Briefings:
  • Integrate with Retail Mortgage Banking Region Manager (RM) and Consumer Bank Region Directors (RD) within territory to ensure Home Equity is incorporated in business objectives and goals.  
  • Dedicate 75% of week to meeting with internal customer base to drive visibility and results – spread time evenly across Mortgage Banking and Consumer Bank audiences:
  • Attend Senior Lending Manager and Lending Manager team meetings monthly
  • Attend Lending Manager and Market Director team meetings quarterly
  • Schedule ongoing branch visits with Marketing Directors and Lending Managers
  • Create, facilitate and participate in customer events
  • Facilitate workshops and trainings for new hires in the region
  • Facilitate trainings for underperforming Lending Advisors and managers
  • Determine where to place Home Equity in the territory customer value proposition.  
  • Partner with Home Equity Sales, Operations and Underwriting to drive customer service needs. 
  • Partner with Marketing and Communications to make certain Home Equity message is shared appropriately with Mortgage Banking and Consumer Banking staff.
  • Build regional competitive analysis. 
  • Share key market feedback and intelligence with Retail Strategy team in real time. 
  • Develop business briefing documents used by Regional Manager to update senior leadership in Mortgage Banking and Retail Bank.
  • Collect and interpret data to present key findings and implications on production, bank volume and corporate priorities and provide business recommendations to the Regional Manager.
  • Engage with internal partners to develop and implement various strategic initiatives by developing relationships and ensuring critical measurements are met.
  • Act as key partner to the Regional Manager in organizing senior leader business reviews by contemplating areas that focus on performance, key deliverables and critical needs to the Region.
Marketing Partnership:
  • Analyze reports on key marketing initiatives HE Cash Out, Fast Follow) to identify gaps and opportunities in Home Lending Advisor participation.  Design communication or workshops to increase production.
  • Assess and review proposals to ensure merit support and meet RESPA compliance issues, counsel on marketing tactics and submit request for funding to Marketing team.
  • Keep field updated of new collateral, email templates and programs that can be leveraged to drive business.
Region/Corporate Priorities :
  • Delivery of key Regional and corporate projects which includes analysis, communication and follow-up with sales team.
  • Execute and oversee specified programs and events and serve as "go to person' for Region, be proactive in addressing deficiencies as well as best practices and what is working well.
  • Drive key corporate projects determined by Marketing, Training, National project teams.
  • Provide recognition communications and recommendations for process improvements to Region Manager on an ongoing basis.
Management & Field:
  • Provide research and problem resolution on variety of topics/questions/issues as they arise.
  • Provide navigation and direction when new process/programs are launched by acting as subject matter expert and delivering training and expertise.
  • Identify issues with reporting/new systems/platforms and coordinate resolution with team owners.
  • Develop strategic message on behalf of Sr. Region Mgrs that raise awareness/reinforce key priorities.
  • Develop (as needed) monthly communications, Town Hall, tip-sheets, etc
Strong understanding of the Mortgage Banking industry.  Retail banking a plus
Drives sales strategies/protocols that contribute to financial goals. 
Thorough knowledge of Mortgage Banking business including detailed product knowledge.
Proven ability to learn new information and train the sales team and present to management
Home Equity experience
College degree preferred
Excellent written and oral communication
This position requires excellent communication skills as well as excellent analytical skills.
Proven ability to deliver excellent customer satisfaction to partners and clients
Must be able to create and deliver workshops with strong presentation skills 
Must possess strong computer skills such as Microsoft Word, Excel, and PowerPoint.
10+ year experience in industry.  Prefer Mortgage industry or broader financial services experience.
Ability to interpret reports and determine impact on field. Individual is responsible for analysis of various marketing and sales support gaps/opportunities.
Travel approximately 25% of the time.
Unique Requirements
Home Equity product & process knowledge is strongly desired
Strong relationship management skills 
Strong project management skills 
Strong presentation & negotiation skills 
Strategic thinker 
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