Business Strategy Lead
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Job Description
Business Strategy Lead supporting M&T Bank mortgage capture and recapture strategies. Analyzing customer data and optimizing outreach to drive retention, acquisition, and portfolio growth.
Responsibilities:
- Provides high-level analytical support in the design, development, and communication of long-term strategies
- Partners with business and functional experts to identify opportunities driving customer retention, portfolio growth, and new business acquisition
- Supports development, execution, and optimization of capture and recapture strategies
- Develops and implements strategies to increase customer retention, strengthen customer relationships, identify origination opportunities, and drive portfolio growth
- Designs, executes, and optimizes customer outreach campaigns and engagement initiatives across multiple channels
- Leverages Velocify, Volly, Dialer technologies, and related lead management tools
- Analyzes customer, portfolio, lead, outreach, and campaign performance data
- Develops actionable recommendations to improve engagement, conversion, retention, and business performance
- Adheres to risk and regulatory standards, policies, and controls; escalates risk-related issues
- Maintains internal control standards and implements audit and regulatory action items
- Provides work leadership and may indirectly manage team members on specific projects
Requirements:
- Strong analytical ability and creative problem-solving skills
- Strong interpersonal, written, and verbal communication skills
- Self-motivated, results driven, and well organized
- Ability to handle multiple tasks and work under time constraints
- Proficient with personal computers and spreadsheet, database, graphing, and presentation software
- Bachelor’s degree and minimum of 5 years relevant work experience, or in lieu of a degree, a combined minimum of 9 years higher education and/or work experience
- Strong attention to detail
- Ability to work independently and function as a member of a team
- 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
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