Business Strategy Lead

M&T Bank

. Provides high-level analytical support in the design, development, and communication of long-term strategies .

Posted 10/22/2026full-timeRemote • Alabama • United StatesSenior💰 $89,600 - $149,300 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in developing and executing customer retention strategies, optimizing outreach campaigns, and leveraging data analytics to drive portfolio growth. Proficient in managing lead generation processes and adhering to regulatory standards within the mortgage industry.

Highest-signal resume keywords

Customer Retention StrategiesData AnalysisLead Generation ManagementVelocify ManagementOutreach Campaign Optimization

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Analytical AbilityCreative Problem-SolvingData TranslationCapture Strategies DevelopmentPortfolio Growth Strategies

Soft Skills

Interpersonal CommunicationWritten CommunicationVerbal CommunicationSelf-MotivatedAttention to Detail

Tools & Technologies

VelocifyVollyDialer TechnologiesSpreadsheet SoftwareDatabase Software

Industry Keywords

Mortgage IndustryCustomer EngagementRisk StandardsRegulatory ComplianceLead Management

About the role

Key responsibilities & impact

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

What you’ll need

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