Growth Strategist for Mortgage Originations

A leading diversified bank had a goal of growing its annual mortgage business from $2B to $10B. The corporate strategy team was tasked with executing a mortgage origination strategy workplan to determine how to increase net originations while balancing speed, efficiency, and broader strategic impact. But with limited mortgage expertise on the team, the head of corporate strategy reached out to Business Talent Group (BTG), looking for a hands-on growth strategy consultant with industry experience who could develop the plan.

Within three days, BTG delivered a former Wells Fargo executive and PwC and Accenture financial services consultant with 15+ years’ experience working with residential mortgages and expertise in strategy analysis, go-to-market strategy, and market assessment. The consultant worked with an in-house analyst to conduct market and client segmentation, diagnose “build, buy, partner” options in the market, create a go-to-market design and distribution strategy, and develop an execution roadmap as well as a P&L model for implementation in just eight weeks.