Mortgage Product Manager; Loan Origination; Onsite
Listed on 2026-08-24
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Business
Business Analyst, Business Systems & Technology Analysis
CGS Business Solutions is committed to helping you, as an esteemed IT Professional, find the next right step in your career. We match professionals like you to rewarding consulting or full-time opportunities in your area of expertise. We are currently seeking Technical Professionals who are searching for challenging and rewarding jobs for the following opportunity:
Position SummaryOur Financial Services client is seeking a Mortgage Product Manager to drive the strategy, enhancement, and delivery of enterprise lending technology solutions across loan origination, underwriting, pricing, and servicing. This individual will work cross-functionally with Business Leadership, Sales, Capital Markets, Marketing, Design, Engineering, and Data teams to translate business objectives into scalable product capabilities that improve operational efficiency, accelerate time-to-yes, and enhance the borrower and broker experience.
Key Responsibilities- Lead discovery sessions with business stakeholders to identify root business needs and define product solutions.
- Gather, analyze, and document detailed functional requirements while assessing downstream impacts.
- Research regulations, business processes, and system capabilities to develop actionable product requirements.
- Write clear, well-defined user stories and acceptance criteria aligned with business priorities.
- Partner with Engineering and Product teams to maintain a prioritized, sprint-ready backlog.
- Ensure requirements are complete, testable, and aligned with overall product strategy.
- Analyze and map current and future-state business processes throughout the mortgage origination and fulfillment lifecycle.
- Evaluate Salesforce configuration and data to ensure product requirements align with system capabilities and business objectives.
- Develop test scenarios and coordinate User Acceptance Testing (UAT).
- Track defects, validate enhancements, and support business sign-off based on defined acceptance criteria.
- Assist with product releases and change management activities.
- Maintain business requirements, process documentation, release notes, and operational documentation.
- Collaborate with Sales, Operations, Capital Markets, Compliance, and Engineering teams to ensure alignment throughout the product lifecycle.
- Leverage AI tools to accelerate requirements gathering, documentation, user story creation, meeting summaries, test case development, and business analysis.
- Bachelor's degree in Business, Information Systems, Computer Science, or a related field, or equivalent professional experience.
- 4+ years of experience as a Product Manager, Business Analyst, or Salesforce Business Systems Analyst within Financial Services or Fin Tech.
- Strong understanding of the mortgage loan origination and fulfillment lifecycle.
- Hands-on Salesforce experience with knowledge of objects, flows, validation rules, sharing, and overall platform functionality. Salesforce Administrator or Salesforce BSA experience is highly preferred.
- Experience creating user stories, acceptance criteria, process maps, and supporting Agile product delivery.
- Experience supporting mortgage lending products such as DSCR, Bridge, Fix-and-Flip, or Build-for-Rent.
- Familiarity with Loan Origination Systems (LOS)
- Understanding of API integrations
- Experience working in fast-paced, highly regulated lending or financial services environments.
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