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This role focuses on enhancing the LO Toolkit to support loan originators throughout the loan origination process. You will work collaboratively to innovate workflows and improve productivity, ensuring a consistent experience for users while managing feedback from pilot customers.
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About Us π³π‘
We transform how loan originators work. As part of the overarching LO Toolkit charter, we are focused on making our Platform the primary system of engagement for loan officers by powering the end-to-end workflows required to originate a loan entirely from us. In order to accomplish this vision, we must expand the workflows supported by the current LO Toolkit product suite to extend beyond the initial pre-approval and support the critical activities that allow LOs to advance loan applications through the processing, underwriting, and closing milestones.
You will be joining a team of highly collaborative, self-starters, always interested in learning, innovating, and continuously improving.
How Youll Contribute :
β’ As part of the overarching LO Toolkit charter we are focused on making our Platform the primary system of engagement for loan officers by powering the end-to-end workflows required to originate a loan entirely
β’ In order to accomplish this vision, we must expand the workflows supported by the current LO Toolkit product suite to develop the initial pre-approval and support the critical activities that allow LOs to advance loan applications through the processing, underwriting, and closing milestones
β’ In addition to building support for new use cases into the core LO Toolkit product, we will also seek opportunities to innovate on the traditional origination process by using data connectivity and automation to make LOs as productive as possible
β’ Define the product strategy and execute the product roadmap for how the Platform supports all critical loan originator activities required during and after the initial pre-approval
β’ Pre-initial disclosure fee structuring and package generation
β’ Rate lock management
β’ Contact management
β’ Service ordering (appraisal, mortgage insurance, title)
β’ Lead cross-functional collaboration across these initiatives when workflows overlap and intersect with other product lines
β’ Create a consistent experience across this breadth of use cases for our primary loan originator persona
β’ Collaborate with engineering and product designers to build a scalable solution across customers
β’ Partner with early pilot customers to gain deeper understanding of key requirements and manage iterative feedback loops
Experience in B2B SaaS product marketing is required. Experience in platform or service marketing is a plus.
Who You Are :
β’ 4+ years of product experience
β’ A demonstrably successful background in B2B SaaS product management
β’ Highly collaborative, self-starter, always interested in learning, innovating, and continuous improvement
β’ A passion for precision, details, with the ability to manage multiple priorities and tasks simultaneously
β’ Build cross-functional relationships and handle complex projects across internal and external teams, including strong partnerships with customers
β’ Excellent written communication & presentation skills
Experience with Fintech, Mortgage industry, Corecard is a plus
If you have relevant experience and are excited about fintech innovation at a company thatβs breaking down barriers to higher financial education, weβd love to chat!
Only Apply if you are willing to do a Product management test.
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