Mortgage Digital Experience Lead (Hybrid) — AI-Driven

PenFed Credit Union; San Antonio (TX); Hybrid; USD 85,000 - 159,000; Full time

Job summary

PenFed Credit Union seeks a Senior Manager for PenFed Home Strategy to own and evolve the mortgage digital storefront across penfed.org, coordinating with Sales, Marketing and IT teams. The role focuses on building a unified member journey, combining mortgage products with Realty services while driving optimization through AI, analytics, and compliant content.

Analytical, strategic, and collaborative, you will lead cross-functional teams, manage multiple priorities, and deliver high-quality

Qualifications

• Bachelor’s degree in a related field.
• 8–10 years of digital product management or related experience in digital/web
• Experience building GTM strategies leveraging digital, marketing, and AI
• 2+ years of direct management or leading cross-functional teams
• Hands-on with Salesforce Experience Cloud, Experience Builder, CMS, Marketing Cloud, CRM
• Experience building and optimizing web pages/digital journeys for lead gen, conversions, and education
• Strong understanding of mortgage products, web analytics, SEO/GEO, regulatory disclosure
• Excellent written communication for executive presentations and stakeholder updates
• Ability to manage multiple projects in a fast-paced environment

Responsibilities

• Own the mortgage digital product roadmap for PenFed Home pages (purchase, refinance, HELOC, etc.).
• Champion AI-first experience design to personalize engagement and streamline processes.
• Architect end-to-end experiences linking PenFed Mortgage, Realty, and Insurance into a unified journey.
• Identify and implement AI-driven tools, data personalization, and automation to improve satisfaction and conversions.
• Use Salesforce components to create, update, and publish mortgage experiences with governance.
• Define page requirements, content hierarchy, and personalization opportunities for web pages.
• Coordinate with Sales, Marketing, Realty, Product, IT, UX, Legal, Compliance to align with priorities and standards.
• Support integration of Realty, Insurance, and Home Services into the PenFed Home ecosystem.
• Translate performance insights into backlogs and optimization plans (A/B tests, content updates).
• Define, track, and report page-level KPIs (traffic, engagement, leads, conversions, SEO).
• Maintain governance to ensure current, compliant content aligned with brand standards.

Skills

Product management

Cross-functional leadership

AI in UX

Salesforce Experience Cloud

Team leadership

Data analytics

Education

Bachelor’s degree

Tools

Salesforce Experience Cloud

Salesforce CMS

Salesforce Marketing Cloud

Salesforce CRM

AI tools

Job description

PenFed Credit Union seeks a Senior Manager for PenFed Home Strategy to own and evolve the mortgage digital storefront across penfed.org, coordinating with Sales, Marketing and IT teams. The role focuses on building a unified member journey, combining mortgage products with Realty services while driving optimization through AI, analytics, and compliant content.

Analytical, strategic, and collaborative, you will lead cross-functional teams, manage multiple priorities, and deliver high-quality