Mortgage Product Manager Salesforce CRM

CGS Business Solutions; Irvine (CA); On-site; USD 140,000 - 155,000; Full time

Job summary

CGS Business Solutions is seeking a Mortgage Product Manager to partner with lending platforms across origination, underwriting, pricing, and servicing for the entire enterprise. You will translate strategy into scalable product capabilities to improve speed-to-yes and borrower/broker experience.

You will collaborate with Business Leadership, Sales, Capital Markets, Marketing, Design, Engineering, and Data to drive AI-assisted discovery, define requirements, write user stories, manage the

Qualifications

• Bachelor's degree in information systems, business, or related field, or equivalent work experience.
• 4+ years as a Business Analyst or Salesforce Business Systems Analyst, ideally in financial services or fintech.
• Hands-on Salesforce experience – read and understand configuration; SFDC Admin/BSA experience preferred.
• Working knowledge of loan origination and fulfillment lifecycle.
• Strong requirements craft: user stories, acceptance criteria, process mapping, and UAT.
• Clear written and verbal communication; able to translate between business and engineering.
• Demonstrated use of AI tools to accelerate analysis and documentation.

Responsibilities

• Facilitate discovery and requirement-gathering sessions; distinguish surface-level requests from underlying business needs.
• Document complete functional requirements and ensure no negative downstream impacts.
• Map current- and future-state workflows across the loan origination and fulfillment lifecycle.
• Author clear, independent, testable user stories from prioritized initiatives with acceptance criteria.
• Build and run test scenarios; organize and facilitate user acceptance testing; capture defects and feedback.

Skills

Business Analysis

Salesforce

Requirements gathering

UAT testing

Stakeholder management

AI tooling

Education

Bachelors in Information Systems or related field

Tools

SFDC Admin

Job description

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 Summary

Our Financial Services customer is seeking a Mortgage Product Manager to partner with the lending technology platforms across origination, underwriting, pricing, and servicing for the entire enterprise. This role partners closely with Business Leadership, Sales, Capital Markets, Marketing, Design, Engineering, and Data to translate strategy into scalable, extensible product capabilities that improve speed-to-yes, operational efficiency, and borrower/broker experience.

Responsibilities & Duties

• Facilitate discovery and requirement-gathering sessions; distinguish surface-level requests from underlying business needs.
• Document complete functional requirements and ensure no negative downstream impacts.
• Perform research and analysis on regulations, systems, and business needs; translate findings into actionable product requirements.

User Stories & Backlog Support

• Author clear, independent, testable user stories from the Business and Tehnology prioritized initiatives.
• Keep the backlog refined and “ready” ahead of sprint planning, with acceptance criteria defined before development.

Process & Data Analysis

• Map current- and future-state workflows across the loan origination and fulfillment lifecycle.
• Analyze data and Salesforce configuration so requirements are grounded in how the system actually behaves.

UAT & Sign-off Support

• Build and run test scenarios; organize and facilitate user acceptance testing.
• Capture defects and feedback; support the Business accept/reject decisions against acceptance criteria.

Documentation & Stakeholder Coordination

• Maintain requirements, process documentation, and release/change notes that Operations and Compliance can rely on.
• Liaise across Sales, Operations, Capital Markets, and Engineering to gather input and keep stakeholders aligned on what is coming and why.

AI-Native Delivery

• Use AI to draft first-pass requirements and user stories, summarize discovery sessions, generate test scenarios, analyze data, and accelerate documentation.

Education, Experience, & Skills

• Bachelor’s degree in information systems, business, or related field, or equivalent relevant work experience.
• 4+ years as a Business Analyst or Salesforce Business Systems Analyst, ideally in financial services or fintech.
• Working knowledge of the loan origination and fulfillment lifecycle.
• Hands-on Salesforce experience – able to read and understand configuration (objects, flows, validation rules, sharing) well enough to write grounded requirements; SFDC Admin/BSA experience strongly preferred.
• Strong requirements craft: user stories, acceptance criteria, process mapping, and UAT.
• Clear written and verbal communication; able to translate between business and engineering.
• Demonstrated use of AI tools to accelerate analysis and documentation.

Preferred Experience

• Familiarity with lending products such as DSCR, bridge, fix-and-flip, and build-for-rent.
• Exposure to Loan Origination Systems (LOS), pricing engines, or underwriting engines.
• Understanding of API-driven integrations and how data moves between systems.
• Experience in high-growth, regulated lending environments.

About CGS Business Solutions:

CGS specializes in IT business solutions, staffing and consulting services. With a strong focus in IT Applications, Network Infrastructure, Information Security, and Engineering. CGS is an INC 5000 company and is honored to be selected as one of the Best IT Recruitment Firms in California. After five consecutive Fastest Growing Company titles, CGS continues to break into new markets across the USA. Companies are counting on CGS to attract and help retain these resource pools in order to gain a competitive advantage the rapidly changing business environments.

Compensation

$140,000-$155,000 per year