Mortgage Product Specialist

CMG Financial; United States; On-site; USD 85,000 - 95,000; Full time

Job summary

CMG Financial in the United States is seeking a Mortgage Product Specialist to lead the roll-out of new mortgage products across Agency, Non-Agency, and Brokered programs, while managing investor relationships and ensuring LOS configuration aligns with credit guidelines.

You will develop product resources, serve as SME for guidelines, coordinate with legal and vendor teams, and produce reports for leadership.

Qualifications

• 5+ years of mortgage industry experience, including working with investors and external partners.
• Strong attention to detail and ability to manage complex product information accurately.
• Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint).
• Ability to work effectively in a fast-paced, changing environment.
• Clear written and verbal communication skills.
• Strong organizational skills and follow-through.
• High level of integrity and discretion when handling confidential information.

Responsibilities

• Lead end-to-end rollout of new mortgage products across Agency, Non-Agency, and Brokered Out programs for Retail, Joint Ventures, Wholesale, and Correspondent channels.
• Partner with Vendor Management, Legal, and internal stakeholders on investor and lender onboarding, approvals, and recertifications to ensure compliance.
• Develop and maintain product resources and documentation across all channels, ensuring accuracy and consistency.
• Serve as Product SME for product guidelines, eligibility, and operational impacts.
• Manage the Program Code library to ensure alignment with approved product parameters and system configurations.
• Support document and compliance testing for new product launches and updates prior to release.
• Act as system administrator for key origination and underwriting vendor platforms.
• Contribute to weekly Corporate Memos, as needed, for product-related updates and communications.
• Monitor and respond to the Corporate Credit inbox, providing timely and accurate product guidance.
• Prepare product usage and performance reporting for VP of Product Development review and planning.

Skills

Mortgage industry experience

Microsoft Office

Tools

Loan Origination System (LOS)

Job description

The Mortgage Product Specialist

is responsible for supporting the successful launch and ongoing management of mortgage products and investor relationships. The position plays a critical role in managing product eligibility within the CMG Loan Origination System (LOS), maintaining key external tools used by production teams, and ensuring adherence to credit guidelines to support compliant, well-managed business relationships.

ESSENTIAL DUTIES and RESPONSIBILITIES

includes the following responsibilities, but not limited to:

• Lead end-to-end rollout of new mortgage products across Agency, Non-Agency, and Brokered Out programs for Retail, Joint Ventures, Wholesale, and Correspondent channels.
• Partner with Vendor Management, Legal, and internal stakeholders on investor and lender onboarding, approvals, and recertifications to ensure compliance.
• Develop and maintain product resources and documentation across all channels, ensuring accuracy and consistency.
• Serve as Product Subject Matter Expert (SME) for product guidelines, eligibility, and operational impacts.
• Manage the Program Code library to ensure alignment with approved product parameters and system configurations.
• Support document and compliance testing for new product launches and updates prior to release.
• Act as system administrator for key origination and underwriting vendor platforms.
• Contribute to weekly Corporate Memos, as needed, for product-related updates and communications.
• Monitor and respond to the Corporate Credit inbox, providing timely and accurate product guidance.
• Prepare product usage and performance reporting for VP of Product Development review and planning.

QUALIFICATIONS AND EXPERIENCE

• 5+ years of mortgage industry experience, including working with investors and external partners
• Strong attention to detail and ability to manage complex product information accurately
• Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint)
• Ability to work effectively in a fast-paced, changing environment
• Clear written and verbal communication skills
• Strong organizational skills and follow-through
• High level of integrity and discretion when handling confidential information

SUPERVISORY RESPONSIBILITIES

Direct Reports: N/A

PHYSICAL and ENVIRONMENTAL CONDITIONS

This role operates in an ADA compliant office environment, utilizing typical office equipment and tasks include computer work. The position may involve partial stationary positions and moving throughout the day. Flexibility to work overtime to meet project deadlines is required.

Base Compensation Information

CMG pays a salary which ranges from $85,000 - $95,000. Factors that affect salary may include: Strong mortgage product experience, overall knowledge of mortgage, number of years worked in mortgage industry, types of roles performed, computer skills, education and geographic location.