Demo

Product Manager-Origination & Customer Experience

Guild
San Diego, CA Full Time
POSTED ON 2/8/2025
AVAILABLE BEFORE 5/7/2025

Guild Mortgage Company , closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving the home owner / buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry.

Position Summary

The Origination and Customer Experience Product Manager plays an important role in the organization by performing a number of activities related to the company’s Retail Sales Division. The role is primarily responsible, under limited supervision, for ensuring the company’s point-of-sale technology drives sales productivity and a high customer experience ratings from customers, sales teams and agents by managing the roadmap, backlog, user stories and bug reports for all future development.

Essential Functions

  • Identify and prioritize sales origination, agent and customer experience business requirements across all products, including problem definition and requirements gathering.
  • Regularly engage with stakeholders to validate and refine and approve requirements for user stories and acceptance criteria
  • Develop and enhance POS & Fintech technology vendor relationships
  • Provide input to the annual product lifecycles from budget request, through roadmap, backlog grooming and launch.
  • In partnership with the Product Owner, manage the day-to-day product priority for all sprint planning, work assignment, prioritization and delivery by the Sales Product team
  • Monitor new technology trends and identify areas of innovation relative to distinct competencies and market / business needs
  • Collect feedback from Sales Systems Support team to inform defect prioritization and product priorities.
  • Be the voice of the market, and champion business, product and marketing needs within the organization.
  • Establish and build a robust sales best practices using actionable insights and customer workflows to increase lead conversion and sales productivity.
  • Track the user adoption of the system, develop strategies to increase adoption and report to senior management of progress.
  • Provide release support in the form acceptance testing, knowledge sharing, release notes and other communications.
  • Collaborate with the communication and training teams to develop a training plan for all major releases.
  • Partner with senior management, coaching and training team members to share best practices and collaborate on emerging trends and business opportunities.
  • Perform other duties as assigned.

Qualifications

  • Bachelor’s degree or equivalent in computer, business or related field, along with a minimum of five years’ experience in related role(s) required.
  • 5 years of Mortgage related experience
  • Knowledge of Scrum or other Agile methodology is highly preferred.
  • Background with usability and / or training on human computer interactions and workflow best practices.
  • Ability to communicate complicated concepts in a simple, straightforward manner
  • Demonstrated ability to translate user’s needs in to user stories for development
  • Experience with software development & testing; including writing user stories, test cases, and bug reporting / validation.
  • Independent, self-starter with the demonstrated ability to learn / adapt to new technologies and techniques.
  • Ability to organize and manage multiple priorities simultaneously in a fast-paced, deadline-driven environment.
  • Excellent verbal and written communication skills required.
  • Passionate about delivering excellence in customer service within a team environment and work well with geographically dispersed teams
  • Ethical, with a commitment to company values.
  • Requirements

    Travel : 0 - 2%

    Physical : Work is primarily sedentary; mobility in an office setting.

    Manual Dexterity : Frequent use of computer keyboard and mouse.

    Audio / Visual : Ability to accurately interpret sounds and associated meanings at a volume consistent with interpersonal conversation. Regularly required to accurately perceive, distinguish and interpret information received visually and through audio; e.g., words, numbers and other data broadcasted aloud / viewed on a screen, as well as print and other media.

    Environmental : Office environment – no substantial exposure to adverse environmental conditions.

    Guild offers a pleasant work environment, competitive compensation and excellent benefits package; including medical, dental, vision, life insurance, AD&D, LTD and 401(k) with employer match.

    Guild Mortgage Company is an Equal Opportunity Employer.

    Targeted Salary : $107,000 - $146,000 annually

    Compensation at Guild is influenced by a wide array of factors including but not limited to local and federal minimum wage requirements, education, level of experience, and applicant’s geographical location.

    REQ# : PRODU016829

    Salary : $107,000 - $146,000

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