Bachelor's degree in Business, Finance, Computer Science, or related field
5+ years of product management experience
Experience developing and launching scalable financial or digital products
Strong understanding of mortgage lending systems and digital lending solutions
Proficient in writing business requirements and using tools like JIRA and Confluence
Data-driven with advanced analytical skills and knowledge of SQL
Excellent communication skills with the ability to influence stakeholders
Responsibilities
Support the development and execution of product strategy for mortgage lending
Lead the design and delivery of digital banking lending capabilities
Ensure compliance with regulatory requirements for all lending products
Support implementation and transition for Loan Origination and Management Systems
Conduct market research to identify growth opportunities for the mortgage portfolio
Provide competitive pricing updates to support sales strategies
Collaborate with internal teams for successful product development and delivery
Benefits
Commitment to diversity and inclusion within the workplace
Support for candidates requiring accommodation during the recruitment process
Opportunity to work with a mission-driven organization focused on financial security and upward mobility
Engagement with cutting-edge technologies in digital banking
Dynamic work environment promoting ownership and innovation
Full Job Description
Position Summary:
As Senior Product Manager at Haventree Bank, you will be at the forefront of transforming our Lending products, driving the development of our digital banking platform and optimizing the end-to-end client acquisition and servicing journey. You will play a pivotal role in driving growth within our mortgage portfolio while improving operational efficiency and delivering scalable, customer-centric solutions.
The ideal candidate brings deep lending product management experience, strong technical acumen, and a proven track record of launching complex, scalable digital products. This role directly contributes to Haventree Bank's strategic plan and supports the organization's long-term growth and profitability.
Major Duties & Responsibilities:
Product Strategy & Roadmap
Support the development and execution of the product strategy and roadmap for the mortgage lending portfolio
Conduct market research and competitive analysis to identify trends, risks, and growth opportunities
Ensure alignment between product initiatives, digital banking platform, and the bank's overall strategic objectives
Contribute to strategic planning to enhance portfolio performance and profitability
Digital Lending Product Development & Innovation
Lead the end-to-end design, development, and delivery of Digital Banking - lending capabilities, including:
New customer acquisition features such as pre-qualification, conditional approvals, and marketplace lead integrations
Cross-sell and up-sell functionality and sales/servicing optimization tools
Ensure all servicing functions and lending products meet business objectives while complying with regulatory and policy requirements
Own the designated project execution stream, including conducting research, discovery, provide requirements, testing, backlog management, feature and product launch while gathering feedback and prioritizing improvements
Platform & Launch Readiness (LOS/LMS)
Support organizational readiness for Loan Origination System (LOS) and Loan Management System (LMS) implementations and transitions, including the launch of new innovative loan products
Lead the document and support the implementation of broker compensation structures and loyalty program requirements
Partner with cross-functional teams to develop policies, procedures, and training materials
Prepare and deliver product launch communications and materials
Facilitate training, documentation updates, and change management to ensure successful rollout and adoption
Mortgage Portfolio Management
Provide competitive pricing update and market insights to support sales and pricing strategy
Lead the charge on internal and market research, business case development for strategic initiatives, investment decisions, and resource allocation as well contributing with engineering team on prioritizing product backlog and testing
Identify and execute strategic opportunities to enhance Lending product features across the loan lifecycle, improve end-to-end customer experience, increase operational efficiency and profitability
Provide ongoing support for digital product enhancements, feature updates, and maintenance
Ensure product compliance with applicable regulations
Assume additional responsibilities as needed to drive strategic growth of the organization, while effectively mitigating risk
Stakeholder & Leadership Engagement
Lead the discussions and facilitate requirements gathering with senior leadership to optimize end-to-end lending journey while crafting compelling business cases to support strategy initiatives
Partner with internal stakeholders across Operations, Compliance, Legal, Sales, and Marketing to drive successful product delivery
Engage with internal/external partners to integrate cutting-edge technologies and solutions into our mortgage solution
Collaborate with internal teams (e.g., Operations, Compliance, Legal, Sales, Marketing) to drive successful product development and portfolio growth
Qualifications & Experience:
Degrees, Diplomas & Certifications:
Bachelor's degree in Business, Finance, Computer Science, or related field
Years and Range of Experience Required to Perform the Job:
5+ years of product management experience
Experience developing and launching scalable financial or digital products
Solid understanding of mortgage lending systems, digital client portal, digital lending solutions, and regulatory requirements
Strong technical acumen; able to write detailed requirements and contribute to architectural and API discussions
Proficient in writing business requirements, user stories, and leading testing; experienced with Miro, Confluence, and Jira
Data-driven mindset with strong analytical and strategic thinking skills; advanced Excel skills, SQL an asset
Client-focused with a strong sense of ownership and execution ("get it done" attitude)
Innovative problem solver with strong product intuition and ability to navigate complex business challenges
Excellent verbal and written communication skills; able to translate complex business and technical concepts for diverse audiences
Proven ability to influence stakeholders, build consensus, and collaborate across functions
Self-directed, resourceful team player with strong interpersonal skills
Comfortable working in dynamic environments; able to manage ambiguity and shifting priorities
