CGS Business Solutions

Technical Product Manager - Mortgage / Salesforce

CGS Business Solutions  •  Houston, TX (Onsite)  •  46 minutes ago
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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 nationwide Financial Services customer is seeking a full time hands-on Technical Product Manager (Product Owner/Sr. BSA) with strong Mortgage and Loan Origination experience. Exposure to Salesforce (Financial Services Cloud) is a HUGE plus! This role helps build and integrate solutions that improve the borrower journey from lead to close, including Salesforce FSC configuration and integrations, unified borrower data in Data Cloud, personalized marketing journeys in Marketing Cloud Next, LOS integrations, automated underwriting logic, document management workflows, and AI capabilities such as Salesforce Agentforce/Einstein and OCR/intelligent document processing.

Key Responsibilities

Product Ownership & Agile Delivery

  • Manage and prioritize the Lending Operations and Salesforce CRM product backlog in partnership with business stakeholders and technical teams.
  • Lead discovery sessions and translate business requirements into Jira epics, user stories, and acceptance criteria.
  • Facilitate Agile ceremonies, including sprint planning, backlog refinement, demos, and retrospectives.
  • Support product roadmaps, release planning, and communication of dependencies and enhancements.

Salesforce Financial Services Cloud

  • Define and manage requirements for Salesforce Financial Services Cloud (FSC), including Person Accounts, Households, Financial Accounts, Relationship Groups, and Action Plans.
  • Partner with developers and administrators on Salesforce configuration, automation, Flows, security, and system enhancements.
  • Support integrations between Salesforce, loan origination systems (LOS), borrower portals, and third-party platforms.
  • Coordinate UAT, release planning, deployment readiness, and Salesforce release impact assessments.

Data Cloud & Marketing Cloud

  • Define requirements for Salesforce Data Cloud (Data 360), including data ingestion, data modeling, identity resolution, and unified borrower profiles.
  • Partner with Sales and Marketing to develop customer segmentation, insights, and data-driven engagement strategies.
  • Support Marketing Cloud Next and existing Marketing Cloud platforms, including automated customer journeys, lead nurturing, and borrower communications.
  • Ensure data governance, consent management, and compliance across marketing channels.

AI, Automation & Innovation

  • Identify and prioritize AI and automation opportunities using Salesforce Agentforce, Einstein, Data Cloud, and intelligent document processing.
  • Define AI requirements, testing standards, governance, and performance metrics.
  • Leverage generative AI tools to improve requirements gathering, documentation, testing, and overall product delivery.
  • Identify emerging technologies and opportunities to improve lending operations and customer experience.

Stakeholder Partnership & Reporting

  • Serve as the primary liaison between business stakeholders and technical delivery teams.
  • Define KPIs and reporting requirements to measure operational performance, lead conversion, and customer engagement.
  • Drive continuous improvement through collaboration, analytics, and technology enhancements.

Qualifications

  • Bachelor's degree in Business, Information Systems, or a related field.
  • 4+ years of experience in product management, business analysis, or technology solution delivery.
  • Strong hands-on experience with Salesforce Financial Services Cloud, including its data model, Flows, security, and integrations.
  • Experience with Salesforce Data Cloud (Data 360), including data modeling, identity resolution, segmentation, and activation.
  • Experience with Salesforce Marketing Cloud, Marketing Cloud Next, or Account Engagement (Pardot).
  • Demonstrated experience delivering AI or automation solutions, including Agentforce, Einstein, OCR/IDP, or LLM-based applications.
  • Working knowledge of Agile methodologies, Jira, Confluence, SOQL, REST APIs, and data mapping.
  • Strong communication, analytical, and stakeholder management skills.

Preferred Qualifications

  • Salesforce certifications in Financial Services Cloud, Administrator, Platform App Builder, Business Analyst, Agentforce, Data Cloud, or Marketing Cloud.
  • Certified Scrum Product Owner (CSPO) or SAFe POPM certification.
  • Experience with loan origination systems (LOS), borrower portals, mortgage, reverse mortgage, or financial services platforms.
  • Familiarity with CRM Analytics and integration platforms such as MuleSoft.
  • Understanding of AI governance and financial services regulations, including TCPA, CAN-SPAM, GLBA, and UDAAP.

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.

CGS Business Solutions

About CGS Business Solutions

Why Partner with CGS Business Solutions?

We don’t just find people. We cultivate potential. CGS Business Solutions has built a reputation for identifying and engaging passive talent that transforms teams, drives innovation, and supports sustainable growth.

What sets CGS apart is not just our ability to find great people, but how we do it. Our TalentFlow™ Framework is engineered to align deeply with your strategic hiring goals. We go beyond resumes and job descriptions to uncover what truly matters—values, motivations, cultural fit, and long-term potential.

Our recruiters act as strategic consultants. We bring market intelligence, talent advisory, and competitive positioning to every search. Whether you're hiring for a senior technologist, niche architect, or a future leader, we help you navigate the talent landscape with precision and perspective.

We also understand that CGS is often the very first impression a candidate has of your company—and we take that responsibility seriously. From our first outreach to the final offer stage, we uphold and protect your brand with the utmost professionalism and care. Your reputation, culture, and mission are reflected in every interaction we have on your behalf.

Clients don’t just work with us once—they partner with us for years. That’s because we treat every search like a mission-critical initiative. We bring the same level of rigor, creativity, and urgency whether we’re filling a one-off position or helping build an entire department.

And for candidates? We act as trusted career guides, ensuring every interaction with your brand is intentional, informed, and inspiring.

Let us help you build a smarter, more strategic talent pipeline—one that supports both short-term impact and long-term vision. Reach out to CGS today and discover how passive recruiting, done right, creates lasting competitive advantage.

Who is CGS? Let's just say we are a 3-letter agency fighting, helping you win The War on Talent.

Industry
IT & Software
Company Size
51-200 employees
Headquarters
San Juan Capistrano, California
Year Founded
2010
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