Product Manager

Senior Product Manager (Banking, Investment Banking, Loan Services):

Hybrid - Richardson, TX or Houston, TX

Optomi, in partnership with a leading financial services organization, is seeking a Sr. Product Manager to support loan servicing platforms and financial systems.

This role will oversee a portfolio of products including a borrower-facing portal and internal systems responsible for financial transactions, cash movement, and reconciliation. The ideal candidate will bring a strong mix of product execution, financial services knowledge, and cross-functional leadership.

Key Responsibilities:

• Lead product management efforts across loan servicing platforms
• Collaborate with engineering and business teams to drive product delivery
• Write PRDs, user stories, and participate in sprint planning and Agile ceremonies
• Support both strategic initiatives and day-to-day product execution (60/40 split)
• Ensure alignment with financial and regulatory compliance requirements
• Drive stakeholder communication across multiple business units
• Maintain focus on data integrity and accuracy within financial systems

Required Experience:

• 7+ years of Product Management experience
• Background in financial services (banking, lending, fintech, or consumer finance)
• Experience with loan servicing or financial transaction systems
• Strong understanding of Agile methodologies (Scrum, sprint planning, user stories)
• Experience writing PRDs and managing product life cycles
• Knowledge of financial compliance and regulatory environments
• Strong communication and stakeholder management skills

Nice to Have:

• Experience with AI / LLM-related products
• Exposure to real estate or commercial real estate
• Strong UX mindset and user empathy