Senior Product Manager – Borrower Qualification

Cotality • San Diego, CA

4d • Remote

About The Position

At Cotality, we are driven by a single mission—to make the property industry faster, smarter, and more people-centric. Cotality is the trusted source for property intelligence, with unmatched precision, depth, breadth, and insights across the entire ecosystem. Our talented team of 5,000 employees globally uses our network, scale, connectivity and technology to drive the largest asset class in the world. Join us as we work toward our vision of fueling a thriving global property ecosystem and a more resilient society. Cotality is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy. We know our people are our greatest asset. At Cotality, you can be yourself, lift people up and make an impact. By putting clients first and continuously innovating, we're working together to set the pace for unlocking new possibilities that better serve the property industry. Job Description: We are seeking a detail-oriented and analytical Senior Product Manager to drive the growth and innovation of the AutomatIQ Borrower® platform. This role focuses on defining and executing roadmap initiatives, analyzing borrower qualification workflows, and ensuring delivery of high-quality features that improve automation, transparency, and client experience in mortgage origination. The position requires close collaboration with clients, internal teams, and support functions to incorporate Voice of Customer (VOC) feedback into product strategy.

Requirements

• Bachelor’s degree in Business, Finance, Computer Science, or equivalent work history.
• 4–6 years of experience in product management or related roles.
• Familiarity with mortgage origination workflows or financial services preferred.
• Strong understanding of APIs, data integration, and automation concepts.
• Exposure to Agile methodologies and tools like Jira, Confluence, or similar.
• Excellent analytical, communication, and stakeholder management skills.
• Strong analytical mindset and attention to detail.
• Ability to translate business needs and client feedback into clear documentation and product requirements.
• Collaborative approach with ability to work cross-functionally across Product, Engineering, Client Support, and Sales.

Nice To Haves

• Hands-on experience with Mortgage Borrower Verification and Qualification workflows.
• Experience with Mortgage LOS (Loan Origination Systems), POS (Point of Sale platforms), and GSE systems (Freddie Mac and Fannie Mae).
• Deep understanding of compliance and audit requirements in mortgage origination.

Responsibilities

• Product Strategy & Roadmap Define and prioritize roadmap initiatives based on market trends, competitive analysis, and client VOC. Align product enhancements with business objectives and compliance requirements.
• Requirements & Delivery Gather and document requirements through collaboration with clients, product managers, and development teams. Create clear, actionable user stories and acceptance criteria for engineering teams, ensuring traceability to business goals. Support and participate in testing activities (functional, UAT) to validate solutions against requirements.
• Client VOC & Engagement Actively collect and analyze client feedback through demos, surveys, and support interactions. Translate VOC insights into actionable product improvements and communicate back to stakeholders. Participate in client-facing sessions, including demos and roadmap discussions, to strengthen relationships and trust.
• Support & Issue Resolution Serve as a product escalation point for production issues, collaborating with Client Support and Engineering to ensure timely resolution. Monitor support trends and identify recurring issues to inform product backlog and quality improvements.
• Analytics & Continuous Improvement Analyze product usage data and prepare reports on adoption, efficiency, and client satisfaction metrics. Recommend process and workflow improvements to optimize efficiency and product performance. Maintain complete and up-to-date documentation (requirements, workflows, user guides) aligned with Agile best practices.
• Market & Competitive Intelligence Conduct competitive analysis and market research to identify trends and opportunities for differentiation.

Benefits

• Time off: Generous PTO and 11 paid holidays, plus well-being and volunteer time off.
• Family Support: Up to 16 weeks of fully paid parental leave and a baby stipend.
• Health: Multiple medical plan options with mental health and wellness support offerings.
• Retirement: 401(k) with company match and vesting after one year.
• Financial Perks: $400 annual well-being stipend and tuition assistance up to $5,250.
• Extras: Recognition Rewards, Referral bonuses, exclusive discounts and more!

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level