Senior Product Manager

Optomi
Richardson, TX

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

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