Product Manager, Internal Tools

About the role: 

Unison is seeking a highly skilled and proactive Product Manager to lead the planning, execution, and delivery of Salesforce-based applications and integrations that support the company’s lending, servicing, and customer experience operations. Operating within an Agile/Scrum framework, this role drives enhancements that improve loan origination workflows, underwriting efficiency, customer communication, regulatory compliance, and operational scalability. The ideal candidate has a strong background in financial services or lending technology, excels at cross-functional coordination, and brings hands-on experience managing products in partnership with Salesforce development teams using Agile and Scrum principles.

This is a hybrid position with a requirement of 3 full days in our Omaha, Nebraska office.

Responsibilities: 

• Define a vision, and roadmap of initiatives, for automation and efficiency in our origination platform.
• Partner with cross-functional stakeholders including sales, underwriting, asset management, and compliance teams to prioritize competing needs and deliver high-impact solutions under tight timelines
• Make decisive trade-offs between competing priorities in a rapidly evolving business environment, using data and user feedback to guide product decisions
• Design and implement scalable systems that remain flexible as business requirements shift, anticipating future needs while solving immediate problems
• Drive a culture of continuous improvement by establishing metrics, analyzing usage patterns, and iterating on tools based on quantitative performance data
• Partner with business stakeholders across Lending Operations, Underwriting, Fulfillment, Customer Service to understand needs and refine requirements.
• Translate business requirements into well-defined user stories with clear acceptance criteria for Software Engineering.
• Manage expectations, communicate trade-offs, and ensure alignment between business priorities, business value and technical delivery.

About you: 

• 4-7+ years of product management experience with demonstrated success building internal tools, operational systems, or B2B SaaS products
• Direct experience in loan origination, mortgage lending, or adjacent financial services, with understanding of compliance requirements and industry workflows
• Proven ability to thrive in ambiguity and fast-paced environments where business priorities shift frequently, making data-driven decisions with incomplete information
• Hands-on experience managing agile sprints and development cycles including writing user stories, grooming backlogs, running sprint planning and retrospectives with a focus on iterative delivery
• Experience working with business stakeholders at all levels, translating operational pain points into product requirements and managing expectations through clear communication
• Comfort working with Remote Teams and Collaboration tools ( Slack, Confluence ) and PM Software ( Jira, Trello and Excel Spreadsheets ).
• Technology Savvy and comfortable using a variety of software tools like Gmail, Google Docs, Google Drive, MS Office 365, Google Calendar.
• Familiarity with Salesforce or similar CRM platforms, technical background (engineering, data analysis, or systems design), and experience with process optimization or workflow automation is preferred.

Why join us? 

The Unison team draws on a deep and wide range of talent across several disciplines. Visionaries in investment management, product development, and financial technology are joined by innovative real estate and consumer finance experts creating a unique culture.

Perks of the Unison employee include: competitive salaries, 100% paid medical and dental benefits, generous PTO policy, paid parental leave program, and fantastic downtown SF and Omaha locations, as well as being an integral part of a well-funded market leader with incredible momentum.

About us:

Unison is a San Francisco-based company that is pioneering a smarter, better way to own your home. Until now, the only way to finance a home was by taking on debt. Through the Unison Agreement, we help homeowners access their equity flexibly with no monthly payments or interest. We enhance home affordability, reduce debt, and deliver a less risky way for homeowners, investors, and society to think about their most important asset - the home. For additional information, visit www.unison.com or follow us on Facebook, Instagram, LinkedIn, Twitter and YouTube.
The last few years have been record breaking for Unison. We expanded our offering to 30 states, surpassed the $5B mark in real estate investments and partnered with over 7K customers through our HomeBuyer and HomeOwner programs. This tremendous growth was recognized by the Deloitte Technology Fast500 awards two years in a row as well as being included in the most recent Forbes Fintech50.
Unison provides equal employment opportunity to all individuals regardless of their race, age, creed, color, religion, national origin or ancestry, sex, gender, disability, veteran status, genetic information, sexual orientation, gender identity or expression, pregnancy, or any other characteristic protected by state, federal, or local law.

We recognize that people come with experience and talent beyond just the technical requirements of a job. If your experience is close to what you see listed here, please still consider applying. Diversity of experience and skills combined with passion is a key to innovation and excellence. Therefore, we encourage people from all backgrounds to apply to our positions. Please let us know if you require accommodations during the interview process.