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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing the full product lifecycle within the financial services sector, particularly in lending solutions, while effectively translating market insights into actionable product strategies. Proven ability to lead cross-functional teams and collaborate with stakeholders to drive product success and customer value.
Highest-signal resume keywords
Product ManagementFinancial ServicesAgile MethodologiesLending Lifecycle KnowledgeStakeholder Collaboration
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Product Lifecycle ManagementRequirements DefinitionFunctional SpecificationsUser StoriesTesting StrategiesMarket ResearchCompetitive AnalysisBudgetingForecastingAI Capabilities
Soft Skills
Excellent CommunicationStrategic ThinkingPlanning SkillsExecution SkillsLeadership
Tools & Technologies
JiraDevOpsCI/CD Practices
Certifications & Qualifications
Bachelor's DegreeMBA Preferred
Industry Keywords
Commercial LendingRisk ManagementUnderwritingConsumer LendingFinancial Technology
About the role
Key responsibilities & impact- Manage Capitalstream product capabilities throughout the product lifecycle, from initial concept and market research through requirements definition, product design, and collaboration with engineering
- Understand customer and market needs, trends, and competitive offerings
- Translate customer and market insights into defined product opportunities
- Provide input to the Capitalstream product roadmap aligned with company strategy, customer value, and commercial objectives
- Prioritize opportunities based on business value, customer impact, risk, dependencies, and delivery effort
- Lead customer interviews, discovery sessions, and cross-functional requirements workshops
- Translate business needs into product requirements, functional specifications, user stories, and testing strategies
- Maintain traceability between business objectives, requirements, specifications, and testing results
- Collaborate with engineering to evaluate solution options
- Validate requirements, specifications, and early builds with stakeholders
- Build customer and cross-functional relationships and obtain stakeholder alignment
- Serve as product owner throughout the product lifecycle, supporting development and quality assurance teams
- Partner with professional services, account management, and support to identify implementation and support challenges
- Provide product training, documentation, release notes, and implementation guidance
- Support sales and marketing with capability descriptions and value propositions
- Contribute to product budgeting, forecasting, and investment decisions
- Develop and support alliances with systems and content providers, integrators, and technology companies
- Maintain market and technical knowledge through publications, networks, and professional associations
Requirements
What you’ll need- Bachelor’s degree (MBA preferred)
- 10+ years in Financial Services, preferably related to Commercial Lending, Risk or Underwriting
- 10+ years of experience working with Business Lending or Consumer Lending solutions
- 5+ years of experience as an enterprise software Product Manager for a Fintech
- 5+ years of experience with Agile methodologies and tools such as Jira
- Deep knowledge of the lending lifecycle, including origination, underwriting, credit assessment and approval, pricing, collateral, documentation and funding
- Proven experience managing the full product lifecycle and translating customer and market needs into product capabilities
- Familiarity with software release processes, DevOps, and CI/CD practices
- Proven ability to collaborate, lead and influence cross-functional teams
- Excellent written and verbal communication and presentation skills
- Working knowledge of AI capabilities, including generative and agentic AI, with demonstrated ability to identify and implement relevant lending use cases
- Experience evaluating third-party providers and managing third-party relationships
- Strategic thinking
- Solid planning and execution skills
- Able to work independently with little supervision
- Must be willing to travel 5–10% of the time
Benefits
Comp & perks- Equal Opportunity Employer commitment and protections against harassment, discrimination, and retaliation
- Diversity-focused workplace commitment