FirstClose, Inc.

Compensation

Full Description

Reports to: Product Manager, POS Department: Product Location: Remote FirstClose delivers a next-generation home equity lending experience through a unified Conversion Engine (Point of Sale + Lender Portal + Borrower Portal). As we scale our POS platform-including DLAI (Digital Loan Application Intake), Borrower Portal, Lender Portal, Eligibility Engine, Document Mapping, and Admin Console-you will support product development, delivery, and adoption across these workflows. The Associate Product Manager (POS) plays a key role in ensuring lenders, borrowers, and loan officers experience a seamless, compliant, high-conversion application journey. This role is ideal for someone who excels in requirements analysis, workflow mapping, UAT execution, and cross-team communication. Key Responsibilities Product Development • Translate borrower, loan officer, processor, and lender needs into clear requirements and user stories. • Support UX, PM, and BA teams with workflow modeling for: • DLAI (digital application flow) • Borrower Portal (conditions, tasks, disclosures) • Lender Portal (pipeline, pre-approval workflows) • Eligibility/CLTV logic • Admin Console configuration (rules, routing, personalization) • Assist with requirement grooming for POS: dynamic conditions, pre-approval, document mapping, program eligibility. • Maintain the POS backlog, ensuring priorities are aligned with rollout, customer commitments, and strategy. • Participate in design reviews and ensure technical feasibility and clarity for engineering. Product Delivery • Coordinate and run User Acceptance Testing (UAT) for POS features across internal Ops, Implementation, and lenders. • Document release notes and user guides for PMO, Ops, Sales Engineering, and Customer Success. • Support validation of POS integrations, document mapping, and lender-specific configurations. • Assist with Product Delivery Rollouts • Track dependencies, communicate rollout risks early, and ensure alignment across Product Ops, Engineering, and Customer Success. Product Support (Sustain & Maintain) • Triage and reproduce issues related to borrower workflows, lender workflows, eligibility logic, or admin-rule misconfigurations. • Document defects with clarity for engineering and track through resolution. • Serve as a POS subject matter resource for Support, Ops, and Implementation teams. • Analyze ticket trends and work with the Product Manager to identify usability or workflow improvements. Required Experience & Skills • 1-3 years in SaaS product work, business analysis, product ownership, fintech, lending, or workflow-heavy software. • Strong analytical skills with ability to map borrower, loan officer, and processor workflows end-to-end. • Understanding of eligibility/CLTV logic, rule engines, or workflow automation tools. • Basic familiarity with APIs, structured data, and configuration-driven platforms. • Excellent communication and documentation skills; ability to translate complexity into clarity. Preferred Qualifications • Experience with digital loan applications, borrower portals, LOS integrations, or lending workflows. • Proficiency with Jira for backlog grooming and cross-team workflow management. • Exposure to Agile software development practices. • Experience working with Sales Engineering or Customer Success on enablement and adoption. • Familiarity with HELOC, HEL, or consumer lending processes.