Sr Financial Product Strategy Manager - HELOC & Mortgage

External

Lendingclub · San Francisco, CA

Full-timeRemoteToday

ComplianceCRMLeadershipRouting

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About the role

LendingClub Bank is expanding its home lending capabilities and partnerships, with a focus on delivering home equity and mortgage solutions through digital and embedded experiences. We're looking for a hands-on leader to own and grow our embedded home equity and mortgage business, manage key external partnerships, and continuously improve the end-to-end member experience. This role sits within our Consumer business and operates at the intersection of product, partnerships, marketing, operations, legal/compliance, and analytics. You'll effectively act as the GM for the embedded home lending journey-from initial engagement through funding and beyond - partnering closely with leaders across Lending and Product to drive performance, scale, and member value.

Responsibilities

Own Home Lending Performance

Own end-to-end performance of HELOC and embedded mortgage offerings, including traffic, conversion, approval, funding, member satisfaction, and unit economics

Map, manage, and continuously improve the member journey, reducing friction and drop-off while increasing relevance and engagement

Translate business objectives into clear priorities and measurable outcomes

Partnership Management

Serve as the day-to-day owner for key mortgage and home equity partners, including SLAs, issue escalation, roadmap alignment, and ongoing business reviews

Collaborate with partners on joint initiatives across offers, messaging, and funnel optimization to drive mutual value

Embedded Experience & Growth

Partner with Product, Marketing, and Data teams to define where and how home lending solutions appear across LendingClub experiences

Design and prioritize experiments around targeting, placement, messaging, and offer presentation

Identify cross-sell and lifecycle opportunities tied to member behavior and financial health signals

Analytics & Insights

Define and own core performance metrics for HELOC and mortgage products, including lead volume, conversion, funded volume, revenue per member, and complaint trends

Build operating dashboards and routines that translate data into clear insights and recommendations for senior leadership

Distribution & Operating Model Evolution

Partner with Legal, Compliance, Risk, Operations, and HR to support compliant mortgage distribution models, including referral and broker-based structures

Help define scalable operating models across people, process, and technology

Draft and refine procedures, scripts, and playbooks to support internal teams as LendingClub expands in home lending

Ensure controls are compliant, repeatable, auditable, and clearly owned

Business Planning & Roadmap Input

Build data-driven business cases to support expansion into new products, partners, and geographies

Provide prioritized inputs into Product and Technology roadmaps, including capabilities such as lead routing, CRM workflows, compensation logic, and reporting

Partner with Performance and Lifecycle Marketing teams to drive sustained growth and adoption

Member Voice & Continuous Improvement

Partner with Customer Service to review feedback and complaints, conduct listening sessions, and identify journey improvements

Bring member, partner, and internal insights into a structured backlog and drive continuous improvement

About You

6+ years of experience in financial services, with at least 5 years in mortgage, HELOC, home equity, or related home lending

Experience working with embedded finance, partner-led, or white-label lending models

Strong program and project management skills, with a track record of driving complex, cross-functional initiatives

Familiarity with mortgage and HELOC regulatory frameworks and comfort partnering closely with Legal and Compliance

Experience defining, tracking, and evolving KPIs and operating metrics

Collaborative and influential, with the ability to lead without authority across Product, Technology, Operations, and external partners

Clear and effective communicator, able to translate complexity into actionable direction

Comfortable operating independently in a fast-paced, highly cross-functional environment

Bachelor's degree in a related field; or equivalent work experience

Sr Financial Product Strategy Manager - HELOC & Mortgage

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