Tom Mercer
Oceanside,CA
Summary
SAFe Certified Product Manager/Product Owner in SAAS and Financial Services with extensive experience in product roadmap development, backlog prioritization, user story creation, release note writing, and software demonstrations. Highly skilled in identifying opportunities to maximize efficiency and improve the client experience. Extensive sales and mortgage background including ten years of experience as a residential loan officer. Detail-oriented team player with strong organizational skills and the ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Product Manager
Origence (formerly CU Direct)
02.2021 - Current
- Coordinated a key integration with ZestAI (a third party AI/ML software vendor) and Origence's arc OS Consumer Loan Origination System in delivering multiple features for a 2022 key initiative.
- Led remote product team that delivered a code-base upgrade for the arc MX marketing platform in 2023.
- Served as Product Owner for a remote product team that delivered four major initiatives for our new FI Connect correspondent lending partnership with Tesla in 2023.
- Delivered multiple security and compliance updates including Multi-Factor Authentication on both the Ideal LOS and arc MX marketing platforms.
- Enterprise Software Product Manager/SAFe Product Owner on four different platforms within Origence (arc OS, arc DX, arc MX, MLOS)
- Team of the Quarter winner and Employee of the Quarter nominee in Q3 2022
- Developed product documentation and release notes to communicate upcoming features and products to internal teams.
- Documented user stories, specifications, and product features into detailed work order to communicate across teams and build mandatory requirements.
Product Manager II
Mitchell International
01.2020 - 01.2021
- Led the product development teams in delivering functionality which assisted in three key partner renewals in Canada and the United States.
- Improved website visibility through development and implementation of SEO strategies.
- Conducted discovery interviews with clients about product enhancements and new development requests.
- Planned an annual product roadmap and presented the plan to key stakeholders.
- Developed product documentation and release notes to communicate upcoming features and products to internal teams.
- Reviewed sales, customer concerns, and new opportunities to drive business strategy at weekly planning sessions.
- Documented user stories, specifications, and product features into detailed work order to communicate across teams and build mandatory requirements.
Product Manager I
Mitchell International
12.2018 - 12.2019
- Managed the product backlog for an enterprise level software application: including defining requirements and priorities, writing user stories, and coordinating release dates.
- Ensured the full business value of products and features was delivered by working directly with the development and delivery teams to ensure all stakeholders' needs were addressed.
- Led various Scrum ceremonies to communicate with team members and stakeholders about project milestones and deadlines.
- Coordinated meetings with appropriate stakeholders to ensure alignment across departments with onshore and offshore resources.
- Published demo videos for each Program Increment, highlighting the team's latest delivered software updates/functionality.
Customer Success Manager
Mitchell International
04.2018 - 11.2018
- Worked to resolve complicated account issues by thoroughly researching the accounts in question and focused on keeping clients satisfied with our products and services.
- Acted as liaison between customers, sales, tech support, and account managers.
- Exceeded monthly targets for all key metrics in the Customer Success department including: ARR (Annual Recurring Revenue), resolved cases, renewed subscriptions, and sales referrals.
- Collaborated with sales and product teams to address customer success objectives.
- Established strong relationships with key customers, resulting in increased customer loyalty.
Senior Loan Officer
First California Mortgage | BofI Federal Bank
03.2015 - 04.2017
- Responsible for generating community relationships with potential clients and referral partners.
- Tasked with all areas of mortgage loan origination including pricing out loan programs, pre-qualifying all borrowers through application/credit review and AUS analysis.
- Submitted loan applications to underwriter for verification and recommendations.
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Assisted customers in understanding loan terms and conditions to make informed decisions.
- Maintained quota of 15 funded loans per month.
Senior Loan Officer
Mortgage Capital Assoc. | Bank Of America | GMAC
10.2006 - 10.2015
- Multiple time sales leader and award winner.
- Managed 135+ clients annually and orchestrated all aspects of the residential loan process from origination to funding.
- Maintained NMLS licensing for mortgage loan origination in multiple states (CA, TX, FL, WA, AZ, NM, TN, OR, VA, and NV).
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Negotiated loan terms and conditions with customers to secure the best deal.
- Consistently funded between 15-20 loans per month-$10 million to $35 million annually.
- Successfully streamlined processing and funding process through a development of innovative procedures.
Education
Full Stack Web Development Certificate - Web Development
UCSD Extension School
San Diego, CA10.2017
Bachelor of Science - Sport Management And Business Administration
Elon University
Elon, NC05.1996
Skills
- Scaled Agile Framework
- Prioritization and Execution
- Wireframe Design
- End to End Feature Delivery
- Requirements Building
- Cross Functional Leadership
- Product Backlog Management
- User Story Creation
Certification
- Harvard Business School Online - Certificate in Management Essentials
- ECornell University Product Management Certification
- Pragmatic Marketing Product Management Certification Level 1
- SAFe 5 PM/PO
- SAFe 5 SP
Timeline
Product Manager
Origence (formerly CU Direct)
02.2021 - Current
Product Manager II
Mitchell International
01.2020 - 01.2021
Product Manager I
Mitchell International
12.2018 - 12.2019
Customer Success Manager
Mitchell International
04.2018 - 11.2018
Senior Loan Officer
First California Mortgage | BofI Federal Bank
03.2015 - 04.2017
Senior Loan Officer
Mortgage Capital Assoc. | Bank Of America | GMAC
10.2006 - 10.2015
Full Stack Web Development Certificate - Web Development
UCSD Extension School
Bachelor of Science - Sport Management And Business Administration
Elon University
- Harvard Business School Online - Certificate in Management Essentials
- ECornell University Product Management Certification
- Pragmatic Marketing Product Management Certification Level 1
- SAFe 5 PM/PO
- SAFe 5 SP
Similar Profiles
Evelin AlfaroEvelin Alfaro
Loan Processor II at CU Direct Lending (Origence Lending Services)Loan Processor II at CU Direct Lending (Origence Lending Services)
Liseth SolorzanoLiseth Solorzano
Marketing Implementations Analyst at OrigenceMarketing Implementations Analyst at Origence
Liseth SolorzanoLiseth Solorzano
MARKETING IMPLEMENTATIONS ANALYST at OrigenceMARKETING IMPLEMENTATIONS ANALYST at Origence