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Software Project Manager



Software Engineering, Operations
Durham, NC, USA
Posted on Friday, July 14, 2023


LoanWell is an automated loan origination and portfolio management solution for community lenders — banks, credit unions, CDFIs, loan funds, and foundations. We've built the "Squarespace for Lenders", a white labeled platform with end-to-end functionality for application intake, origination, task management, underwriting, closing, servicing, and reporting. LoanWell automates the back office so the community lenders can do what they do best — fund our local small businesses. We are a mission-driven FinTech, helping increase access to capital for those typically left out of the financial system and improve access to affordable capital for the small businesses that power our local and national economies.

We value people who can have an opinion yet commit even when they disagree. We talk through ideas and challenge each other, but all remember that we’re here for the same purpose: to do good work together and provide greater access to capital for all. That comes with direct feedback, openness to each others’ experience, and willingness to show up for each other as well as for the technical work at hand. We’re in this for the bigger picture.


The Software Project Manager will work in close partnership with the CTO to organize and clarify feature requests for development as well as drive and manage the work of the onboarding teams. This role will require a curiosity to understand the technologies we use as well as a clear eye to maintaining the quality of our platform. We will probably ask you about your opinion about how to solve problems, so hopefully you’re excited by that. We also want you to bring your own experience to bear in verifying functionality within the platform. We're quick to trust that you can do it, and here to support you in making it so. You can expect to be counted on.

This role will also manage direct client interactions and oversee timeline and deliverable communication with customers in order to ensure project success. Demonstrable experience in these types of communication scenarios will be part of the interview process so be sure you feel comfortable in doing this type of work.

The growth plan for this role would be to oversee and manage multiple onboarding teams as the company scales and potentially begin to work on improving and optimizing development processes across the company.


Onboarding Project Management | Focus of the first 90 days and continued work going forward

  • Lead internal handoff between LoanWell Sales Team and Onboarding Team to ensure new customer has a smooth transition to their onboarding process
  • Lead customer kickoff meetings and be the face of the LoanWell to the customer through the entire onboarding process
  • Communicate deadlines for required information and ensure deadlines are met throughout our process
  • Follow up with customer to ensure the Onboarding Team has all documentation and questions answered to complete the onboarding process
  • Communicate with the customer in a clear and documented manner what their responsibilities are to ensure the onboarding process stays on time and communicate quickly and clearly with the customer how the onboarding timeline may have changed due to their delays
  • Be available to aid the onboarding product manager when necessary in user testing the customer sandbox for quality assurance prior to sending to customers and provide detailed feedback to the onboarding technical team on changes or bugs that need to be addressed
  • Seek ways to improve the process of delivering solutions to clients with a concerted effort to continuously reduce the time it takes to onboard a customer successfully
  • Forge strong partnerships with customers and colleagues
  • Facilitate a smooth transition for the customer between LoanWell’s Onboarding Team and Customer Success Team when onboarding is complete


  • 3+ years of relevant experience in operations or software project management
  • Background in community lending and/or financial services
  • Familiarity with issue management tools such as Asana and communication tools such as Slack
  • Motivated by the opportunity to collaboratively deliver compelling, differentiated cloud applications that delight LoanWell’s customers
  • Ability to influence and motivate people across a broad variety of job functions through your relationships
  • Ability to demonstrate their experience managing their time well and providing accurate estimates of workload
  • Bachelor’s with strong academic record with a strong preference for quantitative, finance, or technical backgrounds
  • Ability to work on own initiative and in remote environments
  • Ability to work in Durham, NC preferred. If remote, willingness to travel occasionally to Durham to strengthen team collaboration and increase speed of learning cycles

If you meet 70% of these criteria, please consider applying. Women, people of color, those with non-traditional work backgrounds, people with different gender identities or those part of the LGBT community are strongly encouraged to apply.

You will be working directly with and reporting to our CTO, Sean Doherty.

  • Health Care Plan (Medical, Dental & Vision)
  • Retirement Plan (401k, IRA)
  • Paid Time Off (Vacation, Sick & Public Holidays)
  • Family Leave (Maternity, Paternity)
  • Work From Home
  • Local Team Gatherings
  • YMCA Discount
  • Downtown Durham Parking (if applicable)