Client Program Manager Jobs in Fillmore, CA (NOW HIRING)

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And, in the event that a resume or candidate is submitted by a recruiter, an employment agency, or a staffing firm without a fully executed MSA, Lendistry has the unrestricted right to pursue and hire any of those candidate(s) without any legal or financial responsibility to the recruiter, agency, and/or firm.
A Day in the Life
The Senior Program Manager will lead borrower acquisition, pipeline development, and counseling services for Project Home's disaster mortgage product. This is a contract, full-time equivalent role reporting to the Vice President of Programs. The Senior Program Manager will establish and manage an ecosystem of partners including builders, funders, and HUD-Certified Counselors to engage a pipeline of 750-1,000 potential borrowers with the goal of converting 250-300 clients into borrowers during the pilot phase.
This role requires deep expertise in mortgage lending or housing counseling, exceptional relationship management skills, and the ability to design and implement best-in-class training systems that ensure borrowers receive trauma-informed, client-centered support throughout their home rebuilding journey. Some travel may be required.
The Center by Lendistry: Who We Are
The Center is the non-profit educational and technical assistance strategic partner of Lendistry, a minority-led, technology enabled Community Development Financial Institution (CDFI). The Center by Lendistry (TCbL) supports diverse small businesses through education, technical assistance, and access to competitive financing. Our mission is to close the racial wealth gap by anchoring small businesses and the communities where they do business.
What You'll Be Doing
Borrower Pipeline Development & Engagement

• Develop and execute comprehensive borrower engagement and customer pipeline strategy
• Lead customer outreach efforts and coordinate Lendistry Customer Experience Center (CEC) integration
• Beta test the loan application process with selected borrowers and iterate based on feedback
• Ensure client satisfaction and verify borrowers have deep understanding of the product and its fit for their home rebuilding needs
• Manage engagement of 750-1,000 potential borrowers to achieve conversion goals

Partner Ecosystem Management

• Identify, recruit, and manage 3-4 HUD-certified housing counseling partners to provide product counseling and borrower support
• Build and maintain a coalition of vetted construction-to-permanent (C2P) lenders of appropriate size and scale
• Establish referral relationships for borrowers based on income level, assets, and other qualifying criteria
• Coordinate partners to cover the full continuum of borrower needs, including identifying banks for lot/land loans for ADUs
• Develop strategic partnerships that support borrowers below 100% AMI and above 200% AMI

.Training & Education Systems

• Create best-in-class training materials including Mortgage 101 and disaster product education
• Set up and manage learning management system (LMS) to streamline client education, referrals, and follow-up
• Design and coordinate live training delivery for up to 600 clients through partner organizations
• Ensure trauma-informed counseling services are integrated throughout the client journey
• Develop training capacity across partner organizations to deliver consistent, high-quality borrower education

Product Access & User Experience

• Design borrower-facing product access and user experience in coordination with Lendistry teams
• Support Lendistry Marketing in developing external, customer-facing product content including templates and translations
• Define and document training and borrower engagement steps for seamless client journey
• Ensure product counseling meets HUD certification standards and borrower protection requirements

Strategic Support & Coordination

• Support leadership team in pre-briefings with policymakers, community leaders, and key organizations
• Assist with public promotion and outreach activities as needed
• Coordinate with Lendistry and external stakeholders on program implementation
• Contribute to strategic partnership development and coalition-building efforts

Your Areas of Knowledge and Expertise
Required

• 5+ years of experience in mortgage lending, housing counseling, or related homeownership programs
• Deep knowledge of mortgage products, lending processes, and regulatory requirements
• Proven track record of building and managing high-performing partner networks
• Experience designing and delivering financial education or housing counseling programs
• Strong project management skills with ability to manage multiple workstreams and external partners simultaneously
• Excellent relationship management and communication skills across diverse stakeholder groups
• Demonstrated ability to work with disaster-affected populations with cultural competency and trauma-informed approach
• Proficiency with learning management systems and digital education platforms

Preferred

• Experience within the Los Angeles HUD Home counseling ecosystem
• HUD-certified housing counselor certification
• Knowledge of CDFI lending practices and community development finance
• Experience with disaster recovery programs or crisis response initiatives
• Familiarity with construction lending, ADU financing, or renovation loan products
• Background in program design for underserved or low-to-moderate income communities

Competencies

• Strategic thinking with ability to translate vision into operational execution
• Client-centered approach with commitment to equity and borrower protection
• Collaborative leadership style that builds trust across diverse partners
• Results-oriented with strong accountability for pipeline and conversion metrics
• Adaptability and problem-solving skills in fast-moving, startup-like environment
• Cultural humility and ability to work effectively with disaster-affected communities
• Attention to detail balanced with ability to see big picture and systems-level impact

Why You'll Love Working Here:

• Comprehensive Medical, Dental, and Vision Insurance
• Generous Paid Time Off
• Birthday Day Off
• 12 Paid Company Holidays
• 401(k) Match
• FSA and HSA
• Paid Life Insurance
• Paid Disability Insurance
• Pet Insurance
• Employee Assistance Program (EAP)
• Professional Development Courses
• In Office Provided Snacks and Drinks
• Gym Facilities (LA & Tustin/CEC Offices)
• In Office Engagement Activities

Compensation Range
The US base salary range for this full-time position is $105,000 - $125,000annually.
Our salary ranges are determined by role, level, and location.
The range displayed on each job posting reflects the minimum and maximum base salary for new hires for the position across all US locations. Within the range, individual pay is determined by multiple factors like job-related skills, experience, and state of residence. Your recruiter can share more about the specific salary range during the interview process.
Please note that the compensation details listed in US role postings reflect the base salary only, and do not include any variable compensation elements.
Physical Requirements
This is a stationary position that requires frequent sitting (approximately 95%), repetitive wrist motions, grasping, speaking, listening, close vision, and the ability to adjust focus. It also may require occasional standing, lifting, carrying of 20lbs or less, walking, kneeling, bending/stooping, twisting, pulling/pushing, and reaching above the shoulder. Employees in this position must be physically able to efficiently perform the essential functions of the position.
ACKNOWLEDGEMENT
B.S.D. Capital, Inc. dba Lendistry is an equal employment opportunity employer committed to providing its employees, applicants and other covered persons with equal opportunities without regard to race, color, age (40 or older), religious creed (including religious belief, practice or dress and grooming practices), national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender (including pregnancy, childbirth or medical condition related to pregnancy or childbirth), gender expression, gender identity, sexual orientation, military or veteran status (including past, current or prospective service), or any other characteristic protected under applicable federal, state or local law.