抵押贷款技术赋能经理
Mortgage Technical Enablement Manager
在人工智能和金融科技的交汇处共同创造。Ocrolus致力于帮助贷款机构有信心地自动化工作流程——简化金融机构评估借款人的方式，使贷款决策更快、更准确。
我们的AI工作流和分析平台被广泛信任，每月处理近百万份信用申请，涵盖小企业、抵押贷款和消费贷款领域。通过将最先进的开源和闭源AI模型与我们的人工验证引擎相结合，Ocrolus从财务文件中提取数据的准确率超过99%。凭借先进的欺诈检测和全面的现金流和收入分析，我们的客户在风险管理方面实现更高的效率，并扩大信贷获取——最终打造一个更加包容的金融体系。
Ocrolus已获得400多家客户的信赖，包括Better Mortgage、Brex、Enova、Nova Credit、PayPal、Plaid、SoFi和Square等业界领先企业，处于金融科技AI创新的前沿。加入我们，帮助重新定义全球最具创新精神的贷款机构如何开展业务。
我们正在招聘一位资深、亲力亲为、面向客户的抵押贷款技术赋能经理，**负责并主导**我们快速增长的抵押贷款客户群体的赋能工作。你将向抵押贷款总经理汇报，并作为**唯一负责人**，负责客户上手、技术培训和持续的教育内容——从零开始构建这一职能。你将与产品、工程、产品营销和销售/营收团队紧密合作，制定并执行赋能策略，设计并交付世界级的材料，加快发布周期，提高产品采用率，并推动可衡量的客户成果。
这个职位适合那些在**高度自主和拥有权**中茁壮成长的人——你将设定方向，建立基础设施，并独立执行，同时在实际场景中以自信、有吸引力的形象面对客户。你将把Ocrolus的产品功能（收入计算、文档索引、贷款系统集成、AI分类器等）转化为分步课程、动手实验和操作手册，让技术和非技术人员都能轻松进入生产环境。
**你将负责**
- 与抵押贷款总经理及跨职能团队（产品、工程、产品营销、销售/营收和客户成功）密切合作，**
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Come build at the intersection of AI and fintech. At Ocrolus, we’re on a mission to help lenders automate workflows with confidence—streamlining how financial institutions evaluate borrowers and enabling faster, more accurate lending decisions.
Our AI workflow and analytics platform for lenders is trusted at scale, processing nearly one million credit applications every month across small business, mortgage, and consumer lending. By integrating state-of-the-art open- and closed-source AI models with our human-in-the-loop verification engine, Ocrolus captures data from financial documents with over 99% accuracy. Thanks to our advanced fraud detection and comprehensive cash flow and income analytics, our customers achieve greater efficiency in risk management, and provide expanded access to credit—ultimately creating a more inclusive financial system.
Trusted by more than 400 customers—including industry leaders like Better Mortgage, Brex, Enova, Nova Credit, PayPal, Plaid, SoFi, and Square—Ocrolus stands at the forefront of AI innovation in fintech. Join us, and help redefine how the world’s most innovative lenders do business.
We're hiring a senior, hands-on, customer-facing Mortgage Technical Enablement Manager to **build and own** the enablement function for our rapidly growing mortgage customer base. You will report to the General Manager of Mortgage and serve as **the sole owner** of customer onboarding, technical training, and ongoing educational content — building this function from the ground up. You'll work closely with Product, Engineering, Product Marketing, and Revenue to craft and execute the enablement strategy and design and deliver world-class materials that accelerate launch timelines, increase product adoption, and drive measurable customer outcomes.
This role is for someone who thrives with **high autonomy and ownership** — you'll set the direction, build the infrastructure, and execute independently, while also showing up as a confident, engaging presence with customers in live settings. You'll translate Ocrolus's product capabilities (income calculations, document indexing, LOS integrations, AI classifiers, and more) into step-by-step curriculum, hands-on labs, and playbooks that make it simple for both technical and non-technical users to get production-ready.
**What you'll do**
- Partner closely with the GM of Mortgage and cross-functional teams (Product, Engineering, Product Marketing, Revenue/Sales, and Customer Success) to **define and drive** the mortgage enablement strategy and roadmap — with significant independence in how you execute it.
- **Build the enablement function from scratch**: design, build, and deliver scalable onboarding and education programs focused on using Ocrolus to originate mortgages — instructor-led trainings, on-demand eLearning, role-based learning paths, technical playbooks, integration guides, and customer certification programs.
- Create a progressive, modular curriculum that maps directly to the mortgage origination workflow, with role-based learning paths that enable end users to steadily build proficiency across our full mortgage solution.
- Produce hands-on materials: sandbox exercises, labs, demo scripts, templates, runbooks, and checklists that shorten time-to-value and reduce launch friction.
- Run kickoffs, launch workshops, technical deep dives, and train-the-trainer sessions for customers, partners, and internal teams — **including live, client-facing training sessions**.
- Partner with Product and Engineering to rapidly learn new capabilities and translate complex features into practical how-to guidance and integration patterns.
- Work with Revenue/Sales and Product Marketing to define onboarding readiness criteria and pre/post-sale enablement materials tied to launch success metrics.
- Measure enablement effectiveness with KPIs (time-to-production, launch velocity, adoption, CSAT, certification completion, support deflection) and iterate based on data and feedback.
- Capture and synthesize customer feedback and common implementation gaps to inform product documentation and prioritize future training needs.
- Represent Ocrolus externally: run webinars, speak at customer events, and occasionally support pilots or proofs-of-concept.
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**What you'll bring**
- **5–10+ years of experience** in L&D, client enablement, customer training, or implementation programs — with the seniority to operate as a function of one and build from zero.
- A track record of **working with independence** — you don't need a team around you to move fast and deliver high-quality outcomes.
- Strong **cross-functional stakeholder management** — you're equally effective collaborating with Product and Engineering as you are presenting to customers; this is not a back-office role.
- Mortgage industry exposure (e.g., underwriting, operations, LOS work, or mortgage product experience).
- A passion for education and curriculum design — you love creating learning experiences and measuring outcomes.
- Ability to translate product features into concrete workflows that teach customers how to originate loans using our platform — and to **learn our product deeply and quickly**.
- Strong presentation and facilitation skills — comfortable delivering both live (including direct client-facing sessions) and asynchronous training.
- Experience producing customer-facing documentation and training artifacts (playbooks, runbooks, templates).
- Data-driven: you define success metrics for enablement and iterate based on performance and feedback.
- Excellent written communication skills and attention to instructional detail.
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**Nice-to-haves**
- Prior experience at a fintech or AI-driven company.
- Hands-on experience with LOS or point solutions (Encompass, Ellie Mae, or equivalent) or integrations into LOS/AUS.
- Experience with LMS tools, eLearning authoring (Articulate/Camtasia), and building certification programs.
- Instructional design background or training certification.
- Willingness and ability to travel to customer sites for launches and workshops.
* * *
**Compensation & Logistics**
The full-time salary range for this role is **$140,000 - $170,000 + equity + benefits**. Base pay will vary depending on job-related knowledge, skills, experience, and market location. Ocrolus is a remote-first company; some travel for customer enablement and events is expected.
_Disclosure as required by N.Y.C. Admin. Code §§ 8-102 and 8-107(32) of the full-time salary compensation range for this role when being hired into our offices in New York City._
**Life at Ocrolus**
We’re a team of builders, thinkers, and problem solvers who care deeply about our mission — and each other. As a fast-growing, remote-first company, we offer an environment where you can grow your skills, take ownership of your work, and make a meaningful impact.
**Our culture is grounded in four core values:** **Empathy –** Understand and serve with compassion
**Curiosity –** Explore new ideas and question the status quo **Humility –** Listen, be grounded, and remain open-minded
**Ownership –** Love what you do, work hard, and deliver excellence
We believe diverse perspectives drive better outcomes. That’s why we’re committed to fostering an inclusive workplace where everyone has a seat at the table, regardless of race, gender, gender identity, age, disability, national origin, or any other protected characteristic.
We look forward to building the future of lending together.