客户经理 - 按揭贷款
Account Manager - Mortgage
在人工智能与金融科技的交汇点上共同创造。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。
我们为贷款机构提供的AI工作流和分析平台已得到大规模信任，每月处理近一百万份信用申请，涵盖中小企业、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“人工在回路”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功能和全面的现金流与收入分析，我们的客户在风险管理方面实现了更高的效率，并扩大了信贷的可及性——最终打造一个更加包容的金融体系。
Ocrolus已被400多家客户信赖，包括Better Mortgage、Brex、Enova、Nova Credit、PayPal、Plaid、SoFi和Square等业内领先企业，处于金融科技AI创新的前沿。加入我们，一起重新定义全球最具创新精神的贷款机构如何开展业务。
Ocrolus正在寻找一位经验丰富的客户/增长经理，与我们新实施的抵押贷款客户进行面对面合作。该职位需要**约25%的国内出差**。候选人将负责管理客户关系，并协助推动抵押贷款客户的流程变更，以最大化Ocrolus平台的使用效果。任务可能包括流程开发、预测、战略规划、销售支持、产品培训、客户服务、项目管理和市场营销。
**你将负责：**
- 组织每周的面对面客户会议，以建立牢固的关系，专注于帮助推动抵押贷款客户的流程变更
- 识别调整客户流程的机会，以最大化Ocrolus的覆盖范围
- 作为指定客户群的中心联系人
- 与同账户工作的团队成员协调，提供一致的优质服务
- 确保客户能及时获得所需的产品和服务
- 向内部团队传达客户的需求、要求和目标
- 与销售团队合作，接触潜在客户
- 同时服务多个客户，始终保持按时完成任务
- 记录客户交易信息
- 预测并跟踪客户账户指标
- 在帮助团队的过程中发挥关键作用
查看英文原文
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.
Ocrolus is seeking an experienced Account/Growth Manager to work in person directly with our newly implemented Mortgage clients. This role will require **~25% domestic travel.** The candidate will be in charge of managing relationships and helping to facilitate process change management within the Mortgage client to maximize the Ocrolus platform. Tasks may involve process development, forecasting, strategic planning, sales support, product training, client service, project management, and marketing.
**What you'll do:**
- Facilitate weekly in-person client meetings in order to build strong relationships focused on helping facilitate the change management process within Mortgage clients
- Identify opportunities to adjust client processes to maximize Ocrolus footprint
- Operate as the central point of contact for assigned customer base
- Coordinate with teammates working on the same account to provide consistent excellent service
- Ensure clients receive requested products and services in a timely fashion
- Communicate client needs, demands and goals to our internal teams
- Collaborate with sales team to reach prospective clients
- Service multiple clients concurrently while consistently meeting deadlines
- Keep records of client transactions
- Forecast and track client account metrics
- Be a vital part in helping not only the team, but the company grow
**Who we're looking for:**
- Bachelor's degree in business or related field
- 4+ years of Mortgage experience and processes related to Mortgage based companies
- Proven track record of success with upselling, cross-selling and renewals
- Client focused solutions experience
- Ability to communicate client needs with internal teams
- Talent for influencing process change management
- Ability to manage multiple projects and relationships simultaneously with negotiation, listening, communication skills, presentation and time management skills
- Growth mindset
**Bonus points:**
- Strong understanding of API based work
- B2B FinTech experience
- Worked for a hypergrowth-startup company
- Previous utilization of Salesforce
- Experience with failure and ability to course correct
**Note:**
The full-time salary range for this role is between $120,000- $150,000 + commission + equity + benefits. Base pay offered may vary depending on job-related knowledge, skills, experience, and market location.
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.