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-powered data and analytics platform 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 hands-on, customer-facing Mortgage Technical Enablement Manager to own enablement execution for our rapidly growing mortgage customer base. You will report to the General Manager of Mortgage and be the primary driver of customer onboarding, technical training, and ongoing educational content. You’ll work closely with Product, Engineering, Product Marketing, and Revenue to help craft and execute the enablement strategy and to design and deliver world-class materials that accelerate launch timelines, increase product adoption, and drive measurable customer outcomes.
This role is for someone who loves teaching — building clear, engaging learning experiences that teach lenders how to use our product to originate a mortgage end-to-end. 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 help craft and execute the mortgage enablement strategy and roadmap.
- 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. Partner closely with the Account Management team to align enablement with customer goals, support implementations and ongoing adoption, and co-deliver training as part of account onboarding, expansion, and renewal motions.
- 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 and familiarize themselves with the full set of products and capabilities in our mortgage solution.
- Produce hands-on materials: sandbox exercises, labs, demo scripts, templates, runbooks, and checklists that shorten time-to-value and reduce launch friction.
- Working in partnership with Account Managers, run kickoffs, launch workshops, technical deep dives, and train-the-trainer sessions for customers, partners, and internal teams (Sales Engineers, Implementation, CS, etc).
- Partner with Product and Engineering to translate complex features into practical how-to guidance and implementable integration patterns.
- Work with Revenue/Sales and Product Marketing to define onboarding readiness criteria and pre/post-sale enablement materials that tie to launch success metrics.
- Measure enablement effectiveness with KPIs (time-to-production, launch velocity, adoption, CSAT, certification completion, support deflection) and iterate on content based on data and feedback.
- Capture and synthesize customer feedback and typical 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.
- A passion for education and curriculum design — you love creating learning experiences and measuring learning outcomes.
- Mortgage industry exposure (e.g., underwriting, operations, LOS work, or mortgage product experience).
- 2+ years building and delivering technical enablement, customer training, or implementation programs (or equivalent instructional design experience).
- Ability to translate product features into concrete workflows that teach customers how to originate loans using our platform.
- Strong presentation and facilitation skills — comfortable delivering both live and asynchronous training (slides, video, LMS content, hands-on labs).
- Experience producing customer-facing documentation and training artifacts (playbooks, runbooks, templates).
- Comfortable working cross-functionally with Product, Engineering, Product Marketing, Revenue/Sales, and Customer Success.
- Data-driven: you define success metrics for enablement and iterate based on performance and feedback.
- Excellent written communication skills and attention to instructional detail.
- 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.
The full-time salary range for this role is around $150,000 + 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.
Top Skills
Ocrolus New York, New York, USA Office
Ocrolus is in the heart of the Financial District, just one block from the New York Stock Exchange, with easy access by subway, bus, car, and ferry.
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