Mortgage SME

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Join the Ocrolus rocket ship!

Ocrolus is the leading intelligent automation platform that helps customers make faster and more accurate decisions. Ocrolus transforms documents into digital data and analytics within minutes. That’s why partners like PayPal, Plaid, and Square work with us. Ocrolus has raised over $100 million in venture capital, backed by Oak HC/FT, FinTech Collective, Bullpen Capital, and QED Investors, among others.

Summary:

Ocrolus is aggressively expanding its mortgage product and solutions offering. Given the complexity of mortgage, the diversity of client needs, and the scale of our ambition, we want to bring aboard someone with expertise in the details of the mortgage origination process--more specifically, someone who understands the nuances of mortgage underwriting, borrower types, and mortgage technology. The mission for this role is to serve as a nexus for expertise within our product development, analytics, and implementation teams, the result of which will be a high-quality product with predictable behavior and accelerated implementation with satisfied clients. This requires proven experience in mortgage underwriting, specifically around income calculation.

What you’ll do:

  • Serving as a subject matter expert for all things mortgage, and liaising between our mortgage and product teams.
  • Working with our product and engineering teams to assist with the creation of detailed specifications and requirements documents regarding Ocrolus’ products, including, but not limited to, income calculation and other analytics.
  • Assisting with the development of test criteria and the performance of quality assurance efforts regarding our products. Serving as the arbiter of quality for this product area.
  • Providing the perspective of a seasoned underwriter in the automation of mortgage use cases, and articulating the perspective of the various end-users of Ocrolus technology.
  • Working with clients to understand their specific use cases (and how those use cases fit into Ocrolus’ product framework), gathering requirements, and facilitating implementation.
  • Working with our product team to develop capabilities to facilitate the creation of other mortgage analytic tools that leverage the high-quality mortgage data Ocrolus extracts from mortgage documents.
  • Ensuring all mortgage-related calculations in the Ocrolus API and product are extensively and accurately documented.

Who you are:

  • Robust understanding of the mortgage underwriting process, including underwriting requirements and documentation. At least 3 years of recent processing and/or underwriting experience--Conventional, FHA, VA, and/or non-QM experience required.
  • 2+ years working with Encompass software (and preferably other LOS platforms).
  • Understands mortgage underwriting guidelines and has a strong capability around properly calculating borrower income and assets
  • Work in a fast-paced environment
  • Ability to discern between customer requirements and industry best practices to better inform our processes and product. 
  • Teach, support, and guide a team of other mortgage-focused team members. 
  • 5-7 years of overall work experience preferred. 
  • Role will report to the VP, Mortgage Strategy.

#LI-REMOTE

Life at Ocrolus

Come build the future of fintech with us. At Ocrolus, you will work with extraordinary people and receive benefits and development opportunities to empower you in and out of the office.

Ocrolus employees enjoy flexible working hours, unlimited PTO, Appreciation holidays (last Friday of the month off), an inclusive work environment (D&I Council), and monthly wellness reimbursement for physical and mental well-being. 

We take pride in our dynamic, diverse team, unified by shared values of Ownership, Optimism, Objectivity, Humility, Urgency, and Appreciation. We love what we do and the people we do it with, which is why we welcome every individual, provide them with equal opportunity irrespective of their race, gender, gender identity, age, disability, national origin or any other legally protected rights that one has.

Launch your own Ocrolus experience today!

We look forward to hearing from you!

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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • JavaLanguages
    • PythonLanguages
    • PhotoshopDesign
    • JIRAManagement
    • WordpressCMS
    • HubSpotCRM
    • SalesforceCRM

Location

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.

An Insider's view of Ocrolus

What’s the vibe like in the office?

The office is laid back, but everyone is driven to contribute. There's a strong culture of individual ownership. Management empowers everyone to do what they do best. At the same time, teamwork is essential to success, and team cohesion is very strong. Leadership styles are non-hierarchical - the best idea wins out, no matter where it comes from.

Wendy

Data Scientist

How do you collaborate with other teams in the company?

Ocrolus offers customizable analytics, so the Engineering Team frequently collaborates with other teams to deliver on customer requests. We often work with the Sales Team to identify business opportunities, forming working groups that outline customer requests, and then execute on those goals. Collaboration is essential in a customer-first company.

Zoheb

VP of Engineering

What makes someone successful on your team?

Customer Success requires team members to combine a deep knowledge of the platform with superb communication and interpersonal skills. In order to grow, members must cultivate strong relationships not just with our customers, but also the departments we rely on. And success does not mean perfection - learning from mistakes is always key.

Elizabeth

Director of Implementations

How do you empower your team to be more creative?

I empower team members to be more creative by giving them a high degree of independence in how they execute. I don't like to micro-manage, and rather than providing directives, I like to ask leading questions. Letting team members organically solve for the objective, based on these questions, creates a diversity of ideas that we can draw from.

Vik

Chief Operating Officer

How would you describe the company’s work-life balance?

Ocrolus' appreciation of work-life balance is built into the company. Employees form their own hours; some come in at 8 and leave at 4, others come in at 11 and leave at 7. Scheduling time off, sick days, and personal chores are made easy with unlimited vacation and work from home policies. Ocrolus wants us to live our lives outside of the office.

Estevan

Account Executive

What are Ocrolus Perks + Benefits

Ocrolus Benefits Overview

- Competitive Compensation
- Comprehensive Health Insurance Coverage
- Three Months of Paid Maternity & Paternity Leave
- Unlimited Vacation Policy
- Flexible Visa and Sponsorship Support
- Gym Membership Reimbursement
- Citibike Reimbursement
- Company Sponsored Happy Hours & Team Outings
- Catered Lunch, Snacks, Coffee, and a Fancy Seltzer Machine
- Summer Fridays (Shortened Day)
- Off-Site Company Retreats
- Ocrolus Appreciation Days Off
- Competitive L&D Allowance

Culture
Partners with Nonprofits
Ocrolus partners with Kiva to deliver loans to underserved entrepreneurs across the world.
Friends outside of work
Eat lunch together
Intracompany committees
Ocrolus has a culture committee that plans happy hours, company retreats, and other company excursions.
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Diversity
Someone's primary function is managing the company’s diversity and inclusion initiatives
Diversity Employee Resource Groups
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Dental Benefits
Vision Benefits
The vision benefits plan covers %100 for annual eye exams.
Health Insurance Benefits
Wellness Programs
Mental Health Benefits
Retirement & Stock Options Benefits
401(K)
Company Equity
Ocrolus offers company equity to employees as part of our payment packages.
Performance Bonus
Child Care & Parental Leave Benefits
Generous Parental Leave
We provide up to 12 weeks of parental leave for the primary caretaker. Ocrolus also provides 12 weeks of leave for the secondary caretaker.
Flexible Work Schedule
Ocrolus provides employees with a flexible work schedule that includes flexible start and end times, along with summer hours.
Remote Work Program
Our remote work program enables employees to work remotely as needed.
Family Medical Leave
Vacation & Time Off Benefits
Unlimited Vacation Policy
Generous PTO
Ocrolus Appreciation Days - We give employees the last Friday of every month off (which means 12 extra days of PTO per year!) to thank them for their hard work and dedication to Ocrolus.
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Commuter Benefits
Ocrolus offers pre-tax commuter benefits for the subway, Citi Bike, and other preferred methods of transportation.
Company Outings
Ocrolus hosts our yearly company retreat in the Hamptons, with full rented houses, catered meals, team building exercises, and good company.
Free Daily Meals
Free meals at the office! All lunches and most dinners throughout the week are catered, taking into account any dietary preference an employee may have so everyone can enjoy.
Stocked Kitchen
Ocrolus has a fully stocked kitchen with popcorn, gummy bears, coke, redbull, and a ton of other delicious snacks.
Some Meals Provided
Employees get free lunch on Tuesday, Thursday, Friday.
Happy Hours
Happy hours are hosted once per month.
Relocation Assistance
Fitness Subsidies
Ocrolus reimburses employee gym membership.
Home Office Stipend for Remote Employees
Professional Development Benefits
Job Training & Conferences
Tuition Reimbursement
Our Learning and Development program allows our employees free rein to take any course that will help make them better at their role.
Lunch and learns
Promote from within

Additional Perks + Benefits

Our perks, combined with the people, the culture, and the mission of our company, foster a working environment that puts employees first. Taken together, our perks are more than the flexible hours or the generous family leave. They are part of a broader philosophy that ensures the happiness, healthiness, and well-being of each of our employees.

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