Ocrolus · 9 hours ago
Mortgage Technical Enablement Manager
United States
Full-time
Remote
Entry, Mid Level
$150K/yr - $150K/yr
2+ years expOcrolus is a leading company at the intersection of AI and fintech, focused on automating workflows for lenders. They are seeking a Mortgage Technical Enablement Manager to drive customer onboarding, technical training, and educational content for their mortgage customer base.
Artificial Intelligence (AI)BankingCreditFinancial ServicesFinTechMortgage
Responsibilities
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
Qualification
Required
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
Preferred
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
Benefits
Equity
Benefits
Company
Ocrolus
Ocrolus is an AI-powered data and analytics platform that enables faster and more accurate financial decision-making.
201-500 employees
H1B Sponsorship
Ocrolus has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (1)
2023 (3)
2022 (4)
2021 (5)
2020 (6)
Funding
Current Stage
Growth StageTotal Funding
$126.97MKey Investors
Fin CapitalOak HC/FT
2021-09-22Series C· $80M
2020-08-25Series B· $13.47M
2019-06-25Series B· $24M
Leadership Team
Sam Bobley
Co-Founder and CEO
Ajay Shrivastava
Chief Operating Officer (Ocrolus) & Country Head (India)
Recent News
HousingWire.com
2025-11-01
HousingWire.com
2025-11-01
Company data provided by crunchbase