Mortgage Technical Enablement Manager

1 month, 2 weeks ago
Full-time
Junior
Customer and Technical Support
Ocrolus

Ocrolus

Ocrolus is a leading document automation platform in financial services, digitizing bank and credit card statements with over 99% accuracy. It empowers lenders to automate credit decisions, enabling faster access to credit for borrowers.

Banks
251-1K
Founded 2014
$127M raised

Description

  • Partner with Mortgage leadership and cross-functional teams to develop and execute the mortgage enablement strategy and roadmap.
  • Design and deliver scalable onboarding programs, eLearning, role-based curricula, technical playbooks, integration guides, and certification programs.
  • Create modular learning paths aligned with the end-to-end mortgage origination workflow.
  • Develop sandbox exercises, labs, demo scripts, templates, runbooks, and checklists to reduce launch friction.
  • Lead customer kickoffs, launch workshops, technical deep dives, webinars, and train-the-trainer sessions.
  • Translate complex product features and integrations into practical guidance and implementation patterns.
  • Define onboarding readiness criteria and pre- and post-sale enablement materials with Revenue and Product Marketing.
  • Track enablement KPIs, including time-to-production, adoption, launch velocity, CSAT, certification completion, and support deflection.
  • Collect customer feedback and implementation gaps to improve documentation and prioritize training needs.
  • Support customer pilots, proofs of concept, and external events.
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Requirements

  • Passion for education, curriculum design, and measuring learning outcomes.
  • Exposure to the mortgage industry, such as underwriting, operations, LOS workflows, or mortgage products.
  • 2+ years of experience building and delivering technical enablement, customer training, implementation programs, or equivalent instructional design work.
  • Ability to translate product capabilities into workflows that teach customers how to originate loans.
  • Strong presentation and facilitation skills across live, asynchronous, video, LMS, and hands-on training formats.
  • Experience creating customer-facing playbooks, runbooks, templates, and other training materials.
  • Ability to collaborate effectively with Product, Engineering, Product Marketing, Sales, and Customer Success.
  • Data-driven approach to defining enablement metrics and improving programs based on feedback.
  • Excellent written communication skills and attention to instructional detail.
  • Preferred: fintech or AI experience; LOS/AUS integrations such as Encompass or Ellie Mae; LMS and eLearning tools such as Articulate or Camtasia; certification or instructional design experience; willingness to travel.

Benefits

  • Approximately $150,000 base salary plus equity and benefits.
  • Remote-first work environment.
  • Travel opportunities for customer launches, workshops, and events.
  • Inclusive workplace with opportunities for growth, ownership, and meaningful impact.

Interested in this position?

Apply directly on the company website

Apply Now

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