Mortgage Technical Enablement Manager
Core
Own enablement execution for the mortgage customer base, driving onboarding, technical training, and educational content to help lenders use Ocrolus to originate mortgages end-to-end.
Role type
Senior customer-facing technical enablement manager (mortgage)
Builds
Scalable onboarding and education programs, role-based learning paths, technical playbooks, integration guides, and customer certification programs for mortgage origination workflows.
Domain
Fintech / Mortgage lending / AI-driven document processing
Deliverable
product features
Required skills
Curriculum design, mortgage industry knowledge, technical training delivery, cross-functional collaboration, data-driven iteration, documentation creation, presentation and facilitation
Preferred skills
Fintech or AI company experience, LOS integration experience (Encompass, Ellie Mae), LMS and eLearning authoring tools, instructional design certification
Technologies
LMS, eLearning authoring tools (Articulate, Camtasia), LOS systems (Encompass, Ellie Mae)
Responsibilities
Craft and execute the mortgage enablement strategy and roadmap; Design and deliver instructor-led trainings, on-demand eLearning, and technical playbooks; Produce hands-on materials like sandbox exercises, labs, and runbooks; Run kickoffs, launch workshops, and train-the-trainer sessions; Partner with Product and Engineering to translate features into practical guidance; Measure enablement effectiveness with KPIs and iterate content; Represent Ocrolus externally at webinars and customer events.
Seniority
Senior, hands-on IC with customer-facing responsibilities